Wondering when to pitch paid plans during trials?
Master the timing to maximize conversions for your B2B SaaS:
1️⃣ Onboarding phase: first impressions matter
❌ Introducing paid plans too early overwhelms users who're still learning the product
✅ Focus on guiding users through onboarding first. Introduce paid plans after users complete key milestones or experience their first aha moment
2️⃣ Value realization: timing is key
❌ Users don’t see enough value to justify paying.
✅ Wait until trial users have achieved measurable success or a quick win with your product before showcasing paid plans.
3️⃣ Behavior triggers: tailoring the experience
❌ Blanket promotions of paid plans don’t resonate with all users.
✅ Use behavior-based triggers, such as when users hit usage limits or explore premium features, to introduce relevant paid plans.
4️⃣ Mid-trial engagement: striking the right balance
❌ Waiting until the trial ends misses high-intent users.
✅ Introduce paid plans during the mid-trial period when users are actively engaged, combining it with a personalized value proposition.
5️⃣ Feature restrictions: creating urgency
❌ Users don’t feel compelled to upgrade.
✅ Highlight restricted features or advanced capabilities that align with user needs and are only available in paid plans.
6️⃣ Upselling moments: leveraging peak interest
❌ Users explore premium features without understanding their full value.
✅ Use in-app messages or emails to explain how upgrading unlocks additional features, integrations, or benefits at the exact moment of exploration.
7️⃣ Trial nearing expiration: last-chance urgency
❌ Users delay their decision until the trial ends.
✅ Introduce paid plans in the final days of the trial, emphasizing urgency with limited-time discounts or bonuses for early upgrades.
8️⃣ Industry context: tailoring timelines
❌ Standard trial-to-paid strategies don’t work for all industries.
✅ Adjust your approach based on the typical buying journey of your target audience, longer for enterprise solutions, shorter for SMBs.
9️⃣ Feedback collection: involving users in the decision
❌ Users feel pressured to upgrade without adequate context.
✅ Use surveys or feedback forms to identify what users need, then position paid plans as the solution to their challenges.
🔟 Social proof: building trust early
❌ Users hesitate to upgrade due to a lack of confidence.
✅ Share case studies, testimonials, or ROI stats during the trial to reassure users of the value of your paid plans.
P.S. Struggling with trial-to-paid conversions? I’ll audit your current approach for free!