What Happens in Your First 14 Days

For the product overview, see How CustomerFlows Works. For setup best practices, use our CRM Setup Checklist.

Days 1 to 3: Setup and first leads

Day 1: Get operational (10 minutes)

• Select your trade (HVAC, roofing, plumbing, electrical, landscaping, cleaning, general contracting)
• Pipeline auto-generates with trade-specific stages
• Connect your WhatsApp number (OTP verification)
• AI chatbot goes live, test it by messaging yourself
• Customize your chatbot's qualifying questions if needed

Day 2: Connect your marketing

• Install tracking.js on your website (single line, copy-paste)
• If running Google Ads, your GCLID capture activates automatically
• Add a "Message us on WhatsApp" button to your website
• Add a WhatsApp QR code to your truck, business cards, or yard sign

Day 3: First real leads arrive

• Depending on your lead volume, expect 2 to 5 leads captured on the first full day with tracking active
• Each lead appears in your pipeline with source attribution (Google Ads, direct, organic, etc.)
• Check your inbox, the AI chatbot conversation history is attached to each deal

If you are running ads and the after-hours chatbot is active, you may see leads captured overnight that would previously have gone to voicemail.

Days 4 to 7: Pipeline takes shape

Days 4 to 5: Invite your team

• Growth tier includes up to 5 seats, add your office manager, lead tech, or salesperson
• Each team member can view the pipeline, see conversation history, and update deal stages
• If you have not customized your pipeline stages yet, now is the time. See what the natural flow looks like based on your first few leads and adjust accordingly

Days 6 to 7: Patterns emerge

• With 5 to 7 days of data, you will start seeing which sources produce the most leads
• Check your attribution view: are your Google Ads leads converting to pipeline deals?
• Look at your AI chatbot's qualification accuracy, are the "urgent" flags matching reality?
• Adjust chatbot questions if needed based on what you are seeing

By end of day 7, you should have 10 to 25 leads in your pipeline (depending on your typical volume), a team that knows how to use the system, and initial attribution data showing where leads come from.

Days 8 to 14: Attribution and decision

Days 8 to 10: Attribution picture clarifies

• With 10+ days of source data, your attribution dashboard shows which channels produce pipeline value
• Compare your Google Ads campaigns: which keywords generate the most pipeline value, not just clicks?
• If running Meta Ads, do those leads convert differently than Google leads?
• This data often reveals that contractors are spending money on campaigns that do not produce revenue

Days 11 to 13: Optimize and decide

• Fine-tune your chatbot's qualifying questions based on 2 weeks of real conversations
• Adjust pipeline stages if your actual workflow differs from the template
• Set up automation workflows if you have not yet (follow-up sequences, appointment confirmations)
• Review your key metrics: leads captured, qualification rate, pipeline value

Day 14: Trial ends

• If you subscribe: your account continues uninterrupted on your chosen tier
• If you do not subscribe: your account enters a 30-day read-only state where you can export your data
• After 30 days without subscribing: data is permanently deleted

What most contractors discover during the trial

"I was losing more leads than I thought." The AI chatbot captures inquiries that previously went to voicemail, sat in email overnight, or came through the website with no follow-up. Most contractors see a 30 to 40% increase in captured leads simply from instant response.

"I can finally see what my ads are doing." For the first time, they can connect a specific Google Ads campaign to closed revenue, not just clicks or form fills. This attribution clarity often reshapes their entire ad budget.

"My team actually uses this one." Unlike the CRM they abandoned last year, CustomerFlows requires no data entry. Leads flow in automatically from WhatsApp and the website. The anti-bloat design means there are no confusing menus or unused features cluttering the interface.

FAQ

Q: Do I need a credit card for the free trial?
A: Yes. A credit card is required to start the trial. You will not be charged during the 14-day trial period. Cancel anytime before day 14 and you will not be charged.

Q: What tier do I get during the trial?
A: The full Growth tier ($149/mo value), including up to 5 pipelines, 5 team seats, automation workflows, AI lead scoring, and 5,000 WhatsApp messages. This lets you experience the full platform, not a stripped-down version.

Q: What if I do not have enough leads to test during the trial?
A: Even 5 to 10 leads are enough to see the system work. If you are running any Google or Meta ads, leads will flow in naturally. You can also test the AI chatbot by messaging your own WhatsApp number.

Q: Can I downgrade after the trial?
A: Yes. If you find that the Starter tier ($49/mo) covers your needs, you can downgrade at any time. Your pipeline data and conversation history are preserved. See full pricing.