Project Information
Clients
Sarah Malik
Category
AI Automation
locations
CMO, CloudSync
Date
31 March 2024 - 24 May 2024
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AI Email Automation for B2B SaaS Startup
CloudSync is a Pakistan-based SaaS startup offering cloud-based workflow tools to remote teams. They had traffic and trials but weak onboarding and upsell performance.
Project Goals
Strategy & Execution
Email Automation Setup: – Designed behavior-triggered drip sequences for trials, freemium, and upsell journeys – Integrated with Mailchimp + CRM tools – Personalized content based on user activity, plan type, and engagement
Content Blocks: – Dynamic sections: tailored onboarding tips, use-case-driven feature demos – Smart FAQs and help guides linked contextually
Retention Loops: – Win-back sequences for inactive users – Upsell offers with limited-time discounts and usage-based messaging