Trial-to-Paid Conversion Tour
By Olli, founder of Produktly · Updated 2026-10-06
A conversion-optimized tour designed to run near the end of a free trial. It summarizes the value the user has received, highlights features they have not yet tried, and presents a frictionless upgrade path — all within the app where the user is already engaged.
When to Use This Template
Trigger this tour 3-5 days before the trial expires, or when the user has consumed a significant portion of their trial usage. Avoid showing it on the first day — users need time to experience value before a conversion pitch is effective.
Template Breakdown
Recap trial achievements
Show a personalized summary of what the user accomplished during the trial — number of items created, team members invited, time saved. Use real data from their account to make it tangible.
Highlight unused features
Point out 1-2 premium features the user has not explored yet, with a brief explanation of the benefit. Frame them as opportunities they would unlock by continuing.
Show social proof
Display a testimonial, case study snippet, or aggregate statistic (e.g., "Teams who upgrade see a 40% increase in efficiency") to build confidence in the upgrade decision.
Address common objections
Proactively answer questions like "Can I downgrade later?", "Is there a contract?", and "What happens to my data if I don't upgrade?" to remove friction.
Present the upgrade offer
Show a clear comparison of the free and paid plans, highlight the plan that best fits the user's usage pattern, and include a prominent "Upgrade Now" button with any available discount or incentive.
Best Practices
- Use real account data (projects created, time saved) to make the value recap personal and compelling.
- Offer an extended trial as a secondary CTA for users who are not ready to commit yet.
- Test different trigger timings (3 days, 5 days, 7 days before expiry) to find the optimal conversion window.
- Never show this tour to users who have already upgraded — use proper audience segmentation.
Use This Template
Sign up for Produktly and use this template to get started in minutes.
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