Guide #5
Demo to Real Business Activation
How to move from an interactive demo session to your real business workspace with plan-aware signup intent.
Getting Started5 min readUpdated 2026-04-29
Demo to Real Business Activation
Use this flow after exploring the interactive demo.
Trigger
- In demo mode, complete at least 3 actions (proposal, tax, or invoice actions).
- The dashboard shows Start with my real business.
What happens next
- CTA opens
/signup?plan=pro&cycle=monthly&trial=15&fromDemo=1. - Signup intent is saved and forwarded to login.
- After auth, your workspace is provisioned with:
- Pro trial intent
- Selected billing cycle
- Persona-aware onboarding
Recommended first steps
- Pick persona (if not preselected).
- Finish the onboarding money task.
- Open Billing to complete payment setup when ready.
Was this helpful?
Your feedback improves the Help Center for everyone.
No personal data required. Keep feedback focused on the workflow.
Still have questions?
Our support team is just an email away.