Sales and new business · Live demo
Trial follow-up
Follows up trial workspaces based on what each team has actually done, and books help for the ones that have stalled.
Talk to Ruby at Quaywise
Quaywise is made up. Ruby is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Mid-market trials stall on one blocked step, usually an IT approval. Generic nurture emails don't help a head of operations who is waiting on IT, and the account executive only finds out once the trial has expired.
How it works
- Reads each trial workspace's activity from the product database every morning
- Emails a specific next step for whatever hasn't been done yet
- Calls the contact when a trial from a company with 200 or more staff has stalled for three days
- Answers setup questions and sends the IT admin guide from the help docs
- Books a trial help call and tells the account executive which trials look serious
What it connects to
- AgentHi Daniel, it's Ruby from Quaywise. Your trial workspace is set up, but the Microsoft 365 calendar isn't connected yet and it's been quiet for three days. Is something blocking that?
- DanielYes, our IT team locks down Microsoft 365 app approvals. I'm waiting on them.
- AgentThat's common at firms your size. There's a one-page guide for IT admins that lists exactly which permissions Quaywise needs and why. I'll email it to you now so you can forward it.
- DanielThat would help. We only have eight days left though.
- AgentFinn Gallagher, our onboarding manager, can join a 30 minute call with you and your IT lead on Tuesday at 10am or Thursday at 2pm Central. I'll also let Tomás know, since he can extend the trial if you need more time. Which suits?
Illustrative conversation. Names, numbers and details are made up.
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