Molson Hart

1/ Pre-recorded Webinar that prospects can attend 3-5 time a week (bonus point if you have different track depending on specific use cases of your product or customer segment) with a team member that just attend the QA part if there is an attendee present

2/ 1-click Fake Data: When you onboard a user and you’re done introducing the interface, offers the possibility to import fake data to see how the product work IRL ( you have to provide a 1 click reset button in that case)

3/ Think about increasing LTV after conversion. After a few monthly payments offer to switch to the annual plan often (by email & a button in the dashboard) Especially around the habitual churn time (e.g if people stays on average 6mo start to be pretty aggressive around the 5th)

4/ if you have a support form have a drop list where the user chooses a subject/category For some subjects, have an automatic rule to forward to the sales team or founder (billing, cancellation,...) Or at least escalate to top priority to be sure to provide the best experience

(this will also help your support team is you have canned responses per subject, easier to identify for the low-level support team, this give a better response time)

5/ Process in place to prevent expiring CC. You can do that with Stripe API & reach out before dunning. Have also a process to reach out to failed 1st-time payment, & be notified of the reason (wrong CVV, or postcode verification). A lot of users with move on without reaching out

6/ Visual dashboard to track your free trial users You can use Zapier+Webhooks+ Trello/Airtable for that. When a user signup automatically creates a card in a ”New signup” column. And automatically move that card depending on events: - created data - filled CC - sessions > 3 -...

Hey Jonathan, what's the best way to learn what zapier cambe used for in a a business? We're thinking about ditching our cust Serv software for Gmail plus zapier