8% → 19% conversion
Rebuilt the onboarding flow for a B2B SaaS platform. Trial-to-paid conversion increased from 8% to 19%.

A growing SaaS company with £800k ARR had six separate weekly reports being assembled manually every Monday morning. Marketing compiled ad spend and lead data from Google Ads and GA4. Product pulled usage metrics from their analytics platform. Finance reconciled Stripe revenue with projections in spreadsheets. Each report took 2–4 hours to build, and by the time the exec team received them on Tuesday, the data was already stale.
We mapped every report’s data sources, transformation logic, and distribution requirements. The goal wasn’t just to automate the assembly — it was to make the data available in real time so the team could make faster decisions. We chose n8n (self-hosted) for workflow orchestration because it gave us full control over scheduling, error handling, and data transformations without vendor lock-in.
We built six automated pipelines in n8n, each pulling from the relevant data sources via API. Ad spend and attribution data from Google Ads and GA4. Revenue and churn data from Stripe. Usage metrics from their internal analytics API. Each pipeline runs on its own schedule — some hourly, some daily — and feeds into a shared data layer. From there, two outputs: a live dashboard accessible to the whole team, and a polished Monday morning email digest sent via Resend with key metrics, trends, and anomaly alerts.
The team recovered 18 hours per week — the equivalent of nearly half a full-time hire. More importantly, the exec team went from receiving stale Tuesday reports to having real-time dashboards with Monday morning summaries. Decision velocity increased measurably: the CEO reported making budget reallocation decisions in hours instead of days.
“Monday mornings used to be a scramble. Now I wake up to a clean summary in my inbox with everything I need to make decisions before standup.”
Priya Sharma
CEO, MetricLoop
Rebuilt the onboarding flow for a B2B SaaS platform. Trial-to-paid conversion increased from 8% to 19%.
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