Use the information from Step 3 to tailor your upgrade prompts. Show upgrade prompts through in-app prompts and emails.
For example, HubSpot uses a modal window to prompt HubSpot marketing customers to try and upgrade their account to include HubSpot sales.
Another example is Slack’s upgrade prompt that communicates the limitation of the free account. The benefit to upgrading to a paid account is being able to search through and see older messages.
Personalization is crucial here—the more relevant the upgrade benefits appear to the user, the more likely they are to consider upgrading.
Step 5: Implement regular reminders.
If you operate on a trial model, remind users when their trial period is nearing its end. We also suggest a post-trial email letting users know that their trial has ended. Offer to extend their trial or talk to someone from your team.
For freemium plans, periodically remind users about the advantages of upgrading.
These reminders can serve to nudge users towards considering a paid plan.
Step 6: Incorporate a human touch (optional).
If you have a sales team, use personalized emails to invite users for a call.
The most effective time to reach out is right after users hit their aha moment. Congratulate them for reaching this milestone and offer to discuss how they can extract more value from the product.
This personal touch can foster a deeper connection between the user and your product, increasing the likelihood of conversion.