Datedechoix and Calendarspots  do not currently automatically lock down accounts with an expired trial period. To ensure we retain trial users and avoid missing out on paid subscriptions, we plan on managing new trial accounts as follows.

1. Add new trial accounts as leads in Nutshell
2. Contact customer at least 8 times during their trial period
3. Once trial expires, either convert or suspend customer's account

This guide goes into detail on each step of managing a new trial account and verify we update each account accurately.

The Datedechox Freshdesk account receives a pair of batch reports for both Datedechoix and Calendarspots trial users. These batch reports include 13 items but, we're only concerned with the six items below when creating the lead in Nutshell.

• Licensee ID
• Company Name
• Email
• First Name
• Last Name
• Thirty day start date

We'll use the Licensee ID to locate a new account on Datedechoix or Calendarspots

Once the account is located, open up Nutshell, click on the + button on the side menu and select Lead. You should then see a prompt appear requesting the customer's information.

To submit a detailed lead into Nutshell, make sure to fill out the fields below.

• Name - Enter the customer's business name on this field (If they have not submitted one in their setup, you can enter the customer's name instead)
• Assign to - If you're handling the lead, select your name or assign it to the designated member of the support team
• Products - Select the name of the subscription plan the customer uses
• Expected close date - This will be the date their 30-day free trial ends
• Add a person - Enter the customer's name here. This field is necessary to send out emails to the customer
• Select a market - Choose the area where the customer's business is located

After submit answers for the fields above, click Create Lead

Once you create the lead, add an email to the customer profile. This will allow you to send the follow up emails to the customer.

You can subscribe a new lead to our free trial email campaign by clicking on the link here.

After you fill out the appropriate fields for the new lead and click the "Start Free Trial Emails" button, return to Nutshell.

Under the Contact stage, check the box next to the customer's name and email and click the check box next to "Send email welcoming to DatedeChoix/CalendarSpots and Complete Drip Campaign Form." By marking off both boxes, the leads moves onto the "Qualify and consult" stag of the lead process.

To complete the contact stage, scroll down into the Activity section of the lead's page, click Log an activity, and document you have sent the free trial campaign email.