Playbook HQ / Trial ending

As a trial comes to an end, it’s a key moment to trigger a personalized message based on how the user engaged with the product.

Timing outreach around trial expiration ensures you catch the lead when they are most invested, helping convert trial users to paying customers.

• Send an email summarizing the features they used and suggesting next steps.
• Offer a live session to answer questions or guide them toward a plan.
• Trigger a multi-channel follow-up to maintain engagement until the trial ends.

See how Duo Copilot uses Trial Ending Signals from your CRM to trigger personalized outreach automatically.