3 Workflow Automations That Convert 2-3x More Trials (With Templates)
Most Skool communities lose 70-80% of trial members.
I increased trial-to-paid conversion from 12% to 34% using 3 simple automated workflows.
Here's what I set up:
⚑ WORKFLOW 1: Welcome Sequence (Day 0-3)
The Problem:
New trial members join, see a wall of content, get overwhelmed, leave.
The Solution:
Automated welcome sequence that guides them:
Day 0 (Immediate):
β€’ Slack/email: "Welcome to [Community]! Start here: [link to getting started post]"
β€’ Direct them to one specific action
Day 1:
β€’ "Here's what to do first: [Step 1 action item]"
β€’ Keep it simple: introduce yourself, complete profile, etc.
Day 3:
β€’ "Quick check-in: How's it going? Reply with any questions!"
β€’ Personal touch, show you care
Result: 2.1x more trial members complete onboarding.
🎯 WORKFLOW 2: Halfway Point Nudge (Trial Day 7)
The Problem:
Trial members go dark after initial excitement.
The Solution:
Automated nudge at trial midpoint:
Email/DM:
"Hey [Name]! You're halfway through your trial. Here's what you might have missed:
βœ… [Top resource/post from the week]
βœ… [Upcoming event or live session]
βœ… [Quick win they can implement today]
Any questions? Just reply to this!"
Result: 1.8x more engagement in week 2 of trial.
πŸ“§ WORKFLOW 3: Last Chance (48 Hours Before Trial Ends)
The Problem:
Trial ends, members forget to convert, churn.
The Solution:
Automated reminder with social proof:
Email:
Subject: "Your [Community] trial ends in 48 hours"
"Hey [Name],
Just a heads up - your trial ends in 2 days.
Here's what you'll lose access to:
β€’ [Benefit 1]
β€’ [Benefit 2]
β€’ [Benefit 3]
What our members say:
'[Testimonial quote]' - [Member Name]
Ready to continue? [Upgrade link]
Questions? Reply here!
- [Your Name]"
Result: 2.7x more trial conversions (most people forget trials end).
πŸ“Š THE NUMBERS:
Before automation:
β€’ Trial β†’ Paid: 12%
β€’ 100 trials = 12 paying members
After automation:
β€’ Trial β†’ Paid: 34%
β€’ 100 trials = 34 paying members
Revenue impact:
At $49/mo, that's an extra $1,078/month ($12,936/year) per 100 trials.
⚑ HOW TO SET UP:
Option 1: Manual
β€’ Calendar reminders
β€’ Manually send each email
β€’ Doesn't scale
Option 2: Automated (StickyHive)
β€’ Pre-built workflow templates
β€’ Triggers on trial start
β€’ Sends automatically
β€’ Works with Gmail, SendGrid, Mailchimp, ConvertKit
Setup time: 15 minutes once.
🎁 TEMPLATES:
Copy-paste templates for all 3 workflows:
β†’ [Link to templates doc or lead magnet]
πŸ”— MORE WORKFLOWS:
Complete workflow automation guide with templates for:
β€’ Churn prevention
β€’ Re-engagement campaigns
β€’ Upsell sequences
β†’ https://stickyhive.ai/features/ (scroll to Automation Suite)
πŸ’¬ YOUR CONVERSION RATE:
What's your current trial β†’ paid conversion rate? Drop it in the comments - let's compare!
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Sasha Zotov
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3 Workflow Automations That Convert 2-3x More Trials (With Templates)
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