Lift trial-to-paid with a DB-triggered flow.
Three days before trial_ends_at, fire a recovery sequence: email reminder, WhatsApp nudge, founder note. Stops the moment upgraded_at is filled.
Three pieces. Wired through your database.
No sync, no scheduled jobs, no separate tool to wire. Each step listens to the same row that lives in your app.
trial_ends_at − 3 days
Listen to your real users table. The flow fires the moment a trial enters its final 3 days, no cron, no nightly batch.
Email, WhatsApp, founder note
Day -3 sends a reminder email with social proof. Day -1 fires a WhatsApp nudge. Day 0 a founder note. Each step waits for the goal before continuing.
upgraded_at filled
The goal stops the flow the second the user upgrades, no matter which step they were on. Goal completion is attributed to the channel that converted.
Multichannel beats single-channel,
when timing is right.
Email gets opened by half your trial users. WhatsApp reaches the other half. The flow runs both, attributes each conversion to the channel that closed it, and stops automatically the moment the user upgrades.
Across 14 SaaS teams that ran this exact flow on Minimo. WhatsApp accounted for 60% of incremental conversions.
Same recipe. Different ingredients.
Discount on day -2
Append a 20% discount code on the second message if the user opened the first email but didn't click.
Founder note on day -1
Replace the templated WhatsApp with a founder-signed text. Higher reply rate, used as a last resort.
Per-segment messaging
Branch on plan size or use case. Annual-prospects get a yearly-discount path; team prospects a sales handoff.
Skip when usage is high
If the user has hit your activation milestone already, drop the discount and lead with social proof instead.
We saw it land in production on a Friday: the next Monday two of our oldest expiring trials had upgraded after the WhatsApp nudge. We hadn't touched a line of code since.
Build this flow in your DB.
Connect Supabase or Postgres. Drop the trigger, write the email and the WhatsApp template. Done.
14 days · all features · no credit card
