Situation
A SaaS company offering Project Management software was struggling to convert website visitors into free trial sign-ups, despite having a significant amount of traffic and leads from other channels. Their email campaigns were failing to nurture prospects effectively.
Task
The objective was to build a targeted drip email campaign that educated potential customers, encouraged free trial sign-ups, and increased conversions. We analyzed the company’s existing lead data to segment subscribers based on their role, company size, and engagement level. This segmentation allowed us to create tailored email sequences that addressed the specific needs and pain points of each segment.
Action
To achieve the goal, we implemented a multi-step strategy, here’s a detailed breakdown of the actions taken:
Creating a Drip Email Sequence

We developed a 5-email drip sequence designed to nurture leads over time. Each email addressed a different stage of the buyer’s journey:
- Email 1: Introduced the product and highlighted its core benefits.
- Email 2: Shared case studies and customer success stories.
- Email 3: Provided a product demo video to showcase key features.
- Email 4: Offered a limited-time discount on the first paid month after the free trial.
- Email 5: A final reminder with a strong call to action to start the free trial.
Incorporating Personalized Content
We personalized the emails based on the subscriber’s role and industry, ensuring the content resonated with their specific needs. For example, project managers received content focusing on collaboration features, while executives received content on productivity and ROI.

Optimizing Subject Lines and CTAs

We A/B tested different subject lines and call-to-action buttons, ensuring they were clear, compelling, and aligned with the recipient’s intent. We also optimized the timing of the emails to match the engagement habits of the audience.
Nurturing Leads with Value-Added Content
To keep leads engaged, we included value-added content such as tips for project management, industry insights, and free downloadable resources. This built trust and positioned the company as a thought leader, increasing the likelihood of conversion.

Results

+40%
+25%


+15%
Within three months, the drip email campaign led to a 40% increase in free trial sign-ups. The SaaS company also saw a 25% increase in email engagement, with a significant boost in open and click-through rates. The trial-to-paid conversion rate increased by 15%, directly contributing to a higher customer acquisition rate.