NDA
SaaS
Company
A SaaS platform for planning and productivity, helping individuals organise tasks and life-long goals online
Challenge
The product had strong core functionality, but growth was limited due to:
Low conversion rates from sign-up to active usage.
Poor retention during the free trial — users were not seeing the product’s value quickly enough.
Solution
Customer Journey Analysis (30%)
We conducted a full analysis of the user funnel, identifying friction points and drop-offs during the onboarding process. This analysis covered 30% of the total user base, focusing on behavior within the first session and the first 24 hours.
Conversion Optimization
The registration and onboarding flow was streamlined. We clarified messaging, removed unnecessary steps, and focused on helping users reach their first "aha" moment faster.
Retention Campaign
Trial users didn’t understand the core value during the first sessions. We introduced automated email sequences highlighting key use cases, productivity tips, and features that aligned with user behavior — timed for Day 1 and Day 7.
Results after 6 weeks
+11.2% increase in conversion from sign-up to activation
+9.3% uplift in Day 1 retention
+10.7% uplift in Day 7 retention
Increased visibility into user needs and value perception
Conclusion
Even light-touch, data-informed changes — when combined with consistent product consulting — can significantly impact early-stage activation and retention. By aligning communication with actual user behavior, we helped more users see value sooner, and stick with the product longer.
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