What is managed trial conversion?

Managed trial conversion is a MatrixLabX service in which a named operator runs PrescientIQ's Guide and Herald workers on your product trials. Guide flags trials that stall before their value event and prepares an activation sequence; your operator pre-reviews it, and your team approves it before it sends.

What counts as a stalled trial?

In PrescientIQ, a stalled trial is one that has not reached the value event you define, such as a first integration or a first report, by the point your team sets. Your MatrixLabX operator agrees the value event and the stall definition with you and adjusts them as conversions come in.

Does Guide message trial users without approval?

No. In MatrixLabX managed trial conversion, every activation sequence Guide prepares is held in the PrescientIQ approval queue. Your MatrixLabX operator pre-reviews it, and a named person on your team approves it before it sends. Every decision is recorded to the audit ledger.

What data does Guide need?

PrescientIQ's Guide needs in-product events for each trial account, such as sign-ins, setup steps, and the value event, plus the trial records in Salesforce or HubSpot. Your MatrixLabX operator confirms which events your product already sends during the free Autonomous Audit Report.

How much does managed trial conversion cost?

MatrixLabX managed trial conversion is included in Pipeline Crew at $8,999 a month as its one motion lane, and in every Revenue Crew and Revenue Command plan. Each price is the published PrescientIQ platform fee plus a managed-service fee, with no seats and an exit right at day 90.

Managed Revenue Operations · Motion lane

Managed trial conversion: catch every stalled trial before it goes cold

Last updated October 9, 2026

» Direct answer

MatrixLabX runs PrescientIQ's Guide and Herald workers as a managed trial-conversion lane. Guide watches in-product behavior and prepares a personalized activation sequence when a trial stalls before its value event. Upgrade math runs on deterministic code. Your operator pre-reviews each sequence, and a named person on your team approves it before it sends.

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The signal → the work → what you control

Guide · Trial Activation Specialist

The signal: In-product events for every trial account: sign-in, setup steps, and the value event you define.
The work: Flags trials that stall before the value event and prepares a personalized activation sequence at the stall moment. Upgrade math runs on deterministic code.
What you control: The value event, the stall definition, and every message. Each sequence is held for a named person's approval.

Herald · Outbound Engagement Rep

The signal: A stalled trial Guide has flagged, with the step where it stopped.
The work: Drafts the outreach that delivers the activation sequence, grounded in that step and the account's own usage.
What you control: Every draft is held in the approval queue. Your operator pre-reviews it, and a named person on your team approves it before it sends.

What your operator does every week

Reviews the stalled-trial queue and the stall definitions against last week's conversions.
Pre-reviews every activation sequence within your tier's service level before it reaches your approver.
Reports the stall points that recur, so your product team sees where trials get stuck.
Checks that trial, usage, and CRM records stay in sync, so Guide reads current data.
Sends the Monday ledger report: trials flagged, sequences approved, edited, and rejected, and trials that converted.

PrescientIQ console, Guide view: five sample trial accounts with the trial day, a status tag, a drafted offer subject and body, and View and Edit Email, Send Offer, and Reject buttons. — **Guide** · Trial Activation Specialist. Guide watches trial accounts by trial day and status. Every offer is held for your team's review before it sends.

Screens show a demo workspace with sample data. The companies and addresses are fictional.

What we can prove for this lane

+38%Target

Trial-to-paid conversion lift, on trials that Guide, the trial conversion agent, intervenes on before a stall

Figures labeled as targets are modeled against current human and copilot baselines. They are not guarantees. Every engagement begins with a free Autonomous Audit Report — a P&L projection built on your own data — and targets are validated against your environment before any commitment.

This lane is included in Pipeline Crew ($8,999/mo) and in every Revenue Crew and Revenue Command plan. See managed pricing →

Two ways to run PrescientIQ™

Run it yourself

PrescientIQ™ Sales Accelerator from $399/mo (annual), or Revenue Accelerator at $165,000/yr. Your team configures the crew, staffs the approval queue, and owns deliverability.

See self-run pricing →

We run it for you

PrescientIQ™ Managed Revenue Operations from $8,999/mo. A named MatrixLabX operator runs the crew; your team authorizes. Includes the platform at its published price.

See managed pricing →

Frequently asked questions

What is managed trial conversion?: Managed trial conversion is a MatrixLabX service in which a named operator runs PrescientIQ's Guide and Herald workers on your product trials. Guide flags trials that stall before their value event and prepares an activation sequence; your operator pre-reviews it, and your team approves it before it sends.
What counts as a stalled trial?: In PrescientIQ, a stalled trial is one that has not reached the value event you define, such as a first integration or a first report, by the point your team sets. Your MatrixLabX operator agrees the value event and the stall definition with you and adjusts them as conversions come in.
Does Guide message trial users without approval?: No. In MatrixLabX managed trial conversion, every activation sequence Guide prepares is held in the PrescientIQ approval queue. Your MatrixLabX operator pre-reviews it, and a named person on your team approves it before it sends. Every decision is recorded to the audit ledger.
What data does Guide need?: PrescientIQ's Guide needs in-product events for each trial account, such as sign-ins, setup steps, and the value event, plus the trial records in Salesforce or HubSpot. Your MatrixLabX operator confirms which events your product already sends during the free Autonomous Audit Report.
How much does managed trial conversion cost?: MatrixLabX managed trial conversion is included in Pipeline Crew at $8,999 a month as its one motion lane, and in every Revenue Crew and Revenue Command plan. Each price is the published PrescientIQ platform fee plus a managed-service fee, with no seats and an exit right at day 90.

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