Playbook
Someone started a trial
Help a new trial reach the one action that predicts they stay.
- Enrolled by
- trial.started
- Goal
- Get the trial to connect their first data source within three days.
- Stops when
- They reply
- They complete setup
- They unsubscribe or the address bounces
Example sequence. In the product the AI drafts yours, and you edit every step.
- D0
Step 1 · when enrolled
Your trial is live
Hi first_name — you started a trial of product. The thing that makes it useful is connecting first_step. It takes about four minutes. Reply if anything is in the way; this comes from a real inbox.
- D2
Step 2 · day 2
The four-minute part
Hi first_name — most people who stick with product connect first_step in the first couple of days. Here's the short version: link. If you tried and hit a wall, tell me where.
- D5
Step 3 · day 5
Should I stop emailing?
Hi first_name — I'll leave it here unless you want help. If product isn't the right fit, a one-line reply saying why helps us more than you'd think.