"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 onboardingSignups 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.
We find the biggest leak in 48 hours, build the fix in your product, then keep improving it every month.
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.
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.
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.
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.
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 onboardingCustomers leave in the first few months, and too few upgrade to make up for it. Net revenue retention is where it shows.
Reduce churnUsers stop at the basics. Nobody agrees what an activated account looks like, and the features worth paying for are given away.
Grow upgradesYour team walks every new account through setup by hand, and customers still go quiet in month two.
Fix onboardingaverage B2B SaaS activation rate. Nearly two in three signups never reach first value.
Userpilot, 62 B2B SaaS companiesof SMB customer losses happen in the first 90 days.
Focus Digital, 2025median net revenue retention for B2B SaaS in 2025, down from 105% in 2021.
SaaS Capital, 2025; Maxio and BenchmarkitDifferent words, same leak. The diagnostic finds which part costs you most.
See the 48-hour diagnosticBefore we start, we agree three things with you. Then we build to them.
You know the cost before we start.
The handover date is agreed up front.
The fix built, tested and handed over by that date.
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).
Your biggest revenue leak, with the dollars attached. A 13-section report, a ready-to-build spec for the fix, then the readout.
Guides, emails and tracking built, tested and live in your tools. Product changes specced for your developers.
Three win-back sequences live and tested in your email tool, catching accounts going quiet before renewal.
One area of onboarding, upgrades or retention built, tested and live in your tools every month.
See all services: Feature Gating, the 60-Day Overhaul, Revenue Leak Patrol and Analytics Setup
Real numbers from client projects, approved by the client. Timelines.AI liked the first project so much they hired Flow again.
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."
Won back from 8 lost trial users. Timelines.AI, within 60 days.
"Flow's trial win-back emails brought back 8 trial users we had already lost, worth $8K in ARR, within 60 days."
"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."
Ishay Tentser (opens in a new tab)CEO and Co-Founder, Timelines.AI (opens in a new tab)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.
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.
AI alone: needs the definition before it can answer.
With Flow: agreed with your team before we measure anything.
AI alone: numbers nobody trusts, so nothing changes.
With Flow: a read of your analytics and billing data, with the queries to check it.
AI alone: developer time with no end date.
With Flow: built for a fixed price, by a fixed date.

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