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Lead Generation

Free Trial & Demo Funnel Snapshot for GoHighLevel

Trial signup, an activation sequence that drives first value, and a trial-expiry ladder that converts.

Complete GoHighLevel snapshot — 4 pages, 6 automations, free updates for life

  • 16 min setup
  • 4 funnel pages
  • 6 automations

The funnel

What this snapshot builds

Trials do not fail at the pricing page, they fail at day two when nobody did the thing that makes the product useful. This snapshot is built around activation milestones rather than dates, so the sequence responds to what the user actually did.

Funnel path

Opt-in pageDelivery pageNurture sequencePipeline handoff

Funnel pages

  • Trial signup page
  • Demo booking page
  • Onboarding checklist page
  • Upgrade page

Automations

  • Company-size branch: self-serve trial or booked demo
  • 7-day activation sequence keyed to onboarding milestones
  • Inactivity nudge at day 3 if no milestone reached
  • Trial-expiry ladder at 3 days, 1 day and expiry
  • Win-back sequence 30 days after expiry
  • Upgrade pipeline with MRR tracking fields

The spec, not a promise

What you actually get

We do not publish conversion figures for this snapshot. What a funnel produces depends on your offer, your traffic and your follow-up — so here is what is in the box instead, counted.

4

Funnel pages

Trial signup page, Demo booking page, and more

6

Automations

Workflows, sequences and triggers, all named and labelled

16 min

Setup time

Measured importing and configuring it ourselves

Everything in the box

  • 4 funnel pages
  • 6 workflows
  • 13 emails
  • 6 SMS templates
  • 1 pipeline, 6 stages
  • 11 tags
  • 2 forms
  • 5 custom values

Milestones, not days

Your product posts a webhook when a user hits a milestone. The activation sequence branches on the tag that webhook creates, so a user who activated on day one skips the nudges and a user who has not activated by day three gets a different, more specific message.

Split self-serve from sales-assisted early

One question on signup — company size — decides whether the visitor lands on the trial or on the demo calendar. Sending a fifty-seat prospect through a self-serve trial is the most common way SaaS funnels lose their largest deals.

The expiry ladder and the win-back

Three touches around expiry, then silence, then a single win-back thirty days later with a genuine reason to return — usually a shipped feature. That win-back typically recovers a few points of the trial base for the cost of one email.

Questions

About the Free snapshot

More general questions — licensing, refunds, setup — are answered on the FAQ page.

Do I need developers to send the milestone webhooks?

Someone has to post to an inbound webhook URL when a user completes the milestone. It is a small task, and the funnel still works on time-based branching if you skip it.

Can it handle multiple pricing tiers?

The upgrade page ships with three tiers and the pipeline carries an MRR field, so tier is tracked from the first upgrade.

Does it work for a free plan rather than a trial?

Yes. Disable the expiry ladder and keep the activation sequence — that is the correct shape for a freemium product.

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12 snapshots · 4 services

Want the Free Trial & Demo Funnel live this week?

Buy the snapshot and import it in 16 minutes, or add the install service and have it rebranded, rewritten and tested inside 48 hours.

14-day refund on unopened snapshot links · free updates for life · one licence covers every sub-account you own