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Dormant Trials

Recovery before expiry

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

Summary

These trials have gone cold—but they’re not gone. With targeted support, urgency, and the right nudge, they can still convert. This play is all about recovery before expiry.

Why this works

  • Surfaces dormant accounts before they expire unnoticed

  • Offers timely support and value reminders

  • Revives deals that would otherwise quietly churn

Goal

(1) For the reader

Restart stalled trials and open a second window for conversion.

(2) For the company

Improves trial win rate by reclaiming lost intent.


Accoil Signal

(1) Primary signal

  • Trial status

  • Low Activation Progress

  • There’s engagement drop-off

  • Low Engagement Score

(2) Additional insights

  • Abandoned feature use (started but didn’t complete)

  • High-value trial tier

  • Lifecycle window: nearing end of trial


Action steps

    • Filter trials with low scores, low activity, and stalled setup

    • Tag high-value accounts for priority outreach

  1. Design Reactivation Messaging

    • Highlight unused value or progress still possible

    • Reference what they’ve done (or not)

    • Emphasize trial days remaining

  2. Offer Assistance

    • Surface relevant tutorials or templates

    • Propose a Customer Success Manager call or onboarding session

    • Unblock feature gaps

  3. Add Incentives

    • Trial extension

    • Setup support

    • Fast-track onboarding or consult

  4. Monitor Progress

    • Watch for login, setup, or feature activity

    • Follow up with next step based on what reactivates


Supporting metrics

Metrics

How to measure in Accoil

Reactivation Rate

% of inactive trials who return to activity

Trial-to-Paid (Recovered)

% of reactivated trials that convert

Post-Reactivation Engagement

Activity and setup progress after outreach

Recovery ROI

Revenue from converted dormant accounts


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