How to make the most of any 30-day free trial 

woman writing at computer

“Try before you buy” has become the accepted approach among many consumers, particularly before making a major purchase. After all, free trials are a great way to get your feet wet before you decide to dive in and pay for a product or service.  

But how can you get the most out of any free trial offer? Here are several proven ways to utilize your free trial period from any company at its maximum potential: 

Before you sign up 

Before your free trial begins, create a list of the areas that you want the product or service to reduce your workload and increase efficiency. Doing so will allow you to make a comparison between how your work was managed before using the tool and after the end of your 30 day trial period, enabling you to determine whether the product actually helped you in the areas where you needed it the most. 

Once you enroll in your free trial period—but before you actually begin to use the product—visit the website’s help section to obtain a detailed explanation of all the offerings. Scan the Q&As, watch all the self-help videos, and review all the guides, webinars, and checklists provided to get an idea of how the tool is going to work in its real-time application. For instance, One Legal offers all of these and more for free, before, during, and after your trial period. 

Don’t forget to invite your colleagues to take part in your free trial. Encourage their participation in managing roles, prioritizing projects, assigning tasks, defining milestones, and facilitating discussions where everyone will be able to share their opinions regarding the product.  

Create an action plan  

After you sign up for your free trial, make a week-by-week plan so that you’ll know exactly what you plan to accomplish each week: 

  • Week 1: Familiarize yourself with the tool, consult support whenever necessary, and try to get all your questions completely resolved by the end of the week. 
  • Week 2: Get to know the features, potentially through a few sample projects that will allow you to get some hands-on experience. 
  • Week 3: Delve as deeply into the tool as possible, making modifications and experimenting with any advanced features. Take note of how long it took to complete a project, comparing that with how long it would have taken in absence of the tool being tested.  
  • Week 4: Evaluate the tool, allowing everyone participating in the free trial to provide feedback. Create a comprehensive list of all the pros and cons. 

At the end of your trial period, ask this question: Was the product able to meet all your expectations, and if so, are you now ready to subscribe? 

Compare products with other market offerings – also for free 

If you’ve signed up for one free trial, why not consider signing up for several more with different companies, and comparing the services to make an even more educated decision? Just be sure to familiarize yourself with each company’s policy regarding cancellations and whether or not they require credit card information before they let you sign up for a free trial – if you don’t, you could end up paying for products or services you don’t want.  

Boost your reward by telling your friends 

If you combine your free trial with a customer referral award, it’s more like the company is paying you to use them! For example, when you sign up for Dropbox, you get 2GB of free space (that’s your free trial) but if you invite some friends, you could increase your 2GB to something much bigger (up to 16GB), depending on how many of your invited contacts actually sign up for the service.  

And every time someone you’ve referred through our Customer Referral Program creates a new account, One Legal will send you a $20 pre-paid Visa gift card for your trouble (and your colleague will earn $5 as well.)  


Do you know of other ways to make the most of a 30-day free trial? Tell us about them in the comments! 


More To Explore