Free Tier Activation SOP

Standard procedure for guiding free-tier users through activation milestones, nudges, and the conversion path toward paid adoption.

Steps

• Verify the user is eligible for the free-tier activation flow
• Review the activation milestone sequence
• Map the user to the current activation stage
• Send the first activation nudge
• Monitor user response and milestone completion
• Decide whether to send a follow-up nudge
• Advance the user to the next activation milestone
• Send a follow-up nudge with support guidance
• Escalate stalled users to a human review queue
• Present the paid adoption path
• Record the activation and conversion outcome