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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[​](#who-this-is-for "Direct link to Who this is for")

* You've connected Stripe and tracking.
* You're on HOBBY or PRO (automations require HOBBY+).

## The three automations (outline)[​](#the-three-automations-outline "Direct link to The three automations (outline)")

### 1. Trial welcome sequence[​](#1-trial-welcome-sequence "Direct link to 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[​](#2-trial-ends-in-2-days-conditional "Direct link to 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[​](#3-churn-recovery "Direct link to 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.*

**Related:**

* [Concepts → Automations](https://docs.funnelfizz.com/concepts/automations.md)
* [Features → Automation](https://docs.funnelfizz.com/features/automation.md)
* [Features → Email](https://docs.funnelfizz.com/features/email.md)