User Pilot

JUNE 30, 2025

86% of customers say they’d be more likely to stay loyal to a business that invests in onboarding content that welcomes and educates them after they’ve bought. This includes writing the perfect email onboarding sequence that guides your customers through the user journey. Here’s my quick guide to crafting stellar onboarding emails.

Onboarding 59

Onboarding Retention Engagement AI 59

User Pilot

OCTOBER 19, 2024

Unlike traditional businesses, most SaaS businesses operate the subscription pricing model. They include metrics like the Net Promoter Score , Customer Effort Score , Customer Churn/Retention Rates , etc. As such, you must tailor your strategies to meet your target customers’ specific needs and expectations.

Business 111

Business Underperforming Technical Team Customer Lifetime Value Systems Review 111

Subscription Flow

DECEMBER 12, 2024

These are the functions that need to be streamlined for optimum revenue growth: pricing, product launch, marketing, service innovation, customer retention etc. Customer retention is key to unlocking a stable MRR, and ARR. Personalized offers and discounts can then be extended to these customers to get them onboard.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

Stax

JUNE 3, 2025

SaaS operates on a subscription model, making it easier to manage cash flow and reduce upfront expenses. From CRMs to payment processors, you can connect your favorite tools to create a seamless, customized workflow that boosts efficiency and data accuracy. Lower upfront costs Say goodbye to expensive licenses and infrastructure costs.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

Stax

MARCH 16, 2025

Key metrics include customer churn rate, revenue churn, and net revenue retention (NRR). A lack of onboarding Onboarding is critical when it comes to successful user adoption of a new product. By streamlining the onboarding process to make it quick and easy, users will be able to recognize the value upfront.

Payment Solutions 88

Payment Solutions Software Review Churn SaaS Payments 88

User Pilot

JANUARY 15, 2025

Let’s be honest, onboarding in SaaS can feel like navigating a labyrinth. As product managers and onboarding specialists, you’re juggling a million priorities: feature adoption, activation milestones, reducing churn… And crafting the perfect email sequence that guides users to success? What are they?

Onboarding 52

Onboarding Benchmarks Engagement Data Analysis 52

User Pilot

JUNE 30, 2025

At times, even a great in-app onboarding flow isn’t enough. That’s where an onboarding email sequence comes in. In the long run, it will encourage product adoption, boost customer retention, and reduce churn across the entire customer lifecycle. I always make sure the onboarding email complements the in-app experience.

Onboarding 71

Onboarding Software Review Engagement Churn 71

User Pilot

NOVEMBER 14, 2024

Start by mapping out the key stages in the journey, for example, awareness, acquisition, activation, adoption, retention , and revenue. For example, the payment page could be a touchpoint on the acquisition or revenue stage (depending on your acquisition model), and you can use it to sell add-ons or other products.

Strategy 105

Strategy Payment Solutions Payments Customer Lifetime Value 105

Chart Mogul

JANUARY 9, 2025

Onboarding Once the contract is signed, its time to get the new customer up and running. Onboarding is all about setting customers up for success with your product, and it can look different depending on the complexity of the solution. Managing the customer onboarding process within ChartMogul CRM. But how do you do that?

Scale 52

Scale Sales Hiring Startup Sales Recruiting 52

User Pilot

JULY 12, 2025

Userpilot helps you analyze user behavior and create personalized in-app experiences to drive activation, adoption, and retention—no code required. We use behavioral analytics to map out the customer journey so that we can tailor onboarding flows, marketing efforts, and engagement campaigns to each segment.

Customer Lifetime Value 71

Customer Lifetime Value SaaS Technical Advisors Onboarding 71

Payrix

FEBRUARY 4, 2025

For example, for a roofing contractor company, the software would act as the master merchant, setting up the infrastructure for contractors (sub-merchants) to receive payments from customers. This model allows sub-merchants to focus on their core activities while benefiting from streamlined access to payment services.

Merchant Services 130

Merchant Services Payment Services Payments SaaS Payments 130

ChurnZero

MAY 23, 2025

Its easy to think of CS as a retention function. But in a subscription economy, the reality is that its far more than that. 1: Net revenue retention (NRR): your valuation growth engine. 2: Gross revenue retention (GRR): can you hold what youve won? It shows your pure retention rate. Its a company health metric.

Customer Success 52

Customer Success Metrics Revenue Scale 52

Stax

APRIL 15, 2025

For subscription-based businesses achieving consistent and predictable revenue growth is the holy grail. In fact, monthly recurring revenue (MRR) is one of the most important metrics subscription businesses should be aware of. Talk to sales What is Monthly Recurring Revenue (MRR)?

