The challenge
This SaaS platform had a gap between trial signup and paid conversion. Users signed up, did not finish onboarding, and churned before they ever reached the core value. Nobody owned the email journey between signup and first action, so the moments that decide whether a trial converts were left to chance.
What I built
I built nine lifecycle workflows that cover the funnel end to end. Customer.io is an advanced platform that technical teams choose on purpose, so this was real platform work, not a generalist welcome email.
- Abandoned signup recovery for users who started but never finished
- New user onboarding to drive the first meaningful action
- Conversion nudge for users who never added a card
- Never-connected-first-venue series to push activation
- Cancellation sequence with exit-intent feedback and win-back
- Past-due billing recovery to save failing payments
- Scale Event welcome for higher-tier signups
The risk
- Churn happening in the gap between signup and value
- No owned journey between trial and paid
- An advanced platform left underused
The result
- 9 workflows live across the funnel
- 5 funnel stages covered end to end
- A system that runs itself once a user enters
Results
The point of Customer.io is precision. Each workflow catches a user at a specific decision point and moves them forward without manual chasing. Together they turn a leaky trial-to-paid funnel into a system that keeps working long after the build.
Thank you again for your support and guidance throughout the Customer.io setup. Your expertise has been extremely helpful, and I appreciate the clarity and responsiveness you provided throughout the process.
Tools
Have a funnel that leaks between signup and paid?
Lifecycle email closes the gaps the product can't. That is the whole job.
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