SaaS Onboarding, Retention and Expansion: SaaS Marketing Agency

Onboarding, retention and monetization

If free trial or freemium users never become paying customers, all your sales and marketing efforts are wasted. Maximize your investment, increase conversions and decrease your sales cycle


The number of free trial or freemium users that you can acquire is a useful metric in gauging the initial interest in your product. However, B2B SaaS businesses are unlikely to survive on free users only. We will help you to turn more users into paying customers by setting up or optimizing the entire onboarding process, from sign up to purchase, using smart marketing automation.

  • content
  • marketing tech
  • analysis & iteration

Analysis & iteration

A necessary aspect a project like this is optimization. You will receive weekly reporting, and we will review the performance and implement iterations on a fortnightly or monthly basis.

start-up saas sales

''David is knowledgeable and to the point - he will get you results''

Ken Lee

Co-founder |

Why Use Our B2B SaaS Lead Generation System?

Leverage our expertise in sales journey  and customer behaviour analysis and copywriting and to increase free trial to paying customer conversions

You are working with the best

Designing onboarding campaigns is our core service. we developed, managed and significantly improved free trial to paid customer conversoins of organizations ranging from $10,000 in MRR to $80mm in ARR.

Cohort analysis experts: Use our reporting to improve your business processes

An effective onboarding campaign goes beyond well-written emails. We will analyse the behaviour of different user groups (such as time to purchase, conversions, churn, re-engagement) so you can make informated business decisions. Gain deeper understanding of your marketing ROI, adjust budgets and rethinking your sales prioritization.

Sales journey consultants

Converting sign ups to paid customers is challenging due to a variety of hurdles. Some of them impossible to realise without outside perspective. We will consult you on improving sales journey to be as frictionless as possible.

Frequently Asked Questions


A typical project will be divided into 4 steps (strategy, content creation, technology, ongoing iteration), and 3 billing cycles. The billing cycles are as followes. First we will build your strategy - this step will determine the entire scope and pricing of the remaining project stages (i.e. how many emails, complexity of integration etc.). Here we will seek to accommodate the optimal strategy for reaching business imperatives with your budget. Next, we will proceed to content creation and setting-up the technology and email automation. Lastly, we will move to ongoing analysis and iteration to improve performance. The last stage is billed monthly.


The use of onboarding tools will depend on your existing tools, preferences, budget and other factors. However, we have a number of preferred providers that we will recommend you for consideration.


Normally, our clients' development team is able to handle the integrations so that we can receive the right data. However if you don't have a development team, we can introduce you to reliable developers.

We helped these and 70+ other great SaaS companies to grow

Become Our Next Success Story

Stop losing money. Decrease churn and turn more free trial users into paying customers.

Still not sure? Learn more about how we manage sales

Onboarding & up-sells: Higher AOV of HR SaaS industry leader

Beyond user acquisition: Grow with decreased churn

Onboarding Playbook: Turn free trial users into paying customers

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