Product ToursProduct Tours

Trial-to-Paid Conversion Tour

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

1

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.

2

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.

3

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.

4

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.

5

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

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