Enjoy your SaaS onboarding toolkit. Activate users like a champ and optimize retention using well-planned messaging.

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Wistia email

How we got 3.5x the paid conversions for SaaS

We more than tripled paid conversions for Wistia just by optimizing the copy in their SaaS onboarding sequence. See how in this simple case study

VIDEO: Start by planning to convert your trial users

Your trial users aren't going to convert just because you nudge them to. You need to plan your entire onboarding sequence to make them not just successful users... but also users who are ready to pay. In this tutorial, you'll see how to plan your emails before you write them - and actually prepare your prospects for the conversion. 

Led by Sam Woods, conversion copywriter and SaaS copy consultant.

Top takeaways from this video:

  • Where to start your onboarding planning (hint: it's not with the mechanics, like emails vs in-app messages)
  • ​​​​​​​​​​​​​​​​​​​​​​​​​​How to define and look for the "AHA moment"
  • How to coach user discovery and why that's so critical
  • What onboarding is actually supposed to do
  • The deadline to get your users hooked on your SaaS 
  • The Belief-Focused Approach to Onboarding
  • How to move beyond "features and benefits" to onboard with proof, promises, future pacing and story
  • How an Empathy Map fits into smart SaaS funnels

VIDEO: How to write the first emails in your onboarding sequence

Most SaaS companies know to write a welcome email or an "email from the CEO." But what else should you be emailing your newest users about? In this tutorial, see the emails to write to engage your newest trial users.

Led by Janet Choi, director of marketing at Customer.io.

Top takeaways from this video:

  • Your top 3 considerations before deciding on the type of email you should send
  • How to use customer behavioral data for your sequence
  • The secret of connecting with your user's ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Beginner's Mindset​​​​​​​
  • How to decide what your goal should be for each email  
  • The 4 categories of post-welcome emails
  • How to choose the right category for each email
  • What the best "quick conversion emails" get right 

VIDEO: How to write a sales email in your SaaS onboarding sequence

As each 14- or 30-day trial comes to an end, you hope for paid conversions... but see frustratingly low results. Why? Pretty easy: you're not trying to close your trial users. Perhaps you worry about sounding salesy. Perhaps you think SaaS companies should be above trying to close users. Whatever the case, watch this tutoral for a reset on selling in email - and see how to rewrite your final onboarding emails.

Led by Sophia Le, freelance copywriter for SaaS, specializing in onboarding and upgrader emails.

Top takeaways from this video:

  • The perfect framework to write a "hard pitch" email that's not pitchy
  • What your prospect needs to KNOW before they'll decide to upgrade to paid
  • A simple trick for a click-worthy sales email subject line
  • How to use FOMO to sell ethically 
  • How to coach decisiveness (instead of "hard selling")
  • How your user's priorities should shape your copy 
  • The inside scoop on compelling sales email CTAs 
  • How to use contrast / before-and-after to sell the upgrade

CASE STUDY: An unexpected approach to onboarding for SaaS

You've got your SaaS onboarding sequence written. But you know it could perform better than it has. What do you do next? Watch this tutorial to see exactly how the marketers at Know Your Company optimized their onboarding sequence to boost paid conversions. 

Led by Claire Lew, founder of Know Your Company.

Top takeaways from this video:

  • Why a lengthy onboarding sequence might be just what your users need (and keep churn down)
  • The push and pull of trust vs. efficiency 
  • Should you use personalized video to optimize for trust?
  • How to use insights into your product's methodology to build trust, boost conversions and attract better users 
  • Onboarding is a two-way conversation - what are you learning about your users as they onboard? 
  • How to build confidence in your product AND in your user
  • Although an optimized onboarding flow looks different for almost every company, every great flow has certain qualities in common

What would we do to optimize your SaaS onboarding emails?