Exception
A request comes in to extend the trial
Prepare only the extension-notice draft, and send the actual extension and any change of terms up for a person's approval.
It gathers the signals about trials started, features left unused, trials about to expire, and upgrade inquiries from across your channels, removes duplicates, and sets priorities.
Free trial to paid conversion
Trials that started, key features left untouched, trials about to expire, and upgrade questions. Velros AI pulls these signals together so you reach the right user at the right moment.
Trial-to-paid conversion rate
Core-feature reach rate
Pre-expiry outreach rate
For an online solo founder, trial signals pile up separately across signup logs, product analytics, Intercom, and email, so who got stuck and whose trial is about to expire never shows up in one view. Conversion outreach only goes to whoever comes to mind, and a trial that quietly expired never gets opened again. Even a user who came right up to paying goes cold with no follow-up.
This is the signal that gets handled like this.
We gather the work as it actually arrives, and record what each step is judged against.
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Merge the signals in one place
Pull signups, feature usage, email responses, and conversion questions into one queue and attach each account's history.
Judgment Group the same user by sender and account identifier and merge duplicate signals into one, so you don't reach out to the same person twice. -
Classify by how far they got
Split accounts by whether they reached the core feature and how long is left until expiry.
Judgment Use whether they reached the core feature and whether expiry is near as the priority axis. Not reached and nearing expiry sits at the top. -
Draft the outreach
Draft the reminders toward the core feature, notes on unused features, and pre-expiry outreach first and raise them.
Judgment Draft only the guidance that fits where they got stuck, and stop pushing once there is a progress signal. -
Prepare conversion replies
Draft answers to questions like plans and data retention, and for anything involving cost or a discount, only take it in.
Judgment Factual checks get an immediate draft reply, and anything involving a discount or a plan goes to a person. -
Follow-up tracking card
Build a card holding the account, its stage, the expiry date, and the next action, and track it as open.
Judgment Attach a closing condition (converted or an explicit no) so it does not drop out of the queue.
If they haven't reached the core feature, we don't push.
We settle the exceptions that actually come up before they do. When a rule doesn't fit, we don't force it through. It goes to a person, with the evidence.
Exception
A team trial where several people share one account
Confirm the primary contact to prevent duplicate outreach, and reach out grouped by team.
Exception
A usage signal is there but no payment method is registered
Instead of pushing, flag where they stalled at the payment step and raise it to a person.
Discounts and plans are a person's call.
Anything touching money, contracts, personal data, or the brand is drafted and no further. It sends only after a person approves.
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Offering a discount or coupon
It creates cost and a precedent, and a condition once given is hard to take back, so a person checks it.
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Changing or upgrading a plan
It changes the amount billed, so a person confirms it before it goes through.
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Sending a bulk conversion email
Once it goes out it cannot be recalled, so a person checks the wording and the recipients.
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Proposing a contract or custom terms
It is a call that involves the relationship and money, so it belongs to a person.
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Applying a new automated message
Wording that carries brand voice is approved by a person before release.
How you know it worked
We measure it by whether they reached it, and whether we reached them in time.
Trial-to-paid conversion rate
Measure the share of trials that moved to paid before and after rollout.
Core-feature reach rate
The share of trial users who reached the core feature, the signal most directly tied to conversion. Measure it before and after rollout.
Pre-expiry outreach rate
Measure the share of nearing-expiry accounts that got timely outreach before and after rollout.
Rule
Handling a trial and its conversion means collecting personal information such as email and payment details, so give notice of why you collect and use it, get consent, and keep only what you need for as long as you need it.
There is less that a person has to hold on to.
Once the scattered checks and repeat replies are drafted and sorted, your staff can spend the day on review and exceptions, and you look only at the decisions that matter.
Get an assessmentChecks pile up on a person.
Trial users expire in silence, and conversions only happen when someone remembers to reach out.
The work arrives ready to go.
Unused-feature signals and expiring trials collect in one queue with the outreach ready, and a person only handles the checking, sending, and exceptions.
Trial-to-paid conversion rate
Core feature activation rate
Pre-expiry outreach completion rate
What people ask before they hand this over
The things people actually check first about Free trial to paid conversion.
Do you reach out to every trial user the same way?
We split them by whether they reached the core feature and how long is left until expiry, and raise outreach drafts first for users who haven't reached it and users nearing expiry.
Do discounts go out automatically?
Discounts and coupons are only prepared as a draft, and the actual offer runs after a person confirms it.
Does Velros AI handle the payment too?
No. Plan changes and payment are confirmed by a person, and Velros AI goes only as far as the outreach and the organizing.
What to sort out next
Failed-payment recovery rate
Churn and failed-payment recovery
Churn and failed-payment recovery
Churn and failed-payment recovery can be joined up the same way, on the channels you already use, from intake through to the approval queue.
First-setup completion rate
Post-signup onboarding
Post-signup onboarding can be joined up the same way, on the channels you already use, from intake through to the approval queue.
Request and bug triage time
Feature request and bug triage
Feature request and bug triage can be joined up the same way, on the channels you already use, from intake through to the approval queue.
See every workflow
Inquiries, bookings, quotes, order updates. You can compare the work that keeps a person busy, side by side.