Free to paid conversion
Shows how many trials go on to view pricing, start checkout and pay, and which plan loses people at which step.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Coming soon1 step Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Follow trials through to payment
Coming soonBlu builds a step
About this recipe
When to use it
Trial-to-paid conversion rate as a single number tells you nothing about where trials die. This funnels from trial start through pricing page views to checkout, using real subscription and checkout events at every step.
What it delivers
Builds a funnel from subscription_created (trial mode) through pricing page views to checkout_created, using real event data to show exactly where trial users drop before paying.
How you prompt this
Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.
Tell Blu Agent what you want
“Shows how many trials go on to view pricing, start checkout and pay, and which plan loses people at which step.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Follow trials through to paymentCreate a Funnel report called "Free to Paid Conversion". Steps: 1. Event "Subscription started" where trial_end is not null AND trial_start is not null: "Started Trial" 2. Event "View page" where Page URL contains "/pricing": "Viewed Pricing" 3. Event "Checkout created": "Started Checkout" 4. Event "Subscription started" filtered to non-trial conversions: "Subscribed Paid" (operationally: a follow-on Subscription started without trial fields, OR a Revenue completed/Invoice paid event after the trial_end of the original subscription) Conversion window: 30 days Breakdown: By Plan on the trial subscription (which plan they signed up to trial) Compare: Previous period (prior 30 days) For each step, also surface: - Median and 75th-percentile time-to-convert from previous step - Per-plan conversion rate at each stage - For users who reached "Started Checkout" but did NOT reach "Subscribed Paid": time spent on the View page events between Step 3 and timeout (price-sensitivity proxy) Annotations: - Flag the largest drop-off step (typical largest drops: pricing to checkout, or checkout to subscribed). - Flag any plan where pricing-to-checkout conversion is below 20% (price-objection signal). - Flag any plan where checkout-to-subscribed conversion is below 60% (checkout friction). - Highlight the plan with the highest end-to-end conversion AND volume. Taxonomy notes: - "pricing_page_viewed" and "checkout_started" as standalone events do not exist. Use View page.Page URL filters and Checkout created. - "trial_started" does not exist; the trial-start cohort is derived from Subscription started with trial fields populated.
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /free-paid-conversion-funnel in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
Related recipes
Sid ChaudharyDiscovery call qualification fieldsGenerates an AI summary for Discovery calls from meeting data using the qualification framework in the summary recipe.View recipe Sid ChaudharyPost demo nurtureKeeps a demo warm for 90 days with a playbook, a case study, an ROI calculator and a customer story, and pulls the AE in early if they bite.View recipe Sid ChaudharyReturn rate by categoryShows which product categories get returned most, and which ones have got worse since last quarter.View recipe 