Convert more free trials into paying customers by guiding each user with the right nudge at the right time. This automation sends helpful tips early, then upgrade prompts as the trial nears its end, adapting to what the user actually does inside the product.
What's Included
- Onboarding tips: send timed pointers that help users hit their first win.
- Behavior-based nudges: trigger different messages for active versus quiet users.
- Upgrade prompt: invite users to convert as the trial winds down.
- Sales handoff: flag high-intent trials for a rep to reach out personally.
How To Use
- Clone this automation and connect your trial sign-up source.
- Map trial events to messages in the Triggers.
- Write your tip and upgrade sequence in the Actions step.
- Enable the toggle to start nurturing trials automatically.
Pair it with an AI sales agent or explore more sales systems in the Community Gallery.