🧪 B2B Product Trials
Optimize trial conversions with Meza AI.
Overview
Product-led growth (PLG) companies rely on free trials to convert prospects into paying customers. Meza AI helps you track trial engagement, identify high-intent prospects, and automate conversion workflows to maximize trial-to-paid rates.
With the right signals and workflows in place, your team can focus on the trials most likely to convert while automating outreach to others.
Key Metrics to Track
📊 Activation Rate
% of trials completing key setup steps
⭐ Feature Adoption
Which features trial users engage with
⏱️ Time to Value
How quickly trials reach "aha moment"
💰 Conversion Rate
% of trials that convert to paid
Setting Up Trial Tracking
Configure Subscription Model
Set up the Subscription Model with trial type identification.
Ensure trials have type = 'trial' and include valid_until for trial end date.
Define Trial Journey Funnel
Create a Journey Funnel for trials:
Track Key Activities
Configure Product Activity Model to track trial-specific events like first project, integration connected, team invited.
Create Trial Signals
Set up Signals for high engagement and churn risk indicators.
Build Conversion Workflows
Create Workflows to automate outreach based on trial behavior.
Example Signals
High-Intent Trial
Trigger: Trial reaches "Engaged" stage within 3 days
Action: Notify sales + send personalized demo offer
At-Risk Trial
Trigger: No activity for 3+ days
Action: Send re-engagement email + assign to CSM
Trial Expiring
Trigger: 5 days before trial ends
Action: Send conversion reminder with discount offer
Trial Expired - No Conversion
Trigger: Trial ended without conversion
Action: Add to win-back campaign + update CRM
Trial Funnel Stages
Here's a recommended trial funnel with stage criteria:
1. Started
Criteria: Account created with trial subscription
2. Activated
Criteria: Completed "First Project Created" or similar activation event
3. Engaged
Criteria: 10+ activities in last 7 days OR 3+ features used
4. Converting
Criteria: Viewed pricing page OR contacted sales OR initiated upgrade
✅ Tip