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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
Your own analyst · Slack
34 sign-ups in the last day. Worth a call today — 4.
1) Olena, a finance company, 40 people, imported data and invited three colleagues within 2 days — profile match 9 of 10. 2) Marek, an agency, 12 people, source: referral, opened reports 6 times. The other two are in the thread.

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

01

Takes the sign-ups

Reads new sign-ups from a spreadsheet or the form's webhook: company, role, team size, source.

02

Adds the activity

From Amplitude it takes what the user did in the first days: data import, invited colleagues, the first report.

03

Scores against the profile

Checks against your ideal customer profile and the rules in the knowledge base and gives a score with an explanation.

04

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

09:0034 sign-ups in the last day. Worth a call today — 4.
1) Olena, a finance company, 40 people, imported data and invited three colleagues within 2 days — profile match 9 of 10. 2) Marek, an agency, 12 people, source: referral, opened reports 6 times. The other two are in the thread.
I'll take Olena. Why isn't Marek a 10 of 10?
Team size is below the threshold of 15 in your profile. If agencies have a different threshold, tell me — I'll update the rule in the knowledge base and rescore the week.

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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