II.
Workflow JSON
Structured · liveworkflow:demo-and-trial-conversion-management
Demo and Trial Conversion Management json
Inspect the normalized record payload exactly as the atlas UI reads it.
{
"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": []
}