The Library / Funnel Types

✦Funnel Types

Software Trial Funnel

Get people using the software free for a short time, then convert them to paid.

Software funnels usually sell a free trial or a free plan. The real selling happens inside the product, so the first minutes of use matter more than the sales page.

Good trial funnels guide the user to their first success fast, then use emails timed to their activity to show the next feature and the upgrade.

Do it step by step

  1. Decide whether a card is required for the trial. Card required means fewer but better trials.
  2. Design onboarding around one first win.
  3. Send emails based on what they did or did not do.
  4. Offer annual pricing at the end of the trial.