Use Case

The average SaaS converts 3% of trial users. Behavioral onboarding email can double that.

Small improvements in trial-to-paid conversion have massive revenue impact. A 3% to 6% improvement on 500 monthly signups is 15 additional customers every month.

The Problem

Why most onboarding emails fail.

Same for everyone

Every user gets the same welcome sequence regardless of what they did, what plan they're on, or where they got stuck. A power user and a confused newbie get identical emails.

Timer-based, not behavior-based

Day 1: welcome. Day 3: tips. Day 7: upgrade ask. This schedule ignores what actually happened. The user who activated everything on Day 1 doesn't need Day 3 tips.

No feedback loop

You send emails and check open rates. But you never know: did this email actually help someone activate? Did it move them closer to paying? Opens don't tell you that.

How It Works

How behavioral onboarding works.

1

User signs up

Meisa receives the signup event and starts tracking behavior

2

Welcome email sends immediately

Personalized based on signup source, plan, or any property you track

3

Day 2: Check activation

Did they complete the key action? Meisa checks automatically

4

Branch based on behavior

Activated → power user tips. Not activated → gentle nudge with guide

5

Day 5-7: Convert or re-engage

Active users get upgrade offers. Inactive users get personal outreach

Example: SaaS Onboarding Sequence

ImmediateWelcome email (94% open rate)
Day 2Check: completed onboarding?
If NoTips email + video walkthrough
If YesPower user features email
Day 5Still inactive? Personal note from founder
Day 7Active users: upgrade nudge

Result: 2.5x improvement in trial-to-paid conversion

Every trial user is a potential customer. Stop losing them to silence.

Your first behavioral onboarding flow goes live in 15 minutes. Free for up to 500 contacts.

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