# graph8 for Trial Specialist > graph8 field guide for Trial Specialist. Live URLs, real surfaces, screenshots from a public-data showcase tenant. Source: https://docs.graph8.com/roles/trial/ *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](../../../../assets/roles/trial/1-trials-active.webp) ***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.* > **Tip: Try this now** > **Trial Specialist move.** Morning ritual: sort by Trial Ends asc. Anyone < 14 days = call or email today. Anyone < 7 days = personal outreach + offer demo/discount. Anyone < 3 days = last-chance message + management awareness. ### 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 > **Tip: Try this now** > **Trial Specialist move.** The Conversion Blockers row tells you exactly what to do next. *"No meetings yet"* = book one. *"No recorded touches"* = send an email today. *"No open backs"* = the trial user opened the email but didn't click — try a different CTA. ### 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](../../../../assets/roles/trial/4-trial-attribution.webp) ***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.* > **Tip: Try this now** > **Trial Specialist move.** Build a "trial-expired-30-day" re-engagement sequence: (1) "we saw you tried graph8 last month — what stopped you?" (2) "here are 3 things we shipped since you left" (3) "want a 1:1 walkthrough?" Run it monthly against the Expired list. ### 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](../../../../assets/roles/trial/5-conversion-quote.webp) ***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](../../../../assets/roles/trial/7-trial-acquisition.webp) ***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.* > **Tip: Try this now** > **Trial Specialist move.** When a trial user replies *"how do I upgrade?"*: open `/deals/quotes`, clone an Accepted quote, swap the customer, send. Quote-to-paid takes minutes, not days. Then track them in `/deals/l/customers` for the first 30 days post-conversion to ensure activation. ### 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)](../../../../assets/roles/trial/9-customers-just-converted.webp) ***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.* > **Tip: Try this now** > **Trial Specialist move.** Don't rely on the copilot for trial-state queries — it's not wired to the trial data model. Use `/deals/l/trials` sorted by Trial Ends asc. For conversion-rate-by-source: pivot Trials list manually by Source column. ## 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 > **Caution:** > **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