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Case study

237 qualified opportunities and pipeline sourced for TryNow's try-before-you-buy platform

237
Opportunities
201K
Emails
Category
SaaS
Industry
Try-before-you-buy for Shopify
HQ
United States
Engagement
11 months

About TryNow

TryNow is a fully managed growth service that runs on Shopify. It adds a try-before-you-buy checkout path to a brand's existing store: shoppers who self-select check out at zero dollars, receive the product, and are charged only for what they keep.

Standard buyers stay on the standard checkout, untouched. TryNow carries the financial exposure of zero-dollar carts, so the brand isn't fronting anything. The wedge is customer confidence: premium-SKU brands where first-purchase hesitation kills conversion see 5 to 8x conversion lift without discounting the pricing. TryNow's public reference library includes Laura Geller, Jolie, Il Makiage, Cover FX, myGemma, Billy Reid, Splits59, and 35+ other premium Shopify Plus brands.

The challenge

What we did

01

Return-policy scrapes as the personalization anchor.

  • Scraped each prospect's actual return policy before every send. Openers referenced the specific window: "noticed you only accept unopened returns within 14 days" or "your 30-day policy helps, but those unworn conditions still make first-time buyers hesitate."
  • A restrictive return policy signals a customer-confidence gap, the exact pain TryNow's checkout solves. Every send landed on that signal.
  • Product-page hesitation moments and cart-abandonment specifics were built into the opener where the observable was visible.
02

Traffic-math openers at scale.

  • Scraped each prospect's public site traffic and paired it against industry conversion benchmarks, so openers arrived with the math already computed.
  • The pitch was framed as opportunity cost, not features: a likely 13 to 16 percent lift from letting customers try with zero upfront payment.
  • The math was defensible because the inputs were public. Every prospect could verify their own traffic number.
Trynow math · [company name]Anonymized
[First name], I ran some numbers using public data. Your site sees about [123.4K] monthly visitors, converting per industry benchmarks into roughly [3.7K] monthly orders.

We can likely lift that by 13 to 16 percent by letting customers try products with zero upfront payment. TryNow is a fully managed growth service: they try products, pay for what they keep, and we manage the entire flow via a seamless Shopify integration.

Worth blocking 10 mins to see how this helps [company name]?

P.S. Brands like [category-matched proof brand] have already seen results.
Opener built from the prospect's own public traffic data and a category-matched proof brand pair. Same template ran with different numbers and different vertical proof for every prospect on the list.
03

Category-calibrated social proof from TryNow's own reference library.

  • Beauty prospects heard about Laura Geller, Il Makiage, and Cover FX. Jewelry prospects heard about myGemma. Apparel prospects heard about Billy Reid and Splits59.
  • Every proof point came from TryNow's own published reference library, matched to the prospect's category. No generic "trusted by 100+ brands" language.
  • Subscription brands anchored on Jolie's public 6x subscription-conversion lift.
04

Multi-vertical recipe structure with product-specific angles.

  • Separate recipes per vertical: beauty (shade-matcher splits), jewelry, apparel, footwear, golf, home goods, and supplements.
  • Email 2 cited three specific products from the prospect's own catalog that would benefit, with the hesitation reason named per product ("necklaces: doubts on durability and gold finish").
  • The meeting hook was free value: "we built an impact model that estimates what TBYB could do for you specifically. Worth sending it your way?"
05

Try-before-you-subscribe split for subscription brands.

  • A distinct angle for subscription models: try-before-you-subscribe, framed differently from one-time try-before-you-buy.
  • Anchored on Jolie's public 6x subscription-conversion lift.
  • Copy addressed the specific hesitation subscription brands hit, a shopper who needs to try before committing to a recurring charge.
06

Retargeting for lapsed leads with the welcome-discount frame.

  • Dedicated track for prospects who engaged early and went quiet, opening with a direct acknowledgment of the gap.
  • Anchored on welcome-discount margin erosion, a pain every DTC operator recognizes: "your discount trains buyers to wait for a deal before they commit."
14
Retargeting recovered 14 opportunities from 751 sends, a 15.8% reply rate and 1.9% opportunity conversion. Interested-then-quiet was never treated as dead.

Results

237
Qualified opportunities across beauty, apparel, jewelry, supplements, footwear, and home goods
$17.6K+
Attributed pipeline in flight, from Ben's own tally across six named deals, two deals with values still pending
62.5%
Of opportunities from founders, CEOs, and VP-level buyers with authority to authorize the integration
97
A single three-month window (March to May 2025) drove 40.9% of total pipeline. 97 qualified opportunities in the highest-momentum stretch of the engagement.

Key performance highlights

  • Six vertical recipes running in parallel: beauty, jewelry, apparel, footwear, golf, home goods, and subscription brands.
  • Peak window drove 40.9% of pipeline, 97 opportunities in a single three-month stretch.
  • Retargeting recovered 14 opportunities from 751 sends at a 15.8% reply rate.
  • 62.5% senior-leadership engagement, the target list held to founders and VPs who can authorize a managed-service integration.
  • Traffic-math personalization, every opener arrived with the prospect's own math already computed against category benchmarks.
Opportunities
237
Pipeline in flight
$17.6K+
Senior leadership
62.5%
Verticals
6

In their words

"You guys have been absolutely crushing it for us. You took cold outbound from a non-existent channel into a meaningful revenue driver in 6 weeks. Super impressive. A truly incredible team."
Benjamin · Founder, TryNow
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