Trial activation tracker

Find stalled trials and prepare help for their next meaningful milestone.

Replaces: the weekly trial export and guessing who needs help

Tidemark · Trial activation tracker

Trial activation trackerTidemark

Renata ShawLifecycle marketing managerRS

Trials: 214; Started in the last 30 days
Activated: 96; Ran a forecast and invited a teammate
Stalled: 23; No milestone progress in 4 days or more

Next milestone	Trial day	Last active	Status
Products imported	Day 6 of 14	Nov 13	Help drafted
Products imported	Day 9 of 14	Nov 9	Stalled
Activated	Day 8 of 14	Nov 14	Activated
First forecast	Day 10 of 14	Nov 8	Help drafted
Unknown until matched	Day 4 of 14	Nov 13	Needs match
Teammate invited	Day 11 of 14	Nov 13	Help sent
First forecast	Day 5 of 14	Nov 12	Data gap
Teammate invited	Day 3 of 14	Nov 14	On track

Showing 8 of 214 trials

Ran today at 6:30 AM

Recomputed milestones for 214 trials from PostHog, allowing 6 hours for late events

Northwind Outfitters

Stuck at data import · 3 failed uploads

Help drafted

Help email, drafted for review

To: Erin Walsh <erin@northwindoutfitters.com>
Subject: Your Tidemark product import: 212 rows missing a SKU

Hi Erin, I saw your product file didn't go through on the last three tries, most recently on Nov 13. The cause is the same each time: 212 of the 2,340 rows have an empty SKU column, and Tidemark needs a SKU to match sales history to each product. Two ways forward: - Fill in the missing SKUs and upload the file again, or - Connect your Shopify store under Settings, then Sources, and Tidemark will pull your products with their SKUs. Once products are in, your first forecast takes about 10 minutes. If you'd rather do it together, I have time Sunday or Monday for a 20-minute call. Kofi Mensah Onboarding, Tidemark

Account: HubSpot company 21044873 · PostHog group northwindoutfitters.com
Contact: Erin Walsh, Owner · erin@northwindoutfitters.com
Milestones: Workspace created day 1 · Products imported: not yet
Blocker: 3 product CSV uploads failed (Nov 10, Nov 12, Nov 13): 212 of 2,340 rows have no SKU
Trial ends: Nov 22

History

Nov 14Help drafted for the import blocker
Nov 13Third product upload failed: missing SKUs
Nov 10First product upload failed
Nov 9Trial started

Runs on its own

Suggests help when a trial goes quiet

Every morning it recomputes each trial's milestones from PostHog, classifies what's blocking stalled trials and suggests help aimed at the next milestone when a trial goes quiet.

Waits for you

Every message before it's sent

Every message waits for approval before it's sent. It skips trials without a confirmed identity match, respects opt-outs and cooldowns, and stops once a trial activates.

Works with

PostHog
HubSpot
Salesforce
Gmail

What it keeps track of

Trial account: HubSpot companyPostHog groupcontacttrial end
Milestone: Definitioneventreached date
Blocker: Milestoneevidenceclassified date
Help: Reasonmessageapprovalsend statusoutcome window

Make it yours

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