Trial Onboarding Email Sequence: 7 Templates That Convert

Hi {{first_name}},

Welcome to {{product_name}}! Your {{trial_length}}-day free trial starts now.

Here's the ONE thing I recommend doing first:
{{primary_action}}

It takes less than 2 minutes and will show you exactly why {{product_name}} is different.

If you need help, just reply to this email — a real human will respond.

— {{sender_name}}, {{sender_title}}

P.S. You have full access to every feature. No credit card required.

Hi {{first_name}},

Most {{product_name}} users who {{key_action}} in their first 24 hours are 3x more likely to stick around.

Here's a quick 3-step guide:

1. {{step_1}}
2. {{step_2}}
3. {{step_3}}

That's it. Once you complete these steps, you'll see exactly how {{product_name}} saves you {{value_proposition}}.

{{cta_button: Complete Your Setup →}}

Questions? Reply to this email anytime.

— {{sender_name}}

Hi {{first_name}},

Did you know {{product_name}} can {{key_feature_benefit}}?

Most users don't discover {{feature_name}} until week 2 — but the ones who find it early save an average of {{time_saved}} per week.

Here's how it works:
{{feature_description_2_sentences}}

{{cta_button: Try {{feature_name}} Now →}}

Pro tip: {{feature_name}} works even better when combined with {{complementary_feature}}.

— {{sender_name}}

Hi {{first_name}},

{{company_name}} was in a similar position to you — {{pain_point}}.

After switching to {{product_name}}, they:
- {{result_1}}
- {{result_2}}
- {{result_3}}

"{{testimonial_quote}}"
— {{testimonial_author}}, {{testimonial_role}} at {{company_name}}

You're on the same path. Here's what to try next:

{{cta_button: Continue Your Trial →}}

— {{sender_name}}

Hi {{first_name}},

You're halfway through your {{product_name}} trial. Here's what you've accomplished so far:

{{user_activity_summary}}
- {{metric_1}}: {{value_1}}
- {{metric_2}}: {{value_2}}
- {{metric_3}}: {{value_3}}

That's a great start. To get even more value in your remaining 7 days, I recommend:

{{next_recommended_action}}

{{cta_button: Pick Up Where You Left Off →}}

Need help with anything? Just reply.

— {{sender_name}}

Hi {{first_name}},

Your {{product_name}} trial ends in 3 days. After {{expiration_date}}, you'll lose access to:

- {{feature_1}} (you've used this {{usage_count}} times)
- {{feature_2}}
- {{feature_3}}
- All your data and settings

Upgrade now to keep everything:

{{cta_button: Upgrade to {{plan_name}} — {{price}}/mo →}}

Not ready? No worries — your data stays safe for 30 days after expiration. But you won't be able to use {{product_name}} until you upgrade.

— {{sender_name}}

Hi {{first_name}},

This is your last day on {{product_name}}.

In {{trial_length}} days, you've:
{{achievement_summary}}

Don't let that progress disappear.

{{cta_button: Upgrade Now — Keep Everything →}}

If {{product_name}} isn't right for you, I understand. But if budget is the concern, reply to this email — I may be able to help.

Thanks for trying {{product_name}}, either way.

— {{sender_name}}

P.S. Upgrade in the next 24 hours and get {{special_offer}}.