---
title: "Post-signup upgrade flow Template | RightMessage"
description: "After trial signup, ask about use case and team size to recommend the right plan upgrade. Captures email for personalized onboarding and upgrade offers."
canonical: "https://rightmessage.com/templates/post-conversion-upsell-saas"
last-updated: 2026-08-27
---

# 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

[Start with this template](https://app.rightmessage.com/register?nocc=true)[Browse all templates](https://rightmessage.com/templates)

Best for

SaaS companies wanting to improve trial-to-paid conversion

## Explore the flow.

Drag to pan, use the controls to zoom, or focus the canvas and navigate with the arrow keys.

Flows/**Post-signup upgrade flow**

Drag to pan

## Questions in this template:

You can tweak any of these questions after installation.

1. 01

   ### What will you primarily use this for?

   - Marketing automation
   - Sales enablement
   - Customer success

2. 02

   ### How large is your team?

   - Just me
   - Small team (2-10)
   - Large team (10+)

## Related templates.

### [Post-enrollment upsell flow](https://rightmessage.com/templates/post-conversion-upsell-course-creators)

[After course enrollment, ask about goals and experience level to recommend an advanced course or coaching package. Captures email for personalized follow-up.](https://rightmessage.com/templates/post-conversion-upsell-course-creators)

[View template](https://rightmessage.com/templates/post-conversion-upsell-course-creators)

### [Post-purchase upsell flow](https://rightmessage.com/templates/post-conversion-upsell-ecommerce)

[After a purchase, ask about satisfaction and preferences to recommend complementary products. Captures email for personalized follow-up with product recommendations.](https://rightmessage.com/templates/post-conversion-upsell-ecommerce)

[View template](https://rightmessage.com/templates/post-conversion-upsell-ecommerce)

### [Agency client qualifier](https://rightmessage.com/templates/progressive-qualifier-agencies)

[Qualify potential agency clients by project type, budget range, timeline, and decision-making authority, then route qualified prospects to a consultation and others to helpful resources.](https://rightmessage.com/templates/progressive-qualifier-agencies)

[View template](https://rightmessage.com/templates/progressive-qualifier-agencies)

### [Agency project scoring and match](https://rightmessage.com/templates/scored-qualifier-branching-agencies)

[Score potential clients on budget, scope, and timeline. Qualified prospects are matched to a service tier. Unqualified prospects receive case studies and resources.](https://rightmessage.com/templates/scored-qualifier-branching-agencies)

[View template](https://rightmessage.com/templates/scored-qualifier-branching-agencies)

## 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.

[Start with this template](https://app.rightmessage.com/register?nocc=true)[Browse all templates](https://rightmessage.com/templates)