Automations for SaaS companies
Past customer win-back for SaaS companies
Here is what the win-back flow does for SaaS companies. Finds people who haven't been back in a while and sends a personal reminder. It's built for one familiar headache: trial users sign up and never activate.
Where SaaS companies lose time today
Trial users sign up and never activate. It costs time every week, which is why SaaS companies ask for the win-back flow.
What it looks like in practice
Take a bootstrapped B2B SaaS with a two-person team as an example. Every week the workflow finds users whose last visit was a while ago in HubSpot. Each one gets a short personal message with a link to book. Replies come straight to you.
How it works for SaaS companies
For a bootstrapped B2B SaaS with a two-person team, the flow is short and predictable.
- A workflow checks HubSpot for people who haven't returned.
- They get a short, personal message.
- It includes an easy way to book or buy.
- Replies come to you.
- You see who came back.
Tools it connects to
It plugs into the tools SaaS companies already use, such as HubSpot and Postmark, and runs on n8n, Twilio and Klaviyo.
Questions from SaaS companies
Does the win-back flow work with HubSpot?
It depends on your HubSpot plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
Can I change how it works later?
Yes. The win-back flow keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your users, message me and I'll quote it first.
What does the win-back flow cost to run each month?
Setup for the win-back flow starts at $250 while the launch offer is on, for SaaS companies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Want this for your SaaS business?
Tell me how your SaaS business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built