Trial-to-paid conversion up 89%.
Trial-to-paid conversion improved 89%. Churn fell 35%. The email channel generated $420K in additional revenue from users already in the database. The win-back sequences recovered 340 lapsed users in the first 90 days.
Leaking customers post-signup
Heavy acquisition spend but trial-to-paid under 12%, high churn, and idle users in the database.
Full lifecycle system
15 automated flows across Klaviyo and HubSpot with dynamic content personalised by plan and usage.
+$420K from existing users
Trial-to-paid up 89%, churn down 35%, and $420K of revenue from the existing database.
01 The problem
A FinTech investment platform was spending heavily on paid acquisition but leaking customers through poor onboarding and no retention strategy. Trial-to-paid conversion was under 12%. Churn was high. The database contained thousands of users who'd trialled and left — potential revenue sitting idle.
Revenue from users you already have.
Most companies obsess over acquisition. Better flows on existing users beat any paid channel here.
15 automated flows
Designed a complete lifecycle across Klaviyo and HubSpot — onboarding, education, upgrade nudges, re-engagement and churn prevention.
Dynamic personalisation
Every email personalised to plan tier, portfolio size and feature usage, so messaging matched the moment.
Win-back sequences
Re-engagement flows recovered 340 lapsed users in the first 90 days from the idle database.
Churn prevention
Behaviour-triggered flows caught at-risk accounts early, cutting churn 35%.
The database was the asset.
03 The results
Trial-to-paid conversion improved 89%. Churn fell 35%. The email channel generated $420K in additional revenue from users already in the database. The win-back sequences recovered 340 lapsed users in the first 90 days.
From acquisition to retention.
Onboarding → personalisation → win-back → churn.
Onboarding flows
Built the first lifecycle flows across Klaviyo and HubSpot for new trials.
Personalisation
Layered dynamic content by plan tier, portfolio size and feature usage.
Win-back live
Re-engagement sequences recovered 340 lapsed users from the database.
Churn prevention
Behaviour-triggered flows caught at-risk accounts, cutting churn.
+$420K
Trial-to-paid up 89%, churn down 35%, $420K from existing users.
What the platform kept.
Documented, portable, and owned by the client not locked inside our account.
- ✓15 lifecycle flowsOnboarding through churn prevention.
- ✓Klaviyo + HubSpot setupConnected and fully configured.
- ✓Dynamic content blocksPersonalised by plan and usage.
- ✓Win-back sequencesThe flows that recovered 340 users.
- ✓Churn-risk triggersBehaviour-based early warnings.
- ✓Lifecycle revenue dashboardEmail-sourced revenue tracking.
04 Why it worked
$420K in additional revenue from users already in the database. Most companies obsess over acquisition and ignore retention. This lifecycle system proved that better flows on existing users can be more efficient than any paid channel.
They found $420K in customers we already had. We'd been so focused on acquisition we ignored the database entirely.