Trial sign-up qualification: who to call today
Scores every new sign-up against your ideal customer profile and in-product activity and highlights the ones worth a call.
Trial sign-up qualification is a use case of your own analyst from sviy.ai for products sold through a team: it reads the sign-up form data and Amplitude activity, scores every trial against your ideal customer profile and every morning posts to Slack or Telegram who is worth a call and why.
- your customer profile
- a list every morning
- a score with an explanation
What hurts
Dozens of sign-ups a day, and we pick who to call at random.
Promising trials without a known brand get lost in the list.
By the time a manager gets to a sign-up, the trial has already ended.
What your own analyst does
Takes the sign-ups
Reads new sign-ups from a spreadsheet or the form's webhook: company, role, team size, source.
Adds the activity
From Amplitude it takes what the user did in the first days: data import, invited colleagues, the first report.
Scores against the profile
Checks against your ideal customer profile and the rules in the knowledge base and gives a score with an explanation.
Posts in the chat
Every morning, the high-score list in Slack or Telegram: who, why and what to offer. The manager replies "mine" right in the thread.
Sources and channels
- Google Sheets or the form's webhook
- Amplitude
- Stripe
- Slack or Telegram
Before → after
Before: Who to call — at random
After: A morning list with a score and an explanation for each
Before: Promising trials get lost
After: Scored by profile and activity, not by a known brand
Before: A call after the trial has ended
After: An alert on day three when activity is high
What it looks like in the chat
- High: 23
- Medium: 88
- Low: 131
Questions
No. Your own analyst only scores sign-ups and notifies the team in Slack or Telegram. The call, the email or the offer is made by a manager. If you need a draft of the first email, it writes one in the thread, and you send it. No contact with a customer without a person.
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