@nathanielmhld Replying on this thread because it’s related-
I would also like to offer upsells/ downsells. Eg - I have a ‘backstage pass’ I’m creating for a conference speaker offer - 14 day trial of a full suite of tools (currently requires manual removal of a free, hidden suite after 14 days). But I would also like to offer an upgrade, eg ‘Conference special: add on the complete brand voice creator kit for $X’. And then when the free backstage pass runs out after 14 days, the auto ‘upgrade now’/ move to pricing page moves them to the three tiers I will make available for that studio, so they can choose which tier they would like access to.
I would like to offer upgrades including workshops and instructionals on how to get the most out of a suite of tools I’ve built. The only way I can see this working is using my funnel builder with linked access to the information products and the PA studio unlocked at the same time. I want to get them into the PA environment for upgrades and access to newer tools as I release them, so it doesn’t make sense to embed these from a long term adoption perspective.
One last thought - have you looked at the model Hello Audio use to give people automated individual links to a private podcast, so that they can access the podcast in their preferred podcast player? On the back end it tracks everything - who clicked, downloaded, listened, etc. Perhaps this could also track usage/fees?
You’re looking at a new feature (probably still in beta) that Pickaxe has not officially announced yet. It’s a webhook connection that acts on a studio level.
You can find it at Studio >> Settings >> API documentation >> Webhooks (scroll to the bottom). It lets your studio POST events like Signup, Payment, and Membership to any endpoint (Make, Zapier, n8n, or your own API). The payload includes essentials like studio ID/name, user email, and products—enough to drive trials, upgrades, and access changes.
What this lets you do
14-day trial >> pricing
On Signup: start a trial (start date + end date = +14 days).
If Payment arrives before the end date: mark “converted” and grant the paid tier.
If no payment by end date: remove the free/hidden suite and send them to your studio pricing page (choose from your three tiers).
Upsell/Downsell at any point
On Payment: if product = “Brand Voice Creator Kit,” grant access immediately and deliver the workshop/instructional content.
On Membership change: keep access in sync (upgrade/downgrade).
Engagement add-ons (podcast model)
On Membership or Payment: generate a private podcast/link per user via your audio host, store it with the user record, and track plays/clicks alongside studio usage.
If you want help connecting this to your preferred automation tool (Make, Zapier, etc.), happy to share a quick outline, just say which tool you’re using.