Skip to main content
Fourteen days go quickly. Use this checklist to prove what most teams want to see before they subscribe: a funnel that looks right, leads that arrive where you need them and follow-up that works. Before you start, you need:
  • A free trial running on the plan that has the features you want to test. Multiple emails in one email flow, Meta Conversions API, live calendar tracking and webhooks need Growth or Scale. You can move your trial to another plan at any time without paying. See Choose the right plan.
  • A plan for your AI credits. Trials include 100 AI credits per month, so use them on what matters most.

​
Your trial checklist

1

Build your first funnel

Start from a template or from scratch, then write questions that fit your audience. See Launch your first funnel.
2

Share it and send a test lead

Open your funnel link, answer the questions as a visitor would and submit. Then check the lead in Leads. See Share your funnel and View and manage your leads.
3

Send leads to the tools you use

Connect the places your team works. Google Sheets, HighLevel and tracking pixels are on every plan, and webhooks need Growth or above.
4

Set up your sender and follow-up emails

Verify your own sender email early, so you can test real emails before the trial ends. Then build an automated email for new leads. See Add and verify a sender email and Send automated emails to new leads.Starter allows one message per email flow. To test a sequence with delays, use a Growth or Scale trial. See Send a series of follow-up emails.
5

Alert your team

Send an alert to your team when a new lead comes in, so nobody finds out late. See Email your team when a lead arrives.
6

Check your numbers

Once visitors arrive, open Analytics to see visitors, conversion rate and where people drop off. Use it to improve weak steps before your trial ends. See Read your funnel analytics.
7

Decide on your plan

Compare your usage with the plan limits in Check your plan and usage. When you are ready, follow Upgrade your plan to subscribe. Subscribing charges you that day and ends the rest of your trial.

​
What happens if you need more time

You are not charged if you do nothing. After your 14 days, you have a 7 day grace period to subscribe. See How the 14-day free trial works for the full timeline.

​
What to do next

Choose the right plan

Compare price, limits and features.

Check your plan and usage

See how much of each limit you have used.

Upgrade your plan

Subscribe when you are ready.
Need help? Email support@askfunnel.com.