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.
- marketing tech
- analysis & iteration
The first step of your campaign is strategy. We will analyse your sales journey, segment users into different ''buckets'', analyse the retention patterns of different user groups, and design a strategy that will inform you on what information we need to receive from your product, the messaging that will be sent, to whom, and when.
The next step of your campaign is actually writing of the emails and in-app messages. Our team of skilled copywriters with niche expertise in SaaS and technology will craft convincing and informative messages.
Marketing tech & set-up
Once we have the strategy and content, we need to implement the plan. This step is two-fold. Firstly, we need to ensure that your product is communicating with the marketing tool of choice all the necessary information. Secondly, we will set-up the automations, emails and triggers so that your users receive relevant messaging at the right time.
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.
''David is knowledgeable and to the point - he will get you results''
Co-founder | healthbanc.com
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
HOW DOES THE PRICING WORK?
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.
WHAT TECHNOLOGY WILL WE USE?
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.
WILL YOU HELP US TECHNICAL IMPLEMENTATION?
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