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32Project Management SaaS

TaskPilot

An onboarding system that turned free trials into paying customers.

14%
Trial conversion (from 4%)
2.1x
Trial activation
3x
Trial volume scaled
Growth trajectory — Trial conversion rate
Before: 1.0%After: 14%
01The Challenge

A project management SaaS with 15K free trial signups per month but only 4% converting to paid. No guided onboarding, no activation tracking, no automated nurture. Trial users got lost and churned.

02The Solution

Built a connected onboarding system with AI-powered activation scoring, interactive product tours, automated nurture sequences, and an analytics dashboard that connected trial behavior to conversion.

03The Outcome

Free-to-paid conversion jumped from 4% to 14%, trial activation doubled, and the growth team scaled trials 3x without adding headcount.

04What we built

We built a connected onboarding system starting with interactive product tours that guided users to their first 'aha moment' based on their role and use case. AI-powered activation scoring tracked behavior signals and predicted conversion likelihood in real time. Automated nurture sequences triggered emails, in-app messages, and tooltips based on where users stalled. An analytics dashboard connected every trial behavior to conversion outcomes.

Interactive product onboarding tours
AI-powered activation scoring
Automated nurture sequences
Trial-to-conversion analytics
Activation dashboard
05Build sequence
01
Week 1-2: Trial funnel audit
02
Week 3-5: Onboarding & AI build
03
Week 6-8: Nurture & analytics
04
Week 9-10: Testing & rollout
Total timeline10 weeks

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