marketing · 2026-05-01
Project SaaS free-trial economics — sign-ups, activation, trial-to-paid conversion, and CAC payback for trial-led GTM.
| Monthly trial signups | 1,500 |
| Activation rate % | 35% |
| Trial → paid % | 18% |
| Avg ARR per customer | $1,800 |
| Paid acquisition CAC per signup | $90 |
| % organic / unpaid signups | 40% |
| Monthly MRR acquired | $14,100 |
| Blended CAC per paid customer | $862 |
| Paid conversions / month | 94 |
Trial-led GTM has 3 leaks: signup → activation, activation → paid, and the question of whether your CAC actually pays back in <12 months.
signups → activated (reached aha moment) → trial-to-paid converters
Default scenario: 1,500 signups × 35% activation × 18% conversion = 94 paid customers/month. Blended CAC against the funnel determines payback.
Most failing trials don't fail at conversion — they fail at activation. If <30% of signups reach the aha moment in the trial window, conversion math doesn't matter; the product isn't pulling them in.
PLG (product-led growth) variations:
<12 months: excellent. 12-18 months: healthy. 18-24 months: marginal but acceptable for venture-backed companies with capital. >24 months: GTM probably broken; fix activation/conversion before raising capital. Most public SaaS targets ~14 months.
Trade-off. CC-required trials: 3-5x lower signups, 2-3x higher trial-to-paid (selects for buyers). No-CC trials: high volume, more product feedback. Most modern PLG: hybrid — no-CC for free tier, CC required for trial of premium tier.
Activation = a measurable behavior signaling commitment (e.g. 'created 3 projects' or 'invited 1 teammate'). Aha moment = the cognitive/emotional click of 'I get it now.' Activation is the proxy you measure; aha is what you're trying to engineer. Pick activation events that correlate with future paid conversion.