iiRecord
Agentic AI Atlas · Demo and Trial Conversion Management
workflow:demo-and-trial-conversion-managementa5c.ai
II.
Workflow JSON

workflow:demo-and-trial-conversion-management

Structured · live

Demo and Trial Conversion Management json

Inspect the normalized record payload exactly as the atlas UI reads it.

File · workflows/workflows/workflows-sales-motions.yamlCluster · workflows
Record JSON
{
  "id": "workflow:demo-and-trial-conversion-management",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-sales-motions.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Demo and Trial Conversion Management",
    "workflowKind": "operational",
    "triggerType": "event-driven",
    "typicalCadence": "daily",
    "complexity": "cross-team",
    "description": "Manages the demo-to-close and trial-to-paid conversion pipeline —\nscheduling and preparing personalized product demonstrations aligned with\nprospect use cases, activating trial environments with pre-configured\nsample data and guided onboarding flows, tracking feature adoption and\nengagement depth during trial periods, triggering sales outreach at\ncritical engagement milestones or drop-off signals, analyzing\ndemo-attended-to-opportunity conversion rates by persona and use case,\ncoordinating technical resources for complex custom demo environments, and\nmeasuring time-to-value metrics for trial users. Produces trial health\ndashboards, demo effectiveness reports, and conversion funnel analytics.\nExcludes product development and pricing decisions.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "role:planner",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "role:product-designer",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "role:data-analyst",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "skill-area:sales-methodology",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "skill-area:customer-success",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "domain:sales",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "domain:customer-experience",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "responsibility:data-quality-monitoring",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "responsibility:performance-budget-tracking",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "org-unit:sales-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:demo-and-trial-conversion-management",
      "to": "org-unit:customer-success",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}