All systems nominal
trial → paid
speed to lead
CSM time / wk
trials nurtured / mo
Client
Brightpath
Industry
SaaS · Series B
Team
80 staff · Series B
Agents
Sales, Inbox
Stack
HubSpot · Intercom · Segment · Slack
Timeline
20 days to go live
[ 01 ] The challenge
Thousands of trials, three CSMs.
Brightpath’s trial users needed a nudge at exactly the right moment — but three CSMs couldn’t watch 3,000 accounts.
[ 02 ] What we built
Sales and Inbox agents watching every trial.
The agents read product usage from Segment, spot the moment a trial user gets stuck and send a personal, well-timed nudge. Hot accounts are booked straight into a CSM’s calendar.
“Our CSMs finally spend their time on calls, not on writing the same email 400 times.”
— Joel Park, VP Growth, Brightpath
[ 03 ] Results
More trials turn into customers.
Trial-to-paid conversion rose 22%, CSMs got nine hours a week back and every new lead gets a reply in under a minute.
Metric | Before | With Vigil |
|---|---|---|
Trial → paid | 9% | 11% |
CSM time on nudges / wk | 9 hrs | 0 |
Speed to lead | 3 hrs | <60s |
