Automated sequence · email playbookTrial-expiry and upgrade nudges
A trial-expiry and upgrade nudges playbook for SaaS & Startups, built automated sequence. Starting from a trial nears its end, Mailable designs every on-brand email in the flow and ships it through billing and the tools you already use - inbox-ready in every client.
Automated sequenceBuild mode: Runs automatically on triggersTrigger
A trial nears its end
SaaS & Startups
Design engine
Mailable
prompt → on-brand email
Brand kit
colors · fonts · voice
Who runs it
Build mode
Runs automatically on triggers
Growth & lifecycle
team
Product teams
team
Founders
team
Integrations
Synced via API & MCP
Sends to
Billing
Product events
CRM
How the flow works
Trigger: A trial nears its end
- 1
Mailable designs a clear, friendly upgrade prompt with the value recap
- 2
A reminder follows as the deadline approaches
- 3
Converted users drop out of the flow automatically
- 4
Renewal and dunning emails reuse the same brand kit
Who runs it
- Growth & lifecycle
- Product teams
- Founders
Integrations
Synced from your stack; designs stay on-brand by default.
Build mode & destinations
Runs automatically on triggers
Billing
Product events
CRM
What keeps it on-brand & on-track
- Timed to the trial deadline
- One clear CTA to upgrade
- Billing email that finally looks like your product
Automated sequence
Triggered by events from your stack - signup, purchase, inactivity - Mailable designs and sends every step automatically, with timing and branching you control.
