Growth tactics for SaaS products

Practical growth tactics that work for SaaS products: how to run each one, an example, and when it backfires.

1. 1 Collect rival names from sales calls
2. 2 Check searches for "vs" and "alternative"
3. 3 Write a fair page with a facts table
Awareness
Build honest comparison pages

Publish fair "us vs competitor" pages that capture buyers searching for alternatives and help them decide faster.

Impact High Effort Medium + free tool
Categories: SEO, Content, Conversion
1. 1 Ask sales which objections stall deals
2. 2 Pick a customer with a clear before/after
3. 3 Run a 30-minute interview
Awareness
Turn happy customers into case studies

Interview satisfied customers and turn their story into short case studies your sales team can send at the right moment.

Impact High Effort Medium
Categories: Content, Sales
1. 1 Founder posts a lesson or opinion
2. 2 Buyers comment and send DMs
3. 3 Conversations reveal new questions
Awareness
Use founder-led content on LinkedIn and X as your main B2B channel

Have the founder post useful, opinionated content several times a week so buyers know the company before sales ever reaches out.

Impact High Effort Medium
Categories: Social Media, Content
1. 1 Member joins with a real question
2. 2 Gets a fast, useful answer
3. 3 Shares their own tips and wins
Awareness
Build a customer community with a clear purpose

Start a community around a specific job your customers share, seed it with real conversation, and give members reasons to help each other.

Impact High Effort High
Categories: Content, Customer Support, Social Media
1. 1 Pull each user's yearly stats
2. 2 Show them as a story with share cards
3. 3 User posts their card on social
Awareness
Create a personalised year-in-review recap users want to share

Turn each user's yearly activity into a short, story-style recap with shareable cards, so customers show off your product for you.

Impact High Effort High
Categories: Social Media, Analytics, Email
1. 1 Release a tool that solves one job
2. 2 Developers find and use it
3. 3 They file issues and contribute
Awareness
Open-source a useful library or tool to reach developers

Release a genuinely useful open-source project related to your product so developers discover, trust and adopt your company through it.

Impact High Effort High
Categories: Content, Partnerships
1. Month 1 Pick 5 to 8 questions your market argues about
2. Months 2–3 Run the survey or pull anonymised product data
3. Month 4 Analyse, write the report and design 10 charts
Awareness
Publish an annual original research report for links and press

Survey your market or analyse your product data once a year, publish the findings, and let journalists and bloggers cite you as the source.

Impact High Effort High
Categories: Content, SEO
1. 1 Spot a success moment in the product or CRM
2. 2 Send a short ask with 3 guiding questions
3. 3 Collect text or video in a simple form
Awareness
Build a system that collects customer testimonials continuously

Ask for testimonials at the moments customers feel success, make it a two-minute task, and route the best quotes to your site, ads and sales team.

Impact Medium Effort Low
Categories: Customer Research, Content, Conversion
Corporate default

Press-release language and stock phrases
Same scheduled post on every platform
Defined human voice

Three voice traits with do and don't examples
Posts written for each platform's culture
Awareness
Develop a distinct, human brand voice on social media

Define how your brand sounds, write it down with examples, and give your social team room to reply like a person so your posts stand out.

Impact Medium Effort Low
Categories: Social Media, Content
1. 1 Invite staff who already like posting
2. 2 Send a short weekly list of prompts
3. 3 Each person writes in their own voice
Awareness
Get your team sharing from their own profiles

Help employees post about the company in their own voice so your content reaches their networks without feeling like spam.

Impact Medium Effort Low
Categories: Social Media, Content
Spammy answers

Drop a product link in every thread
Hide that you work for the company
Helpful answers

Solve the asker's problem in the reply itself
Disclose your affiliation when you mention it
Awareness
Answer questions on Reddit, Quora and Stack Exchange without spamming

Find threads where your buyers ask for help, give genuinely useful answers within each community's rules, and mention your product only when it fits.

Impact Medium Effort Medium
Categories: Content, Social Media, Customer Research
1. 1 List 30 shows your buyers hear
2. 2 Prepare 3 specific episode angles
3. 3 Send short, tailored pitches
Awareness
Get booked as a guest on niche podcasts your buyers listen to

Pitch yourself to small, focused podcasts with the right audience, bring a sharp story, and turn each episode into reusable content.

Impact Medium Effort Medium
Categories: Content, Partnerships
1. 1 Host a focused evening for one role
2. 2 Attendees meet peers and your team
3. 3 They invite colleagues next time
Awareness
Host small in-person meetups for your buyer community

Bring 15 to 40 people in your buyers' role together in one city for talks and conversation, with your team as the host.

Impact Medium Effort Medium
Categories: Partnerships, Sales
1. 5 to 6 weeks before Pick one goal and start building a supporter list
2. 3 weeks before Write the tagline and maker comment, record the demo
3. 1 week before Build the launch landing page with tagged links
Awareness
Prepare and run a Product Hunt launch

Plan a Product Hunt launch weeks ahead so the day brings real users, feedback and a lasting listing.

