How to Build an Automated Prospecting and Automated Free Trial Funnel

68% LinkedIn Acceptance Rte

What is An Automated Free Trial Funnel

The Automated Free Trial Funnel is a strategic framework designed to turn prospects into paying customers through well-defined stages.

When to Use An Automated Free Trial Funnel

This funnel shines for low-ticket products or services. That’s because of two reasons:

  • Lower Barrier to Entry: Prospects are more inclined to explore a free trial with minimal cost. It allows them to experience your value without a significant upfront investment.

  • Risk Mitigation: For prospects, trying a free trial is a low-risk way to evaluate whether your product or service aligns with their needs and expectations. This “try-before-you-buy” approach builds trust and reduces hesitation.

How An Automated Free Trial Funnel Works

Stage 1: Targeted Prospecting

An Automated Free Trial Funnel begins with targeted prospecting.

The first step is knowing exactly who you’re looking for. This involves crafting a detailed customer persona or ideal customer profile (ICP).

Your sales support team scours LinkedIn profiles, identifying prospects who exhibit the traits you’re looking for. This is more than just collecting email addresses. It’s about understanding your prospects’ backgrounds, roles, and needs.

One Tip: During the outreach, providing a teaser of the value they can expect is crucial. Rather than giving away everything, offer a glimpse of what they’ll gain by clicking through to the opt-in page.

Stage 2: Opt-In Page

Prospects who accept your outreach are led to an engaging opt-in page. This is a critical step where you can capture their interest.

This page presents content such as a Video Sales Letter (VSL) or a webinar alongside a persuasive sales letter. The goal is to educate, build trust, and convince the prospect to take the next step – signing up for a free trial of your low-ticket product.

Stage 3: Precision Retargeting

Only some people who visit your opt-in page will immediately opt in for the free trial. That’s where precision retargeting comes into play. Employ a multi-channel approach to re-engage those prospects, including Facebook Ads, Google Ads, email marketing, Instagram, and YouTube. These channels provide opportunities to remind them of your value and encourage them to revisit your funnel.

Stage 4: The Upsell

Following the free trial, present prospects with an upsell opportunity. This could involve offering additional features, a premium version of your product, or complementary products or services. The upsell stage capitalises on the prospect’s engagement and interest, encouraging them to purchase.

Stage 5: Second Upsell

For those who accept the initial upsell, consider offering a second upsell. This can be another tier of your product or a related offering that enhances their experience. The second upsell is an opportunity to maximise the customer’s lifetime value and deepen their engagement with your brand.

Stage 6: Continuous Retargeting

Lastly, continue your retargeting efforts for prospects who do not accept the upsell offers. Through persistent and strategic retargeting across multiple channels, you aim to rekindle their interest and guide them toward purchasing.

Key Metrics to Measure in the Automated Free Trial Funnel

These metrics provide a clear picture of how each stage of your funnel is performing. Any metric falling below the target rate indicates a potential issue that needs attention.

By tracking these metrics, you can identify areas for improvement. For example, if your CTR from LinkedIn is below 15%, you should refine your outreach messages. You can optimise the page’s content and design if your opt-in page conversion rate is low.

So, let’s dive into the metrics to measure in the automated free trial funnel:

1. Click-Through Rate (CTR) from LinkedIn

This metric measures the percentage of people who click through from your LinkedIn outreach to visit the opt-in page. A CTR of 15% or higher indicates that your initial outreach is resonating with your target audience, driving traffic to the next stage of the funnel.

2. Opt-In Page Conversion Rate

The opt-in page conversion rate measures the percentage of visitors who take the desired action, opting in for your free trial. This metric is a critical indicator of how well your opt-in page performs. A 5% or higher conversion rate signifies that your opt-in page effectively persuades prospects to take the next step in the funnel.

3. First Upsell Acceptance Rate

After the free trial, the first upsell acceptance rate gauges the percentage of customers who choose to accept the initial upsell offer. This metric measures the effectiveness of your upsell strategy in converting free trial users into paying customers. A 10% or higher acceptance rate indicates a successful upsell process.

4. Second Upsell Acceptance Rate

If you decide to include even the second upsell in your funnel, you should also track its acceptance rate. Similar to the first upsell, this metric assesses how well your second upsell offer resonates with your customers. A 10% or higher acceptance rate for the second upsell demonstrates its effectiveness in generating additional revenue.

