Manage product trials using FunnelStory in seven simple steps. This cookbook is guided through seven demo videos, each video describing a specific step.
This demo uses Gitea as a sample B2B SaaS app to demonstrate how FunnelStory can manage product trials.
If you are reading this cookbook without going through the introduction to Trials playbook, you may want to start from there. Here is a link to read the article.
By Alok Shukla • 5 min read Nov 16, 2023
Managing Product Trials 101
Step 1: Gain Visibility into Individual Trials
Configure FunnelStory to gain insightful visibility into trial data for a B2B SaaS application. In just 30-60 minutes, create a trial funnel comprising 3 to 5 steps and configure data models in FunnelStory for comprehensive insights.
Step 2: Organize Accounts in a Trial Funnel
Define the total number and names of funnel stages for the trial, create the funnel, and establish stage conditions. Review the configured funnel for accuracy and efficiency.
Step 3: Engage and Nudge Accounts Toward the Next Funnel Stage
Actively guide trial accounts through funnel stages with FunnelStory. Configure lifecycle conversations and set up nudges to seamlessly move accounts to the next stage.
Step 4: Prioritize Trials by Revenue Signals
Identify high-potential trials based on revenue signals. Explore revenue signals available in FunnelStory and configure health tags for effective prioritization.
Step 5: Qualify Accounts for Sales Outreach
Identify funnel stages for outreach qualification, configure CRM sync for deal creation, and define automation for seamless sales team engagement.
Step 6: Marketing to Prospects/Customers
Efficiently market to trial accounts and retarget disengaged ones. Learn how to retarget disengaged accounts, seek feedback, and increase conversion with targeted offers.
Step 7: Periodic Funnel Review for Optimization
Optimize the trial funnel in a period manner. Identify relationships between health tags and funnel states, investigate slow/stuck accounts, and discover new opportunities for nudges.
Concluding Thoughts
By following these seven steps and the accompanying video guides, you can manage trials effectively using FunnelStory, optimize engagement, and maximize revenue potential.
