Assistant

Across B2B collaboration tools, 30 to 40% of trial workspaces invite a teammate in their first week, and those trials convert to paid at about three times the rate of solo ones 1. Meridian sits at the low end: 31% of September trials sent an invite within seven days 3.

Timing explains most of the gap. Teams invite people once they have something worth showing, not at signup 2. Three changes tend to move the rate:

• Ask after the first win. Prompt for invites when someone shares their first document, not on the welcome screen 2.
• Invite to something specific. Links that open a shared document are accepted far more often than workspace invites 1.
• Count sent invites, not accepted ones. Your dashboard counts acceptances, which lag by days and hide intent 4.

To track it weekly, this query returns the share of trial workspaces that sent an invite within seven days of signup:

select
  date_trunc('week', w.created_at) as signup_week,
  count(*) as trials,
  avg((exists (
    select 1 from workspace_invites i
    where i.workspace_id = w.id
      and i.sent_at < w.created_at + interval '7 days'
  ))::int) as invite_rate
from workspaces w
where w.plan = 'trial'
group by 1
order by 1 desc;

Add i.accepted_at is not null to the subquery for the stricter version your Q3 review used 3.