Trial signups were flowing in, but only 4% converted to paid. Marketing and product had no shared view of where the drop-off happened.
SaaS 90-day initial engagement
Northwind SaaS (sample client)
Sample results shown for demonstration — replace with verified client outcomes before launch.
nTrial-to-paid conversion: +38% (sample)nCost per paid customer: -22% (sample)nSales-qualified leads: +51% (sample)
Sample metrics — for demonstration only
Challenge
Trial signups were flowing in, but only 4% converted to paid. Marketing and product had no shared view of where the drop-off happened.
Strategy
Rebuilt onboarding-stage lifecycle emails, added lead scoring in the CRM, and shifted 30% of paid budget from cold prospecting to retargeting warm trial users.
Execution
Execution ran over a 90-day initial engagement with weekly optimization checkpoints and a monthly strategy review.
“Within the first quarter we had clear visibility into cost per opportunity for the first time — every dollar in the plan was tied to a number we could defend to the board. This is sample testimonial copy pending real client quotes.”
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