zoho Trial Pulse
Rank active trials by conversion likelihood and surface the recommended nudge.
Setup
Resolve org ID via ZohoBilling_List_all_Organizations.
Fetch (run in parallel)
| # | Tool | Purpose |
|---|---|---|
| 1 | ZohoBilling_Get_Active_Trials_Report |
All currently active trials |
| 2 | ZohoBilling_Get_Trial_Conversion_Report |
Historical conversion rate baseline |
| 3 | ZohoBilling_Get_Customer_Conversion_Rate_Report |
Per-customer conversion signal |
| 4 | ZohoBilling_Get_Signups_Details_Report |
Signup context (source, date) |
Conversion scoring
For each trial compute a conversion likelihood (0–100):
Base: 50
+ Trial > 50% complete (more than halfway through) → +15
+ Trial end ≤ 7 days away (urgency window) → +10
+ Plan is higher tier (more to lose at trial end) → +10
− Trial end > 21 days away (too early) → −15
− Free plan trial (lower intent) → −10
Clamp to 0–100. Sort descending.
Nudge recommendation:
| Score | Nudge |
|---|---|
| ≥ 80 | 🟢 Convert now — send conversion offer immediately |
| 60–79 | 📧 Targeted discount — offer 20% off first month |
| 40–59 | 📞 Schedule sales call — high-touch needed |
| < 40 | ⏳ Extend trial — not ready, keep warming |
Output
Trial Pulse — [date] (N active trials)
Average conversion rate (baseline): XX%
────────────────────────────────────────────────────────────────
# Customer Plan Days left Score Nudge
────────────────────────────────────────────────────────────────
1 Hot Startup Enterprise 3d 87 🟢 Convert now
2 Growing Co Professional 5d 74 📧 Discount offer
3 Maybe Corp Starter 12d 55 📞 Sales call
4 Early Stage Ltd Pro 19d 31 ⏳ Extend trial
────────────────────────────────────────────────────────────────
Constraints
- Scoring is heuristic — be transparent that it's an approximation when asked
- Propose-only: no emails, no trial extensions, no conversions
Edge cases
- Zero active trials: "No active trials at this time"
- Conversion rate data unavailable: use base score 50 for all trials, note data gap