If you only build one part of your trial system, build these eight emails. Each one has a trigger and a single job. Tick the box when yours is live and firing on the right condition.
| Trigger | The job | |
|---|---|---|
| 1. Welcome | Signup, instant | Set one clear first step |
| 2. Feature nudge | Key feature unused in 24h | Point to the activation action |
| 3. Value demo | Active, not converted | Show a concrete outcome |
| 4. Check in | Engagement dropping | Invite a reply, surface objections |
| 5. Upgrade offer | Score crosses 70 | Ask for the upgrade at peak intent |
| 6. Urgency | Pricing visit, no convert | One honest push |
| 7. Win back | Five days inactive | Re-engage with specific value |
| 8. Limit upgrade | Usage limit reached | Remove the blocker |
Ready made copy for all eight is in the lifecycle email templates, and the event mapping is in the setup guide. ConversionCRM ships all eight prewired, so starting free turns this checklist on in one step.