trial-pulse

name	trial-pulse
description	Rank all active trials by conversion likelihood and recommend the conversion nudge per trial. Use when the user asks how trials are converting, wants to prioritise trial follow-up, or needs to know which trials are most likely to convert. Do NOT use for expired trials or historical conversion rates (use /subscription-kpis).
when_to_use	Trigger on: "how are trials converting", "trial conversion", "which trials to follow up", "trial pulse", "rank trials by conversion", "trial priority", "trial follow-up list", "most likely to convert".

Trial Pulse

Rank active trials by conversion likelihood and surface the recommended nudge.

Setup

Resolve org ID via ZohoBilling_List_all_Organizations.

Fetch (run in parallel)

#	Tool	Purpose
1	ZohoBilling_Get_Active_Trials_Report	All currently active trials
2	ZohoBilling_Get_Trial_Conversion_Report	Historical conversion rate baseline
3	ZohoBilling_Get_Customer_Conversion_Rate_Report	Per-customer conversion signal
4	ZohoBilling_Get_Signups_Details_Report	Signup context (source, date)

Conversion scoring

For each trial compute a conversion likelihood (0–100):

Base: 50

  + Trial > 50% complete (more than halfway through)   → +15
  + Trial end ≤ 7 days away (urgency window)           → +10
  + Plan is higher tier (more to lose at trial end)    → +10
  − Trial end > 21 days away (too early)               → −15
  − Free plan trial (lower intent)                     → −10

Clamp to 0–100. Sort descending.

Nudge recommendation:

Score	Nudge
≥ 80	🟢 Convert now — send conversion offer immediately
60–79	📧 Targeted discount — offer 20% off first month
40–59	📞 Schedule sales call — high-touch needed
< 40	⏳ Extend trial — not ready, keep warming

Output

Trial Pulse — [date]   (N active trials)
Average conversion rate (baseline): XX%
────────────────────────────────────────────────────────────────
 #  Customer          Plan           Days left  Score  Nudge
────────────────────────────────────────────────────────────────
 1  Hot Startup       Enterprise     3d          87    🟢 Convert now
 2  Growing Co        Professional   5d          74    📧 Discount offer
 3  Maybe Corp        Starter        12d         55    📞 Sales call
 4  Early Stage Ltd   Pro            19d         31    ⏳ Extend trial
────────────────────────────────────────────────────────────────

Constraints

• Scoring is heuristic — be transparent that it's an approximation when asked
• Propose-only: no emails, no trial extensions, no conversions

Edge cases

• Zero active trials: "No active trials at this time"
• Conversion rate data unavailable: use base score 50 for all trials, note data gap