Salesforce Starter Suite free trial (Salesforce) — a Free-trial funnel teardown
ProductSaaS
TypeFree-trial
CategoryCRM software
Salesforce’s free trial for small businesses, the Starter Suite: 30 days, up to 10 users, no
credit card. On Instagram it’s advertised from Female Founder Collective’s account as a
partnership (“Let this be your sign to ditch the spreadsheets…”), with a keyword to comment for
the trial as well as the usual link. Google Search sends people to the same page.
The page is a stripped campaign page with no site navigation, and a three-step form with a
counter: name and job title, then company, size and country, then email and phone on “Just
one more thing.” The small print sets the trial’s limits (2,000 contacts, 10 emails a day) and
says the team will be in touch.
Walked to step 3 and stopped there: the form needs a real phone number. Still to be seen: the
DM the keyword sends, the trial account and onboarding, and the follow-up.
Funnel canvas — drag to pan, scroll or use the buttons to zoom. Each node links to that step's page.
Salesforce’s small-business ad runs from Female Founder Collective’s account, as a partnership, in a founder-to-founder register (“Let this be your sign…”). Every other ad on its page is posted as Salesforce.
2
Comment for the link
“Comment STARTER to get a 30-day free trial” turns the comments into the sign-up path, next to the ordinary link.
Instagram gets a founder community and a keyword to comment. Google Search gets “100% free”, Display gets “Not a big team? Not a big deal.”, and LinkedIn gets a note from the small-business team, which in Southeast Asia names the reader’s country and offers 40% off for switching instead of a trial.
Name and job, then company and location, then the contact details on “Just one more thing.” By the time it asks for a phone number, seven answers are already in.
“Complete the form to start your free trial. Our team will be in touch to help you make the most of your trial.” The trial asks for the same phone number as the gated reports, and says up front that someone will use it.
Attract+1
Capture
Retain
Made for a big screen
See all 7 steps as one map
On a computer this funnel opens as a canvas: every page at full length, side by side, with the arrows between them and the moves that make it work. A phone screen can't hold it, so here it's a list.
Salesforce’s small-business ad runs from Female Founder Collective’s account, as a partnership, in a founder-to-founder register (“Let this be your sign…”). Every other ad on its page is posted as Salesforce.
2
Comment for the link
“Comment STARTER to get a 30-day free trial” turns the comments into the sign-up path, next to the ordinary link.
Instagram gets a founder community and a keyword to comment. Google Search gets “100% free”, Display gets “Not a big team? Not a big deal.”, and LinkedIn gets a note from the small-business team, which in Southeast Asia names the reader’s country and offers 40% off for switching instead of a trial.
Name and job, then company and location, then the contact details on “Just one more thing.” By the time it asks for a phone number, seven answers are already in.
“Complete the form to start your free trial. Our team will be in touch to help you make the most of your trial.” The trial asks for the same phone number as the gated reports, and says up front that someone will use it.
