Subscription revenue is won in the trial and kept at every renewal. SalesLama follows up demo requests, nudges trial users before their trial ends, onboards new customers and reminds them before every renewal and payment.
The problem
Most trial users never talk to anyone, so they leave without a reason when the trial ends.
Customers forget renewal and payment dates, and failed renewals turn into churn nobody noticed.
Some customers get a great start, others get nothing, depending on who is busy that week.
Ready Automations
Clone any of these from Ready Automations in the app, adjust the messages and timing, and switch it on.
Confirms every demo request, creates a task to schedule the call and reminds the prospect on WhatsApp.
Starts when: Contact tagged “demo-requested”
Three days before the trial ends, trial users get an upgrade email and WhatsApp, and your team gets a task to help.
Starts when: 3 days before the contact's Trial Ends On date
Every new customer gets a welcome, useful tips and a week-one check-in call.
Starts when: Contact tagged “new-customer”
A reminder a week before each Renewal Date, plus a call task for the account owner.
Starts when: 7 days before the contact's Renewal Date
A polite email and WhatsApp before each payment is due, so fewer payments fail.
Starts when: 2 days before the contact's Payment Due Date
Three days after a lapsed renewal, send a win-back offer and flag the account for a call.
Starts when: 3 days after the Renewal Date passes
A one-question NPS survey shows who is happy and who is at risk.
Starts when: Contacts tagged “survey”
Invite customers and prospects to product webinars and remind them on WhatsApp.
Starts when: Contacts tagged “webinar-invite”
Automations marked Pro are Advanced Ready Automations, included in the Pro plan. The rest are on every plan.
Built in
Trial end, renewal and payment dates live on each contact and start automations on the right day.
Send sign-ups and plan changes from your product into SalesLama, and send events back out to your tools.
Calls and check-ins land on the right person's task list with a due date and priority.
Clone a Ready Automation and run it on your own contacts, or book a call and we'll set it up with you.