The trial wrap-up Preview

14 days in.
Here's what you built.

An end-of-trial email that celebrates what the practitioner actually did in 14 days, recommends the plan that matches the features they leaned on, and leaves a door open to keep going. One template, two variants, four personas — plus an in-app modal for the peak loss moment.

Fires
Day 14 AM, user TZ
Replaces
Template 278 · Campaign 1
Personalises
Hero · Plan · CTA
Post-trial
Drops to Free · nothing lost

Engaged variant · 4 real scenarios

Same template.
Four different emails.

The hero number picks itself. The plan CTA picks itself. The feature callout shows only what the trialer actually used.

↗ Click any card below to open the full rendered email in a new tab. Each one is live HTML, personalised with different trial data.

Sarah

Busy therapist · AI-heavy

Advanced

Your 14‑day trial

18

appointments, Sarah.

Hours of care delivered in a workspace you set up two weeks ago.

5 premium features powered itOpen full email →

Marcus

Solo practitioner · notes-heavy · payments live

Plus · payments

Your 14‑day trial

22

clinical notes, Marcus.

Documentation done and filed without leaving the chart.

Stripe live · Plus keeps payments flowingOpen full email →

Emma

Boutique solo · client-relationship focused

Plus · default

Your 14‑day trial

15

clients chose you for their care, Emma.

Real people, real records, all set up and running inside Carepatron.

Plus recommended · Advanced as upsellOpen full email →

Jordan

Physio practice · 6–15 staff · team-active

Plus · team

Your 14‑day trial

24

appointments, Jordan.

Hours of care delivered in a workspace you set up two weeks ago.

Team set up · Plus keeps the seatsOpen full email →

Disengaged variant

For the trialers
who didn't get going.

The same design system, different intent. No celebration, no numbers to point at — just a warm offer of 15 minutes with a product specialist. Calendly URL branches by team size.

Two weeks in,
and the door's still open.

Most practitioners need more than a sign-up to judge a platform. Instead of a discount pitch, this variant acknowledges that reality and offers a human path forward.

  • Calendly URL branches on team_size == '16+' → walkthrough; else → demonstration
  • No trial extension offer (by decision — focus on human touch)
  • Soft “keep exploring on Free” secondary
  • Reply-to close, not a form
Open full email →

Your 14‑day trial · Day 14

Two weeks in, and the door’s still open.

Most practitioners need more than a sign-up to judge a platform. Let us walk through yours with you.

Phase 2 · In-app modal

The in-app moment.

Fires inside the product at the peak loss moment — they’re already looking at the workspace we’re about to gate. Illustration, ranked usage, dual CTA. Click Copy XBase to grab the Customer.io source.

Engaged Segment: Trial wrap-up — Engaged

For users who built something

Top 3 premium features they actually used, ranked, with coloured badges. Plan reco matches the email logic. Sample: Sarah, AI-heavy therapist.

✕
Your 14‑day trial Your trial closes today. Here’s what you put to good use, Sarah.
1AI Scribe sessions12
2Telehealth calls5
3Custom templates4

Plus everything else you set up over the last two weeks.

Keep Advanced

View pricing  ·  keep exploring on Free

View XBase source
Loading source…
Disengaged Segment: Trial wrap-up — Disengaged

For users who didn't get going

Warm walkthrough invite with a numbered “what we’ll cover” list. Calendly URL branches on team_size.

✕
Your 14‑day trial · Day 14 Two weeks in, and the door’s still open. Most practitioners need more than a sign‑up to judge a platform. Grab 15 minutes with someone on our team, Alex.
1Scheduling + telehealthWired up in one pass.
2Clinical notes + AI ScribeDrafted while you run a session.
3Payments + insurance claimsSet once, runs for every client.

Plus whatever else your practice actually runs on.

Book a 15‑min walkthrough

Or keep exploring on Free

View XBase source
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Subject, send, wiring

Decisions
and specifics.

Engaged · subject + preheader

SubjectYou built a lot in 14 days
PreheaderA snapshot of the last 14 days, plus what to keep
Hero logicBiggest number wins across appointments / notes / clients / invoices
Plan CTAAI used → Advanced · team or Stripe → Plus · else → Plus with Advanced upsell

Disengaged · subject + preheader

SubjectTwo weeks in Carepatron, and the door's still open
Preheader15 minutes with someone on our team, free.
CTABook a 15-min walkthrough · Calendly branches on team_size
FallbackSoft link to “keep exploring on Free”

In-app modal (Phase 2)

FiresIn-app on Day 14/15, triggered on session after trial close
SegmentSame as email (engaged / disengaged complement)
LayoutIllustration header → ranked usage list → dual CTA
TrackingUTM utm_medium=in_app distinguishes from email

Ship-worthy vs stretch

Open rateFloor 12% · Stretch 20%+
CTRFloor 1.5% · Stretch 3%+
Rollback ifOpen < 8% or complaint rate > 0.1%
Baseline (t278)8.0% open · 0.58% CTR