Impact Medium Effort Medium
Categories: Social Media, Content
1. Invite list and promotion
2. Registrants
3. Live attendees
4. High-intent follow-ups
Awareness
Run a recurring educational webinar series that builds pipeline

Host a monthly webinar on one topic your buyers care about, follow up with attendees by intent, and reuse every recording.

Impact Medium Effort Medium
Categories: Content, Email, Sales
1. 1 List firms that share your customer
2. 2 Pitch one concrete joint project
3. 3 Agree roles and lead sharing in writing
Awareness
Run co-marketing with a non-competing partner

Team up with a company that serves the same customers to share audiences through a joint webinar, guide or newsletter swap.

Impact Medium Effort Medium
Categories: Partnerships, Content
1. Week 1 Write the one-sentence story and pick who appears on camera
2. Week 2 Script a 60 to 120 second video with a clear problem and payoff
3. Week 3 Film in one day, capture extra clips for cut-downs
Awareness
Make a personality-led launch video that tells your brand story

Plan, script and film a short launch video led by a real person, so your product's story spreads on launch day and keeps working after it.

Impact Medium Effort High
Categories: Content, Social Media
1. Quarter start List awards and lists your buyers actually trust
2. 8 weeks before Collect customer proof, results and quotes
3. 4 weeks before Draft the entry against the judging criteria
Awareness
Earn spots in credible industry awards and "best of" lists

Find the awards and curated lists your buyers trust, submit strong evidence on time, and use any wins as social proof across your funnel.

Impact Low Effort Low
Categories: Content, Partnerships
Form, then wait

Visitor submits form and sees a thank-you page
Rep emails hours or days later with time options
Form, then calendar

Form answers checked against simple fit rules
Qualified visitors see the right rep's calendar at once
Acquisition
Let qualified visitors book a demo instantly from your form

Show a calendar right after the demo form so qualified leads pick a time with the right rep in one step, instead of waiting for an email back.

Impact High Effort Low + free tool
Categories: Conversion, Sales
1. People searching for the job
2. Tool users
3. Clicks on the next step
4. Trials and signups
Acquisition
Build a free tool your buyers already search for

Ship a small, single-purpose free tool that answers a search your target customers make, and use it to bring qualified visitors to your product.

Impact High Effort Medium
Categories: SEO, Content, Conversion
1. 1 Find jobs people search for
2. 2 Build a template for each job
3. 3 Give each its own landing page
Acquisition
Build a public template gallery that ranks and leads into your product

Publish ready-made templates for common jobs, give each its own searchable page, and let visitors open them straight in your product.

Impact High Effort Medium
Categories: SEO, Content, Conversion
1. 1 Visitor joins and sees their place in line
2. 2 Gets a personal link to skip ahead
3. 3 Shares it with friends who would care
Acquisition
Build a viral pre-launch waitlist where referrals move you up

Give every waitlist sign-up a personal link and a visible place in line, and move them up each time a friend joins through their link.

Impact High Effort Medium + free tool
Categories: Email, Social Media, Conversion
1. 1 Measure the baseline conversion rate
2. 2 Pick the smallest lift worth finding
3. 3 Calculate sample size per variant
Acquisition
Decide your A/B test sample size before you start

Work out how much traffic a test needs up front, then judge it once, so you stop shipping winners that were never real.

Impact High Effort Medium + free tool
Categories: A/B Testing, Analytics
1. 1 Find a platform where your buyers gather
2. 2 Read its rules, API terms and fees
3. 3 Offer real value inside the platform
Acquisition
Grow by piggybacking on a bigger platform's audience

Build where a larger platform's users already gather, give them something useful there, and bring the best of them back to a channel you own.

Impact High Effort Medium
Categories: Partnerships, Content, Social Media
Every ad goes to the homepage

Ad promises one thing, page headline says another
Visitor hunts for the offer they clicked on
One page per ad group

Headline repeats the ad's words and promise
The offer from the ad is above the fold
Acquisition
Match each landing page to the ad and audience that sends traffic

Build a separate landing page for each ad group or audience so the headline, offer and proof repeat exactly what made people click.

Impact High Effort Medium + free tool
Categories: Conversion, Paid Ads, A/B Testing
1. Accelerator and VC partners
2. Startups claim credits
3. Active startups
4. Credits expire or run out
Acquisition
Offer startup credits through accelerators and investor networks

Give early-stage startups free credits on your product via accelerators and VCs so they adopt you early and grow into paying customers.

Impact High Effort Medium
Categories: Partnerships, Pricing
1. Setup Register a sending domain and add SPF, DKIM and DMARC
2. First weeks Named inboxes send a few personal emails a day
3. Following weeks Raise volume gradually with people likely to reply
Acquisition
Protect deliverability before you send cold email

Set up a separate sending domain, authenticate it, warm it up and keep volume low so your outbound emails reach the inbox and your main domain stays safe.

