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Convert

Trial-expiry conversion value-save

Her free trial ends Friday and she's done the work — but unless someone shows her what she'd lose, the trial just lapses in silence.

Get aheadTime-based triggerPushEmailIn-appWellness (B2C apps)Subscription

What it does

Wellness trials end the way they began: silently. A new user logs a few good days, builds a small streak, then the trial expires with a generic "your trial is ending" email that lands flat, and a motivated user becomes a lapsed one without a single decision being made. The moment of peak motivation is the last day or two of the trial, when the user has lived the value and not yet lost it. The agent reaches out in that window with what she specifically gained and what ends with the trial, offers a pause instead of a hard cancel, and pre-empts the quiet drop — turning the trial's end into a choice rather than a default. Free-to-paid conversion is the whole revenue motion for a consumer wellness app, and trial-to-paid rates in the category run high enough to make the last-day touch worth getting right.

How it works

  1. 1
    Trigger. the trial-expiry window opens — typically one to two days before the trial ends, read from the subscription system's trial-end date.
  2. 2
    Decision. the agent pulls the user's own trial activity (days logged, streak, plan progress, the goal she set at sign-up) and decides whether this is a value-recap nudge, a pause offer for someone who went quiet, or a case to leave alone.
  3. 3
    Action. a short, personal message names what she built and what ends with the trial ("your plan and your logged days end Friday"), with a one-tap continue and a clear pause-not-cancel option; the channel is push or in-app for active users, email as the fallback.
  4. 4
    Follow-through. the upgrade itself completes through the client's own secure payment step; if she converts or pauses on her own first, the queued nudge is cancelled rather than sent stale, and every send is judged for relevance and timing before it goes out.
Example
AgentYour free trial ends Friday. In 9 logged days you built a real streak — that progress and your personalized plan pause when the trial does. Want to keep going, or pause for now and keep what you've built?
CustomerI want to keep it but money's tight this month.
AgentThen let's not lose your streak. You can pause for now and pick up exactly where you are, or continue today from your plan. Whichever you choose, your logged days stay saved.

Configuration

How the agent is wired for this use case.

Triggerthe trial-expiry window opens — a trial_ending event one to two days before the trial-end date, sourced from the subscription/billing system.
Tools & actions
  • Subscription system · read trial-end date and trial state; apply a pause or continuation on the user's choice
  • App backend · read trial-period activity (days logged, streak, plan progress, sign-up goal) to ground the recap
  • Payment provider · run any paid upgrade through the client's hosted secure payment hand-off
  • Messaging channel · send the value-recap on push or in-app, with email as the fallback for users not in-product
  • Memory store · record the response and set a cool-down so a declined or paused user is not re-nudged
Autonomyrecap and pause nudges run unattended behind a relevance/timing judge with "don't send" as a first-class outcome; the upgrade is money-moving and completes only through the client's hosted payment step on explicit user action.
Channelspush · email · in-app
Escalationno clinical handoff for this commercial flow; a billing or account dispute routes to a human, and a message made stale by an early convert or pause is cancelled before it sends.

What you need

The inputs this use case runs on. Your channels stay yours; the agent supplies the judgment.

Signals

trial-end date and trial_ending window, trial-period activity (logs, streak, plan progress), conversion and pause events

Data

the goal set at sign-up, per-user trial usage summary, notification consent and channel preference, payment state

Guardrails

judge gating on every unprompted send; one-touch frequency cap in the window; pause offered as a real alternative to cancel; the client keeps owning the channels and the payment step; general wellness framing only, no health claims tied to the offer

Metrics it moves

  • conversion-rateup, by reaching the user at peak motivation with her own evidence instead of a generic expiry notice
  • opt-out-rateheld down, because one judged, relevant touch beats a drip of expiry reminders
  • churndown at the entry point, as a pause-not-cancel keeps a wavering trialist in the relationship instead of losing her at day one

Related use cases

Convert

Free-to-premium nudge at the content or feature wall

the in-trial conversion moment that precedes the expiry touch

Retain / Save

Renewal-window save

the same value-recap discipline applied to an existing paid subscription

Onboard / Activate

Onboarding-quiz to personalized-plan activation

sets the goal this card recaps at the trial's end

See it on your own customer journey

Bring one drop-off, one churn cliff, or one silent segment. We will show you what a proactive agent with memory and judgment does with it.

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