Get your trial users to the “AHA” moment & turn them into die-hard, paying fans for life
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WITH LIFECYCLE EMAIL STRATEGY & COPY
Get your trial users to the “AHA” moment & turn them into die-hard, paying fans for life
TRUSTED & TRAINED BY:
you need help, and you need it now.
- Your team doesn't have the expertise for data-driven lifecycle emails, and as the CMO, you’re too in the weeds of the day-to-day to drive the strategy.
- Your automated workflows are falling flat. Either they're too simple to catch attention or too complex, so users lose interest instead of signing up.
- Your personalization lacks depth. Basic name inserts aren’t cutting it anymore. Your users expect value at every touchpoint—when they don’t get it, they tune out.
- Your engagement rates are slipping. Your message is getting lost in your users' inbox clutter, so they're missing out on how your tool can change the game.
- Your segmentation is too broad, relying on basic metrics, not the behaviors that drive genuine connections (and conversions.)
The BIG problem no one wants to admit? 👇
What was working isn’t anymore. Your company and software have evolved and left your lifecycle marketing to catch up…
On top of your churn creeping up, LTV trending down, and retention stubbornly below target, your trial conversion numbers are really not where you want need them to be. And now, the leadership team is circling back, expecting answers, and fast.
There it is on your dashboard:
“Why aren’t our trial users converting to paying customers?
And what are we doing to fix it?”
Seems like a no-brainer to us. What do you think?
A specialized team of strategists and conversion copywriters who live and breathe Lifecycle Email. We’ll deep dive into your data, create tailored strategies, and drive results that don’t just turn those free-to-paid conversion numbers around, but have you walking into your next all-hands meeting with stats that make you look like a hero.
Or you can partner with Open Loop Studio.
But getting them up to speed will take time, and staying on top of the latest trends can be a full-time job. Meanwhile, those trial users aren’t going to convert themselves.
You could try building up a dream in-house lifecycle email team.
But email’s just one of the many things they do. Their approach might not be specific enough to really dig into your lifecycle stages, which could leave you with less-than-stellar opens, click-throughs, and, ultimately, conversions.
You could bring in a one-stop-shop marketing agency.
From where we sit, you’ve got three options:
- Luke Reynebeau, Sr. Director of Customer Marketing, Bitly
“This is a really cool way for us to get specific. Let’s meet them where they’re at and see what reactions we get.”
- Tara Robertson, CMO, Bitly
“Constantly impressed with the flows you're building out. Love the direction and strategy. Keep up the excellent work.”
And that’s the sweet spot where Open Loop Studio operates — showing your free-trial users why they absolutely DO want to commit to turning that first click into a daily habit.
We zero in on getting them to take the crucial steps that we know will get them to the critical “AHA” moment — when they realize they can’t live without your software. When they’re ready to upgrade and pay.
To make that happen, we don’t just flood their inbox with educational emails, hoping they’ll see the value and stick around.
That's where things get tricky.
Turning that initial curiosity into a long-term commitment?
It’s in our nature to want to try something before committing.
so getting someone to sign up for your free trial? That’s the easy part.
40-60% of free-trial users will click into your SaaS tool once…
and never come back
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With these key flows, you’ll cut through the inbox noise with data-driven emails that guide users to the “AHA” moment, keeping them clicking back into your tool, reducing churn, and skyrocketing your trial conversion rates.
makes sure users get the most value from your product, leading to lower churn rates and increased long-term value.
The Paid Onboarding Sequence
filters out less committed users and drives higher quality leads into your funnel.
The Credit-Card
Free Trial
removes hurdles to sign-up and fosters initial engagement, setting the stage for a smooth user onboarding experience.
The No-Strings
Free Trial
We strategically build out the foundational flows designed to guide them to that decision:
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The entire process takes *roughly* 8 weeks. But once you start seeing the results, you (and the rest of the C-Suite) won’t want to stop at one flow. That’s where the real fun begins.
We execute or collaborate with your team to implement each flow flawlessly, with rigorous QA to ensure minimal disruption and maximum impact.
Implementation
& QA
Our expert copywriters deliver conversion-focused copy that is designed to consistently turn leads into loyal buyers, resonating with your users and driving them to convert.
Copywriting
We turn all that data into a targeted, jobs-driven segmentation strategy, ensuring each email reaches the right person, at the right time, with the right message.
Strategy & Planning
We’ll work closely with your key team members, collecting VOC data, message maps, and analytics to make sure our strategies are based on real user insights and aligned with your workflows.
VOC & Data
Collection
We thoroughly assess the existing email ecosystem for that flow—analyzing integrations, messaging, and metrics—so we can quickly capitalize on what works and fix what doesn’t.
360 Degree Audit
We’ll get clear on your goals and the big picture of user intent to recommend the most impactful flow for your company—the one that will move the most users toward their “AHA” and maximize ROI.
Connection Call
ONE KEY FLOW AT A TIME
Turn Your Lifecycle Emails Into Revenue-Driving Machines
How we
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💬
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✍️
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Or you can partner with Open Loop Studio.
- Your free-to-paid flow, which was gathering dust, is now boosting conversion rates. Instead of being stuck, you see engagement going through the roof, open rates that make your marketing heart skip a beat, and CTRs you can't wait to brag about on Slack.
