Playbook HQ / Trial user follow-up

When a user is currently in trial or has recently completed one, it’s an opportunity to check progress, resolve blockers, or revive interest before momentum fades.

Trial users are highly engaged leads. Engaging them promptly ensures they experience value and increases the likelihood of conversion.

• Reach out to a trial user who hasn’t fully explored key features with a quick “how can we help?” message.
• Offer guidance, resources, or tips to maximize trial success.
• Trigger a sequence to nurture interest without overwhelming them.

See how Duo Copilot uses Trial User Signals from your CRM to trigger personalized outreach automatically.