SaaS company onboarding new users
The growth team builds a 5-email welcome sequence triggered by signup. Each email introduces features based on the user's role and company size stored in their People profile. Enterprise users receive emails about team collaboration and security; small business users see quick-start guides. A/B testing runs on subject lines, and the winning variant sends to remaining recipients. When users open multiple emails, their contact gets tagged "Engaged" for sales follow-up.
Result
Day-30 retention increases 20% because users discover relevant features faster. Sales identifies engaged trial users for outreach before the trial expires, improving conversion rates 18%.




