Templates
Template: following up with free trial users
A trial follow up should help the user reach the first useful result, not push a purchase. Write on day one about the first step, mid trial about what they are trying to do, and before the end about what happens next. Below are those three messages.
Published by Sellinger AI. Numbers and settings checked on 24 October 2026 against the fact register. Report an error.
The text
Subject: Your first step in [product] Hi [first name], Thanks for trying [product]. Most people get value fastest by [first step]. Takes about [minutes]. Reply if anything gets in the way.
Hi [first name], what are you hoping [product] will do for your team? If you tell me, I can point you to the two settings that matter for it.
Hi [first name], your trial ends on [date]. If it is working, here is how to continue: [link]. If not, I would value one line on what was missing.
Why each line is there
| Line | Why it is there |
|---|---|
| The first step | Users who reach a result early tend to stay. |
| Ask what they want | Turns a generic trial into a specific one. |
| A clear end date | No surprises. |
| Ask what was missing | Even a no teaches you something. |
What it measured
No data yet. Sellinger has not measured results for this exact text, so this page makes no claim about replies, meetings or revenue. Measured campaigns are in the case studies.
For reference, Sellinger's own trial terms are: 30 days free on messaging modules and bundles, no card. Usage modules (enrichment) start with a $10 credit.
When not to use it
- Several times a week; it reads as pressure.
- With a sales call request before they have tried anything.
How to use it in Sellinger
Add trial users as leads, for example through the API (see the API quickstart), and use the signup conversion goal from the qualify and convert goals. Leave it to the agent, which writes each message from the lead's own data and your persona, or paste this text into a step in Flow-Maker in the campaign's configuration drawer. The step's instruction box personalises a pasted message with the lead's data, so read the first sends before you widen the campaign.
Common questions
How often should I email trial users?
Should I offer a call?
What if they do not convert?
Sources and method
Wording is ours. Sellinger trial terms from the fact register, checked 24 October 2026.
Related: Templates hub, Product qualified lead, Goal templates: qualify and convert, Follow up after a demo.
