Trial to paid conversion up to 11%

What was not working

A trial account was useful only after the team connected its mailbox, and most teams never got that far. The product waited for setup and the trial expired in the meantime.

What we did

1. 01Moved mailbox connection to the first screen and made it take one click for common providers.
2. 02Imported recent conversations, so the account has something in it immediately.
3. 03Replaced the feature tour with three tasks that match a working day.
4. 04Extended the trial by a week for accounts that connected late, instead of losing them.

Published with written permission from the client, who asked not to be named. That is why the business is described by industry and location rather than by its name, and why every number here carries the system it came from.