๐ Summary
I reduced churn by 50% and added over $100,000 in projected annual revenue for Snappy Kraken by creating an email onboarding sequence. The emails were carefully timed to increase engagement without bringing in any new customers. I boosted open rates and click-through rates significantly.
๐ Role Overview
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๐ผ Client: Snappy Kraken
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๐ Year: February 2022 - March 2022
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๐ข Engagement: Freelance - Conversion Copy and Strategy
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๐ Industry: SaaS (Financial Advisor Marketing Automation)
๐ฏ Key Responsibilities
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Worked with leadership and product teams to find problem areas in the onboarding process.
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Audited all existing onboarding content and support docs.
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Designed an 8-email sequence (with in-app messaging) to meet user needs and key milestones.
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Wrote original emails and in-app messaging and created multiple versions for A/B testing.
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Developed a plan to reduce support tickets by addressing common issues in the user journey.
๐ง Strategy
The problem at Snappy Kraken was not with the softwareโit was with new users who were:
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Confused during setup
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Not understanding the platformโs full value
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Overloading support with simple, repetitive issues
Instead of changing pricing or offering discounts, we created an onboarding flow to give users those โaha momentsโ early, reduce confusion, and prevent churn.
๐ Messaging Focus
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Reduce confusion by clearly showing next steps and expectations.
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Reinforce value by demonstrating whatโs possible on the platform.
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Build momentum by showing users how to achieve early wins.
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Reduce support needs by proactively answering common questions.
๐ Solutions Delivered
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Discovery and Consulting: Identified user pain points and churn triggers.
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Onboarding Audit: Reviewed welcome, setup, and help flows.
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Messaging Strategy: Designed email sequence and in-app messaging based on message-market-moment fit.
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Copywriting: Wrote and structured the 8-email sequence (with in-app messaging).
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Testing Strategy: Developed A/B testing variants for subject lines and CTAs.
๐ Results
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๐ 50% reduction in monthly churn
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๐ฌ Up to 50% increase in email open rates
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๐ Up to 300% increase in click-through rates
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๐ฐ $100,000+ in projected revenue retainedโwithout acquiring any new customers
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๐ฏ Created internal momentum for improving UX and lifecycle messaging