Review checklist
Use this page while trying the two versions. Check the customer’s experience first, then the conversion steps.
Back to the test planWhat changes?
| Question | Variation A | Variation B |
|---|---|---|
| When does signup appear? | After initial free help and the savings offer | Before the first assistance step, as a trial |
| Why should the user sign up? | To check for other savings | To start and track the first case |
| When is the full service introduced? | In the savings offer, then after the scan | After the first case, near account connection |
| What remains the same? | Traffic intent, assistant identity, initial questions and supported case scope | |
Try each version
Variation A: Free help before signup
Use the chat to understand the request. Give initial guidance, then offer a broader savings check and ask the user to sign up.
Chat → Free help → Savings offer → Signup → Connect → Findings → Paid offer
What to check: Is the free help useful? Does the savings offer follow naturally? Is there a clear reason to sign up?
Variation B: Trial signup before help
Use the same chat to understand the request. Ask the user to sign up for a trial, start the first case, then introduce the full service near the email or bank connection step.
Chat → Trial signup → First case → Full service + connection → Findings → Upgrade
What to check: Is the trial worth signing up for? Is the full service clearly different? Are connecting and upgrading separate choices?
Questions for the product team
- Does the opening address the refund or cancellation the visitor came for?
- Is it clear they are talking to Refund Pilot by MoneyPilot?
- Are we asking only for details needed for the request?
- Can the user type easily, review earlier replies and edit the summary?
- Is it clear what is ready, what has been submitted and what is confirmed?
- Does the reason to sign up make sense at that point?
- Does the full service offer follow naturally from the original request?
- Are the trial, connection request and paid upgrade understandable?
Decisions still needed
- Free help scope and supported brands
- Trial duration, card requirement and billing rules
- Paid plan price and ongoing value
- Email and bank access needed for the scan
- Baseline conversion, target improvement and test window