User Activation Engine Case Study | SaaS Automation
Back to Case StudiesAutomated SaaS Onboarding Pipeline & User Activation
A complete onboarding workflow designed to activate users faster and boost freemium-to-paid conversion.
This SaaS & Technology AI automation case study explores Automated SaaS Onboarding Pipeline & User Activation. Tags: SaaS & Technology, Workflow Automation, Integration, AI Implementation, Make.com, HubSpot, Retool, OpenAI, AI Automation.
+18%
Activation Rate Increase
+12%
Freemium → Paid Conversion
30%
Support Tickets Reduced
Overview
A B2B SaaS app with a freemium model needed to improve onboarding efficiency and boost trial conversion to paid plans. Users weren't completing onboarding, and support was overwhelmed with repetitive questions.
Challenges
Users not completing onboarding
No unified onboarding flow
Manual emails sent inconsistently
No user behavior triggers
Support overwhelmed with repetitive questions
What We Delivered
Multi-step onboarding automation (email + in-app events)
Triggered sequences based on user behavior (or lack thereof)
AI-generated help content tailored to user activity
Dashboard tracking user progression through onboarding
Identification of drop-off points
Tech Stack
Segment, Make.com, Intercom, HubSpot, OpenAI, Retool, PostgreSQL
Tags
Results
+18%
Activation Rate Increase
+12%
Freemium → Paid Conversion
30%
Support Tickets Reduced
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