Trial-to-Paid Funnel template
Follow trial start, activation, key usage, paywall view, checkout, conversion, and retention guardrails.
Qualify
Nudge
Convert
Retain
Template blueprint
What this template contains
Audience
PLG teams improving revenue without over-prompting users
Entry trigger
Trial started, paywall viewed, usage limit hit, or trial ending soon
Primary metric
Activated trial to paid conversion
Launch status
A deeper pattern for teams improving an existing workflow.
Included assets
The parts you can build
Trial funnel
PQA rules
Paywall events
Upgrade prompt
Guardrails
Starter copy
Copy and launch steps
Activated trials that invite three teammates convert at twice the baseline. Trigger the invite checklist before the paywall.
Pick the matching audience or account segment.
Install the assets and copy into the right Userorbit surfaces.
Publish the experience, then review the metric and follow-up queue.
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