SaaS Playbook

Designed for software-as-a-service businesses, this recipe will pitch opt-ins to anonymous visitors, pitch returning subscribers on signing up for a trial, and convincing your best customers to refer you or upgrade their account.

Many SaaS companies write content, publish this content to their blog, and then email it out to their entire list. Pitching those already on your list and your existing customers on your email list is a pretty big missed opportunity, and this recipe will ensure that you’re not only building your list, but also turning more subscribers into free trials, trials into customers, and customers into raving fans.

Goal

Convert anonymous visitors into email list subscribers, subscribers into free trials, trials into customers, and customers into more valuable customers (via an upgrade offer) or referrals.

Results

A better on-site experience for subscribers and returning customers, and more downfunnel conversions (by not pitching your email list to everyone.)

Your website's funnel:
What your visitors see