In an @earnestcapital basecamp thread, we're crowdsourcing a list of tiny automations SaaS founders can use (in @intercom et al) to save time, delight customers, improve your marketing, onboarding, support and revenue. Feel free to add your ideas 👇
1/ On Landing Pages
Popup: "Got questions? Book a time to chat: {@Calendly link}"
On pricing page, popup: "Is it worth it? View a video testimonial from a customer"
Popup: "Got questions? Book a time to chat: {@Calendly link}"
On pricing page, popup: "Is it worth it? View a video testimonial from a customer"
Most B2B is not really mobile friendly (especially early), so consider just making your primary mobile CTA for you landing page open your @intercom chat, collect their email --> send them follow-up materials / drip series "for when you're back at your desk"
2/ Onboarding
Make each critical onboarding step a squeeze page (vs tooltips) so you can send variables and track where they are in the flow.
If on page for >X seconds --> "Stuck on Step X? Here's a video on how to do it?"
Make each critical onboarding step a squeeze page (vs tooltips) so you can send variables and track where they are in the flow.
If on page for >X seconds --> "Stuck on Step X? Here's a video on how to do it?"
For each key milestone you can slowly escalate help via in-app and email follow up.
1/ A few seconds of stuck. Here's a video & help article
2/ Still stuck. Ask us here or book time for a walkthrough: {@calendly link}
3/ 2 days later, still stuck? Email: concierge onboarding
1/ A few seconds of stuck. Here's a video & help article
2/ Still stuck. Ask us here or book time for a walkthrough: {@calendly link}
3/ 2 days later, still stuck? Email: concierge onboarding
X days before free trial ends, email:
> "Reminder you free trial will in X days"
> make sure they've moved through all key onboarding steps
> "If you need to extend your free trial, let us know by replying here"
> "Reminder you free trial will in X days"
> make sure they've moved through all key onboarding steps
> "If you need to extend your free trial, let us know by replying here"
IMHO you really can't go overboard with automation to ensure customers get through all the key steps of your onboarding and start seeing value from your product. Maximizing free trial to paid conversions is the key to a happy SaaS founder.
3/ Marketing & Engagement
90 days after converting to paid: "Glad you're loving the app, can you leave us a review here? Reply back with a link to it for 1 month free 🙏"
(just manually process the credit in @stripe when they do this)
90 days after converting to paid: "Glad you're loving the app, can you leave us a review here? Reply back with a link to it for 1 month free 🙏"
(just manually process the credit in @stripe when they do this)
180 days after converting "Thanks so much for your business. Would you mind sending us a short testimonial? We'll publish it with a backlink to your website ❤️"
Most will be too busy for these, but automating = a steady drip of new reviews/testimonials over time.
Most will be too busy for these, but automating = a steady drip of new reviews/testimonials over time.
The @patio11 special:
Some time around Dec, for monthly subscriptions only
in-app || email: "Did you know you can upgrade your account to annual billing, save X% per year, AND write it off on this year's taxes? Click here to upgrade"
Some time around Dec, for monthly subscriptions only
in-app || email: "Did you know you can upgrade your account to annual billing, save X% per year, AND write it off on this year's taxes? Click here to upgrade"
X weeks after converting to paid, in-app upsell to premium plans: "Hi did you know our premium plan has {features}, you can give it a try now and always revert your plan back at any time if it's not for you. Click here to upgrade"
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