CRM Lifecycle portfolio
Turn free trial signups into paying customers. The trial lasts 14 days, so email moves each person to their first sent invoice quickly.
Portfolio mockup. Figures and customer details are samples.
Less billing admin, no evening invoicing
One shared system and one flat price
Examples that match how they bill
Trigger: Trial starts. Goal: First invoice sent. Flow A and B.
Trigger: Day 11. Goal: Paid plan. Flow A and C.
Trigger: First payment. Goal: A monthly billing habit. Flow E.
Trigger: 14 days with no timer. Goal: Restart the habit. Flow F.
Trigger: Cancellation. Goal: Come back. Flow G.
Trigger: Every two weeks. Goal: Stay top of mind. Flow D.
7 emails. One step per email; skip steps already done.
2 emails. A personal offer of help.
3 emails. Calm the fear of losing work, then a clear deadline.
Every two weeks. The Billable Hour.
4 emails. Build a monthly billing habit.
3 emails. Help, a question, then pause instead of cancel.
3 emails. Show progress, then a clear deadline.
Want to see these emails written? Open the Email/CRM Strategy portfolio for each one, before and after.
Trial to paid rate
Under 150 words, one call to action, plain layout that reads well on a phone. No more than two emails a week to any one person. Spam complaints under 0.1%.
One test at a time for two weeks each.
I work remotely on contract and freelance projects. Based in Mpumalanga, South Africa.
Email me