Post-enrollment upsell flow
After course enrollment, ask about goals and experience level to recommend an advanced course or coaching package. Captures email for personalized follow-up.
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Post-signup upgrade flow
After trial signup, ask about use case and team size to recommend the right plan upgrade. Captures email for personalized onboarding and upgrade offers.
Convert trial users to the right paid plan
Explore the flow.
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Questions in this template:
You can tweak any of these questions after installation.
- 01
What will you primarily use this for?
- Marketing automation
- Sales enablement
- Customer success
- 02
How large is your team?
- Just me
- Small team (2-10)
- Large team (10+)
Related templates.
Want to build this in your account?
Start with the mapped flow, then keep only the questions, logic, and next steps that fit your campaign.