Trial-to-Paid Conversion Review

DS

Brief

Many trial-to-paid drop-offs are payment problems disguised as product problems. We look at the card capture flow, the conversion charge, the first failed payment, and the recovery sequence as a single experience. The output is a focused set of changes ranked by likely conversion impact.

Inclusions

• Heuristic review of the card capture flow on web and mobile
• Decline behaviour analysis on the conversion charge
• Comparison against three peers in your segment
• Prioritised change list with rough effort estimates

What you will hold at the end

1. Documented friction points in the trial-to-paid flow
2. A short list of changes with estimated impact
3. A shared understanding between product and payments teams

Common questions

Do you provide design mockups? +

How much access do you need? +

Will the recommendations work for our market? +

From earlier engagements