Impact High Effort Medium
Categories: Email, Sales
1. 1 Define 3 triggers tied to your product
2. 2 Set alerts for funding, hires and job moves
3. 3 Check the account fits your profile
Acquisition
Reach out to prospects when a buying trigger happens

Watch for signals like new funding, key hires or a fresh job title, then send outreach that ties the event to a problem you solve.

Impact High Effort Medium
Categories: Sales, Email
1. 1 Lead submits form or calls
2. 2 Lead routed instantly to an owner
3. 3 Owner alerted by phone push or team chat
Acquisition
Respond to inbound leads within minutes of the request

Route every inbound lead to a person instantly and contact them within minutes, while they still remember why they asked.

Impact High Effort Medium
Categories: Sales, Conversion
1. 1 Partner recommends your product
2. 2 Partner implements it for the client
3. 3 Client succeeds and renews
Acquisition
Build an agency and reseller partner programme that sells for you

Recruit agencies and resellers who already serve your buyers, train them to sell and implement your product, and pay them for the customers they bring.

Impact High Effort High
Categories: Partnerships, Sales
Free plan that cannibalises

Limits chosen by gut feel or copied from a competitor
Covers everything a small team ever needs
Free plan that converts

Limits set on usage that grows with success
Full core experience so users reach real value
Acquisition
Design a freemium plan that converts to paid

Set free plan limits around the moment users get serious, so the free tier brings in signups without giving away what people would pay for.

Impact High Effort High
Categories: Pricing, Conversion
1. Week 1-2 List 50 people with the exact problem and contact each one personally
2. Week 2-4 Set up every new user yourself on a call or in person
3. Month 2 Do the hard part by hand behind the scenes for your first accounts
Acquisition
Do things that don't scale to win your first 100 users

Recruit early users and supply by hand, set them up yourself and treat each one like your only customer until the product pulls its own weight.

Impact High Effort High
Categories: Sales, Customer Research
1. 1 Find a search pattern with many variants
2. 2 Collect data unique to each variant
3. 3 Design one template around the data
Acquisition
Programmatic SEO pages that rank for long-tail searches

Generate hundreds of search pages from one template and a real dataset, so each page answers a specific long-tail query better than anything else.

Impact High Effort High + free tool
Categories: SEO, Content
1. 1 Founder runs discovery calls
2. 2 Logs objections and buying reasons
3. 3 Updates pitch, list and product
Acquisition
Run founder-led sales to learn your market before hiring reps

Founders take the first sales calls themselves to learn who buys, why they buy and what to say, then write it down before hiring a sales team.

Impact High Effort High
Categories: Sales, Customer Research
1. 1 Claim and complete each profile
2. 2 Spot moments of customer success
3. 3 Ask every customer the same way
Acquisition
Build your presence on G2, Capterra and Trustpilot with real reviews

Claim your review-site profiles, ask happy customers for honest reviews at the right moment, and reply to every review in public.

Impact Medium Effort Low
Categories: Customer Support, Conversion
1. 1 Shortlist newsletters your buyers read
2. 2 Book one test issue each
3. 3 Tag every link and use a unique offer
Acquisition
Buy niche newsletter sponsorships and measure what they return

Place ads in small, focused newsletters your buyers read, test them in small batches, and track each placement with its own link and offer.

Impact Medium Effort Low + free tool
Categories: Paid Ads, Email, Analytics
Generic exit popup

"Wait! Don't go!" on every page
Newsletter signup or a blanket discount
Reason-matched exit offer

Shown only on pricing or a key page
Offer answers why visitors leave
Acquisition
Catch leaving visitors with a useful exit offer

Show a single, genuinely helpful offer when visitors are about to leave a key page, and run it as a proper test to prove it adds conversions.

Impact Medium Effort Low + free tool
Categories: Conversion, A/B Testing
1. 1 Check who bids on your brand name
2. 2 Run a separate brand campaign
3. 3 Pause-test it to measure what it adds
Acquisition
Protect your brand search terms and bid on competitors carefully

Run search ads on your own brand name to hold the top spot, and target competitor terms with honest ads that respect ad policies and trademark rules.

Impact Medium Effort Low + free tool
Categories: Paid Ads, Conversion
No convention

"Facebook", "facebook", "fb" and "meta" logged as four sources
Campaign names made up link by link
Written convention

Short fixed list of mediums and sources
One campaign format, such as 2026-10_launch
Acquisition
Set a UTM naming convention before your next campaign

Agree on how you tag links so your analytics groups traffic correctly instead of splitting it across typos.

Impact Medium Effort Low + free tool
Categories: Analytics, Paid Ads
1. Visitor with a specific problem
2. Sees a matching offer
3. Trades email for the resource
4. Uses it and reads follow-ups
Acquisition
Create lead magnets that people actually want to download

Offer a template, checklist or calculator that solves one specific problem in exchange for an email, then follow up with help that leads to your product.

