Onboarding, churn reduction and monetization
Maximize your investment and increase conversions to paying users while shortening sales cycles
The number of free trial or freemium users that you gain is a useful metric in gauging the interest in your product. However, your SaaS business will not survive on users who sign-up but never use or pay for your product.
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 CREATION
- marketing tech
- analysis & iteration
The first step of your campaign is a robust strategy:
- We will analyse your sales and customer journeys - this will determine whether we need to step in at an early stage of the sales process, using for example chatbot automation on key pages to acquire demos/leads or free users, or whether we need only backend marketing automation once the lead is already acquired
- Segment users into different ''buckets'' based on organizational profile and behaviour (activity, spend, retention)
- Analyse the retention patterns of different user groups
- Produce an outline of what data points need to be pushed from your product into marketing automation
- Messaging strategy - what segments will be targeted by what messaging
- Outline of re-engagement and/or up-sell campaigns in relation to different user segments
The next step of your campaign is actually writing of the emails and in-app, messages.
We specialize in front end content - automated chat messages to acquire leads into your funnel (demos, freemium users, free trials) just as ''back end'' messaging, converting these users into paying customers.
Our team of skilled copywriters with deep expertise in SaaS and technology will craft convincing and informative messages. If needed, we will provide input for further content assets such as walk-through videos, GIFs and similar.
Marketing tech & set-up
Once we have the strategy and content, we need to implement the plan. This step has two elements.
Firstly, we need to ensure that your product is communicating with the marketing automation tool of choice all the necessary information we need.
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 of any project like this is an analysis and iteration of the campaign as a whole, just as specific elements (emails, in-app messages, subject lines etc.)
You will receive weekly reporting, and we will review the performance and implement iterations on a fortnightly or monthly basis.
Onboarding and churn reduction: stages
ANALYSIS & ITERATION
''David is knowledgeable and to the point - he will get you results''
Co-founder | healthbanc.com
Why Use Our Onboarding & Churn Reduction System?
Leverage our expertise in SaaS customer behaviour analysis, copywriting and churn reduction to maximize your marketing budget
You are working with the best
Designing onboarding campaigns is our core service. We have 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 execute onboarding and retention projects
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