Setting up SaaS funnel automations
~20 minutes · Intermediate
The three automations every B2B SaaS should run. None of them are magic — they're obvious — but they get built so rarely that just having them puts you ahead.
Who this is for
- You've connected Stripe and tracking.
- You're on HOBBY or PRO (automations require HOBBY+).
The three automations (outline)
1. Trial welcome sequence
Trigger: subscription_trial
Steps:
- Day 0: "Welcome, here's the 5-min quickstart."
- Day 2: "Three things to try this week."
- Day 7: "How's it going? Want a 15-min call?"
- Day 12 (trial ends in 2 days): "Your trial ends soon — here's what you'd lose."
2. Trial-ends-in-2-days conditional
Trigger: subscription_trial
Steps:
- WAIT 12 days.
- CONDITIONAL_SPLIT:
profile.subscriptionStatus == "active"- True (already upgraded): END.
- False: SEND_EMAIL "Trial ends in 2 days."
- WAIT 2 days.
- CONDITIONAL_SPLIT: still not active?
- True: SEND_EMAIL "Trial ended — unlock for $9."
3. Churn recovery
Trigger: subscription_canceled (the Churned entry on a CUSTOMER-stage automation). Fires automatically when a paying customer cancels their Stripe subscription, no custom event needed.
Steps:
- WAIT 7 days.
- SEND_EMAIL: "Sorry to see you go — can you tell us why?"
- WAIT_UNTIL:
email_clicked(timeout 14 days). - CONDITIONAL_SPLIT on whether they clicked:
- Clicked: SEND_EMAIL "20% off to come back."
- Timed out: SEND_EMAIL "Last chance — 30% off."
In the editor, this is the Churned trigger card on the CUSTOMER stage's automation (next to the Start trigger). Pick it when you create the automation; everything else is just steps.
Full write-up with email templates coming soon.
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