Funnels

Commitment Trial with Transparent Conditional Billing

Maximisation
6 pages

A transparent trial where every possible charge and required action is disclosed and explicitly authorised up front, a progress dashboard tracks compliance, and completion produces a no-charge/refund/credit while non-completion triggers review, grace, then only the disclosed charge. Pick this to lower upfront risk on participation-based programmes — prefer a refundable deposit or earned credit over a punitive charge.

Goal

Reduce upfront risk while creating a clear commitment to defined participation requirements.

Best for

Accountability programmes, challenges, coaching with measurable participation, or trials where value requires active use — backed by reliable tracking and support.

Not for

Instant digital downloads, ambiguous behaviour requirements, charges customers are likely to misunderstand, or programmes without reliable tracking and support.

Benchmark

No fixed threshold in the brief — first-action rate leads, then completion; high conditional-charge or dispute rates indicate a requirements, support or disclosure failure, not a healthy funnel.

Everything an AI needs to rebuild this funnel — strategy, page-by-page wireframe, CRM/automation logic, states and the library build standard.

The flow — page by page

1

Commitment offer page

Goal — Explain the trial, what is free today, the future charge and the required actions.

Future charge and completion requirements must be visible before the acceptance CTA; prefer a refundable deposit or earned credit over a punitive charge.

page-1
Trial outcome + what is free today
Future charge + required actions
Examples of what completion looks like
Start the trial
2

Terms summary

Goal — Present a plain-language checklist with checkboxes for each material condition.

Capture material terms with timestamp and version; use explicit checkboxes for material conditions plus a full-terms link.

page-2
Plain-language checklist of conditions
Checkboxes for material conditions
Field
Submit
Full terms link
3

Payment authorisation

Goal — Capture explicit consent to the amount today, the future amount and its trigger/date.

Repeat the future charge at authorisation; store explicit authorisation and terms version.

page-3
Amount today + future amount + date/trigger
Payment method + explicit consent
Field
Submit
Authorise + accept terms
4

Confirmation

Goal — Confirm trial dates, requirements, calendar, progress link and support.

Give a calendar and a progress link at confirmation so requirements never surprise the buyer later.

page-4
Trial dates + requirements
Add to calendar + open progress dashboard
Support
5

Progress dashboard

Goal — Show requirements, completed and remaining items, deadline and evidence.

Every requirement has a measurable source, completion timestamp and human-readable status; no charge when tracking is missing or disputed.

page-5
Requirements: completed vs remaining
1
2
3
Deadline + status
47.2%
Evidence upload
Field
Submit
Support
6

Warning & grace

Goal — Warn on a missed requirement, show how to cure it, and only then reach the disclosed billing.

Send early, specific, actionable reminders; never reveal a missed condition only after charging — completion pays out, non-completion routes to review then the disclosed charge.

page-6
Missed requirement + how to cure
Grace deadline
dd
hh
mm
ss
Completion outcome (reward/refund/no-charge) vs billing-review state
Cure now / contact support or appeal