Intempt | Growth OS

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14-day SaaS trial

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Intempt

This journey helps you convert users on a trial of your product into paying customers with a combination of email workflows.

Join the Waitlist (1-min)

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Introduction to Executive Dashboard:

The Executive Dashboard SuccessBLOC is the executive team’s command center for understanding and taking action on all customer success and CS team performance KPIs. It includes scorecards and reports that provide quick access to the business’s progress on key customer and financial goals.

The Executive Dashboard SuccessBLOC allows you to:

The Executive Dashboard SuccessBLOC is the executive team’s command center for understanding how to:

View all of your customer success metrics in one place
Measure and take action on customer success performance
Understand customer success impact across the entire customer lifecycle

What's Included?

Goals & KPIs

Overall Customer Summary

Total ACV
Overall Customer Health
Accounts by Customer Journey Stage
Number of Accounts

Ensure High Renewal Rates

Current Quarter Renewable Accounts
Current Quarter Renewable ACV
Current Quarter Renewal Health
Overdue Renewals
Current Quarter Renewals at Risk
Current Quarter Renewal ACV at Risk
Current Quarter Renewed ACV
Current Quarter Churned ACV

‍There are several emails a user will receive based on if they are inactive or active (if you are using a scoring attribute).

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The emails in the journey are as follows:

Day 1: Welcome email with key setup step
Day 2: Webinar invite
Day 4: A case study of successful customers
Day 7: Account summary of progress so far based on being active/inactive. The inactive summary is focused on what success can look like for that user.
Day 12: Expiry warning with progress bar encouraging them to subscribe
Day 13: Expiry warning for the next day
Day 14: Select a plan after the expiry
Day 16: Trial feedback on why they didn't buy

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Active engagement with your users will allow you convert more customers on your SaaS trial.

Connectors