HubSpot Trial-to-Paid Deal Automation for a SaaS Pipeline

Trials that stall before anyone pays are a common SaaS leak, so I built this in HubSpot for Ledgerly, a fictional invoicing SaaS. I set up a deal pipeline with stages for trial started, activated, call booked, proposal sent, and closed won or lost. A deal workflow runs on top of it. Deals worth $5,000 or more get flagged as high priority, and they still go through every stage task. Activated deals get a task to book a call. When a proposal goes out, the workflow waits 3 days. If the deal hasn't moved, it creates a follow-up task and pings the owner.