Fixing the funnel: How Papers automated customer communication from trial to retention
Execution
Papers needed more than just email sequences—they needed a full-funnel automation engine that could guide users through the entire journey, from initial interest to active, paying customers. Our approach focused on designing an automation strategy that could intelligently move users through the funnel based on real-time engagement and behavior.
- Abandoned sign-up recovery – We designed a multi-touch email sequence targeting users who shared their information but never completed their free account setup, using behavior-based triggers to re-engage them.
- Free-to-paid conversion – We built dynamic onboarding and upsell sequences that nurtured trial users toward paid plans, with messaging personalized to user behavior and engagement levels.
- Customer adoption and retention – Using event-driven automation, we mapped out key engagement milestones and structured a strategy that encouraged users to take the right actions at the right time, reinforcing product value and increasing retention.
- Scalable automation engine – Rather than static workflows, we created a scalable automation architecture inside the CEP, allowing Papers to continuously refine and optimize their communication as they grow.
What our great partners say
"Before partnering with LifecycleX, we were capturing leads from our inbound campaigns, but didn’t have anything to nurture them along. The team’s ability to plug in with our existing CRM tools and apply our brand playbook throughout email content creation is exactly what we needed."
“The team rallied to go above and beyond to develop new tools for our indirect partners to use on their brand materials. They were easy to work with, had a great attitude and made the business as a whole better.”
“Working with LifecycleX has been great. Jon and his team are methodical and easy to work with.”
“As part of our client’s expansion into new markets, we engaged the LifecycleX team to help design and implement an automated lifecycle marketing model. Together, we’ve found new ways to optimize the marketing function and propel leads through the purchase journey.”
“With an extensive understanding of email nurturing and HubSpot, Jon consistently delivers exceptional results. If you're looking for a top-notch email professional to work with, LifecycleX is it!”
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