Payments 88

Payments SaaS Payments Revenue Payment Services 88

User Pilot

OCTOBER 19, 2024

Set up in-app surveys to capture feedback at crucial moments, such as during onboarding or after specific feature usage. 11 Retently for both B2C and B2B companies with predictive survey analytics Retently survey builder. Segment your audience by criteria like customer lifecycle stage, product usage, or subscription plans.

Software Review 105

Software Review Technical Review Software B2C 105

User Pilot

MAY 27, 2025

For example, say a user opens your app, skips the onboarding tutorial , and heads straight to the dashboard. Which in-app behaviors correlate with long-term user retention? Because now, you can: Improve onboarding by identifying friction points. Only to lose interest and leave without using any key feature.

Mobile 96

Mobile Retention Payment Features Onboarding 96

User Pilot

JUNE 30, 2025

User onboarding is not a one-person job. We have to oversee how we’re engaging customers , how we’re structuring emails in our onboarding sequence, and what user experience we’re providing once they’re on the app. Based on my experience, here are a few onboarding email templates that I believe can serve as inspiration!

Onboarding 52

Onboarding Engagement Education Customer Success 52

User Pilot

JULY 17, 2025

Pinpoint your main struggle to see how you can improve retention. With customer acquisition costs rising and retention driving most of your customer lifetime value, ignoring churn is a fast track to stalled growth. My team consistently maintains a net retention rate above 99% by focusing on product engagement and user segmentation.

Churn 85

Churn Payment Solutions SaaS Payments Underperforming Technical Team 85

User Pilot

JULY 23, 2025

The copy discusses employee onboarding, sharing CRM details, and meeting-related tasks to convey that the Slack tips are relevant to them. Retention-focused communication: The product launch focuses on meta-learning by using a memorable character with a catchy subject line. Duolingo’s new product announcement example.

Mobile 98

Mobile AI Search SaaS Education 98

How To Buy Saas

MAY 29, 2025

Typical business applications include: Back-Office Automation: AP/AR processing, invoicing, and HR onboarding can be fully automated. AI reads invoices, approves payments, and flags anomalies without human intervention. For example, automating invoice processing often cuts manual workloads by 70% or more.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

Valuize Consulting

NOVEMBER 5, 2024

Introduction In the fast-paced world of enterprise SaaS, understanding and optimizing the customer journey is pivotal for Customer Success (CS) teams aiming to enhance net dollar retention. Unsatisfied customers are more likely to switch to competitors, directly impacting net dollar retention and the company’s bottom line.

Scale 52

Scale Systems Review Social Media Retention 52

ChurnZero

MAY 16, 2025

While some CRMs allow for basic account management, they still lack the tools to proactively manage customer retention, identify churn risks , or drive product adoption. Automate key touchpoints based on customer journey milestones (onboarding, renewals, expansions, etc.). Flag churn risks proactively before they become a problem.

Payments 52

Payments Customer Success Payment Solutions Payment Services 52

Blulogix

NOVEMBER 13, 2024

For MSPs and SaaS companies, offering discounts on recurring subscriptions can have a long-term impact on profitability. Here’s how margin analysis helps: Assessing Long-Term Profitability : For subscription-based models, the impact of discounts and free trials can extend well beyond the initial sale.

Customer Lifetime Value 59

Customer Lifetime Value Compensation Payment Features Subscription 59

Chart Mogul

OCTOBER 23, 2024

Product-led growth (PLG) is a growth strategy where the product itself is the main driver of customer acquisition, retention, and expansion. PLG is at the core of our strategy mainly helping us fill the top of the funnel, and CLG helps us grow existing accounts and improve retention. Is customer-led growth the new PLG? Yes and no.

Scale 52

Scale SaaS Retention Systems Review 52

How To Buy Saas

MAY 21, 2025

This model offers easy accessibility (anywhere, anytime), automatic updates, and lower upfront costs (subscription-based pricing). Paid plans include Startup (around $189/month), Growth ($329/month), and Business ($529/month) annual subscriptions come at a ~17% discount. A 14-day free trial is available for premium features.

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

How To Buy Saas

FEBRUARY 25, 2025

Quick onboarding and accessible customer support/resources. Heres how Salesforce and HubSpot compare in terms of interface, onboarding, and daily usability: HubSpot: Designed for Simplicity. Setting up the CRM is quick many small businesses self-onboard with minimal IT support. UI (Lightning) is powerful but can feel busy.

