Many companies that test software forget about it by the second day. Those who follow up the trial via WhatsApp help the customer reach the first result and turn the trial into a subscription.
In this article
Why trials lose momentum
The customer creates an account, opens it once, and then returns to their routine. Without anyone nearby, the trial ends without them having seen the product in action.
Personalized welcome
A WhatsApp message right after registration, from a person offering help to set up.
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The first value
Discover which action makes the customer understand the product, like importing contacts or sending the first report, and guide them to it.
Help at the right time
If they get stuck at any step, help arrives through conversation, with a short video or a ten-minute call.
Talk to the decision maker
In B2B, the person testing isn’t always the one who signs. Ask who else is involved in the decision and offer a presentation.
Before the trial ends
Three days before, show what they have already done and the available plans.
Record everything
Every conversation in the CRM, with the trial stage. The team knows who to talk to.
Common mistakes
Too many automatic reminders, no real person in the conversation, and only discussing price on the last day.
Frequently asked questions
When during the trial should you talk to the customer?
Right after registration, when they reach the first result or get stuck at any step, and a few days before the trial ends. Messages at these moments help more than daily reminders.
The bottleneck is almost never the team. It’s the time until the first response.
VeyloCRM responds to the lead immediately in your own language, organizes every conversation in the CRM, and keeps ready messages at the team’s fingertips — on WhatsApp, Instagram, and Messenger.