
Upgrade After Trial
Use this near the end of a trial or immediately after it expires. Remind the user what they accomplished, name what changes without a paid plan, and make the upgrade action easy to find. Replace the trial dates, plan details, and billing link, then segment out anyone who has already converted.

Loops
Stop the sequence after conversion
Branch on the current plan before each reminder and stop the sequence as soon as the account converts. Include the trial end date, explain what changes, and link directly to billing. Use the lifecycle guide to plan the timing around activation and conversion.