Options For Creating An Outbound Sales Funnel

1. Hire A Marketing Agency Or Lead Generation Agency

Pros/Cons in Simple Terms:

  • You can lighten the load and, let's admit it, some stress.
  • Lead generation agencies often follow the "pay-to-spray" approach, which could result in your target market getting bombarded with not-so-great messages. That's a big no-no for your brand.
  • Surprisingly, some lead generation and marketing agencies need help generating leads. And that raises questions about their effectiveness in generating leads for your business.
  • It can get expensive; if it doesn't work out, you're back at square one.

2. Figure Things Out On Your Own

Pros/Cons in Simple Terms:

  • You'll save some bucks by not hiring external help.
  • Managing everything yourself can be overwhelming. It requires wearing multiple hats and can lead to stress and burnout.
  • You'll need to invest a lot of time in learning the ropes, experimenting, and potentially making costly mistakes.

3. Partner With B2B Growth

No holding back. We’ll give you all the know-how we’ve gained over 15 years of hard and passionate work in the B2B lead generation space.

  • We've been in the trenches for 15 years.
  • You’ll get the know-how of the hundreds of tests we’ve made in the past.
  • We have a 100% success rate in building lead-generation machines for our clients. (We don't like to brag, but our track record speaks for itself.)
  • Believe it or not, there's no "cons" section here. Okay, maybe we’re biased because we believe in what we do.

State-of-the-Art Lead Generation:

The B2B Growth 4P Approach

If you want leads to knock on your door while focusing on doing what you love, the B2B Growth 4P approach couldn’t be more perfect for you. It is a proven method that helps B2B businesses snag top-notch leads and confirm their market fit. It is a beneficial approach if you don’t have a background in sales or marketing.

Here’s how it breaks down:

The B2B Growth 4P Approach

  1. Pinpoint: Start by building a list of 2,000 decision-makers who fit your target niche, psychographic, or demographic. This is your goldmine for potential customers.

  2. Present: Develop 5-10 different transformation messages. Think along the lines of, “We help [niche] achieve [biggest desire] without [biggest obstacle or pain point].”

  3. Process: Load these potential customers into the B2B Growth Prospecting System.

  4. Parse: This is where the rubber meets the road. We generate leads and put meetings on your sales team’s calendar. Sales support in the box.

Once you implement our 4P approach, we will install lead generation systems in your business that will constantly generate a steady stream of warm leads.

Lead Generation Services

Do It Yourself

Guidance and Mentorship

You access our minds and “steal” our 15-year know-how. You’ll get all the tools, scripts, and training you need to generate leads. All for a modest initial setup fee of $2,000 + $200 per month in software costs.


Why Choose DIY?

  • Cost-Effective: This is a budget-friendly alternative to hiring a full-time Sales Development Representative (SDR).

  • Time-Saving: As a founder or product owner, your time is precious. Our automated system takes care of the initial outreach, freeing you up to focus on other crucial aspects of your business.

  • Fearless Prospecting: Automation removes that intimidating factor, especially if you’re a founder with no sales background.

This is ideal for hands-on founders who want to make a big splash in the market… while remaining budget-conscious.

Done With You (DWY)

It’s a partnership where we work side-by-side to build and fine-tune a lead generation system that works. We’ll do the work, and you’ll harness the results.

For a one-time payment of $10,000 or three monthly fees of $4,000, you’ll get:

  • One-on-One Sessions: Personalized guidance tailored to your unique challenges.

  • Sales and Demo Call Support: We’ll be with you during these critical interactions, ensuring you put your best foot forward.

  • 6-Month Free License to Muscle CRM: Our proprietary CRM software will be your command centre for sales and marketing.

  • Full Lead Generation System Installation: We’ll create a complete sales and marketing system customised to your needs.


Why Choose DWY?

  • Expert Guidance: It’s not just about saving money; it’s about making savvy investments. We’ll be your guide, making sure you seize every opportunity.

  • Exclusive Tools: Gain access to our proprietary software, Muscle CRM. Get our seasoned sales team to back you up during those all-important sales and demo calls.

This package is for companies itching to hit the ground running and ready to shake things up in B2B lead generation.

Ready to get hot leads straight to your door?