Impact Medium Effort Medium + free tool
Categories: Content, Email, Conversion
1. 1 List 30 prompts buyers ask AI assistants
2. 2 Record who gets mentioned today
3. 3 Publish clear answer pages on your site
Acquisition
Get your brand recommended in ChatGPT and AI search answers

Make your product easy for AI assistants to understand, cite and recommend by publishing clear answers and earning mentions on sources they read.

Impact Medium Effort Medium
Categories: SEO, Content, Partnerships
1. 1 Visitor joins the waitlist
2. 2 Short survey ranks the queue
3. 3 Batch of users gets access
Acquisition
Launch with invite-only access without faking scarcity

Use a waitlist and limited invites to control load, learn from early users and build demand, with honest reasons for every limit.

Impact Medium Effort Medium
Categories: Conversion, Customer Research
1. 1 Pick a how-to search with clear intent
2. 2 Check the top videos for gaps
3. 3 Show the result in the first 15 seconds
Acquisition
Make tutorial videos that rank in YouTube search

Publish practical how-to videos built around what people search on YouTube, so new viewers find you for years after you hit publish.

Impact Medium Effort Medium + free tool
Categories: Content, SEO, Social Media
1. 1 Verify students and educators
2. 2 Teachers build the tool into classes
3. 3 Graduates take it to their jobs
Acquisition
Offer free or discounted access to students and educators

Give verified students and teachers free or cheap access so future professionals learn on your product and bring it to work later.

Impact Medium Effort Medium
Categories: Pricing, Partnerships
1. All site visitors
2. Audiences by page intent
3. Customers and trial users removed
4. Matched ads under frequency caps
Acquisition
Retarget visitors with ads that match what they viewed

Show ads to past site visitors based on the pages they read, with frequency caps and exclusions so you spend on people who are still deciding.

Impact Medium Effort Medium + free tool
Categories: Paid Ads, Analytics
1. 1 Make the help centre public and crawlable
2. 2 Mine support tickets for real phrases
3. 3 Title each article as the problem
Acquisition
Turn your help docs into a search channel

Write and structure help articles so they rank for the problems prospects search, and use them to bring in new users as well as support existing ones.

Impact Medium Effort Medium
Categories: SEO, Content, Customer Support
1. Marketplace search or category browse
2. Listing view
3. Install
4. Activated account
Acquisition
Get customers from app marketplace listings like Shopify and Slack

Build an integration, list it in a partner's app marketplace, and optimise the listing so the platform's users find and install you.

Impact Medium Effort High
Categories: Partnerships, SEO, Conversion
1. 1 User installs a single-purpose extension
2. 2 Extension saves time on a real task
3. 3 Ratings lift its Web Store ranking
Acquisition
Use a Chrome extension as a customer acquisition channel

Ship a small, single-purpose browser extension that solves a real problem where people work, then lead active users toward your main product.

Impact Medium Effort High
Categories: SEO, Conversion, Onboarding
1. 1 Sign up and land on the checklist
2. 2 Add the basic details
3. 3 Complete the core setup step
Activation
Add an onboarding checklist that ends at activation

Give new users a short in-app checklist where every step leads to the one action that predicts they will stay.

Impact High Effort Medium
Categories: Onboarding
1. All new signups
2. Took any early action
3. Completed the activation action
4. Still active in week four
Activation
Define your activation metric before you redesign onboarding

Find the early action that separates users who stay from users who leave, then build onboarding around getting people there.

Impact High Effort Medium
Categories: Onboarding, Analytics
Customer migrates alone

Exports data from the old tool and guesses the format
Maps fields by trial and error
You run the import

Customer uploads one export through a secure link
Your team maps fields and runs the import
Activation
Offer free data import to remove switching costs

Move new customers' data from their old tool for them so the biggest reason not to switch disappears.

Impact High Effort Medium
Categories: Onboarding, Sales, Customer Support
High-friction signup

Eight fields, including phone, company and job title
Password rules shown only after an error
Low-friction signup

Email or one-tap Google and Apple sign-in
Optional details asked later, in context
Activation
Reduce signup friction with fewer fields and social login

Cut signup to the minimum, offer one-tap login options and let people try the product before creating an account, so more visitors become users.

Impact High Effort Medium + free tool
Categories: Conversion, Onboarding
1. 1 Measure time to value
2. 2 Pick two or three trial variants
3. 3 Size the test with a calculator
Activation
Test your free trial length instead of guessing

Run a controlled test of different trial lengths, including a reverse trial, and pick the one that produces the most paying customers.

Impact High Effort Medium + free tool
Categories: Pricing, A/B Testing
1. 1 User joins for the solo tool
2. 2 Gets value on day one alone
3. 3 Creates content or data inside
Activation
Build a single-player mode before your network exists

Make your product useful to one person on their own, so early users stay long enough for the network to form around them.

