Project Showcase: TechFlow - Smart Upselling & Cross-Selling

Result

Open Rate 92%
Response Rate 28%
Conversation Start 21%

Marketing Service Area:

Marketing Channel:

Whatsapp Marketing

Marketing Goal:

High-intent Leads
Highlight Advantage
Closer to a Decision
Engagement
Leads

Marketing Funnel:

Conversion-Focused
Post-Conversion/Loyality

Project Details

Project Duration:

1 day

Project Budget:

$36

Project Status:

Completed

Team Size:

2

Project Challenges:

  1. Challenge: Users had low awareness of advanced SaaS features, leading to underutilization.
    Solution: Delivered feature-focused WhatsApp tips that drove higher adoption.

  2. Challenge: Difficulty motivating free users to upgrade.
    Solution: Created a structured upgrade journey with targeted messages, achieving a 28% response rate.

  3. Challenge: Limited engagement and peer sharing.
    Solution: Added interactive CTAs that improved conversation start to 21%.

  4. Challenge: Lack of clear retention tracking after upgrades.
    Solution: Configured monitoring tools to track engagement and included retention insights in the final report.

Project Date:

2025-04-05

In the fast-paced tech productivity world, user interaction shouldn’t stop at onboarding. TechFlow applied our Customer Journey Completion – Upselling & Cross-Selling WhatsApp Microservice to connect with customers right after they started using the platform, offering tailored tips and feature upgrades to enhance their workflow efficiency.

🎯 The Goal

To present relevant feature upgrades and complementary services immediately after user activation, ensuring higher engagement, better productivity, and long-term subscription value.

📢 The Campaign

Service: Customer Journey Completion – Upselling & Cross-Selling WhatsApp Microservice
Industry: Productivity Software & SaaS
Target Audience: Professionals, teams, and project managers using TechFlow to streamline workflows.

Message 1 – Engagement with Data

■■ Over 70% of users engage with TechFlow within the first week!
Boost your productivity and stay connected with us!

Message 2 – Providing Actionable Tips

Set project milestones to track your progress and ensure timely completion.
This will help you stay organized and focused!

Message 3 – Personalization & Feature Awareness

Customize your TechFlow settings to suit your workflow.
Take a few minutes to optimize notifications and preferences!

💡 Why It Works

Data-Driven Trust – Opening with a usage statistic builds credibility and encourages continued use.

Value-Added Advice – Sharing productivity tips reinforces TechFlow’s role as a performance partner.

Feature Education – Highlighting customization options increases platform adoption and upsell opportunities.

📈 Result:

TechFlow saw a 21% increase in feature adoption, a 17% rise in upgrade purchases, and stronger retention rates within the first 30 days of running the campaign.

Process Highlite

01
Planning Map SaaS upgrade journey
02
Tools Configuration Configuer and integrate client System with Sender Tool for best performance and reporting.
03
Content Creation Write tips & feature awareness
04
Campaign Execution Deliver WhatsApp engagement
05
Monitoring & Optimization Optimize feature adoption
06
Follow Up with Report Creating a report that describe the Campaign Status and KPIs metrics Overview

Milestones

1
Apply for Service Client pick the desired service and pay for it
2
Tools Setup Preparing the WhatsApp account, uploading the customer database, and configuring supporting tools
3
Content Approval Validate SaaS content
4
Campaign Launch Start WhatsApp campaign
5
Engagement Tracking Monitor upgrades & retention
6
Final Report Presenting detailed campaign results along with recommendations for improvement.

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