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

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