Trial to Paid Conversion
- 1User signs up for a 14 day trial
- 2Educational emails sent on days one, three, and seven
- 3Special offer sent 48 hours before expiration
- 4Subscription activated and welcome sequence begins
Systems for SaaS
Modern Systems to Scale Software and Subscription Platforms
Software companies bring in revenue through recurring subscriptions, usage fees, and professional service implementations. Most lost work traces back to the gap between sign-up and product activation, or when involuntary churn stems from failed payment recovery efforts.
Technology, SaaS & Agencies
- Activation Sequences
- Automated Dunning
- Usage-Based Alerts
- Client Portals
- Renewal Follow-Up
Also for: Software Companies
How the business actually works
How the work flows, start to finish.
- 01
Prospecting
Capturing interest from marketing landing pages and educational content.
- 02
Trial Start
Immediate delivery of credentials and initial configuration steps for new users.
- 03
Activation
Guided onboarding workflows to ensure users reach their first success milestone.
- 04
Conversion
Automated follow-up to move users from a free tier or trial to a paid subscription.
- 05
Expansion
Identifying opportunities for seat upgrades, feature add-ons, or higher tiers.
- 06
Retention
Proactive outreach based on usage patterns to prevent account cancellation.
- 07
Dunning
Managing failed credit card attempts and expired payment methods automatically.
- 08
Reactivation
Targeted win-back campaigns for former customers who previously churned.
Where it leaks
Common problems for saas companies.
01
Trial Abandonment
Many users sign up for a demo or trial but never log back in to complete their setup. Without immediate, automated nudges, these potential customers are lost before they experience the product value.
02
High Churn Rates
Hidden dissatisfaction or simple forgetfulness leads users to cancel their subscriptions. A lack of automated sentiment tracking or usage alerts prevents the team from intervening before a cancellation request arrives.
03
Payment Friction
Involuntary churn occurs when credit cards expire or transactions fail without a clear recovery path. Manually chasing payments is inefficient and creates a poor experience for the subscriber.
04
Manual Onboarding
High-touch implementation wastes engineering and success resources on repetitive tasks. If the workflow for setting up a new account is not standardized, time-to-value slows down significantly.
05
Fragmented Data
User behavior is often trapped in silos, making it difficult to see which accounts are at risk. Without a central dashboard, the sales and success teams operate with blind spots regarding customer health.
What LATTICE can build
Systems built around how you work.
Activation Sequences
Triggered emails and SMS sent based on specific in-app milestones to guide users through the setup process.
Automated Dunning
Systematic retries and notifications for failed payments to recover revenue without manual intervention.
Usage-Based Alerts
Internal notifications sent to account managers when a user stops logging in or reaches a specific usage limit.
Client Portals
A dedicated space for users to manage their billing, access resources, and view support tickets.
Renewal Follow-Up
Automated reminders sent before annual or monthly renewals to ensure continued service and address concerns early.
AI Support Chat
Instant responses to common technical questions to reduce the load on your help desk team.
Review Request Workflows
Automated prompts to happy, active users to leave feedback on software review platforms.
Demo Booking Automation
Integrated scheduling for high-value prospects to book calls directly with the sales team.
Example systems
What it looks like in practice.
Churn Prevention Loop
- 1User login activity drops below threshold
- 2Internal alert notifies account manager
- 3Personalized check-in email sent to user
- 4Feedback gathered to improve product stickiness
Payment Recovery
- 1Subscription payment fails at month end
- 2Immediate SMS and email sent with secure update link
- 3Access restricted after three failed attempts
- 4Account restored instantly upon successful payment update
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from saas companies
How can automation help reduce my churn rate?
Automation identifies accounts with low activity and triggers outreach before the user decides to cancel. It also handles failed payments automatically, preventing churn caused by expired credit cards.
Can we manage different subscription tiers in this system?
Yes, the system can segment users by their specific plan level. This allows for tailored communication, ensuring enterprise clients receive different workflows than those on a basic tier.
Will this replace our existing help desk?
It is designed to augment your support by handling routine inquiries via AI and automated chat. This allows your technical team to focus on complex tickets while basic account questions are resolved instantly.
How does the system handle onboarding for new users?
We build workflows that trigger as soon as a user signs up. These sequences deliver training materials, reminders to complete profiles, and check-ins to ensure the user is seeing value quickly.
Can we track which marketing channels lead to the best retention?
The dashboard tracks the source of each new user and monitors their long-term activity. This helps you identify which acquisition channels provide the most stable recurring revenue.