- Your free trial emails connect users with use cases that show them exactly what features they’re missing out on, getting them to the “AHA” moment, driving up AR and feature adoption.
- Your paid onboarding emails are no longer getting lost in inboxes. They’re dialed in to drive CRR, keeping users coming back.
- When a user hasn’t logged in for 2 weeks, no one panics. You have a series of retention flows that automatically trigger based on that inaction so you don’t lose them over that churn ledge.
- You can finally see the full picture: “If user X does Y, they’re 3x more likely to upgrade.” Your flows are expertly designed to support and amplify these key actions and optimize CLTV.
- No more guessing games. Your lifecycle emails are laser-focused and behavior-triggered, delivering the right content at the right time.
- Free Trial-ers know exactly what to do next so they don’t get stuck and don’t ghost you. Instead, they’re smoothly guided to that “AHA” moment and become active users within days of signing on.
- Retention flows aren’t just a checkbox anymore. With smart automation, your CCR is dropping and CES is soaring, keeping your users happy and loyal.
- All the messaging research, interview data, and jobs-to-be-done insights you’ve invested in are finally being put to work. It’s all being leveraged strategically and effectively.
- You and your team can exhale, knowing that your lifecycle emails are being expertly handled. Put your focus into high-impact growth initiatives, amplifying your ROI across the board.
- You can forecast lifecycle email marketing contributions monthly, quarterly, and annually. Metrics are crystal clear, showing how lifecycle email is impacting the bottom line of your company.
How much could really change if you offloaded your Lifecycle Emails to a team focused on nothing but getting your users to the “AHA” moment?
WE'LL TELL YOU...
- Rewrote a series of transactional emails that resulted in expanding the pool of users who could be moved along to the "AHA" moment. How many more users?
Email 1: +43.4%
Email 2: +21.55%
Email 3: +17.46%
- Implemented a brand new free trial onboarding sequence resulting in a 5.19% lift in overall conversion rates and an 11.3% increase in users selecting the Advanced Plan.
- Rewrote their “your trial has expired” email and increased paid conversions by 29.5% against the control.
- Rewrote an educational email (and tested it against their control) that better explained the benefits of an upgrade to dynamic QR codes, leading to a 2% lift in dynamic QR code creation and a 40% increase in paid conversions.
Here’s what we did about it:
Bitly was facing low conversion rates from their free trial users. Their email sequences weren’t effectively communicating the value needed to drive upgrades to paid plans.
JUST ASK
What kind of results can you expect?
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Let’s open the loops that’ll boost your LTV and close the loops that have been holding your team back. And let’s make your lifecycle emails so good people write case studies about them.
Because your emails are not just touchpoints. They’re strategically written opportunities to show your users how your software can radically change their business.
Whether it’s helping them make more money, get organized, make data-driven decisions, automate workflows, boost productivity, enhance team collaboration…or achieve whatever other magic your tool promises, we’re here to help users see it.
We write for the super fans that get it. And for those who are still on the fence? We dig into the data to turn them into diehards. The ones who don’t see the value? They’ll filter themselves out.
With over seven years working with funnels and email marketing, and extensive training under Joanna Wiebe as one of only 9 certified as a Copyhackers Email Strategist and Copywriter, I’ve seen firsthand how data-driven strategy and copy can drive real growth.
That’s where things get challenging.
Sure, it’s easier than ever to reach users, but keeping their attention in a world where they’re bombarded with over 120+ emails a day?
That’s over 130 SaaS companies vying for your users' time, attention, and dollars.
Companies use an average of 130 SaaS apps, with each department juggling an average of 87 SaaS tools.
did you know...
Founder & Head STRATEGIST of Open Loop Studio
As SaaS companies scale, they often hit two major hurdles:
- Turning free-trialers into paying subscribers.
- Keeping those subscribers engaged for the long haul.
That’s why I started Open Loop Studio. To help SaaS companies (like yours) cut through the inbox noise with lifecycle email strategies that don’t just reach your users — they turn them into die-hard fans (yippee ki-yay!)
- Joanna Wiebe, FOUNDER of Copyhackers and the original conversion copywriter
"If you can hire Jess or work with her, do. Just hire her."
"She's got a background in funnel optimization, and a whole other history that she can bring to the table. She’s taking that background in funnels and applying it more specifically to optimizing email. Email automations flows, the things that we write, with email and plan.
She comes at this with this really strong approach to testing your way to getting better results with your email, which is exactly what you want. So you've come to the right place. Go ahead. And if you can hire Jess or work with her, do.”
Our sole focus is lifecycle email. That means we dive deep into every nuance, strategy, and tactic, optimizing every touchpoint to your users “AHA.”
We don’t split our attention. We don’t spread ourselves thin. We concentrate solely on email for SaaS brands—because when it comes to lifecycle email marketing, we’re the experts.
So, if that means leaving other channels to others, so be it. Our commitment means that no one understands or leverages email for your SaaS business like we do.
If we worried about SMS, in-app nudges, or Instagram, it would sidetrack us. So we don’t do it.
We didn't become experts in email by being a jack-of-all-trades agency
Lifecycle email is all we do, so we do it better. It’s as simple as that.
Inaction could be costing you millions
Our clients see boosts in conversions and engagement as high as 40%.
Do that math.
With a company like yours, what does that mean in additional revenue every year? Can you really afford to miss out on that growth?
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