SaaS · Outbound
Free Trial Follow-up
Meet Theo, a trial activation guide. Theo checks in mid-trial, surfaces blockers, and helps users get to value before the trial ends.
What it does
Built around four
core capabilities.
Activation check
Drives activation check reliably, every call.
Use case discovery
Drives use case discovery reliably, every call.
Demo upsell
Surfaces renewal moments and upgrade opportunities with natural conversation.
Convert to paid
Drives convert to paid reliably, every call.
Sample conversation
A typical
outbound call.
Every prompt is editable in the workflow editor after you import the playbook.
Theo (Finn)
Customer
Theo (Finn)
Customer
▸ Captured: Activation check
Theo (Finn)
Customer
▸ Captured: Use case discovery
Theo (Finn)
How it works
Three steps from
playbook to live calls.
Import
Pick the Free Trial Follow-up playbook and Finn drops the full workflow into your dashboard.
Customize
Tweak the persona, prompts, captured fields, and integrations — no code, just drag-and-drop.
Deploy
Connect a phone number, upload an audience or set up inbound routing, and go live in minutes.
What's included
Everything ships
ready to go.
Pre-built workflow, captures, and integrations — every node editable. Wires into the tools your saas team already uses.
- Pre-written outbound opening script
- Pre-built workflow nodes covering every step
- Capture fields for activation check, use case discovery, demo upsell
- Recommended voice + language pair for the industry
- Suggested handoff rules (live agent transfer + voicemail fallback)
- Editable persona — tweak tone, name, and prompt without code
- Batch calling and audience CSV upload ready
Suggested integrations
HubSpot
Salesforce
Zendesk
IntercomDon't see yours? Finn plugs into any system via webhooks + API.
Real outcomes
Teams that already shipped.
"70% of production-support calls now contained. 800+ man-hours saved every month. Wait time reduced to under 30 seconds."
David Johnson
Head of HR, Frinks AI
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Open
OutboundWebinar Reminder
Meet Pixel, a webinar concierge. Pixel reminds registrants of an upcoming session, shares the join link, and collects last-minute questions.
OpenFAQ
Questions and answers.
Does Finn replace our SDRs?+
It eliminates SDR-as-scheduler. SDRs spend roughly half their time on calendar tetris and form-fill follow-up — Finn owns that. SDRs keep prospecting, qualification, and account research.
How does Finn pick which AE to book with?+
Finn calls a routing webhook on your side — pass an AE ID per lead and Finn books on that AE's Google or Outlook calendar. Territory, vertical, ICP score routing all work.
What about trial users who don't pick up?+
Finn voicemail-drops with a personalized message, then triggers a same-day email follow-up via your sequence tool. Most trial activation lifts come from the voicemail layer, not live conversations.
Does it work for B2B outbound to corporate numbers?+
Yes. B2B-to-business calls are legitimate-interest under GDPR / CAN-SPAM follow-up rules. Finn still honors explicit opt-outs and call-hour rules per region.
Can Finn handle webinar reminders across timezones?+
Yes — sends 1-hour-before reminders in each registrant's local timezone. Show-rate lifts of 15–25% are typical.
Ready to ship
Import Free Trial Follow-up
and go live today.
Every account starts with a 30-minute free trial. No credit card needed.