Day 1Utility
trial_welcome_v1Welcome, {{first_name}}! Your trial runs until {{end_date}}. First step: {{first_step}}.
SALES USE CASE
Turn trial members into paying customers.
Check in during the trial, help people get value quickly and make the offer before it ends.
7-day free trial · about 15 minutes to connect your number · Meta bills message charges to you directly (you add a card in Meta)
9:41
Today
This business uses a secure service from Meta to manage this chat. Tap to learn more.
Welcome, Sarah! Your trial runs until 30 Sep. First step: book your first session.
10:02 amLoving reformer but the 6am is tough.
10:14 am ✓✓Try the 12:15 or 6:30pm, both have spots. Want me to book Wednesday?
10:15 amMessage
Sheet · Trial day 3
Illustrative example. Names and details are made up.
FOR MEMBERSHIPS AND TRIALS
Help new members get going.
A few well-timed messages during a trial or first month make the next step obvious.
- Team
- Sales
- Starts from
- Google Sheets · Zapier
- Goal
- More trials turning into memberships or paid plans.
- Meta category
- Marketing or Utility, depending on wording
IN PRACTICE
A trial converts when people get value fast. Check in during the trial, help them build a habit, then make the offer before it ends, based on what they’ve actually used.
THE JOURNEY
How it runs.
- Starts when
- A trial sign-up row is added to your sheet from your booking or membership tool.
- Stops when
- Converted to paid, reply, opt-out, or trial ends.
- Welcome Day 1: what to do first.
- Check in Mid-trial: how’s it going? Offer help.
- Offer Two days before the end: the offer to continue.
- Last chance On the last day, one final reminder.
SHEET TRIGGERNew Sheet Row
SEND MESSAGEtrial_welcome_v1
WAIT7 days
SEND MESSAGEtrial_checkin_v1
WAIT FOR REPLYTimeout: 5 days
NOTIFY MEOn reply
SEND MESSAGEtrial_offer_v1
END FLOWEnd Flow
Styled like ConvoHut’s flow builder. Every node is editable.
THE FULL PLAYBOOK
Everything you need to launch it.
The exact messages, the sheet, the build and the rules.
Mid-trialMarketing
trial_checkin_v1Halfway through, {{first_name}}! How’s it going? Reply if you’d like help getting more out of it.
Going wellI need help
2 days before the endMarketing
trial_offer_v1Your trial ends {{end_date}}, {{first_name}}. Keep going with {{offer}}: {{link}}
Join now
Template names and wording are examples. Write in your own voice and submit templates to Meta for approval; Meta confirms the category.
Trial and intro offer conversion · example sheet
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | first_name | phone | start_date | end_date | visits | offer |
| 2 | Maya | +61 4•• ••• | 22 Sep | 6 Oct | 1 | First month $49 |
| 3 | Tom | +61 4•• ••• | 23 Sep | 7 Oct | 4 | First month $49 |
| 4 | Aisha | +61 4•• ••• | 24 Sep | 8 Oct | 2 | First month $49 |
Only the phone column is required. The highlighted row is the newest: adding it starts the journey. Example data only.
- TriggerNew Sheet Row
Trial sign-ups.
- Send Messagetrial_welcome_v1
- Wait7 days
- Send Messagetrial_checkin_v1
- Wait for ReplyTimeout: 5 days
On reply: Notify Me.
- Notify MeOn reply
- Send Messagetrial_offer_v1
After the wait.
- End Flow
On reply
The team helps with timetables, setup or questions.
On timeout
The offer still goes out two days before the end.
On opt-out
The contact leaves the journey straight away and is excluded from future marketing messages.
Mistakes to avoid
- Selling before helping.
- One offer for everyone, regardless of usage.
- Nothing after the trial ends.
The moment
A new member started a 14-day trial pass and has been to one class.
Trials end quietly. People who haven’t built a habit drift off, and nobody asks why.
Data you need
- First name
- WhatsApp number
- Trial start and end dates
- Usage (visits, logins)
- Offer
Measure
- Trials started
- Replies during trial
- Trial-to-paid conversions
- Offer redemptions
Good practice
- Help first, sell second.
- Base the offer on what they used.
- Make continuing easy.
Works for
Free PDF- Gyms and studios
- Software free trials
- Tutoring and courses
- Subscription boxes
Trial and intro offer conversion playbook
Journey, sample messages, setup checklist and metrics.
Download ↓FAQ
Questions.
Can the journey use data like visit count?
Yes, if the column is in your sheet. Branch on it to send the right message.
What if they convert early?
Update the sheet status and they leave the journey.
Who owns the number and the data?
You do. ConvoHut connects to your own WhatsApp Business Account, and Meta bills messages to you with no ConvoHut markup.
RELATED
Often used together.
Sales
Renewal reminders
Remind customers before a membership, policy, subscription or registration expires, with one tap to renew or a reply to ask questions.
Google Sheets · ZapierSee the journey →MarketingWelcome series
When someone subscribes, signs up or buys for the first time, welcome them on WhatsApp with something useful and an open door to reply.
Google Sheets · Zapier · ShopifySee the journey →SalesUpsell and cross-sell
After a purchase or visit, recommend what naturally goes with it, and let customers ask questions before they buy.
Shopify · Google Sheets · ZapierSee the journey →IN THE APP
How this runs in ConvoHut.
A new row or form entry starts the journey, then replies decide the next step.
A journey running step by step
LIVE NOW · 7-DAY FREE TRIAL
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