4 Steps to Launching a Successful Free Trial

Want customers to fall in love with your product during the free trial? SaaS marketing strategist Peter Cohen encourages you to consider the full picture and follow these four steps.

4 Steps to Launching a Successful Free Trial

Just a taste. That’s the theory when it comes to offering a product free trial for your prospective customers. You figure that once they’ve had a little bite of what you have to offer, they will be ready to make a commitment to your product.

But not only does that taste have to be irresistable, you also need to make sure you present it in the appropriate manner and make sure that what follows it is just as satisfying. In other words, as SaaS marketing expert Peter Cohen recently told OpenView, the whole experience, beginning to end, is important — not just the free trial itself.

“Lots of companies offer free trials as part of their overall customer acquisition and retention process,” says Cohen, the managing partner of SaaS Marketing Strategy Advisors. “But I’m here to warn you that while free trials can work as part of that process, they can’t be the entire process. There are things that have to happen before, during, and after the free trial for it to really have an impact.”

So, what are those things?

Cohen says there are four steps to building a complete product free trial experience that can boost your customer acquisition efforts:

1) Be Prepared Well in Advance

Before you can even think about getting a potential client lined up for a product free trial, Cohen says you need to make sure people can find your trial. You need to build some visibility for your product. “You can do that through a wide number of tactics — SEO, paid search, public relations, events, etc. — but the end goal is to draw people to your site and make them aware of your trial offering,” Cohen explains.

Once that happens, however, your work isn’t done. After prospects arrive at your site, you have to provide a compelling story that quickly explains why your product will solve a prospect’s problem.

“Take time to show how other people have had success by working with you,” Cohen suggests. “That’s a great way to begin to establish a level of comfort between you and the user.”

2) Encourage Prospects to Actually Use the Product

This might sound obvious, but Cohen says that getting a free trial user to actually engage with your product can be more difficult than it seems. In fact, signing up for a product free trial is by no means a guarantee that prospective customers will take advantage of it.

As a result, Cohen suggests making your free trial as easy as to use as possible, while also proactively engaging prospects throughout the trial experience.

“Be sure to give the user the latitude to use their own data, but don’t make them start from scratch,” Cohen says. “And don’t overwhelm them. Allow your free trial users to perform two or three core actions. Put them on the shortest path to the ‘aha’ moment.”

Finally, be sure to offer help if it looks like a user is stalled. Whether it’s signposts built into the product, a quick step-by-step guide, or some one-on-one coaching, any assistance you can provide will go a long way towards improving engagement.

3) Determine the Right Trial Duration

When it comes to product free trial duration, there is no magic number, as it’s going to depend largely on the complexity and economics of your product. For example, users can typically gauge the value of web conferencing software within a few uses, while an email marketing program might take considerably longer to figure out.

Along with those factors, Cohen says it’s critical to consider how much it costs you to support your free trial. Some products might be simple and practically run themselves. But more complicated software might require intensive support, which drives up your customer acquisition cost.

Lastly, Cohen recommends building some flexibility into your free trial to account for unusual issues, extenuating circumstances, or special accommodations.

“You ought to have a policy in place where you can have an escape hatch that says to the prospect, ‘I see you got distracted, so let’s add another two weeks on to the trial,’” Cohen says. “Ultimately, if the goal is to get the user to actually engage with the trial, you need to be aware of issues that might keep them from doing that.”

4) Don’t Stop Working When the Trial is Done

If all goes well during your product free trial you should find yourself with a new customer. But that doesn’t mean your job is done.

Cohen points out that your new customer probably still won’t know the ins and outs of your product, so you will need to continue to offer coaching, guidance and handholding for a period of time once the trial comes to an end.

“You’ll need to work to create an onboarding process that is as seamless as possible,” Cohen says. “After all, the whole experience will be remembered when it comes time for subscription renewal.”

For more tips and tactics for launching a successful free trial, watch our video series on the topic featuring Peter Cohen:

Getting Customers to Actually Use Your Free Trials
Getting Customers to Actually Use Your Free Trials

Getting Customers to Actually Use Your Free Trials

SaaS marketing strategist Peter Cohen offers three keys to breaking down the barriers to entry on your free trials.

Getting Customers to Actually Use Your Free Trials
How Long Should Your Product Free Trial Last?
How Long Should Your Product Free Trial Last?

How Long Should Your Product Free Trial Last?

What's the magic number? SaaS marketing expert Peter Cohen helps you uncover what the ideal length of your product free trial should be.

How Long Should Your Product Free Trial Last?
SaaS Marketing: Product Demo or Free Trial?
SaaS Marketing: Product Demo or Free Trial?

SaaS Marketing: Product Demo or Free Trial?

It’s not necessarily free trial or bust. Peter Cohen explains why there is more than one way to prove the effectiveness of your product.

SaaS Marketing: Product Demo or Free Trial?


Ask the expert! What questions about product free trials do you have for Peter?

Managing Parnter

  • Nitin

    Hello Peter, thanks for the excellent article.

    I have few queries wrt free trials – mainly from vendor’s perspectives. Would deeply appreciate your response.

    1) what level of support generally vendors provide in the trial period – is it equal, less or better than they would give after-sale?

    2) in general what % of product cost do the vendor incur to facilitate and support a trial?

    3) are vendors willing to pay some lead generation fee or sell commission to discovery platforms that help users find vendors’ free trial offerings.

    Please feel free to take examples/specific verticals while replying…

    Thanks in advance,

  • Matthew

    Free trials work see http://offertrials.com as proof. We have built a business just around the niche of new offers that are presented on the internet and trial offers that take risk on both the company’s and consumers side.