Trial-to-Cash™ Tiers
Choose the level of partnership that matches your stage and needs.
Foundation
Bronze
Who it's for:
Early-stage SaaS with limited resources who need to start building trial conversion fundamentals.
What's included:
- Trial flow audit and recommendations
- Basic activation path design
- 3 core onboarding emails
- Monthly strategy call
Not included:
- In-app conversion triggers
- Advanced segmentation
- Dedicated support
Outcome:
Get the basics in place to start improving trial conversions.
Upgrade to Silver when you're ready for a complete conversion system.
Complete System
Silver
Who it's for:
Growing HR Tech and FinTech SaaS ready to systematically improve trial-to-paid conversion rates.
What's included:
- Complete trial flow optimization
- Full activation path design and implementation
- 10+ behavioral email sequences
- In-app conversion triggers and nudges
- User segmentation and personalization
- Conversion analytics dashboard
- Bi-weekly strategy calls
- Dedicated Slack channel
Outcome:
A complete, working trial-to-paid conversion system that drives measurable results.
Executive Partner
Gold
Who it's for:
Established SaaS with executive teams who want a strategic partner to own trial conversion as a growth lever.
What's included:
- Everything in Silver
- Executive-level strategic partnership
- Custom experimentation roadmap
- Priority implementation and support
- Weekly strategy calls with leadership
- Quarterly business reviews
- Advanced analytics and reporting
Outcome:
Trial conversion becomes a predictable, optimized growth engine with executive-level oversight.
Not Sure Which Tier Is Right?
Book a free strategy session. We'll assess your current situation and recommend the right starting point.
Book a Free Strategy Session