SaaS

Reducing Churn by 42% for a Project Management SaaS

How we cut monthly churn nearly in half through onboarding redesign and lifecycle automation.

Reducing Churn by 42% for a Project Management SaaS

8% → 4.6%

Monthly Churn

+65%

Onboarding Completion

+28%

Upgrade Rate

32 → 58

NPS Score

The Problem

A growing project management SaaS was losing 8% of customers monthly. Their onboarding was weak, lifecycle emails were generic, and users weren't experiencing the product's core value fast enough.

Key challenges the client faced

  • Losing 8% of customers every single month
  • Weak onboarding that failed to show the product's core value fast
  • Generic lifecycle emails with no behavioral triggers

Our Approach

We redesigned the entire onboarding experience: a guided in-app flow paired with a behavior-triggered email sequence. We built segmented re-engagement campaigns and launched NPS-driven feedback loops. A/B testing on the pricing page also improved upgrade rates.

How Obix Digital solved it

  • 1Redesigned onboarding with a guided in-app flow plus behavior-triggered emails
  • 2Built segmented re-engagement campaigns and NPS-driven feedback loops
  • 3A/B tested the pricing page to lift upgrade rates

Timeline

4 months

Services Used

Lifecycle EmailCROAnalytics & ExperimentationContent Strategy

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