01
Read the customer’s story
Bring the conversations and account history into the evaluation.
Prioritize the trials worth chasing.
Convert ranks every trial and prospect by conversion likelihood and urgency. Sync from Salesbricks + Stripe, score with BuildBetter signals, and focus outreach where a nudge will actually move the needle.
Why teams use Convert
Outreach effort is finite. Spend it on the accounts most likely to upgrade.
Conversion likelihood scoring
Each trial scored from signals + adoption + engagement. High / Medium / Low badges so you see urgency at a glance.
Trial-ending urgency
Days remaining on every row, plus a dedicated count of trials ending in 7 days. No more letting them lapse.
Estimated value forecast
Sum the expected ARR if every candidate converts — your real upper bound for the quarter.
Salesbricks + Stripe sync
Manual or automatic refresh pulls orders from Salesbricks and subscriptions from Stripe, tallied into one queue.
Customer evidence
“Looking back, we were lucky to go with BuildBetter. A lot of other tools were extremely rigid. You've genuinely delivered on the tailoring — it's never been easier to work with any company we've bought from, ever.”
Make the next conversation count.
Look at the trial in the context of the customer’s conversations. Understand the questions and commitments that stand between evaluation and a decision.
02
Identify what is unresolved
Review questions, objections and the commitments your team has already made.
03
Prepare the next step
Use the context to plan the follow-up and keep the next team informed.
What's next
Lifecycle
Once they convert, the onboarding and adoption plan starts here
Health
Score the account from day one, not at renewal
Stop guessing where to focus
