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Trial Activation Nudger · SaaS & Startups

Get more free trials to their aha moment before the clock runs out

Welcomes each trial with the first step for their use case, nudges on day 3 from your real usage data, sends your final offer before the trial ends and flags high-fit stalls to sales.

Available now $179 one-time · never renewsIncluded in Enterprise
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Free account to start. Buying and running live need a paid plan.

  • Starts when your form or app sends it something
  • 3 AI steps
  • A person approves before it acts
  • About 30 min to set up

Sound familiar?

The job, before and after this agent.

What it feels like today

  • “Most trials sign up, poke around once and disappear.”
  • “Our onboarding emails are the same for everyone, whether they've set things up or not.”
  • “Sales never knows which promising trial is quietly stuck.”

What you get with the agent

  • A welcome that points each new trial to the first aha step for their use case, with the contact added to HubSpot.
  • On day 3, it checks your usage endpoint: stuck users get help with the exact step they skipped, active ones a power tip.
  • Two days before the trial ends, a final email with your offer exactly as you wrote it, approved by you unless you switch that off.
  • High-fit trials that haven't activated posted to Slack so a person can reach out, with the outcome logged in HubSpot.
  • Anyone who already pays gets no more trial emails.

Before

A promising agency signs up, never connects their data, gets three generic emails and churns silently on day 14.

After

On day 3 they get a note about the exact step they haven't done. They're high-fit and still stuck, so Slack alerts the founder, who books a quick call.

How it works

The whole workflow, step by step.

Your app posts trial_started to the agent's webhook. AI writes a welcome that points to the first “aha” step for that user's use case, scores the fit against your ideal customer, and the contact is added to HubSpot. Three days later the agent calls a small usage endpoint in your product: stuck users get help with the exact step they haven't done, active ones a power tip. Two days before the trial ends it checks again and writes the final email with your offer exactly as you wrote it. You approve it unless you switch that off. The outcome is logged on the HubSpot contact, and high-fit trials that haven't activated are posted to Slack so a person can reach out. Anyone who already pays gets no more trial emails. It doesn't extend trials, change billing or apply discounts, and trials ending more than about a month out skip the timed final email.

  1. TriggerTrial started
  2. LogicCheck the trial dates
  3. AI stepWrite the welcome
  4. OutputEmail the welcome
  5. App callAdd the trial to HubSpot
  6. LogicWait 3 days
  7. App callCheck their activation
  8. AI stepPick the day-3 nudge
  9. LogicWhat next?
    • Already paying:Already paying
    • Nudge only:Email the nudge
    • Nudge + final:Email the nudge
  10. OutputAlready paying
  11. OutputEmail the nudge
  12. OutputNudged (no final email)
  13. OutputEmail the nudge
  14. LogicWait until 2 days before the trial ends
  15. App callCheck their activation again
  16. AI stepWrite the final email
  17. LogicApprove first?
    • Already paying:Already paying
    • Check first:Approve the final offer email
    • Automatic:Alert the team?
  18. OutputAlready paying
  19. Human approvalApprove the final offer email
    • Approved:Alert the team?
  20. LogicAlert the team?
    • Don't send:Held
    • High fit:Alert the team in Slack
    • Send:Email the final offer
  21. OutputHeld
  22. App callAlert the team in Slack
  23. OutputEmail the final offer
  24. App callLog it on the HubSpot contact
  25. OutputTrial sequence done

This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.

  1. Step 1Trial startedStarts when your app posts a trial_started event: user, email, company, plan, use case and when the trial ends.
  2. Step 2Check the trial datesIn code, not AI: reads trial_ends_at from the event, sets the final email for 2 days before it (at 9:00) and checks the run can wait that long (the trial must end 6–34 days from today: the run waits 3 days, then at most 30 more). Set timezone here (e.g. America/New_York; UTC when blank) and change the window here (within).
  3. Step 3Write the welcomeAI writes a short welcome that points to the first “aha” step for their use case and scores the fit against your ideal customer. When the final email goes was worked out in code.
  4. Step 4Email the welcomeSends the welcome from your workspace's sender, with replies going to your success inbox.
  5. Step 5Add the trial to HubSpotCreates or updates the HubSpot contact (email, first name, company) with lifecycle stage Lead.
  6. Step 6Wait 3 daysPauses the run for 3 days; it resumes on its own (Dry Run doesn't wait).
  7. Step 7Check their activationCalls your usage endpoint (GET, with the user's email and id) for their activation checklist: which first steps they've done.
  8. Step 8Pick the day-3 nudgeAI reads their checklist: stuck users get help with the exact step they haven't done; active users get a power tip.
  9. Step 9What next?Paying customers get nothing more; trials ending within the wait window get the nudge only; the rest also get the final email 2 days before the trial ends.
  10. Step 10Already payingThey converted before day 3; no more trial emails.
  11. Step 11Email the nudgeSends the day-3 nudge (no final email: the trial ends too soon or more than a month away).
  12. Step 12Nudged (no final email)The trial's end is outside the wait window, so no timed final email.
  13. Step 13Email the nudgeSends the day-3 nudge from your workspace's sender.
  14. Step 14Wait until 2 days before the trial endsPauses until 2 days before the trial ends (at most 30 days); the run resumes on its own.
  15. Step 15Check their activation againCalls your usage endpoint again for the latest checklist and plan.
  16. Step 16Write the final emailAI writes the last trial email with your offer — tailored to whether they activated — skips anyone who already pays, and flags high-fit trials that haven't activated for your team.
  17. Step 17Approve first?Paying customers get nothing; final offer emails wait for approval unless your rules switch it off.
  18. Step 18Already payingThey converted during the trial; no final email.
  19. Step 19Approve the final offer emailCustomer success checks the final email and the offer in Reviews, edits it and approves.
  20. Step 20Alert the team?High-fit trials that haven't activated are posted to Slack before the email goes.
  21. Step 21HeldThe final email was marked not to send.
  22. Step 22Alert the team in SlackPosts the high-fit trial that hasn't activated to your sales or success channel, so someone can reach out personally.
  23. Step 23Email the final offerSends the final email with your offer, replies going to your success inbox.
  24. Step 24Log it on the HubSpot contactAdds a note on the contact: the trial outcome and that the final email was sent.
  25. Step 25Trial sequence doneThe run history keeps every email and both usage checks.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

