SECTION 1
The situation
A B2B SaaS team was struggling with:
- Trial-to-paid conversion stuck at 8% — far below the 18% category benchmark
- No onboarding sequence — trialists got dropped into the product cold
- No expansion-revenue motion — every account was either fully paid or churned
Estimated monthly revenue leaking
$31,000
SECTION 2
What we found
Finding 1
$16,400/mo
No onboarding email sequence after trial signup
Most trialists never reached the activation moment that drives conversion
Finding 2
$9,200/mo
No in-app guidance for first-time users
Power features sat undiscovered until users churned
Finding 3
$5,400/mo
No usage-based upgrade triggers
Customers hitting plan limits weren't being asked to upgrade
SECTION 3
What we built
DAY 1
✅ Welcome + onboarding sequence
5-email path from signup to first activation milestone.
DAY 3
✅ Feature-adoption emails
Behaviour-based emails for users who haven't used key features yet.
DAY 7
✅ Usage-based upgrade prompts
In-app banner + email when users approach plan limits.
DAY 14
✅ Success-milestone emails
Celebrate the moment a customer ships their first big win in-app.
DAY 30
✅ Annual-plan conversion sequence
Targeted upsell to active monthly subscribers — typically 2 months free.
SECTION 4
The results
SECTION 5
Live demo
See exactly what we built for them — every CTA, form, and lead-capture flow works:
Their actual booking page
edynamicsgrowth.com/w/demo-taskflow
Open the live demo →Built in 60 seconds. Live the same day.
SECTION 6
Your turn
Ready to see what we’d find in your business?
Two ways to start.
Example results. Actual results vary.