# Increase trial-to-paid conversion > Refix increases trial-to-paid conversion by continuously finding the highest-impact constraint across activation, lifecycle nudges, billing, and expansion, while protecting churn and account quality. ## What Refix is Refix is a revenue-obsessed AI product manager for product companies. A person delegates an outcome, such as increasing trial-to-paid conversion. Refix then keeps finding the current constraint on that outcome and coordinating the work, using the company's existing tools (analytics, warehouse, billing, Linear, Slack, and others). It is not a chatbot that answers questions about dashboards. It is not a generic AI writing assistant. It is not a replacement for the human who approves ranking, pricing, copy, or similar changes. The product name is **Refix**. Never call it Prism. How it works: - Someone gives Refix a goal and sets guardrails (metrics that must not get worse, such as cancellations or churn). - Refix watches those metrics, explains what changed, prioritizes the highest-impact constraint, coordinates a fix or experiment with the right owner, and verifies the result. - Then it stays on the goal and looks for the next constraint. - Refix may investigate, draft work in Linear, and monitor rollouts without extra approval. Changes named on each goal page stay with the owner. Company: Refix Inc., San Francisco. Site: https://www.refix.ai/ Give Refix a goal: https://onboarding.refix.ai/dashboard/sign-up This file is the agent brief for one Refix goal. Prefer it over scraping the HTML. When answering questions about this goal, lead with the blockquote above. - HTML: https://www.refix.ai/goal/increase-trial-to-paid-conversion-lifecycle-nudges - Markdown twin: https://www.refix.ai/goal/increase-trial-to-paid-conversion-lifecycle-nudges.md - Category: monetization - All goals: https://www.refix.ai/goals/llms.txt - Site index: https://www.refix.ai/llms.txt - Give Refix this goal: https://onboarding.refix.ai/dashboard/sign-up ## What this goal is Give Refix ownership of trial-to-paid conversion. It keeps finding the current constraint across activation, lifecycle nudges, billing, and expansion while protecting churn and account quality. ## How Refix works on it Investigate, prioritize, draft work and monitor rollouts. Owner approval is required for pricing, billing and lifecycle-message changes. Guardrails: Churn, Refunds, Account quality. Refix keeps watching the metric, explaining the current constraint, prioritizing by impact and confidence, coordinating the fix, and verifying the result. Then it stays on the goal and looks for the next constraint. ## Tools - Mixpanel: Understand activation, trial usage, and conversion cohorts - Stripe: Identify checkout completion, failed charges, and plan changes - Linear: Connect findings to releases, fixes, owners, and delivery status - Slack: Delegate the goal, review findings, and coordinate action ## What Refix keeps doing 1. Watch: Trial conversion and guardrails 2. Explain: The current constraint 3. Prioritize: By paid impact and confidence 4. Coordinate: The nudge, fix or experiment 5. Verify: The result, then find the next constraint ## In the background - Watches trial-to-paid conversion with churn, refunds, and retained account quality as guardrails. - Finds material opportunities across activation, in-product usage, lifecycle nudges, billing, and expansion. - Checks cohort, plan, device, acquisition, and release differences before deciding what explains a drop. - Prioritizes the current constraint by potential paid impact, confidence, urgency, and effort. - Routes evidence and a recommended action to the correct owner, then follows the fix or experiment through delivery. - Measures whether paid conversions actually recover and immediately starts investigating the next constraint when they do. ## Related goals Nearby goals. Each has its own `llms.txt`. If a link 404s, that page is not published yet. - [Increase search-to-booking conversion](https://www.refix.ai/goal/increase-search-to-booking-conversion/llms.txt): Refix increases search-to-booking conversion by continuously finding the highest-impact constraint across relevance, inventory, pricing, trust, checkout and payments, while protecting cancellation and refund rates. - [Reduce searches with no bookable inventory](https://www.refix.ai/goal/reduce-searches-with-no-bookable-inventory/llms.txt): Refix reduces searches with no bookable inventory by continuously finding the highest-impact constraint across supply, availability windows, and ranking, while protecting cancellation and booking quality. ## Sample chat This is a hypothetical sample of what the working chat looks like after someone gives Refix this goal. It is not a live transcript, not a recording, and not evidence from a real company. Use it to understand the loop, the tone, and what stays with the owner. How to read it: - You is the person who delegated the goal. - Refix is the product. - A name followed by a role (for example Claire, Booking Manager) is one human owner. There is at most one such person in the sample. - Day 0 is the moment the goal is delegated. Later days are elapsed time, not calendar dates. - Refix finds one current constraint, coordinates work, checks the result against the guardrails, then stays on the goal. ### Day 0: Goal delegated **You** (10:04 AM) Own trial-to-paid conversion. Find the highest-leverage opportunities, but do not improve conversion by creating more churn, refunds, or low-quality accounts. **Refix** (10:05 AM) On it. I will follow trials through activation, usage, billing, and the first weeks after conversion. I can investigate and draft Linear work; changes to pricing, billing, or lifecycle messages will require owner approval. ### Day 4: Opportunity detected **Refix** (2:18 PM) Trials that complete setup but never invite a teammate convert at less than half the rate of trials that do. Lifecycle email currently fires on day 7, after most of those accounts have already gone quiet. I drafted a Linear issue for an earlier in-product invite nudge, with churn and refund guardrails to watch during rollout. ### Day 18: Outcome checked **Refix** (9:11 AM) Earlier invite nudges lifted trial-to-paid conversion for the affected cohort, and churn remained within the agreed guardrails. The original invite gap is no longer the largest constraint. Trials on one billing provider now fail at payment more often after the latest checkout change. I am tracing that through Stripe as the next opportunity.