Customer Journey Automation for a SaaS Provider

Industry: Software-as-a-Service

Challenge: Manual onboarding and inconsistent communication.

Solution: Automated lifecycle workflows using CRM and behavioral triggers.

Results: 60% higher onboarding completion, 20% lower churn.

A fast-growing SaaS provider was losing customers during onboarding. Manual emails, missed follow-ups, and inconsistent communication made it hard to keep users engaged.

Arknyr restructured the entire customer journey, mapping key lifecycle stages and building automated flows for onboarding, engagement, and renewal. These workflows were powered by CRM integrations and analytics triggers, ensuring every customer received timely, personalized communication.

Within one quarter, onboarding completion rose 60%, churn fell 20%, and the team gained full visibility into customer health metrics. The automation didn’t just save time, it strengthened relationships.

Owen Gaudio
Founder and Chief Technologist, Arknyr