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Product & app UX flowsMermaid

Free trial to paid conversion template

How a SaaS free trial converts: sign-up, activation milestones, in-app nudges and email nurture, upgrade prompts at trial end, and grace or downgrade paths. This flowchart template contains 18 labelled steps, 4 decision points, branches such as “No”, “Yes”.

Open in the editor →
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  • Fully editable shapes and connectors, not a screenshot
  • Export PNG, SVG or PDF, or share it as a link
  • Private: the diagram never leaves your browser

Steps in this flowchart

  • User starts 14-day free trial
  • Onboarding checklist & sample data
  • Reached activation milestone?
  • Behaviour-triggered email & in-app tips
  • Engaged after nudges?
  • Offer demo call or trial extension
  • Show value recap & usage stats
  • Day 10: trial ending reminder
  • Payment method added?
  • Convert to paid plan via Stripe Billing
  • Trial expires
  • Within 7-day grace period?
  • Read-only mode & upgrade banner
  • Downgrade to free plan or lock account
  • Win-back email sequence
  • Welcome to paid email & receipt
  • Paying customer
  • Churned trial

How to use this flowchart template

  1. Click Open in the editor. The flowchart opens on a new page in FlowDiagram — nothing is uploaded and there is no sign-up.
  2. Rename, add or delete shapes and drag them where you want; connectors stay attached as things move.
  3. Drop in vendor logos from the library — 1,160 of them, including every AWS, Azure and Google Cloud service icon — or restyle it with the colour and theme controls.
  4. Prefer text? Edit the Mermaid source below and paste it in through ☰ → Import diagram (see the Mermaid editor); it imports as an editable diagram.
  5. Export to PNG, SVG or PDF, or press Ctrl+L for a link that carries the whole diagram.

Mermaid source

The whole template is the text below. Paste it into FlowDiagram, keep it in Git next to the code it describes, or hand it to an AI assistant to extend.

flowchart TD
  A((User starts 14-day free trial)) --> B[Onboarding checklist & sample data]
  B --> C{Reached activation milestone?}
  C -->|No| D[Behaviour-triggered email & in-app tips]
  D --> E{Engaged after nudges?}
  E -->|No| F[Offer demo call or trial extension]
  E -->|Yes| C
  F --> C
  C -->|Yes| G[Show value recap & usage stats]
  G --> H[Day 10: trial ending reminder]
  H --> I{Payment method added?}
  I -->|Yes| J[Convert to paid plan via Stripe Billing]
  I -->|No| K[Trial expires]
  K --> L{Within 7-day grace period?}
  L -->|Yes| M[Read-only mode & upgrade banner]
  M --> I
  L -->|No| N[Downgrade to free plan or lock account]
  N --> O[Win-back email sequence]
  J --> P[Welcome to paid email & receipt]
  P --> Q((Paying customer))
  O --> R((Churned trial))

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