> ## 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.

# Convert

> Trial and prospect prioritization — conversion likelihood scoring, urgency by days-remaining, and configurable filters for what counts as a convert candidate

The Convert page (`/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…"*

The page shows the last synced timestamp so you know how stale the data is.

### 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             |

Accounts routed in from Health appear at the top with a **Routed from Health** badge.

Click any row to open the detail sheet.

## 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

Each value shows the record count so you know what you're filtering.

### 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`

Examples:

```
POC
Pilot
Evaluation
Trial
```

Useful when your Salesbricks or Stripe data uses descriptive product names instead of formal trial flags — Convert can still classify them correctly.

## 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

Higher scores mean the AI thinks the account is more likely to convert with focused effort.

## Workflow

<Steps>
  <Step title="Sync to get fresh data">
    Click **Sync trials**. Watch the phases run; the table refreshes when done.
  </Step>

  <Step title="Triage by urgency">
    Sort by trial-days-remaining and tackle the 7-day group first — these are the highest-leverage outreach moments.
  </Step>

  <Step title="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?"*
  </Step>

  <Step title="Reach out">
    Use **View in CRM** to log activity, or draft an outreach email directly from the account detail.
  </Step>

  <Step title="Route if needed">
    If an account looks like a real expansion deal, route to **Pipeline**. If they've already churned mentally, route to **Re-engage**.
  </Step>
</Steps>

<Tip>
  The Settings tab is the most under-used part of Convert. If your queue feels noisy, narrow the orderType list to just **TRIAL** and the Stripe status to just **trialing** — you'll cut the queue by 60–80% and focus on the accounts that actually matter.
</Tip>