Conversion Paths That Involve Sales
When a human closes the deal, the digital trail still matters. Mapping handoffs prevents prospects from repeating themselves—or disappearing.
Self-serve pricing pages and sales-assisted closes often live in separate mental models. Prospects experience one path. When a demo request form asks for details already typed during trial signup, trust thins.
A Conversion Path Workshop puts product, marketing, and sales in the same room to draw every handoff: who owns the prospect, what context travels, and which systems must update before the next conversation.
We look for silent drops—people who booked a call then never joined, or who asked for a quote after a feature disappeared from the trial. Those moments rarely appear in a single dashboard widget; they appear when timelines are compared.
Leave the workshop with named experiments, not a manifesto. One team might trial a shared brief template; another might shorten the form that feeds the CRM. Owners and review dates keep the map alive after the sticky notes come down.