Impact High Effort High
Categories: Onboarding, Customer Research
1. Day 0 Kickoff call to agree goals, owners and a go-live date
2. Days 1-7 Your team migrates data and configures the account
3. Days 7-14 Live training for admins and the first group of users
Activation
Offer white-glove onboarding to your highest-value accounts

Give large or strategic new accounts setup calls, data migration and done-for-you configuration, so they reach value fast and expand instead of stalling.

Impact High Effort High
Categories: Onboarding, Customer Support, Sales
Blank empty state

"No data yet" with nothing else on screen
Users hunt through menus to find how to start
Designed empty state

One line on what this screen is for
A preview of how it looks when full
Activation
Design empty states that lead to the first action

Replace blank screens with a short explanation, a preview of the result and one clear button, so new users know exactly what to do next.

Impact Medium Effort Low
Categories: Onboarding, Conversion
Vague guarantee

Promises satisfaction with no time limit or process
Conditions hidden in the terms page
Clear, sustainable guarantee

Specific window, such as 30 days, shown next to the price
One-line process with a form or button
Activation
How to offer a money-back guarantee without losing money

Use a clear, honest risk-reversal guarantee to make first purchases feel safe, with terms and costs you can sustain.

Impact Medium Effort Low
Categories: Conversion, Pricing
1. 1 Welcome email with one next step
2. 2 Check whether step one is done
3. 3 If stuck, send help for that step
Activation
Send a welcome sequence based on what users do

Replace a fixed drip of welcome emails with a short sequence that reacts to each user's actions and nudges them toward their first result.

Impact Medium Effort Low
Categories: Email, Onboarding
Generic bot on every page

Same greeting everywhere, triggered on first visit
Bot loops users through help articles
Staffed chat on pricing and checkout

Shows only on pricing, plan and checkout pages
Trained person answers plan and billing questions
Activation
Add staffed live chat to your pricing and checkout pages

Put a real person in chat on pricing and checkout pages to answer last-minute questions that would otherwise stop a purchase.

Impact Medium Effort Medium
Categories: Conversion, Sales, Customer Support
1. Visitor on a high-intent page
2. Opens the demo
3. Completes the key workflow
4. Clicks "Do this with your own data"
Activation
Let prospects try a demo before they sign up

Offer an interactive demo or sandbox filled with sample data so visitors can see the product work before they hand over an email.

Impact Medium Effort Medium
Categories: Conversion, Onboarding
1. 1 New account opens with sample data
2. 2 User explores reports and features
3. 3 Banner invites them to add real data
Activation
Preload sample data so new users see the product working

Fill a new account with realistic, clearly labelled sample data so users can explore real features on day one, then swap in their own data with one click.

Impact Medium Effort Medium
Categories: Onboarding
1. 1 User finishes signup
2. 2 Answers 2-3 tap-to-pick questions
3. 3 Answers pick a template and checklist
Activation
Use a 2-3 question welcome survey to personalise onboarding

Ask new users a few quick questions at signup and use each answer to change what they see first, so every user starts on the path that fits their goal.

Impact Medium Effort Medium
Categories: Onboarding, Customer Research
1. 1 Detect a new or stuck user
2. 2 Wait for a clear stuck signal
3. 3 Open chat naming the exact step
Activation
Use proactive in-app chat to help new or stuck users

Open a chat with users who are new or show signs of being stuck, offering a person who can get them to their first success faster.

Impact Medium Effort Medium
Categories: Customer Support, Onboarding
1. 1 Progress bar starts with one step done
2. 2 Complete a short, useful task
3. 3 See progress grow and a small reward
Activation
Use progress bars and small rewards to gamify onboarding

Add progress bars, milestones and small rewards to onboarding so new users feel momentum and keep going until they reach the product's real value.

Impact Medium Effort Medium
Categories: Onboarding
1. Signup Email only, or one-tap social login
2. First session Ask their goal so the first screen fits it
3. First key action Ask company name when they create their first invoice
Activation
Use progressive profiling to collect user data over time

Ask for one or two details at a time, at moments when they make sense, instead of front-loading a long form that scares people off.

Impact Medium Effort Medium
Categories: Conversion, Onboarding, Email
1. Day -90 Score account health and flag risks in the CRM
2. Day -75 Meet the sponsor to review value and upcoming plans
3. Day -60 Send the renewal proposal with options
Retention
A 90-day renewal playbook for annual SaaS contracts

Start every annual renewal 90 days early with a health check, a value recap and a clear proposal, so no contract is decided at the last minute.

Impact High Effort Medium
Categories: Sales, Customer Support
1. 1 Study accounts that churned
2. 2 Pick three to five signals
3. 3 Score each green, yellow or red
Retention
Build a simple customer health score

Combine a few usage and relationship signals into one score per account so you can spot customers at risk of churning while there is still time to help.

