Automation builder
Flow detail
Post-trial close ladder
When a coach marks trial completed, create same-day follow-up, wait for reply, then create an owner close-call fallback.
Activation
Safe mode
Convert to membership
Trigger
Trial completed
Audience
Trial completed
Owner
Coach owner
Lift
+22%
Visual flow timeline
1
Move to follow-up due
day 0Update lead stage and preserve coach read for conversion workspace.
Only after trial completion.
2
Post-trial message
day 0Draft same-day note with coach observation, plan recommendation, and next class option.
Staff approval before offer.
3
Close call fallback
day 1Create owner task if no reply lands after the first follow-up.
Suppress if replied or converted.
Conditions
Trial outcome captured
Do not contact is false
No reply after 24 hours
Safety rules
Suppress if replied
Stop when converted
No automatic discount without approval
Run history
Ryan Patel
completedFollow-up due + close call fallback queued.
Mia Kim
reviewWaiting on coach outcome note.
Audit and analytics
16
Enrolled
11
Completed
2
Skipped
+22%
Conversion lift