How to Use PostSheet to Send Personalized Free Trial Ending Reminders

Free trials are a great way to drive product adoption — but what happens after the trial ends?

If you don’t follow up thoughtfully, most users disappear.
But a timely, relevant reminder with a clear next step? That can turn a free user into a paying customer.

With Google Sheets + PostSheet, you can send automated, personalized trial ending reminders that feel helpful, not pushy — and drive conversions without needing a full CRM or marketing suite.

Let’s walk through how to do it.


🧪 Why Free Trial Reminders Matter

Free trial users are already interested — they just need:

✅ A helpful nudge
✅ A clear upgrade path
✅ A reminder before access disappears
✅ A message that feels human

That’s where PostSheet shines — scaling these messages while still making them feel personal.


📋 Step 1: Build Your Trial Tracker in Google Sheets

Export or track active trial users in a sheet with key details:

NameEmailPlan NameSignup DateTrial End DateUsage SummaryCustom Upgrade CTAUpgrade Link
Jamie Wongjamie@email.comPro Trial2025-04-202025-05-05Used dashboard + reportsBook a demolink.com/upgrade-jamie
Alex Riveraalex@email.comGrowth Trial2025-04-182025-05-03Created 3 email templatesStart your subscriptionlink.com/upgrade-alex

Optional columns: trial status, lead score, assigned CSM, team size


✉️ Step 2: Create a Trial Ending Reminder Template in PostSheet

You’ll want to keep it clear, friendly, and helpful — not salesy.

Here’s a starting point:

css

Copy

Subject: Your {{Plan Name}} trial ends {{Trial End Date}} 🚨

Hi {{Name}},

Just a quick heads-up — your **{{Plan Name}}** trial is ending on **{{Trial End Date}}**.

Here’s what you’ve explored so far:  

{{Usage Summary}}

{{#Custom Upgrade CTA}}  

👉 Next step: {{Custom Upgrade CTA}}  

🔗 {{Upgrade Link}}  

{{/Custom Upgrade CTA}}

If you have any questions, we’re happy to help — or schedule a quick call if that’s easier.

Thanks again for trying us out!

– [Your Team]

You can adjust tone or CTA based on usage or segment.


🚀 Step 3: Send or Schedule Trial Reminders with PostSheet

Once your sheet is ready:

  1. Filter by Trial End Date = today or next 3 days
  2. Connect to PostSheet
  3. Map your fields: {{Plan Name}}, {{Trial End Date}}, {{Upgrade Link}}, etc.
  4. Preview — make tweaks for key accounts or top users
  5. Send or schedule — and mark “Reminder Sent” in your sheet

Bonus: add a follow-up row for users who didn’t convert after 3–5 days.


🔁 Bonus: Add a “Trial Ending Soon” + “Trial Ended” Sequence

Break your reminders into stages:

  • 3 days before end: “Here’s what you’ve done + what you’d unlock”
  • On trial end day: “Access is ending today — here’s how to keep going”
  • 3 days after: “We saved your data — come back anytime” or “Still interested?”

Just filter your sheet by Trial End Date logic and adjust the message accordingly.


🧠 Great Use Cases for Trial Reminders

  • 🧑‍💻 SaaS free trials (7, 14, 30 days)
  • 🛠️ Product-led growth onboarding
  • 📚 Course or membership access windows
  • 🧾 Account demo periods for agencies or tools
  • 🧑‍🏫 Internal pilot programs or beta testers

If the clock is ticking — PostSheet helps you deliver the right message at the right time.


✅ Why PostSheet Is Perfect for Trial Reminder Campaigns

ChallengePostSheet Solution
Forgetting to follow up with trials✅ Filter by Trial End Date
Generic emails that don’t convert✅ Personalize by usage & CTA
Too many users for manual follow-up✅ Bulk-send with personal touches
Need multiple versions of the message✅ Easy to run multi-stage sequences
Limited email tools in product stack✅ Just Sheets + PostSheet — that’s it

You get structure, personalization, and flexibility — no new tools required.


💬 Final Thoughts: Don’t Let Great Leads Slip Away

Your trial users are already interested.
With PostSheet, you can help them take the next step — clearly, thoughtfully, and right on time.

Try it free →
Start your trial conversion campaign with PostSheet

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