> case_02 · lifecycle strategy · saas_
Nexora Project Management: a behaviour based onboarding system that turns free trials into paying users.
Snapshot
01 · THE BRIEF
A project management app with a 14 day, no card free trial.
Modelled at 12% trial to paid, below the opt in trial benchmark of roughly 18 to 25%.
02 · WHAT I DID
03 · KEY FINDINGS
04 · DELIVERABLE
An 8 flow email system
EXPECTED IMPACT
Projected, concept brand
{{a1}} to {{a2}}%
trial to paid conversion from the onboarding flow
~{{b1}}
more paying users every month
~${{c1}}
in new monthly recurring revenue
Modelled on 8,000 trial sign ups a month and $24 ARPU. Not results delivered for this brand.
> flow_map.render()
The aha moment is creating a project, inviting one teammate, and finishing one task together. Every email pushes one of those three steps.
{{f.name}}
{{f.count}}{{f.goal}}
Emails 2 and 3 are mutually exclusive: a user who already created a project is never told to create one. Onboarding is one of 8 flows in the full system, mapped in Miro.
The emails
Three emails, three moments: a user who never started, a user working alone, and a user about to walk away.
01 · RE-ACTIVATION · NO PROJECT CREATED
Headline
“60 seconds to your first win project”
Name the problem gently
“You signed up yesterday, but your project is still empty.”
Remove the blank page
Three ready made templates, so starting takes a single click.
02 · TEAM INVITATION · PROJECT CREATED, NO TEAM
Headline
“Everest Project is live. Who’s working on it?”
Show the progress
An activation checklist marks step 1 of 3 as complete.
Make the next step tiny
Inviting a teammate takes 30 seconds, no credit card needed.
03 · WIN BACK · USERS WHO HAVE NOT UPGRADED
Headline
“Trial Ending Soon”
Show what they would lose
A side by side view of the workspace with Pro and without it.
Leave the door open
Not ready yet? They can stay on the free tier, with no expiry.
The full lifecycle campaign architecture was mapped in Miro.