The trial wrap-up Preview
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.
Engaged variant · 4 real scenarios
The hero number picks itself. The plan CTA picks itself. The feature callout shows only what the trialer actually used.
Busy therapist · AI-heavy
AdvancedSolo practitioner · notes-heavy · payments live
Plus · paymentsBoutique solo · client-relationship focused
Plus · defaultPhysio practice · 6–15 staff · team-active
Plus · teamDisengaged variant
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.
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.
team_size == '16+' → walkthrough; else → demonstrationPhase 2 · In-app modal
Fires inside the product at the peak loss moment. Same voice as the email, but they're already looking at the workspace we're about to gate. Two variants, same segmentation logic as the email. Click Copy XBase to grab the source for Customer.io.
Trial wrap-up — Engaged
Biggest-number hero, plan reco based on features used. Sample: Sarah, AI-heavy therapist.
Your 14‑day trial
18
Hours of care delivered in a workspace you set up two weeks ago.
Your trial closes today. Your workspace drops to Free. Everything you built stays — but unlimited AI is Advanced‑only.
Keep AdvancedTrial wrap-up — Disengaged
Warm 15-min walkthrough invite. Calendly URL branches on team_size.
Your 14‑day trial · Day 14
Hi Alex, most practitioners need more than a sign‑up to judge a platform. Grab 15 minutes with someone on our team — we’ll walk through yours with you.
Book a 15‑min walkthroughSubject, send, wiring
| Subject | You built a lot in 14 days |
| Preheader | A snapshot of the last 14 days, plus what to keep |
| Hero logic | Biggest number wins across appointments / notes / clients / invoices |
| Plan CTA | AI used → Advanced · team or Stripe → Plus · else → Plus with Advanced upsell |
| Subject | Two weeks in Carepatron, and the door's still open |
| Preheader | 15 minutes with someone on our team, free. |
| CTA | Book a 15-min walkthrough · Calendly branches on team_size |
| Fallback | Soft link to “keep exploring on Free” |
| Fires | In-app on Day 14/15, triggered on session after trial close |
| Segment | Same as email (engaged / disengaged complement) |
| Dismiss | X icon or outside-click |
| Tracking | UTM utm_medium=in_app distinguishes from email clicks in PostHog |
| Open rate | Floor 12% · Stretch 20%+ |
| CTR | Floor 1.5% · Stretch 3%+ |
| Rollback if | Open < 8% or complaint rate > 0.1% |
| Baseline (t278) | 8.0% open · 0.58% CTR |