SaaS Productivity Tool

Project Overview

This B2B SaaS platform struggled with onboarding activation and conversion from trial to paid. By reshaping the customer lifecycle around usage triggers and value milestones, we reduced churn, lowered CAC and doubled monthly recurring revenue.

Key Challenges

• High drop-off between sign-up and product activation
• Weak user onboarding and low ‘Aha Moment’ discovery
• Paid traffic scaling inefficiently to new geos
• Sales team overloaded with low-intent demo calls

Strategic Approach & Execution

• Deployed activation-based onboarding via product usage milestones
• Introduced usage-based lead scoring and CRM remarketing automation
• Installed multi-touch retargeting across LinkedIn + Meta for enterprise buyers
• Reduced sales load by pre-qualification intake funnel before demo booking

Measured Business Impact

• 41% CAC reduction
• 217% MRR increase
• Trial → Paid conversion rate up 2.1×
• Sales-qualified demo volume up 188%