TaskSync Trial Conversion Email Sequence

Email Sequence 1: Welcome & Quick Win

Send immediately after trial signup.

Subject: Your TaskSync trial is ready (plus your first quick win)

Hi [First Name],

Welcome to TaskSync! I'm genuinely excited you decided to give us a try.

Most people sign up for software trials with the best intentions, then get busy and forget to use the product.

I don't want that to happen to you, especially since TaskSync can genuinely transform how you handle team

task management.

Here's something that will blow your mind: our most successful customers see results within their first 10

minutes of using the platform. Not days or weeks. Minutes.

Want to be one of them? Here's your first quick win:

Create your first team task and assign it to someone.

Log in to your account and create one task, assign it to a team member, and set a deadline. This single action

will show you how TaskSync eliminates the back-and-forth emails and "did you finish that thing?"

conversations. It takes about 3 minutes, and you'll immediately understand why our customers say

TaskSync is a game-changer.

Your trial dashboard is waiting: [Login Link]

I've been working with small business teams for 8 years, and the ones who take action on their first day

always get the most value from their trial period. Don't let this opportunity sit in your inbox.

Questions? Just reply to this email. I read every single one.

Talk soon,

[Your Name]

P.S. If you run into any issues during setup, our quick start guide covers everything: [Lin

Email Sequence 2: Social Proof & Success Story

Send 3 days after signup.

Subject: How Martinez Marketing increased task completion by 43% in 2 weeks

Hi [First Name],

Quick question: Have you had a chance to try the team dashboard yet?

I'm asking because I just got off a call with Sarah Martinez from Martinez Marketing, and she shared

something that reminded me of your situation.

Three months ago, she was dealing with team members missing deadlines and tasks falling through the

cracks. Sound familiar?

She told me: "Before TaskSync, I was spending 4 hours every week just trying to figure out who was

working on what and what was overdue. Now it happens automatically, and the results are better than when

I tracked everything manually."

Here's the crazy part: she saw her team's task completion rate improve by 43% within her first two weeks

of using the platform.

Her secret? She focused on mastering one feature at a time instead of trying to learn everything at once.

If you want similar results, here's what I recommend for your trial:

Today, set up your team dashboard using our 5-minute tutorial

Tomorrow: Connect your email notifications to see automatic deadline reminders

Day 3: Run your first team progress report

By the end of this week, you'll have a system running that saves you hours of follow-up time every single

week going forward.

Ready to dive in? Start here: [Dashboard Setup Link]

Best,

[Your Name]

P.S. Sarah also mentioned that the automatic time tracking was a pleasant surprise. Make sure you check

that out too.

Email Sequence 3: Educational Value & Objection Handling

Send 7 days after signup.

Subject: The biggest mistake I see during trials (and how to avoid it)

Hi [First Name],

You're now one week into your TaskSync trial. How's it going so far?

I've watched thousands of people go through trial periods, and I've noticed something interesting. The teams

that get the most value always avoid one critical mistake.

They don't try to recreate their exact current process inside the new software.

Instead, they adapt their workflow to take advantage of what the software does best. This might sound

obvious, but it's surprisingly hard to do in practice.

For example, let's say you currently handle task assignments using spreadsheets and email. You might be

tempted to use TaskSync to simply digitise that same process.

But here's what our most successful customers do differently: they let TaskSync automate the entire

workflow while they focus on higher-value activities like strategy and growth.

The difference in results is dramatic:

6+ hours per week on task follow-ups and status meetings

Optimised approach: 2 hours per week maximum, plus 43% better task completion rates

Want to make sure you're getting maximum value from your remaining trial time? Here are the three

features that deliver the biggest impact:

1. Automatic Deadline Reminders; Eliminates "I forgot about that task" completely

2. Team Progress Dashboard: Gives you real-time visibility you can't get anywhere else

3. Smart Task Prioritisation: Handles urgent vs. important decisions automatically in the background

Try these this week: [Link to features]

If you have questions about how any of these apply to your specific team situation, just reply to this email.

I love helping people get the most from their trials.

Rooting for your success,

[Your Name]---

Email Sequence 4: Urgency & Limited-Time Offer

Send 2 days before the trial ends.

Subject: Your trial ends in 48 hours (exclusive offer inside)

Hi [First Name],

I just noticed your TaskSync trial ends in 48 hours.

How has your experience been so far? More importantly, have you been able to eliminate the task

management chaos like you hoped?

If you're like most of our trial users, you've probably seen enough to know that TaskSync can solve your

team coordination problems, but you might still be on the fence about upgrading.

I get it. Software subscriptions add up, and you want to be sure you're making the right decision.

Here's the thing: I've been tracking trial conversions for 5 years, and the people who wait until after their

trial expires to make a decision rarely end up subscribing. Not because they don't want the product, but

because other priorities take over.

So I want to make your decision as easy as possible.

For the next 48 hours only, I'm offering trial users an exclusive deal that's not available anywhere else:

50% off your first 3 months + free team onboarding

✓ Just $19/month instead of $39 for months 1-3

✓ Free 30-minute team setup call with me

✓ Custom workflow templates for your industry

✓ Plus: 30-day money-back guarantee

This offer expires when your trial does. No extensions, no exceptions.

But here's what I want you to consider: the cost of NOT having TaskSync in your business.

Right now, you're probably spending 6+ hours per week on task follow-ups and status meetings. That's 24

hours per month. 288 hours per year.

What's your time worth? What else could you accomplish with those hours back?

Most of our customers tell me TaskSync pays for itself within the first month, just from time savings alone.

Everything after that is pure profit.

Ready to upgrade? Use this link to lock in your exclusive pricing: [Upgrade Link]

Questions? Just reply. I'm here to help.

[Your Name]

P.S. This offer is only available to trial users and only until your trial expires. After that, you'll pay regular

pricing if you decide to subscribe later.

Email Sequence 5: Final Attempt & Re-engagement

Send on the trial expiration day.

Subject: [First Name], your trial just expired (but this isn't goodbye}

Hi [First Name],

Your TaskSync trial officially ended about an hour ago.

I'm not going to pretend I'm not disappointed. I genuinely believe TaskSync could have made a real

difference for your team's productivity and your sanity as a leader.

But I also understand that timing isn't always perfect. Maybe you got busy. Maybe you didn't have enough

time to fully test everything with your team. Maybe the budget isn't there right now.

Whatever the reason, I respect your decision.

Here's what I want you to know: this isn't goodbye.

Your trial account will stay active (in read-only mode) for the next 30 days. You can still access all your

tasks, reports, and team configurations. You just can't make changes or add new information.

Why am I telling you this? Because I've seen this scenario play out hundreds of times:

Someone tries TaskSync during a busy period, doesn't have time to properly evaluate it with their team,

then realises three months later that they're still dealing with the same missed deadlines and communication

chaos we could have solved.

Don't let that be you.

If you change your mind in the next 30 days, just reply to this email. I'll personally make sure your account

is reactivated within 24 hours, and I'll even throw in a 15-minute call to help you get maximum team

adoption as quickly as possible.

No sales pressure. No complicated reactivation process. Just genuine help from someone who wants to see

your team succeed.

I hope your business continues to grow and thrive. If TaskSync can be part of that growth at some point,

you know where to find me.

All the best,

[Your Name]

P.S. Keep an eye out for my monthly newsletter. I share team management tips and productivity insights

that are useful whether you use TaskSync or not. You'll stay subscribed unless you specifically opt out.

SSS