SaaS onboarding and retention

Stop the revenue leak between signup and renewal.

Signups are up. Revenue isn't. Somewhere between the first login and the renewal, users stall, trials expire and customers go quiet. We find the biggest leak in 48 hours, then build the fix in your product.

Jamie takes every first callFounder of Flow. 15+ years in SaaS growth and customer experience.
  • Free 20-minute call
  • Jamie looks at your product first
  • Fixed price, fixed date
Illustrative
We've worked with 50+ SaaS businesses, including
How it works

How does Flow fix onboarding and churn?

We find the biggest leak in 48 hours, build the fix in your product, then keep improving it every month.

  1. Step 01

    Diagnose

    We read your analytics and billing data, define what an activated account means for your product, and find the single biggest revenue leak, with the dollars attached. You get a 13-section report and a ready-to-build spec for the top fix.

    Time
    48 hours
    Price
    $500
  2. Step 02

    Fix

    We build it: the onboarding flow, the upgrade prompts or the win-back emails. Set up and tested in the tools you already use, for example PostHog, Customer.io or Chameleon, with any product changes specced and handed over to your engineers.

    Time
    10 to 14 business days
    Price
    From $12.75k per sprint
  3. IllustrativeMonth 1 · 2 · 3
    Step 03

    Keep going

    Build the next fix every month in the Flow Lab, or have us check every month that the leaks stay fixed with Revenue Leak Patrol.

    Time
    Monthly, 3-month minimum
    Price
    From $2,000 a month
Same leak, different names

Where is your net revenue leaking?

Between signup and renewal. Each team sees a different part of the same leak, and all of it lands in one number: net revenue retention.

  1. Signup
  2. First use and setup
  3. Trial to paid
  4. Upgrading
  5. Renewal
  6. Net revenue retention
Trial to paid
Founder or CEO

"Not enough trials convert."

Signups look healthy, but trial-to-paid is flat. People sign up, look around and leave before they reach the part worth paying for.

Fix onboarding
Renewal
Finance

"Churn is up and NRR is down."

Customers leave in the first few months, and too few upgrade to make up for it. Net revenue retention is where it shows.

Reduce churn
Upgrading
Product or growth

"Adoption is low and nobody upgrades."

Users stop at the basics. Nobody agrees what an activated account looks like, and the features worth paying for are given away.

Grow upgrades
First use and setup
Customer success

"Onboarding eats our week."

Your team walks every new account through setup by hand, and customers still go quiet in month two.

Fix onboarding
Industry benchmarks, not Flow results
Avg. activation rate
37.5%

average B2B SaaS activation rate. Nearly two in three signups never reach first value.

Userpilot, 62 B2B SaaS companies
90-day churn
43%

of SMB customer losses happen in the first 90 days.

Focus Digital, 2025
Net revenue retention
101%

median net revenue retention for B2B SaaS in 2025, down from 105% in 2021.

SaaS Capital, 2025; Maxio and Benchmarkit

Different words, same leak. The diagnostic finds which part costs you most.

See the 48-hour diagnostic
How every project is set up

You won't be left with a slide deck.

Before we start, we agree three things with you. Then we build to them.

The usual: a deck of advice, and the build left to you.
Project agreement · ExampleOnboarding Sprint

Fixed price

You know the cost before we start.

$14.5k

Fixed date

The handover date is agreed up front.

HandoverBusiness day 14

Clear definition of done

The fix built, tested and handed over by that date.

BuiltTestedHanded over
JamieFor Flow
Your nameFor your team
Fixed-price projects

Onboarding, churn and upgrade services, with prices up front

Start with the $500 diagnostic. Book a sprint or the Overhaul within 60 days of the readout and $500 comes off the price ($1,500 once the founding price ends).

Onboarding Sprint

You get

Guides, emails and tracking built, tested and live in your tools. Product changes specced for your developers.

Price
$14.5k
Time
14 business days
See the full scope

Churn Win-Back Sprint

You get

Three win-back sequences live and tested in your email tool, catching accounts going quiet before renewal.

Price
$12.75k
Time
10 business days
See the full scope

Flow Lab

You get

One area of onboarding, upgrades or retention built, tested and live in your tools every month.

Price
From $3.5k/m
Time
Monthly, 3-month minimum
See the full scope

See all services: Feature Gating, the 60-Day Overhaul, Revenue Leak Patrol and Analytics Setup

Client results

Real numbers from client projects, approved by the client. Timelines.AI liked the first project so much they hired Flow again.

16% more connected
47% → 55%

Zapier trial users who connected WhatsApp. Timelines.AI, 12 weeks after launch.

"Flow's onboarding emails got 16% more of our Zapier trial users to connect WhatsApp, the step where they start getting value from Timelines.AI."
Hired Flow twice
"We hired Flow twice. We liked their Zapier onboarding emails so much that we reused them for our Make.com integration. I'd recommend Flow to any SaaS team with a self-serve trial."

Read the client stories

A fair question

Can't we fix onboarding ourselves with AI?

You can use AI to query your data. It can't decide what an activated account means for your business, and it won't ship the fix.

Most teams haven't agreed what "activated" or "at risk" means, so the answers come back as numbers nobody trusts. Settling that is the first thing we do.

Your AI assistant

Why aren't our trials converting?

That depends on what counts as an activated account for you. Which actions define it, and within how many days?

We've never agreed on that.

That's step one of every project.Example

Define "activated"

AI alone: needs the definition before it can answer.

With Flow: agreed with your team before we measure anything.

Trust the numbers

AI alone: numbers nobody trusts, so nothing changes.

With Flow: a read of your analytics and billing data, with the queries to check it.

Ship the fix

AI alone: developer time with no end date.

With Flow: built for a fixed price, by a fixed date.

You'll talk to Jamie

Jamie McDermott founded Flow and takes every first call. Jamie has spent more than 15 years in growth marketing and customer experience, helping B2B software companies improve onboarding, retention and the handoff from sales to customer success, and co-founded the Post-Sales Alliance.

  1. You tell us where users drop off
  2. Jamie looks at your signup and onboarding
  3. The call starts with what’s happening in your product
About Flow
Book a call

Tell us where users drop off. We'll tell you why.

Share a few details and Jamie will look at your signup and onboarding before you talk.

  • Jamie looks at your product before the call
  • 20 minutes on video
  • Free, with no obligation to buy
We'll send the call details here.
Your company or app's website.
Where do users drop off?Pick any that apply.
TipNot sure where they drop off? That's what the call is for.

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