Impact High Effort Medium
Categories: Analytics, Customer Support
1. 1 Customer clicks cancel
2. 2 Picks one main reason
3. 3 Sees one offer for that reason
Retention
Match cancellation save offers to the reason customers leave

Ask why a customer is leaving, then show one relevant offer for that reason, and always keep the cancel button easy to find.

Impact High Effort Medium
Categories: Pricing, Customer Research, Customer Support
1. Day 0 Card declines. Smart retries are scheduled and the first email goes out.
2. Day 1 An in-app banner appears for account owners and admins.
3. Days 3 to 7 More retries. A second email with a one-click card update link.
Retention
Recover failed card payments before they become churn

Combine smart retries, card updates, dunning emails and a short grace period to win back customers whose payments fail by accident.

Impact High Effort Medium
Categories: Email, Pricing
1. 1 User sets a goal or starts a task
2. 2 Product logs the intent as an event
3. 3 Rule waits for the right moment
Retention
Send push and email notifications tied to what users want to do

Trigger push and email messages from user intent and behaviour, so each one helps a person finish something they already started or asked for.

Impact High Effort Medium
Categories: Email, Onboarding
1. 3 weeks before Pull usage, outcomes and support history for the account
2. 2 weeks before Confirm attendees, including the executive sponsor
3. 1 week before Send a short agenda and the goals you will review
Retention
Run quarterly business reviews that keep key accounts renewing

Meet your largest customers every quarter to review results against their goals, agree next steps and spot renewal risks early.

Impact High Effort High
Categories: Customer Support, Sales
1. 1 Customer clicks Cancel
2. 2 One question asks the main reason
3. 3 Offer matched to that reason
Retention
Ask one question when customers cancel

Add a single-question exit survey to your cancel flow to learn why people leave, and save the ones you can.

Impact Medium Effort Low
Categories: Customer Research, Email
Cancel is the only option

Customer leaves for a reason that will pass
Account, settings and history are lost
Pause is offered beside cancel

Customer picks one, two or three months
Data stays available in read-only mode
Retention
Let customers pause instead of cancelling

Offer a short subscription pause in your cancel flow so customers with a temporary reason to leave can stay without paying.

Impact Medium Effort Low
Categories: Pricing, Customer Research
1. 1 Ship a change users will notice
2. 2 Write a note on the problem it solves
3. 3 Post to the public changelog page
Retention
Run a public changelog that brings users back to your product

Publish clear, regular release notes in the product, on the web and by email, so users see progress and return to try what shipped.

Impact Medium Effort Low
Categories: Content, Email
1. 1 Pick moments that matter, like a first or tenth order
2. 2 Set a small monthly budget and simple rules
3. 3 Add a personal touch, such as a note or upgrade
Retention
Surprise and delight ideas that build customer loyalty

Use unexpected handwritten notes, small gifts and upgrades at the right moments so customers feel valued and tell others about you.

Impact Medium Effort Low
Categories: Customer Support, Social Media
1. 1 Key action missing for a set window
2. 2 Split into stalled setups and lapsed users
3. 3 Send one specific, personal email
Retention
Win back users who went quiet

Spot users whose activity has dropped and send them a short, specific nudge back to value before they decide to cancel.

Impact Medium Effort Low
Categories: Email, Onboarding
1. 1 Customer hits an error or stalls
2. 2 Event sends an alert to the team
3. 3 Someone sees it the same day
Retention
Reach out before customers hit problems

Watch for errors, stuck setups and usage drops, and contact customers with help before they have to ask for it.

Impact Medium Effort Medium
Categories: Customer Support
1. 1 Send the NPS question with a why box
2. 2 Route by score to an owner
3. 3 Reply to detractors within 48 hours
Retention
Run an NPS survey and close the loop on every response

Ask customers the NPS question, then follow up with each detractor, passive and promoter so the score turns into saved accounts and fixes.

Impact Medium Effort Medium
Categories: Customer Research, Customer Support
1. 1 Map features to the jobs they help
2. 2 Find users doing the job the slow way
3. 3 Send one email about one feature
Retention
Send "did you know" emails based on features users haven't tried

Email each user about the one unused feature most likely to help them, triggered by what they already do in your product.

Impact Medium Effort Medium
Categories: Email, Onboarding
1. 1 Invite 8 to 15 engaged customers
2. 2 Share roadmap themes for input
3. 3 Ship changes they shaped
Retention
Start a customer advisory board to shape your roadmap

Invite a small group of engaged customers to meet a few times a year, review your plans and help decide what you build next.

Impact Medium Effort High
Categories: Customer Research, Sales
Monthly plan only

Customer decides whether to renew 12 times a year
Every failed card is a chance to lose them
Monthly plus discounted annual

Customer commits once for the whole year
Discount framed as "2 months free"
Revenue
Offer an annual plan with a clear discount

Give customers a reason to pay for a year up front. You get cash today and fewer chances for them to churn.

