SaaS Trial Conversion Flow
Behaviour-triggered onboarding sequences that convert free trial users to paid customers.
What needed
solving
SaaS companies were sending the same onboarding email to every trial user regardless of their in-app behaviour. Users who never reached the "aha moment" churned without any targeted intervention.
The automation steps
User behaviour event fired from product analytics (Mixpanel/Segment)
Engagement score calculated; risk segment assigned; personalised sequence selected
Targeted email sequence deployed; at-risk users receive direct sales outreach
Sales team alerted for high-intent users; weekly conversion report generated
How the workflow runs
Each step fires automatically. Click "Simulate run" to see the sequence.
Click "Simulate run" to see the automation sequence step by step.
The numbers
Concrete, measurable outcomes delivered in production.
From brief to production
Discovery & scoping
We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.
1–3 DAYSBuild & weekly demos
You see working software every week. Feedback is incorporated immediately — not at the end.
2–4 WEEKSTesting & QA
Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.
3–5 DAYSGo live & handover
Full documentation, team training, monitoring setup, and 30-day post-launch support.
1 WEEKYou might also need
Build this for my business
Book a free 30-minute call. We'll scope your automation and tell you exactly what it would cost.