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30.10.2022

More conversions from trials? No problem with the Net Promoter Score

actionable feedback client satisfaction Customer Success Team Net Promoter Score NPS NPS survey touchpoints trial period
Index
How to connect onboarding, the NPS and trial customers Why already use the NPS with trial customers? How do these measures help to increase conversions? Setting up your own NPS survey for trial customers.

The Net Promoter Score survey is a wonderful tool for surveying your customers about their satisfaction and getting valuable feedback from them.

However, you can already use the NPS for users who are not yet full customers. Your trial users.

After the first half of the trial period, send these customers an NPS survey to get more information about what they think of your product.

Abstract Illustration of a giant golden funnel, a man standing on ladder, placing chips with contact person symbols into the funnel. out come chips with money symbols., The responses you receive to this survey will show you which users are already convinced of your offer, which customers are having difficulties setting it up, and who did not like your offer at all.

Follow up on the responses based on the score and take appropriate action.

Table of Contents

  1. How to connect onboarding, the NPS and trial customers
  2. Why already use the NPS with trial customers?
  3. How do these measures help to increase conversions?
  4. Setting up your own NPS survey for trial customers.


How to connect onboarding, the NPS and trial customers

Halfway through the trial period, send these customers an NPS survey. Set this up as a separate campaign to be able to view the evaluation and responses separately.

Send notifications of reviews received directly to your customer success team so they can take action based on the review.

  • Promoter
    send these customers a request for a short review as part of the follow-up question, or ask them to rate them on an external portal or your social media page.

    These customers are convinced of your offer. Thank you for the great rating and offer to convert the trial directly.
  • Passives
    find out more about the necessary improvements here. These users are fine, but the offer doesn't yet meet all the requirements, which is why they are not yet enthusiastic promoters.

    The customer success team can also escalate the process directly to your technical support to arrange a guided setup with the user.
  • Critics
    the follow-up questions should aim to learn more about the original problem. You can ask what exact requirements the user has or what goals he is pursuing with the use.

    You forward the feedback received on this to your marketing department in order to further detail the target groups.

Why already use the NPS with trial customers?

Abstract Illustration of a giant briefcase, with a woman sitting on top of it, working on a laptop. A man standing in front, working on a flipchart, on the right, a giant calculator.

Actionable feedback is oxygen for every business.

By applying the NPS directly when onboarding your trial customers, you start the optimizations right at the root.

Only if you know what first impression your product made on these users do you have the necessary information to make it more attractive to a broader range of potential customers.

Continue this constantly and implement the NPS at all touchpoints, recognize trends and new needs earlier and thus have the opportunity not only to increase customer lifetime, you ensure that your offer remains attractive to new customers in the long term.

Another good reason to carry out the NPS survey directly in the trial phase is that you can establish direct contact with the user, learn more about their wishes and needs and thus have the opportunity to answer all queries directly.


How do these measures help to increase conversions?

  • Additional touchpoint
    By implementing another touchpoint and constantly surveying trial customers, you receive a large amount of actionable feedback and stay in touch with the customer.
  • Optimization of the product development strategy
    The feedback received, correctly segmented, will help you to further improve your offer and thus make it more interesting for other trial users.
  • Marketing strategy optimization
    If you know your target group exactly, the number of trial customers who will no longer use your product after the end of the test phase will steadily decrease.


Setting up your own NPS survey for trial customers.

Abstract Illustration of a giant display, a target with an arrow in it, a giant megaphone, a man standing in center, pointing.If you have not previously conducted NPS surveys, then implementing it for trial customers is an excellent opportunity to incorporate NPS into your routines.

Register for our permanently free Callexa tariff "Free", with which you can already carry out up to 50 surveys per month.

Then use the variety of integration options or our API to set up the automated transmission of the information required for the survey and adjust the time of the survey to your trial phase.

Callexa will then start interviewing your trial customers. You can show the feedback in segments and contact the customers directly in the Callexa dashboard.

We are at your disposal for questions about the NPS, the setup of your Callexa NPS survey or our tariffs.

Abstract Illustration of a giant monitor, a giant funnel in front of it, on the left, a man holding a megaphone, a woman pointing to the funnel. On the right, a woman and a man standing on a ladder.Recommended reading: If this article helped you and you would like to learn more about the possibilities of using NPS in customer acquisition, continue reading here: "The role of NPS in customer acquisition"


Benefits of the NPS survey tha... Index How to increase customer satis...
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