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Hot Trials

Accelerating conversion

Julie Zehntner avatar
Written by Julie Zehntner
Updated over 2 weeks ago

Summary

These are the accounts leaning in hard—deep usage, high frequency, and already exploring advanced features. This play accelerates conversion before the momentum fades.

Why this works

  • Captures users in their most active, evaluative phase

  • Aligns support and offers with current usage behavior

  • Builds urgency without needing a hard sell

Goal

(1) For the reader

Identify and convert highly active trials while intent is at its peak.

(2) For the company

Drives fast, high-quality conversions from the most promising accounts.


Accoil Signal

(1) Primary signal

  • Trial status

  • High Engagement Score

  • Frequent Usage

  • Feature adoption is high

(2) Additional insights

  • Premium features explored

  • Admins or power users active

  • Team size + vertical match to high-priority segments


Action steps

    • Use filters for:

      • Trial accounts

      • High engagement score

      • Feature usage beyond onboarding

    • Save segment + set alert when new accounts match

  1. Analyze Behavior in Context

    • Review feature usage (API, integrations, reports)

    • Identify team usage patterns or depth of adoption

  2. Send Strategic Outreach

    • Use connections to send insights to the tools your team uses

    • Highlight alignment with their use case

    • Include personalized guides, use cases, or benchmarks

    • Tailor messaging by feature used and industry

  3. Offer High-Impact Support

    • Invite to a personalized demo or product consult

    • Address objections with a “What’s next?” tone

    • Share upgrade options tied to workflows they’ve already touched

  4. Drive the Close

    • Use limited-time offers, onboarding packages, or feature unlocks

    • Provide a frictionless path to paid conversion

    • Flag for immediate sales team follow-up

  5. Monitor Conversion & Post-Signal

    • Watch for any dip in score or usage

    • Trigger recovery outreach if engagement fades

    • Surface newly active team members as additional leads



Supporting metrics

Metrics

How to measure in Accoil

Conversion Velocity

Time from engagement to conversion

Feature Usage Trends

Which features drive mid-trial activity

Engagement Patterns

Change in usage before/after sales contact

Revenue Impact

Value and scale of converted accounts

Retention Metrics

Post-upgrade retention of this segment

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