SaaS Playbook

I help product-led SaaS companies convert more trials, reduce churn, and grow MRR through behavioral lifecycle email systems built in Customer.io.

Most SaaS companies lose 40-60% of signups after the first session. My Train Track Methodology fixes this by mapping state-to-state user transitions with precise time windows and behavioral triggers, replacing generic nurture sequences with systems that respond to what users actually do in your product.

At LANDR, I built the lifecycle program that contributed to 4x revenue growth in two years, including an upsell sequence generating 42% of weekly subscription conversions.

What I Build in Customer.io:

Activation sequences that move users from signup to first value, conversion tracks that turn trials into paid subscriptions, retention programs that reduce churn before it happens, expansion campaigns that grow account value, and reactivation systems that recover dormant users.

How I Work:

Discovery ($8,000): Full audit of your current setup, journey mapping, competitive benchmark, deliverability review, and prioritized roadmap using Train Track Methodology.

Implementation ($8,000/month, 3-month minimum): I build the actual campaigns in your Customer.io account. Month 1 covers audit and strategy. Months 2-3 build and launch your core behavioral tracks across activation, conversion, retention, and expansion.

Ongoing Optimization: Structured A/B testing on each track with full execution and bi-weekly calls.

I can write copy from scratch, review what your team writes, or collaborate with copywriters. Either way, you get real campaigns live in Customer.io, not recommendations in a deck.

Who This Is For:

Product-led SaaS companies with 1,000+ daily signups, clear product-market fit, and self-serve conversion models. Typically Series A/B, VC-backed, with decision makers who can move without committees.

I work with a maximum of 2 clients at a time to maintain quality. You get me directly, not a junior team ramping up on your business.

Author of The SaaS Email Marketing Playbook, used by thousands of SaaS teams. 13 years in SaaS as founder, head of growth, and consultant.