SaaS
Reducing Churn by 42% for a Project Management SaaS
How we cut monthly churn nearly in half through onboarding redesign and lifecycle automation.
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