Skip to content
Greta.Agency
Turn signups into active users, automatically

Onboarding that
converts.

We build automated onboarding flows that guide new customers from signup to activation — with personalized sequences, progress tracking, and smart nudges.

Improve your activation rate

What You Get

  • Automated welcome and setup sequences
  • Personalized onboarding paths by segment
  • Progress tracking and milestone alerts
  • In-app tooltips and guided tours
  • Automated check-in emails at key moments
  • Churn risk detection for stalled users

How It Works

01

Map

We define your activation milestones — the key actions that predict long-term retention — and design flows to drive them.

02

Segment

Users are segmented by plan, role, or behavior. Each segment gets a tailored onboarding path.

03

Automate

Email sequences, in-app messages, and Slack notifications fire at the right moment based on user behavior.

04

Optimize

We track completion rates at each step and A/B test messaging to maximize activation.

Built For

SaaS product onboarding

Marketplace seller activation

B2B client onboarding

Free trial conversion optimization

Common Questions

What tools do you use for onboarding?

Customer.io, Intercom, Resend, or custom-built systems — depending on your stack and scale.

How do you measure success?

Activation rate (% of signups hitting key milestones), time-to-value, and trial-to-paid conversion rate.

Ready to automate?

Tell us what you need. We'll scope it and have a plan in 24 hours.