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Stand Up and Dance

No outreach needed

Julie Zehntner avatar
Written by Julie Zehntner
Updated over a week ago

Summary

Sometimes the best move is no move. This play surfaces trial accounts that are already dancing—fully activated, highly engaged, and likely to convert. No outreach needed. Just step aside, watch them win, and take notes for later.

Why this works

  • Avoids disrupting accounts on a natural conversion path

  • Frees up resources to focus on accounts that need support

  • Identifies future power users for advocacy or influence

Goal

(1) For the reader

Let high-performing trial users convert without interference.

(2) For the company

Boosts conversion efficiency while seeding future testimonials or referrals.


Accoil Signal

(1) Primary signal

  • Trial age > 7 days

  • Engagement Score = High

  • Activation Rate = Very high

  • 2+ users actively involved

(2) Additional insights

  • Product-specific usage milestones (e.g., forms published, items listed)

  • High-output individual contributors or consultants

  • Accounts converting without prompts


Action steps

  1. Segment Quiet Converters

    • Filter for trials with:

      • High engagement

      • 2+ users

      • Over 7 days active

      • Key workflows complete

  2. Skip the Outreach

    • Don’t message these accounts

    • Let them self-convert based on current momentum

  3. Flag Advocates Quietly

    • Look for influential users: consultants, reviewers, prior customers

    • Tag for testimonial, referral, or future upsell loop

  4. Track Conversion Window

    • Observe time to conversion

    • Use this data to tune future onboarding or nudge timing


Supporting metrics

Metrics

How to measure in Accoil

Natural Conversion Rate

% of fully activated trials converting without outreach

Power User Identification

# of flagged top users per month

User-Level Depth

Actions completed per user in self-converting accounts

Conversion Timeline

Avg. time from full activation to paid



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