Impact High Effort Low
Categories: Pricing
One plan for everyone

Freelancers and larger companies pay the same
Growing customers have nothing to move up to
Three tiers, middle highlighted

Entry plan limited on one clear axis
Middle plan holds what your best customers use
Revenue
Build three pricing tiers that point to the middle

Design good, better and best plans so the middle tier looks like the obvious choice for most buyers.

Impact High Effort Medium + free tool
Categories: Pricing, Conversion
Discount-led bundle

Random products grouped to clear stock
Headline is the percentage off
Use-case bundle

Products picked for one routine or job
Headline is the outcome or occasion
Revenue
Create product bundles that raise order value without discounting

Package products that are used together into named bundles so customers buy more per order and your brand never looks like it is on sale.

Impact High Effort Medium
Categories: Pricing, Conversion
1. Planning Model revenue and churn risk by segment
2. 90 days before Brief sales and support with FAQs and rules for exceptions
3. 60 days before Email customers the new price, date, reason and options
Revenue
How to raise prices for existing customers without losing them

Raise prices on current customers with clear notice, a reason tied to value, and grandfathering or lock-in options that soften the change.

Impact High Effort Medium
Categories: Pricing, Email
Card-only checkout

One form asking for card number and CVV
Buyers without cards leave at payment
Local checkout

Shows the top local methods first, such as UPI in India
Prices and charges in local currency
Revenue
Offer the payment methods buyers trust in each local market

Add the payment options people actually use in each country, such as UPI in India, so fewer buyers abandon checkout at the last step.

Impact High Effort Medium
Categories: Conversion, Pricing
1. 1 Warning at 80% of the limit
2. 2 User hits the limit
3. 3 Prompt names the block and the fix
Revenue
Show upgrade prompts when users hit a limit

Put a clear, helpful upgrade offer in front of users at the exact moment their plan stops them from doing something.

Impact High Effort Medium + free tool
Categories: Pricing, Conversion, Onboarding
Flat per-seat price

Light and heavy users pay the same
Heavy users cost far more to serve
Base fee plus usage

Monthly fee includes a usage allowance
Extra usage billed per unit or in blocks
Revenue
Add a usage-based component to your pricing

Charge part of the price by a usage metric that grows with the value customers get, while keeping bills predictable.

Impact High Effort High
Categories: Pricing
1. 1 List units customers already count
2. 2 Check each grows with customer value
3. 3 Model bills on real account data
Revenue
Choose a value metric for pricing that grows with your customers

Price on the unit that tracks the value customers get, such as active users or contacts, so revenue grows as they succeed.

Impact High Effort High
Categories: Pricing, Customer Research
1. All free and trial sign-ups
2. Activated accounts
3. Accounts with buying signals
4. Fit your target customer
Revenue
Find product-qualified leads and route them to sales

Score free and trial accounts on usage signals, then have sales reach out to the ones already getting value and showing buying intent.

Impact High Effort High
Categories: Sales, Analytics
1. 1 Land a small deal with one team
2. 2 Get that team to a clear result
3. 3 Turn the lead user into a champion
Revenue
Land in one team, then expand across the whole company

Win a small first deal with one team, prove results, then use that team's success to spread to other departments and larger contracts.

Impact High Effort High
Categories: Sales, Pricing
Open-ended lifetime deal

Unlimited codes sold to anyone
Every future feature included forever
Capped lifetime deal

Fixed number of licences and a set end date
Clear feature scope and usage limits
Revenue
Decide when a lifetime deal helps your SaaS and when it hurts

Use a capped lifetime deal to fund early growth and gather feedback, with limits that stop it from draining support and future revenue.

Impact Medium Effort Medium
Categories: Pricing
1. 1 Find countries with traffic but few sales
2. 2 Group countries into a few price bands
3. 3 Set rounded local-currency prices
Revenue
Offer regional pricing based on purchasing power

Lower prices in countries where your standard price is out of reach, with checks that stop buyers from gaming the discount.

Impact Medium Effort Medium
Categories: Pricing
Bundle everything into tiers

Niche feature pushes customers to a pricier plan
Most buyers pay for features they never use
Core plans plus targeted add-ons

Plans cover what most customers need
Add-ons sold to the segment that needs them
Revenue
Sell paid add-ons for advanced needs without bloating your plans

Package specialised features as optional paid add-ons, so customers who need them pay more and everyone else keeps a simple plan.

Impact Medium Effort Medium
Categories: Pricing
1. 1 User publishes a page or form
2. 2 Visitors see a "Made with" badge
3. 3 Curious visitor clicks to sign up
Referral
Add "made with" branding to your users' public output

Put a small, tasteful link on the forms, pages, emails and files your users share, so every viewer discovers your product at the moment they see it work.

Impact High Effort Low + free tool
Categories: Conversion, Content
Invite prompt on day one

Shown before the user has done anything
Generic copy like "Invite your team"
Invite prompt tied to work

Shown when a draft, task or report needs another person
Copy names the item and the reason to invite
Referral
Prompt users to invite teammates at the right moment

Ask for teammate invites when a user has something worth sharing, such as a finished draft or a task that needs someone else, instead of on the first screen.

