Free Templates
B2B SaaS companies that add WhatsApp to their onboarding flow see 20-35% higher trial-to-paid conversion vs email-only flows. These templates cover activation, expansion, and retention.
15 templates
Click any template to copy
Trial Welcome
Immediately after signup
Hey {{1}}, welcome to {{2}}! Your trial is live. Start here: {{3}}. I'm {{4}}, your onboarding contact. Reply with any questions โ I'm fast on WhatsApp.
Day 3 Check-In
Day 3 of trial
{{1}}, 3 days into your trial! Have you connected {{2}} yet? That's usually where teams see the first 'aha' moment. Need a hand?
Feature Spotlight
Mid-trial engagement
{{1}}, one thing most teams miss in week 1: {{2}}. It typically saves {{3}} hours/week. Here's a 60-second video: {{4}}
Trial Expiry Warning
3 days before trial ends
{{1}}, your {{2}} trial ends in 3 days. To keep everything running, upgrade here: {{3}}. Any blockers before you decide?
Trial Extended
After extension granted
{{1}}, I've extended your trial by {{2}} days so you can try {{3}}. No action needed โ it's done. Let me know what you think!
Upgrade Nudge
When usage hits plan limit
{{1}}, you've hit {{2}}% of your {{3}} limit. Upgrading to {{4}} unlocks unlimited {{5}} and takes 2 minutes: {{6}}
Invoice Sent
After invoice generated
Hi {{1}}, your {{2}} invoice for {{3}} is ready. Pay here: {{4}}. Receipt sent to {{5}}. Questions on billing? Reply here.
Payment Failed
When payment fails
{{1}}, your payment for {{2}} didn't process. Update your card here to keep your account running: {{3}}. Takes 30 seconds.
New Feature Announcement
After major feature launch
{{1}}, we just shipped {{2}}! Based on how you use {{3}}, this is going to be useful for you. Here's a 2-min walkthrough: {{4}}
NPS Survey
90 days after signup
{{1}}, quick one-question survey: how likely are you to recommend {{2}} to a colleague (0-10)? Just reply with the number.
Churn Risk Intervention
After drop in usage
{{1}}, I noticed usage on your account dropped this week. Everything okay? Sometimes it's just a busy period โ but if there's a blocker I can help with, just say the word.
Renewal Reminder
30 days before annual renewal
{{1}}, your {{2}} annual plan renews on {{3}} at {{4}}. Want to review your plan before then? I can pull your usage stats.
Renewal Confirmed
After successful renewal
{{1}}, your {{2}} subscription has renewed for another year. Receipt: {{3}}. Same great team, same support. Thank you for sticking with us!
Referral Programme
To happy power users
{{1}}, if you refer a company to {{2}}, you get {{3}} months free and they get {{4}}% off their first year. Your link: {{5}}
Case Study Invite
To successful customers
{{1}}, your results with {{2}} have been incredible โ {{3}} improvement in {{4}}. Would you be open to a short case study interview? 30 minutes, published on our site.
Automate these templates
Instant Reply connects to WhatsApp Business API and triggers the correct template based on customer actions. No manual sending.