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Automotive SaaS platform
Manual onboarding steps
Trial-to-paid conversion uplift
Reclaimed per day, per rep
At-risk accounts flagged same day
The client runs a SaaS platform that automotive service businesses use to manage their whole operation (bookings, invoicing, and customer communications) in one place. As the team grew, the gap between product capability and internal operations widened. Every new trial customer triggered a six-step manual sequence. Churn was noticed only after the fact. Reports were assembled by hand.
Trial onboarding required six manual touchpoints per new account
No system to detect disengaged or at-risk trial users before they churned
Customer success ran on spreadsheets and calendar reminders
Weekly ops reporting took 3+ hours to compile every Monday morning
Every new trial triggers a structured onboarding sequence of welcome, activation nudge, milestone check-in, and handoff to paid, with zero manual input from the team.
Usage signals are monitored in real time. When a trial user stalls before the activation milestone, a targeted recovery sequence fires automatically via email and in-app.
A six-signal health model runs daily across all active accounts. At-risk accounts are flagged the same day and routed to the correct CS rep with context and suggested action.
Trial conversion, churn rate, activation completion, and revenue data pulled from across the stack, then compiled automatically and delivered to the team every Monday morning.
Inbound support requests are categorised, prioritised, and routed to the right team member based on account tier and issue type, with no human in the loop.
Manual onboarding steps remaining
Trial-to-paid conversion within 60 days of launch
Reclaimed per rep per day from administrative work
At-risk accounts surfaced the same day they qualify
“We used to spend half our week managing the logistics of growth: onboarding emails, trial nudges, churn flags, weekly reports. Nuevexa eliminated all of it. Now we work on growth. The difference is hard to overstate.
Join teams who reclaimed 18+ hours/week.