Scale 52

Scale Underperforming Technical Team Technical Review Marketplace as a Service 52

Chart Mogul

FEBRUARY 13, 2025

Product-led growth (PLG) changed the traditional sales and marketing departments When a startup follows the product-led growth (PLG) methodology, the product itself drives customer acquisition, conversion, expansion, and retention. Acquiring new customers is important, but its not the only consideration. With ChartMogul, its easy.

Scale 52

Scale VP of Engineering Sales Hiring Startup 52

Teamgate

JUNE 11, 2025

” To make onboarding easier, Uptrace offers pre-configured dashboards for common instrumentations, helping teams get started without needing extensive setup. Don’t just focus on the subscription price – factor in any additional fees for advanced features or add-ons. The OpenTelemetry integration was seamless.”

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

Chart Mogul

JULY 24, 2025

Examples of accidental branding: Support emails that sound robotic Onboarding flows that feel like spam Outdated or confusing pricing pages Inconsistent messaging between website and social media Every small detail shapes how people perceive you. Even if you don’t have a specific plan for your startup branding, you’re still building a brand.

Branding 40

Branding Startup Underperforming Technical Team Social Media 40

Chart Mogul

NOVEMBER 11, 2024

💡 ChartMogul makes it easy to keep tabs on user retention and see how your penetration pricing strategy impacts long-term revenue. Using customer retention cohort analysis, you can track the percentage or number of customers from a specific group who still have active subscriptions over time. moment with your product.

Pricing 40

Pricing SaaS ChatGPT Scale 40

User Pilot

FEBRUARY 27, 2025

Eventually, just customer retention wont be enough. So if the user reaches the limit of invoices it can create per month, then the app would prompt them to upgrade their plan to access unlimited invoices. Correlate the completion rate of your secondary onboarding flow with upgrades to track its effectiveness.

Revenue 52

Revenue Scale Payment Features Systems Review 52

User Pilot

JULY 12, 2025

For example, since Amplemarket renews subscriptions automatically, the team added an in-app banner to alert users about upcoming renewals. You can also build reports to analyze funnels, user paths, trends, and retention cohorts. RevOps wanted to ensure everyone is aware of upcoming renewals. Analyzing product usage with Userpilot. “As

Engineering 66

Engineering Software Review Engagement Technical Review 66

ChurnZero

APRIL 25, 2025

Onboarding and retention strategies are standard practice. Focus on collecting and tracking the metrics that are most meaningful to your teams retention strategy. Best to home in on the top scenarios for your teams retention goals, as well as keep a handy list of red flags to signal churn risk. Non-recurring revenue.

Forecasting 52

Forecasting Customer Success Payments Data 52

User Pilot

JANUARY 29, 2025

For instance, after the analyses, you can see that teams using 3+ integrations have 40% higher retention rates, meaning that integration usage strongly correlates with product stickiness. Retention Rate: Percentage of users returning over time (daily/weekly/monthly). And most importantly, how can we fix this?

Scale 52

Scale Onboarding Retention Churn 52

User Pilot

FEBRUARY 12, 2025

To truly understand if your product is indispensable to users, you need to measure product stickiness beyond just numbers, combining customer feedback, behavioral tracking, and retention data. On the other hand, if success depends more on repeat purchases rather than continuous engagement, then customer retention rate may be a better focus.

Customer Lifetime Value 52

Customer Lifetime Value Engagement Retention Social Media 52

Sales Hacker

DECEMBER 6, 2024

The State of GTM Jobs: Customer Success At the crossroads of retention and revenue, Customer Success (CS) is a cornerstone for sustainable growth and is growing in both scope and importance. The purple line indicates the growth rate of retention and renewal roles as a percentage compared to January 1, 2022. Onboarding?

Customer Success 107

Customer Success Technical Advisors Sales Hiring Scale 107

User Pilot

MAY 31, 2025

Audience segmentation and targeting: You can create user groups based on their attributes, behaviors, or custom data like subscription plan, app version, and in-app purchase status. This consistency means users see the same onboarding and engagement flows regardless of device, and your data stays centralized for easy reporting.

Mobile 71

Mobile Software Review Pricing Underperforming Technical Team 71

How To Buy Saas

MARCH 17, 2025

In fact, 83% of small businesses using a CRM saw a positive return on investment and 61% reported improved customer retention by leveraging these tools. You can start using email templates, log customer interactions, and track leads immediately, with no subscription fee. Its a true CRM for non-CRM people in that sense.

Software Review 40

Software Review Scale Software Business 40