Impact High Effort Medium
Categories: Onboarding, Conversion
1. 1 Customer has a success moment
2. 2 Shares a give-get link
3. 3 Friend joins with a free month
Referral
Reward both sides of a referral

Run a give-get referral program where the referrer and the new customer each receive something valuable.

Impact High Effort Medium + free tool
Categories: Email, Conversion
1. 1 Pick partners with the same buyer
2. 2 Map overlapping accounts securely
3. 3 Agree rules for intros and credit
Referral
Co-sell with partners whose customers overlap with yours

Find companies that sell to the same buyers, map shared accounts, and work deals together so each side brings warm introductions.

Impact High Effort High
Categories: Partnerships, Sales
1. 1 Customer hits a happy moment
2. 2 Gets a specific one-click ask
3. 3 Friend joins via personal link
Referral
Ask for referrals right after a happy moment

Time your referral request to the moment a customer gets value, not to a random point in your email schedule.

Impact Medium Effort Low
Categories: Email, Onboarding
1. 1 Recruit creators and consultants
2. 2 Partner shares a tagged link
3. 3 Visitor signs up in the cookie window
Referral
Launch an affiliate program for creators and partners

Pay creators, consultants and partners a commission for customers they send, with clear tracking, terms and fraud checks.

Impact Medium Effort High + free tool
Categories: Partnerships, Sales

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Growth tactics for SaaS products

Build honest comparison pages

Turn happy customers into case studies

Use founder-led content on LinkedIn and X as your main B2B channel

Build a customer community with a clear purpose

Create a personalised year-in-review recap users want to share

Open-source a useful library or tool to reach developers

Publish an annual original research report for links and press

Build a system that collects customer testimonials continuously

Develop a distinct, human brand voice on social media

Get your team sharing from their own profiles

Answer questions on Reddit, Quora and Stack Exchange without spamming

Get booked as a guest on niche podcasts your buyers listen to

Host small in-person meetups for your buyer community

Prepare and run a Product Hunt launch

Run a recurring educational webinar series that builds pipeline

Run co-marketing with a non-competing partner

Make a personality-led launch video that tells your brand story

Earn spots in credible industry awards and "best of" lists

Let qualified visitors book a demo instantly from your form

Build a free tool your buyers already search for

Build a public template gallery that ranks and leads into your product

Build a viral pre-launch waitlist where referrals move you up

Decide your A/B test sample size before you start

Grow by piggybacking on a bigger platform's audience

Match each landing page to the ad and audience that sends traffic

Offer startup credits through accelerators and investor networks

Protect deliverability before you send cold email

Reach out to prospects when a buying trigger happens

Respond to inbound leads within minutes of the request

Build an agency and reseller partner programme that sells for you

Design a freemium plan that converts to paid

Do things that don't scale to win your first 100 users

Programmatic SEO pages that rank for long-tail searches

Run founder-led sales to learn your market before hiring reps

Build your presence on G2, Capterra and Trustpilot with real reviews

Buy niche newsletter sponsorships and measure what they return

Catch leaving visitors with a useful exit offer

Protect your brand search terms and bid on competitors carefully

Set a UTM naming convention before your next campaign

Create lead magnets that people actually want to download

Get your brand recommended in ChatGPT and AI search answers

Launch with invite-only access without faking scarcity

Make tutorial videos that rank in YouTube search

Offer free or discounted access to students and educators

Retarget visitors with ads that match what they viewed

Turn your help docs into a search channel

Get customers from app marketplace listings like Shopify and Slack

Use a Chrome extension as a customer acquisition channel

Add an onboarding checklist that ends at activation

Define your activation metric before you redesign onboarding

Offer free data import to remove switching costs

Reduce signup friction with fewer fields and social login

Test your free trial length instead of guessing

Build a single-player mode before your network exists

Offer white-glove onboarding to your highest-value accounts

Design empty states that lead to the first action

How to offer a money-back guarantee without losing money

Send a welcome sequence based on what users do

Add staffed live chat to your pricing and checkout pages

Let prospects try a demo before they sign up

Preload sample data so new users see the product working

Use a 2-3 question welcome survey to personalise onboarding

Use proactive in-app chat to help new or stuck users

Use progress bars and small rewards to gamify onboarding

Use progressive profiling to collect user data over time

A 90-day renewal playbook for annual SaaS contracts

Build a simple customer health score

Match cancellation save offers to the reason customers leave

Recover failed card payments before they become churn

Send push and email notifications tied to what users want to do

Run quarterly business reviews that keep key accounts renewing

Ask one question when customers cancel

Let customers pause instead of cancelling

Run a public changelog that brings users back to your product

Surprise and delight ideas that build customer loyalty

Win back users who went quiet

Reach out before customers hit problems

Run an NPS survey and close the loop on every response

Send "did you know" emails based on features users haven't tried