Summary
These users aren’t at the finish line yet, but they’re close. This play captures accounts showing meaningful engagement and setup progress, giving you a clear path to drive conversion.
Why this works
Targets users already demonstrating intent and momentum
Leverages Accoil filters to identify qualified trials early
Guides tailored outreach based on activation and usage signals
Goal
(1) For the reader
Push conversion from accounts that are already doing the work.
(2) For the company
Lift trial conversion rates by catching buyers at the tipping point.
(1) Primary signal
Trial Accounts
Activation progress trending high
Consistent engagement (e.g., 4+ days of use per week)
Engagement Score in growth range
(2) Additional insights
Frequent use of core features (reporting, integration, etc.)
Admins or team leads involved
Large or strategic team profile
Action steps
Create the Segment in Accoil
Filter by:
Trial status
Activation progress
Moderate–high Engagement Score
Review Activation Path in Account View
Check usage of milestone features (e.g., integrations, reports)
Flag skipped steps or areas where they may be stuck
Use historical activity timeline in Accoil to spot drop-off points
Personalize Outreach Based on Activity
Use connections to bring insights into the tools you already use
Reference recent actions taken
Reinforce benefits of completing activation
Offer relevant feature extensions or tailored guidance
Engage the Buying Role
Identify and message decision-makers directly
Use trial behavior to suggest next steps
Share ROI examples and benefits of upgrading now
Track Progress + Follow Up
Monitor changes in Engagement Score post-touch
Tag those who respond for conversion push
Re-target those who stay flat with second-tier support
Supporting metrics
Metrics | How to measure in Accoil |
Trial-to-Win Rate | % of warm trials that convert to paid |
Time-to-Decision | Days from segment inclusion to conversion |
Engagement Score Movement | Score shift post-outreach |
Workflow Completion Rate | % completing activation after nudge |
Upsell Opportunity Signals | Feature or seat usage growth from warm accounts |