January 27

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The Problem With Trial Periods

By Georgia Davis

January 27, 2020


The Problem with Trial Periods

THE CLIENT

Eat Train Live is a gym and health and fitness business that coaches clients to set goals and achieve them through personal training.

Below is a short video of who ETL is.

THE PROBLEM

For Eat Train Live to enhance customer loyalty, improve customer insights and better their

operational efficiency, they need an automated on-boarding process.

But in a business like this one, customers often start out with trial periods. The problem was,

Eat Train Live’s old system didn’t register a trial purchase as a trigger for on-boarding.

Staff were spending hours and hours manually updating the CRM every time a new client

came on board for a trial. And where there’s manual data input, there’s always going to be

errors.

Owner Michael wanted to cut out the errors, save the time spent inputting data and create a

smooth introduction to the business for clients.

THE OBJECTIVE

To save time later down the line, Michael wanted the on-boarding process to launch the

moment a trial month was purchased.

He needed to find a way to link his Stripe payment system with Infusionsoft and make sure

that it was specifically a paid trial that would kickstart the on-boarding process.

THE WORK

We used the Zapier platform to set up a connection between Infusionsoft and Stripe, so that

payment details could continue to be read in the new system. The system checks that a paid

trial has been purchased and uses the contact record we created to start the on-boarding

campaign automatically.

THE OUTCOME

There’s no longer a delay between a client’s trial purchase and their on-boarding experience.

Manual errors have been cut out in the CRM, staff have time for more important tasks and

engagement with trial members has skyrocketed.

Want to know how we can help you?

Give us a call now by hitting the button below and speak to one of our team to find out what we can do for you and your business. 

Georgia Davis

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