Browse by use case5 templates

Trial to Paid templates

Templates for activation, upgrade prompts, product-qualified accounts, expansion readiness, and paywall conversion.

Workflow assets

Copy, targeting, and launch steps

Measurement

Analytics companion for what changed

Next action

Feedback, roadmap, support, or AI follow-up

Collection

Trial to Paid workflow templates

These pages combine the customer-facing surface with the metric and follow-up action Userorbit can own.

RevenueIdea
Upgrade Moment
Show expansion prompts when users hit a natural product limit, then capture objections and route them to sales or product.
Upsell modalTooltip
AnalyticsAdvanced
Trial-to-Paid Funnel
Follow trial start, activation, key usage, paywall view, checkout, conversion, and retention guardrails.
Trial funnelPQA rulesAnalytics
AnalyticsAdvanced
Expansion Readiness Board
Spot high-usage accounts with seat saturation, advanced feature adoption, upgrade intent, and product-led revenue signals.
Expansion scoreSeat saturationAnalytics
AnalyticsAdvanced
Product-Qualified Account
Score accounts by activation, multi-user activity, admin setup, high-intent usage, ICP fit, and sales handoff readiness.
PQA scoreFit signalsAnalytics
OnboardingReady
First-Session Activation Checklist
Guide new signups through the shortest path to value with a welcome modal, three checklist tasks, contextual tooltips, and completion survey.
Welcome modalChecklistProduct Tours

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