Build a complete onboarding system that converts trial users into paying customers. Get a 9-email onboarding sequence, in-app message copy, a user-facing checklist, churn risk playbook, and success metrics — all tailored to your specific product and activation event. ## What's included - **9-email onboarding sequence** — Day 0 (welcome), Day 1 (setup nudge), Day 3 (feature spotlight), Day 7 (case study), Day 14 (mid-trial check), Day 21 (upgrade pitch), Day 28 (last-call), Day 35 (post-cancel save), Day 60 (re-engagement) - **In-app message copy** for modals + tooltips at key journey moments - **User-facing onboarding checklist** — the "complete these 5 things to get value" list shown in-app - **Churn risk playbook** — signals that predict cancel + intervention copy - **Activation event definition** — the moment that maximally predicts paid conversion for your specific product - **Success metrics framework** — what to measure weekly to know if onboarding is working - **Cohort comparison** — pre-/post-implementation conversion rate tracking ## Limitations - **Doesn't send emails** — drafts the sequence; you run via Customer.io / Loops / Resend / HubSpot - **Doesn't deploy in-app messaging** — drafts copy + trigger conditions; eng team implements - **Activation event identification requires analytics access** — Mixpanel / Amplitude / PostHog / Segment data needed - **Single-product onboarding focus** — multi-product or freemium-to-paid models need additional setup - **Doesn't replace a growth PM** for strategic decisions — executes the playbook, doesn't design new ones ## Best fit SaaS founders + growth teams at companies with a free-trial or freemium model running 500-50K monthly signups. Pairs with the SaaS Trial Conversion Optimizer listing for full funnel coverage.
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