graph8 for Trial Specialist

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A field guide for Trial Specialist. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.

The five things to use today

01. Active trials — your conversion-pipeline list with countdowns

Trial Specialist home. Active trials with Trial Ends in N days countdown + Source + Referrer + First Touch + Users-on columns. Sort by days remaining ascending.

Open it at

app.graph8.com/deals/l/trials — Active sub-tab (default)
Companies / Contacts toggle visible at the top

Active trials list showing your data, daewon america, techyscouts, Dr Steve Rad Md, Sg Analytics, element dma with columns Company/Domain/Status (trial)/Trial Ends (67d-63d left)/Signup/Source/Referrer/First Touch/Users on, Active/Expired sub-tabs visible

Fig 1.1 — /deals/l/trials Active. Columns: Company · Status · Trial Ends · Signup · Source · Referrer · First Touch · Users on. Source attribution column means you can see which channel sourced the trial.

02. Per-trial detail — Trial Health, Activation Pulse, Conversion Blockers

Click into any trial. Opinionated health view: Days Left · Activation % · Health pill · Activation Pulse (0/5 steps) · Conversion Blockers (auto-detected). Tells you exactly why a trial isn’t converting.

Open it at

/deals/l/trials/companies/{numeric-id} — click any row

live trial · Ecosparkgrowth · captured 2026-05-20 Days Left66 Activation0% Trial HealthCritical Activation Pulse0 of 5 steps Conversion BlockersNo open backs · No recorded touches · No meetings yet Role AssignmentsSDR · AE · CSM — all Unassigned

03. Expired trials — re-engagement + win-back

Trials that ran out without converting. Don’t write them off — Apple, Notion, Slack, Booking Holdings all currently sit here for graph8. These are warm-but-unconverted accounts worth a 90-day re-engage email.

Open it at

/deals/l/trials?status=expired — Expired sub-tab

Expired trials list showing Pall International, monte carlo, apple, booking holdings, notion, Motive, Slack, Covisian, jam-king with trial_expired status and Expired X days ago column

Fig 3.1 — Expired sub-tab. Notable names: Apple · Notion · Slack · Motive · Booking Holdings · Pall International · Covisian · Monte Carlo. These were warm enough to start a trial — re-engagement campaign worth running.

04. Conversion mechanics — Quotes, Inbox, Customers list

When the trial user is ready to buy: send a quote. Triage replies in Inbox. Track newly-converted customers in /deals/l/customers by Customer Since date.

Open these

/deals/quotes — quotes for trial-to-paid conversion
/inbox/email — replies from trial users
/deals/l/customers — sort by Customer Since desc to see recent conversions

Quotes list with your data tabs showing graph8 Inc quotes with $500-$7050 totals, Net 30 terms, Accepted/Draft/Voided badges

Fig 4.1 — /deals/quotes. Build a quote for the trial user ready to convert. Net 30 terms default. Accepted tab is auto-provisioned in Stripe — the trial flips to paying customer immediately.

Customers list showing recent conversions: a paying customer $2.5K Customer Since Feb 4, a paying customer $2.5K Apr 1, a paying customer $8.9K Apr 1, a paying customer $499 past_due Mar 26, your account $6.0K Apr 22, a paying customer $1.5K Apr 26, a paying customer, a paying customer networks, a paying customer

Fig 4.3 — /deals/l/customers sorted by Customer Since desc. Recent conversions: your account Apr 22 · a paying customer Apr 26 · a paying customer Apr 1 · a paying customer Apr 1. Your monthly conversion count = your KPI.

05. Acquisition source + Conversions + Copilot

Where do trials come from? Which channel converts? Channel breakdown + Goal Completions answer those. Copilot is honest about gaps.

Open these

/analytics/acquisition — channel mix that sources trials
/analytics/conversions — Goal Completions (Form Submission + Meeting Booked)
Copilot — Cmd+Shift+K

Conversions showing 148 Total Conversions, 0.1% rate, 148 Form Submissions, 40 Meetings Booked, Goal Completions table with Form Submission 108 unique and Meeting Booked 40 (1 unique)

Fig 5.2 — /analytics/conversions. 148 conversions · 108 form submissions · 40 meetings. Form Submission is the trial-signup funnel; meetings booked is the demo funnel. Both feed your trials list.

URL cheat-sheet

To do this	Go here
Active trials (with countdowns)	`/deals/l/trials`
Expired trials (re-engagement)	`/deals/l/trials?status=expired`
Trial detail (Health + Pulse + Blockers)	`/deals/l/trials/companies/{id}`
Quotes for trial→paid conversion	`/deals/quotes`
Inbox (trial replies + sentiment)	`/inbox/email`
Recent conversions (Customer Since desc)	`/deals/l/customers`
Acquisition channels	`/analytics/acquisition`
Conversion goals (form/meeting)	`/analytics/conversions`
Open Copilot	Cmd+Shift+K

Heads-up — Trial gaps + workarounds

1. Copilot has no native trial-state tool. Asking “which trials expire next 14 days” gets an honest “I don’t have a trial management module” response. Workaround: sort the /deals/l/trials list manually by Trial Ends column.

2. Role Assignments empty on most trials. SDR/AE/CSM all show Unassigned on the Ecosparkgrowth example. Workaround: assign yourself as Trial Specialist owner on every active trial.

3. Source/Referrer/First Touch columns visible but values sparse. The attribution columns exist on the trials list but values aren’t populated for most rows. Workaround: ensure the web snippet is firing UTMs into the contact record on signup (MOps surface).

4. Activation Pulse (0/5 steps) — figure out what the 5 steps are. The Activation Pulse mechanism exists but isn’t documented in the UI. Likely tied to in-product usage events. Check with engineering to confirm what counts as activation step 1-5.

5. Conversion Blockers are auto-detected but not always accurate. “No recorded touches” might mean you DID touch them via SMS/WhatsApp/Slack but the system only sees email. Triple-check the Activity log on each trial detail.

Generated 2026-05-20 against app.graph8.com (org your org). Surface state verified live