The Convert page (Documentation Index
Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
Use this file to discover all available pages before exploring further.
/success/convert) ranks every trial and prospect by how likely they are to convert. Use it to focus outreach on accounts where a nudge will actually move the needle.
Overview Tab
Summary Cards
- Total candidates — accounts in the convert queue
- High likelihood — count at the most-likely-to-convert tier
- Trials ending in 7 days — urgency callout
- Estimated value — sum of expected ARR if everything converts
Sync Trials
The Sync trials button kicks off a manual refresh. Progress phases display inline:- “Loading…”
- “Checking sources…”
- “Fetching orders…” (Salesbricks)
- “Fetching subscriptions…” (Stripe)
- “Tallying…”
Convert Queue Table
| Column | Meaning |
|---|---|
| Company | Account name + logo |
| Source | Salesbricks or Stripe |
| Score | Numeric conversion-likelihood score |
| Likelihood | High / Medium / Low badge |
| Trial days remaining | Urgency cue |
| Estimated value | Expected ARR on convert |
Settings Tab
The Settings tab controls what shows up in the convert queue. All changes autosave 600 ms after you edit (no Save button — Overview auto-resyncs).Salesbricks — orderType
A checklist of order types that count as convert candidates. Common values:- TRIAL (default)
- BUILDING
- SELLER_SIGNING
- Others depending on your Salesbricks setup
Salesbricks — stage
Pre-signing vs. signed stages. Filter to focus on accounts that still need a CSM nudge versus ones already moving through signing.Stripe — subscription status
A checklist of Stripe subscription statuses. Default selection typically includes trialing; you can add active (for accounts in a free or low-tier plan you want to upsell) or others depending on your billing model.Trial Name Patterns
A free-form text area, one substring per line. The matcher is case-insensitive and checks against:- Salesbricks
productName,planName,buyerName - Stripe
productName,customerName
Demo Mode
If integrations aren’t connected, Preview with demo data loads the Pied Piper sample set so you can explore the queue, scoring, and settings before connecting Salesbricks or Stripe.What Drives the Conversion Score
The score combines:- Trial recency / urgency — how soon the trial ends
- Usage signals — PostHog active-user trend during trial
- Engagement — call recency, response to outreach
- Deal size — estimated value, plan tier
- Routed context — if the account was sent from Health, the routing reason factors in
Workflow
Triage by urgency
Sort by trial-days-remaining and tackle the 7-day group first — these are the highest-leverage outreach moments.
Drill in
Click an account to open detail. Read recent calls, signals, and usage. Use the floating chat to ask “What’s the strongest reason this account would convert?”
Reach out
Use View in CRM to log activity, or draft an outreach email directly from the account detail.