Trial-to-paid conversion by signup source
24.7% +15%
(21.5%)
Referral 18.4% +14%
(16.1%)
Organic 9.2% -13%
(10.6%)
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Chat / Trial-to-paid by signup source ···
Which signup sources convert trials to paid most efficiently this quarter? Compare weekly conversion rates across the top three channels.
26 steps
Referral trials convert at 24.7% this quarter — the highest of any source and up 15% from last quarter. Organic search has been climbing steadily and now sits at 18.4%, while paid ads has slipped to 9.2% as new spend chases lower-intent traffic.
The widening gap between referral and paid suggests the team should rebalance acquisition spend toward referral incentives heading into Q3.
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Sales How many leads are currently close to closing? Marketing Are we seeing a drop in lead volume year over year? Which months and segments are down? Data & Analytics How many records/jobs/tasks were created or submitted in a given timeframe? Marketing What is our blended cost per lead and cost per acquisition by channel? Product Identify the magic moment that predicts long-term engagement. Engineering Fetch IDs created in a given month for a specific provider or integration. Data & Analytics Show me revenue and subscription growth. Sales What accounts had the largest expansions this quarter? Operations Show customers with at least two visits or repeat usage in the last month. Sales List all workspaces with an upcoming renewal in the next month. Product Show onboarding conversion rate compared to last month. Engineering What are the most common errors this month, and what endpoints are causing them? Sales Which organizations that have not converted to paid are the most active? Engineering How many auth configs or connected accounts exist for provider X? Operations Which customers are running into more bugs recently? Sales Which opportunities are stuck beyond the expected stage duration? Marketing What should be on a performance dashboard for our account managers? Product Which cohorts have the highest week-8 retention? Product Which product areas are slowing users down (timeouts, latency, error-prone steps)? Marketing Which geographies are performing best this quarter by pipeline and closed-won? Sales Which accounts are a churn risk? Product Did anything else spike when a specific feature usage increased? Marketing What is our CAC? Data & Analytics Trend key KPIs over time and flag abnormal spikes. Marketing Show campaigns with delivery errors that still spent in the last 24 hours. Sales How many leads are currently close to closing? Marketing Are we seeing a drop in lead volume year over year? Which months and segments are down? Data & Analytics How many records/jobs/tasks were created or submitted in a given timeframe? Marketing What is our blended cost per lead and cost per acquisition by channel? Product Identify the magic moment that predicts long-term engagement. Engineering Fetch IDs created in a given month for a specific provider or integration. Data & Analytics Show me revenue and subscription growth. Sales What accounts had the largest expansions this quarter? Operations Show customers with at least two visits or repeat usage in the last month. Sales List all workspaces with an upcoming renewal in the next month. Product Show onboarding conversion rate compared to last month. Engineering What are the most common errors this month, and what endpoints are causing them? Sales Which organizations that have not converted to paid are the most active? Engineering How many auth configs or connected accounts exist for provider X? Operations Which customers are running into more bugs recently? Sales Which opportunities are stuck beyond the expected stage duration? Marketing What should be on a performance dashboard for our account managers? Product Which cohorts have the highest week-8 retention? Product Which product areas are slowing users down (timeouts, latency, error-prone steps)? Marketing Which geographies are performing best this quarter by pipeline and closed-won? Sales Which accounts are a churn risk? Product Did anything else spike when a specific feature usage increased? Marketing What is our CAC? Data & Analytics Trend key KPIs over time and flag abnormal spikes. Marketing Show campaigns with delivery errors that still spent in the last 24 hours.
Product Are there any features we added recently that increased engagement? Operations Which customers have open issues tied to performance or reliability? Operations Surface users who recently hit errors or experienced slow response times. Data & Analytics Break down counts by type (categories, forms, service items) and show percentages. Operations Filter paid organizations and show their current usage details. Product What is our WAU/MAU and how is it trending? Sales Who are the most engaged accounts in the last 14 days? Product Which features correlate most with conversion to paid? Operations Which tickets are trending by category and time to resolution? Marketing Which campaigns or channels drove the most leads and conversions this month? Product Show retention by cohort and first-usage month. Data & Analytics Build a quick-start KPI dashboard with filters and best-practice layout. Engineering Which services or endpoints have the highest error rates this week? Engineering Find domains or metadata for a list of organizations from builder records. Marketing How many deals or opportunities are in our current campaign from a specific region? Marketing Which categories or segments contributed the most revenue or transactions? Engineering Show recent error logs and users impacted in the last week. Operations Give me a table of all new users with their signup source/medium. Sales Which accounts are likely to expand based on recent product activity? Data & Analytics Pull IDs or names for items matching a keyword across connected sources. Sales What should a sales-facing dashboard include for quick qualification and follow-up? Marketing List Google Ads campaigns and show CPC trends for each. Data & Analytics Identify top entities (e.g., products, practices, segments) by net earnings or volume. Engineering Which SDK versions or app versions are most error-prone? Engineering Make table links open detailed views in our admin tool. Product Are there any features we added recently that increased engagement? Operations Which customers have open issues tied to performance or reliability? Operations Surface users who recently hit errors or experienced slow response times. Data & Analytics Break down counts by type (categories, forms, service items) and show percentages. Operations Filter paid organizations and show their current usage details. Product What is our WAU/MAU and how is it trending? Sales Who are the most engaged accounts in the last 14 days? Product Which features correlate most with conversion to paid? Operations Which tickets are trending by category and time to resolution? Marketing Which campaigns or channels drove the most leads and conversions this month? Product Show retention by cohort and first-usage month. Data & Analytics Build a quick-start KPI dashboard with filters and best-practice layout. Engineering Which services or endpoints have the highest error rates this week? Engineering Find domains or metadata for a list of organizations from builder records. Marketing How many deals or opportunities are in our current campaign from a specific region? Marketing Which categories or segments contributed the most revenue or transactions? Engineering Show recent error logs and users impacted in the last week. Operations Give me a table of all new users with their signup source/medium. Sales Which accounts are likely to expand based on recent product activity? Data & Analytics Pull IDs or names for items matching a keyword across connected sources. Sales What should a sales-facing dashboard include for quick qualification and follow-up? Marketing List Google Ads campaigns and show CPC trends for each. Data & Analytics Identify top entities (e.g., products, practices, segments) by net earnings or volume. Engineering Which SDK versions or app versions are most error-prone? Engineering Make table links open detailed views in our admin tool.
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