trial_started for Marcus at Acme Studio: 18-person team, use case invoicing, 14-day trial. Day 3 usage: connected bank yes, sent invoice no.

The agent produces

Welcome pointing to sending the first invoice. Day 3 nudge: a short walkthrough for sending that first invoice. Fit score high and not activated, so posted to Slack. Day 12: final email with your launch offer, waiting for approval. Outcome note on the HubSpot contact.

What you need

Everything it takes to run it.

About 30 minutes from purchase to live. A checklist above the canvas takes you through each step.

Plan

Included in Enterprise; on other paid plans it's $179 once. Agents run live on paid plans, from Basic ($39/mo).

Your AI key

Connect any of 14 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.

Apps

Checklist

  • A paid plan (agents run live on paid plans; the waits also need the Wait step enabled on your workspace).
  • An AI provider key (Settings → AI Providers).
  • A small usage endpoint in your product (JSON shape in the FAQ), added as an HTTP / Custom API connection, plus HubSpot and Slack.
  • Your app posting trial_started to the webhook.

Setup, about 30 minutes

  1. Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
  2. Connect your app's API (HTTP / Custom API). Add an HTTP / Custom API connection with your API's base URL and a read-only key (Settings → Integrations → HTTP / Custom API).
  3. Connect HubSpot. Connect your HubSpot account (Settings → Integrations → HubSpot).
  4. Connect Slack. Connect the Slack workspace your team uses (Settings → Integrations → Slack).
  5. Write your trial rules. Open “Write the welcome”, “Pick the day-3 nudge” and “Write the final email” and replace the placeholder in each with the same rules.
  6. Point it at your usage endpoint. Open both “Check their activation” steps, pick your API connection and enter the endpoint path.
  7. Pick HubSpot and Slack. Open “Add the trial to HubSpot”, “Log it on the HubSpot contact” and “Alert the team in Slack” and pick your accounts and channel.
  8. Add your success inbox. Open the four email steps and enter the address replies should go to.
  9. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  10. Switch the trigger on. Open the trigger, switch the webhook on and have your app post trial_started (with the webhook's signature header) when a trial begins.

Is it a fit?

Who it's for, and what it won't do.

Built for

  • B2B SaaS companies with free trials
  • Product-led growth and lifecycle marketers
  • Founders running onboarding themselves

What it doesn't do

  • It doesn't extend trials, change billing or apply discounts; the offer is the text you write.
  • Trials ending more than 34 days after sign-up (or within 5 days), or events without trial_ends_at, skip the timed final email (a run waits at most 30 days at a time).
  • It only knows what your usage endpoint returns; it doesn't track product events itself.

We list the limits up front so you can decide before you buy.

Price

$179 one-time

Per workspace. It never renews.

Available now
  • Included at no extra cost on Enterprise.
  • Buying and running it live need a paid plan, from Basic ($39/mo).
  • Dry Run costs nothing: simulated AI and app calls, nothing sent.
  • AI usage is billed by your own provider, at cost. No AI credits to buy from us.
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One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy

FAQ

Questions about Trial Activation Nudger.

What does my product need to provide?

Your app posts trial_started to the webhook, and a small read-only usage endpoint returns what each user has done. It only knows what that endpoint returns.

Will it change trials or billing?

No. It doesn't extend trials, change billing or apply discounts; the offer is the text you write. Trials ending more than about a month out skip the timed final email.

How long is setup?

About 30 minutes, mostly adding the usage endpoint as an HTTP connection and connecting HubSpot and Slack. The waits need the Wait step enabled on your workspace.

Is it worth the price?

A one-time price that never renews. One trial converted that would have churned can more than cover it. Live runs need a paid plan and your own AI provider key.

What should trial_started contain?

A JSON POST with user_id, name, email, company, plan, use_case, team_size, trial_started_at and trial_ends_at (ISO dates). Your app posts it with the webhook's signature header. trial_ends_at is needed for the timed final email.

How is the final email timed?

In code, not by the AI: “Check the trial dates” sets it for 9:00 two days before trial_ends_at, and only when the trial ends 6–34 days from today (the run waits 3 days, then at most 30 more). Set your time zone in that step.

What does the usage endpoint return?

A GET on your API with ?email=…&user_id=… that returns JSON like {"activated": false, "checklist": {"connected_bank": true, "sent_invoice": false}, "last_active_at": "2026-10-14T09:12:00Z", "plan": "trial"}. Put a read-only API key on the HTTP connection.

Does it change the trial or billing?

No. It only sends emails, a CRM note and a Slack alert. Extending trials or applying discounts happens in your billing system.

Is this a subscription?

No. Trial Activation Nudger is a one-time purchase of $179 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.

Can I test it before it touches real data?

Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.

Put Trial Activation Nudger to work.

Free account, no credit card. Your Agents page opens with Trial Activation Nudger ready to buy and set up, then Dry Run it before it goes live.

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