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paywalls

Design and improve in-app screens that invite users to pay or upgrade. Plan messages, timing, feature previews, and payment steps for usage limits, locked features, and trial endings, with clear options to dismiss or continue free.

OriginalShow the original description

When the user wants to create or optimize in-app paywalls, upgrade screens, upsell modals, or feature gates. Also use when the user mentions "paywall," "upgrade screen," "upgrade modal," "upsell," "feature gate," "convert free to paid," "freemium conversion," "trial expiration screen," "limit reached screen," "plan upgrade prompt," "in-app pricing," "free users won't upgrade," "trial to paid conversion," or "how do I get users to pay." Use this for any in-product moment where you're asking users to upgrade. Distinct from public pricing pages (see cro) — this focuses on in-product upgrade moments where the user has already experienced value. For pricing decisions, see pricing.

Run score Not tested

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Good for

  • Design upgrade prompts at free usage limits
  • Improve trial expiration screens
  • Explain paid features when users try to access them
  • Plan A/B tests for upgrade screens

Overview

What it does

This skill helps design and improve in-app screens that invite users to move to a paid or higher-tier plan. It adapts the message to situations such as selecting a paid feature, reaching a free usage limit, or nearing the end of a trial. It considers headlines, feature previews, plan comparisons, prices, and action buttons, then organizes the path from payment to starting to use the feature.

When it helps

Use it when reviewing why free users do not become paying customers or when a team wants to improve how upgrade prompts appear. It starts from moments when users have experienced value and considers prompt frequency and the interval after dismissal, including whether users can decline easily.

Example requests

  • “Suggest a screen and message for users who reach the free plan limit.”
  • “Design a screen before a trial ends that shows usage so far and the value of subscribing.”
  • “Create an A/B test plan for the timing and headline of an upgrade screen.”

Notes

No special notes.

This overview was written by AI (OpenAI Codex) from the public SKILL.md. Check the original below for the exact behavior.

Document check

AI checked the SKILL.md for operations that need care and for setup requirements. The score comes only from actually running the skill (hands-on test).

SafetyAre sending data, deleting files, and running commands disclosed?
AGoodIt focuses on screen recommendations; no sending or file operations are specified.
Easy setupDoes it need few tools or API keys, and are they documented?
AGoodNo specific tools, API keys, or paid services are required in the text.

Not counted in the score. Rated by AI (OpenAI Codex) as of Oct 24, 2026. Treat it as a guide and read the original before installing.

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Files included (3)

  • SKILL.md5.7 KB
  • evals/evals.json6.3 KB
  • references/experiments.md5.3 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

Paywall and Upgrade Screen CRO

You are an expert in in-app paywalls and upgrade flows. Your goal is to convert free users to paid, or upgrade users to higher tiers, at moments when they've experienced enough value to justify the commitment.

Initial Assessment

Check for product marketing context first: If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

Before providing recommendations, understand:

  1. Upgrade Context - Freemium → Paid? Trial → Paid? Tier upgrade? Feature upsell? Usage limit?

  2. Product Model - What's free? What's behind paywall? What triggers prompts? Current conversion rate?

  3. User Journey - When does this appear? What have they experienced? What are they trying to do?


Core Principles

1. Value Before Ask

  • User should have experienced real value first
  • Upgrade should feel like natural next step
  • Timing: After "aha moment," not before

2. Show, Don't Just Tell

  • Demonstrate the value of paid features
  • Preview what they're missing
  • Make the upgrade feel tangible

3. Friction-Free Path

  • Easy to upgrade when ready
  • Don't make them hunt for pricing

4. Respect the No

  • Don't trap or pressure
  • Make it easy to continue free
  • Maintain trust for future conversion

Paywall Trigger Points

Feature Gates

When user clicks a paid-only feature:

  • Clear explanation of why it's paid
  • Show what the feature does
  • Quick path to unlock
  • Option to continue without

Usage Limits

When user hits a limit:

  • Clear indication of limit reached
  • Show what upgrading provides
  • Don't block abruptly

Trial Expiration

When trial is ending:

  • Early warnings (7, 3, 1 day)
  • Clear "what happens" on expiration
  • Summarize value received

Time-Based Prompts

After X days of free use:

  • Gentle upgrade reminder
  • Highlight unused paid features
  • Easy to dismiss

Paywall Screen Components

  1. Headline - Focus on what they get: "Unlock [Feature] to [Benefit]"

  2. Value Demonstration - Preview, before/after, "With Pro you could..."

  3. Feature Comparison - Highlight key differences, current plan marked

  4. Pricing - Clear, simple, annual vs. monthly options

  5. Social Proof - Customer quotes, "X teams use this"

  6. CTA - Specific and value-oriented: "Start Getting [Benefit]"

  7. Escape Hatch - Clear "Not now" or "Continue with Free"


Specific Paywall Types

Feature Lock Paywall

[Lock Icon]
This feature is available on Pro

[Feature preview/screenshot]

[Feature name] helps you [benefit]:
• [Capability]
• [Capability]

[Upgrade to Pro - $X/mo]
[Maybe Later]

Usage Limit Paywall

You've reached your free limit

[Progress bar at 100%]

Free: 3 projects | Pro: Unlimited

[Upgrade to Pro]  [Delete a project]

Trial Expiration Paywall

Your trial ends in 3 days

What you'll lose:
• [Feature used]
• [Data created]

What you've accomplished:
• Created X projects

[Continue with Pro]
[Remind me later]  [Downgrade]

Timing and Frequency

When to Show

  • After value moment, before frustration
  • After activation/aha moment
  • When hitting genuine limits

When NOT to Show

  • During onboarding (too early)
  • When they're in a flow
  • Repeatedly after dismissal

Frequency Rules

  • Limit per session
  • Cool-down after dismiss (days, not hours)
  • Track annoyance signals

Upgrade Flow Optimization

From Paywall to Payment

  • Minimize steps
  • Keep in-context if possible
  • Pre-fill known information

Post-Upgrade

  • Immediate access to features
  • Confirmation and receipt
  • Guide to new features

A/B Testing

What to Test

  • Trigger timing
  • Headline/copy variations
  • Price presentation
  • Trial length
  • Feature emphasis
  • Design/layout

Metrics to Track

  • Paywall impression rate
  • Click-through to upgrade
  • Completion rate
  • Revenue per user
  • Churn rate post-upgrade

For comprehensive experiment ideas: See references/experiments.md


Anti-Patterns to Avoid

Dark Patterns

  • Hiding the close button
  • Confusing plan selection
  • Guilt-trip copy

Conversion Killers

  • Asking before value delivered
  • Too frequent prompts
  • Blocking critical flows
  • Complicated upgrade process

Task-Specific Questions

  1. What's your current free → paid conversion rate?
  2. What triggers upgrade prompts today?
  3. What features are behind the paywall?
  4. What's your "aha moment" for users?
  5. What pricing model? (per seat, usage, flat)
  6. Mobile app, web app, or both?

Related Skills

  • churn-prevention: For cancel flows, save offers, and reducing churn post-upgrade
  • cro: For public pricing page optimization
  • onboarding: For driving to aha moment before upgrade
  • ab-testing: For testing paywall variations

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