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 in this preview.

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. Tap any preview to open the full email — these are live HTML.

Sarah

Busy therapist · AI-heavy

Advanced

Your 14‑day trial

18

appointments, Sarah.

That’s hours of care delivered on a platform you only met two weeks ago.

5 premium features powered it Open full email →

Marcus

Solo practitioner · notes-heavy · payments live

Plus · payments

Your 14‑day trial

22

clinical notes, Marcus.

Hours of documentation, handled and filed in a single place.

Stripe live · Plus keeps payments flowing Open 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 upsell Open full email →

Jordan

Physio practice · 6–15 staff · team-active

Plus · team

Your 14‑day trial

24

appointments, Jordan.

That’s hours of care delivered on a platform you only met two weeks ago.

Team set up · Plus keeps the seats Open 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 tour 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 tour to judge a platform. Let us walk you through yours, on the clock you actually work.

Subject, send, wiring

Decisions
and specifics.

Engaged · subject + preheader

SubjectYou built a lot in 14 days
PreheaderA quick look at what you got done in Carepatron, 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
PreheaderQuick walkthrough with a product specialist, on us
CTABook a 15-min walkthrough · Calendly branches on team_size
FallbackSoft link to “keep exploring on Free”

Send & wiring

FiresDay 14 AM (last day of 14-day Advanced trial), user timezone
ReplacesTemplate 278 in Customer.io Campaign 1
Engaged segmentappointments ≥ 1 OR notes ≥ 2 OR clients ≥ 1
DisengagedComplement of Engaged, still in active trial
Post-trialDrops to Free (not lockout)

Open items

Upgrade URLConfirmed: /Settings/Workspace/Subscriptions/Manage
clients_countNeeds counter field in CIO (PostHog → CIO sync)
Segments“Trial wrap-up — Engaged” + complement to be created
Safety exitCampaign-level: billing_status Active + no trial_end_date