Operations Guide
AI Trial Conversion Accepted-Paid Capacity Scorecard for RevOps Teams
Trial rescue programs underperform when activation, accepted-paid quality, and rescue capacity are managed in separate workflows. This scorecard aligns all three into one command cadence.
Implementation Steps
- Set baseline and target for activation, trial-to-paid conversion, sales-accepted paid share, and median time-to-value.
- Map required rescue touches against lifecycle pod throughput and enforce coverage ratio targets above 1.00.
- Generate Week 1 to Week 12 checkpoint targets for accepted paid volume and incremental MRR run-rate lift.
- Escalate checkpoints that miss accepted-quality, coverage, or speed targets and reassign owners within one review cycle.
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- Provider and model split recommendations
- Budget guardrail design by traffic stage
- KPI plan for spend, quality, and conversion