The Ultimate SaaS Conversion Strategy

Why did I create this template?

I created this template initially to propose ways to increase user engagement and conversion rates within my organization. I started by addressing touchpoints that pose the risk of churn among users. Then I added the relevant marketing and conversion strategies to suggest. 

My hope for people utilizing this template is for them to increase growth metrics at every stage of the user journey. Each application is unique, so it’s essential to analyze user behavior and feedback to identify specific touchpoints that could benefit from design improvements to optimize conversion rates effectively. For this reason, I included touchpoints common to most SaaS applications.

What's inside the template?

The template contains 15 critical touchpoints often found in SaaS platforms in a table format. It is presented in a task management format for teams so that it can be shared in an organization and be readily used. It presents the opportunity for a strategy lead to assign tasks to team members.

How to use the template?

This template provides the opportunity to assign ready-made tasks to team members, smartly suggesting opportunities to create persons along the way.

1️⃣ Identify the order or priority for tasks by Priority dropdown.
2️⃣ Click on the first task to draw inspiration from

3️⃣ Click on the conversion strategy you would like to implement for each individual touchpoint.

4️⃣ Pick how you would like to convey your message to your persona(s)

5️⃣ Assign the task to a user using the available dropdown.
6️⃣ Track your before and after metrics to identify the effectiveness of your campaign.

What are the benefits of the template?

The tasks generally associated with increasing user engagement, improving retention, and reducing churn are often time-consuming and difficult to prioritize especially when a lot of feature requests are piling up in the backlog. This template provides busy project managers/designers/strategists with a list of important initiatives to consider implementing without the hassle of planning and structuring it themselves.

• Structured Approach: The template provides a structured approach making it easier for users to organize their thoughts and ideas.
• Risk Mitigation: By identifying touchpoints that pose the risk of churn among users, the template helps users proactively tackle potential issues and reduce customer attrition.
• Growth Optimization: The template's primary goal is to increase growth metrics at every stage of the user journey. It encourages users to focus on improving performance and achieving higher conversion rates.
• By incorporating touchpoints that are common to most SaaS applications, the template leverages industry best practices, giving users a solid foundation for their optimization efforts.