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8 lifecycle email templates

Copy and paste subject lines and bodies for every trial email, written in a plain human voice.

What goes in a trial lifecycle email sequence?

Eight emails, each tied to a behavior: welcome, feature nudge, value demo, check in, upgrade offer, urgency, win back, and limit upgrade. Below is copy and paste ready text for all eight, written in plain language. Swap the bracketed parts for your product and send.

Below are eight templates, one per lifecycle email. Replace the bracketed parts with your details. Each has a copy button. The triggers that fire them are in the setup guide.

1. Welcome
Subject: Welcome to [Product]
Hi [First name],

Thanks for signing up. The fastest way to get value is one small thing: [the activation action, for example create your first project].

It takes about a minute and makes everything else click.

[Do it now ->] [link]
2. Feature nudge
Subject: The one thing most [Product] users try first
Hi [First name],

Most people who stick with [Product] try [key feature] in their first few days. It is the step that usually makes the rest make sense.

You have not tried it yet. Here is the direct link.

[Open [Product] ->] [link]
3. Value demo
Subject: A quick example of what [Product] can do
Hi [First name],

You have been exploring [Product], which is a good sign. Here is a concrete outcome a team like yours got: [specific result, no invented numbers].

Want the same? Pick up where you left off.

[Continue ->] [link]
4. Check in
Subject: Quick question about your [Product] trial
Hi [First name],

Is anything getting in the way of getting value out of [Product]? A confusing screen, a missing feature, a bug?

Just reply to this email. A real person reads every one.
5. Upgrade offer
Subject: You are getting real value from [Product]
Hi [First name],

You are among the most active people on [Product] right now. You have clearly found something that works.

Upgrading keeps everything you rely on, without limits.

[See upgrade options ->] [link]
6. Urgency
Subject: Questions about [Product] pricing?
Hi [First name],

You looked at pricing recently. Smart to know exactly what you get first.

If you have any questions about plans or limits, reply here and I will help you decide. No hard sell.

[View pricing ->] [link]
7. Win back
Subject: Your [Product] account is still here
Hi [First name],

We have not seen you in a few days. Life gets busy, no problem.

If something blocked you, tell me what happened and I will help. If you just got busy, one click gets you back in.

[Log back in ->] [link]
8. Limit upgrade
Subject: You have reached your free limit on [Product]
Hi [First name],

You have hit your [limit name] on the free plan. To keep going without interruption, upgrading lifts the cap right away.

Questions about plans? Just reply.

[Upgrade to keep going ->] [link]

These eight ship prewired inside ConversionCRM under your own sender name, firing on the right behavior automatically. Start free to send them without building the plumbing.

Stop losing the users
you already won.

Install in three minutes. Tonight, every user gets a score, a stage, and the right email.

Free plan · no credit card · 3-minute install