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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: custom event subscription_cancelled (from Stripe webhook)

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."

Full write-up with email templates coming soon.

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