A SaaS company in Calgary wanted to improve user onboarding and reduce churn. Their email campaigns were generic, engagement rates were low, and trial users often dropped off before converting to paid plans. The challenge was to personalize communication, increase engagement, and improve the overall conversion rate.
Designed automated email flows for onboarding, trial expiration, and product usage tips.
Segmented users by behavior (active, inactive, high-value prospects) to deliver more relevant content.
Added personalized product recommendations in emails to encourage deeper feature adoption.
Implemented CRO improvements on the website: simplified sign-up flow and optimized CTAs.
Ran A/B tests on subject lines, sending times, and call-to-actions to maximize open and click rates.
Introduced loyalty offers for users who were about to churn.
By combining behavior-based email automation with conversion rate optimization, the SaaS brand significantly boosted engagement, improved trial-to-paid conversions, and grew recurring revenue.
