The Ultimate Kit

The all-in-one package that includes every kit (Quick Start, User Onboarding, Customer Loyalty, and Lead Nurture) so your entire email automation setup is done in one engagement.

4-6 weeks
Project-based
10,990 USD
Why it matters

The outcomes

Walk away with a fully operational email automation setup that works across your entire customer lifecycle — from first signup to long-term loyalty.

Real-time user database

See every user with the right success metrics, updated as they happen

Full automation clarity

Know exactly how your entire Userlist setup works and why

Reliable segments

Have ready-made segments for every stage of the user journey

Higher activation rate

Convert more trial users into active, engaged customers from day one

Automated check-ins

Replace manual customer success touchpoints with targeted, behavior-based emails

Better conversion into signup

Nurture, warm up, and convert marketing leads into trial users over time

Lower churn rate

Keep more paying customers by staying in touch at the right moments

More reviews and referrals

Turn happy customers into advocates with timely asks for referrals and reviews

Team confidence

Your marketing team walks away trained and ready to run things independently

Scalable infrastructure

A setup built to grow as your SaaS business grows

What you'll get

The deliverables

Everything written, configured, and ready to go live in Userlist.

Lifecycle journey map

Your recommended segments and workflows, mapped out in one visual overview

Data tracking plan

A precise spec your engineering team can implement without back-and-forth

Storyboarding

Your workflows mapped out and approved, before copywriting begins

Segmentation

Your users segmented based on behavior, ready for targeted workflows

User onboarding workflow

Six emails that guide new users from signup to their first meaningful moment

Trial expiring workflow

Two emails to convert trial users before they slip away (for the free trial model)

Upgrade-to-paid workflow

Four emails that turn free users into paying customers (for the freemium model)

New paying customer workflow

Three emails to welcome and activate customers right after they upgrade

Customer loyalty workflow

Ten emails that nurture, delight, and retain your paying customers over time

Lead magnet workflow

A workflow that delivers your lead magnet for new signups

Lead nurture workflow

Ten emails that build trust, showcase your value, and convert leads into trial users

Training recording

A 90-minute session recorded so future hires can get up to speed

Timeline

The process

Our proven process keeps every engagement on track, with defined steps and clear outcomes at every stage.

  1. Questionnaire

    You share the context we need before the work begins.

  2. Payment & legal

    Both parties sign the statement of work and handle the payment

  3. Takeoff call

    A 60-minute Takeoff Call to align on goals and get started

  4. Quick Start Kit

    We produce your Lifecycle Journey Map and Data Tracking Plan, set up your integration, and build your segmentation in Userlist

  5. User Onboarding Kit

    We storyboard, write, and set up your user onboarding, trial expiring, upgrade, and new customer workflows

  6. Customer Loyalty Kit

    We storyboard, write, and set up your customer loyalty workflow

  7. Lead Nurture Kit

    We storyboard, write, and set up your lead nurture and lead magnet workflows

  8. Handoff & training

    A 90-minute recorded call to walk through all deliverables and train your team.

Pricing

How much does it cost?

The Ultimate Kit is currently offered at $10,990 USD. If you’ve purchased a services package from us before, a 10% discount will be applied.

Jane Portman
Benedikt Deicke
Mia Sinek

Ready to take the first step?

Let the email automation experts handle the hard things, while you enjoy the ROI of behavior-based emails throughout your product lifecycle.

Explore other packages

Quick Start Kit
Project-based
Quick Start Kit
1-2 weeks

Get your Userlist integration and segmentation set up correctly — without the guesswork. Built for teams who have the content but need the technical foundation.

Quick Start Kit
Project-based
Quick Start Kit
1-2 weeks

Get your Userlist integration and segmentation set up correctly — without the guesswork. Built for teams who have the content but need the technical foundation.

User Onboarding Kit
Project-based
User Onboarding Kit
2-3 weeks

We’ll plan, write, and set up your behavior-based user onboarding workflows. Your new users will activate faster, with less manual work from your team.

User Onboarding Kit
Project-based
User Onboarding Kit
2-3 weeks

We’ll plan, write, and set up your behavior-based user onboarding workflows. Your new users will activate faster, with less manual work from your team.

Customer Loyalty Kit
Project-based
Customer Loyalty Kit
2-3 weeks

We’ll plan, write, and set up a customer loyalty workflow. Your paying customers will stay longer, spend more, and become advocates for your product.

Customer Loyalty Kit
Project-based
Customer Loyalty Kit
2-3 weeks

We’ll plan, write, and set up a customer loyalty workflow. Your paying customers will stay longer, spend more, and become advocates for your product.

Lead Nurture Kit
Project-based
Lead Nurture Kit
2-3 weeks

We’ll plan, write, and set up a lead nurture campaign. Every new marketing signup will get a consistent, valuable experience that moves them closer to trying your product.

Lead Nurture Kit
Project-based
Lead Nurture Kit
2-3 weeks

We’ll plan, write, and set up a lead nurture campaign. Every new marketing signup will get a consistent, valuable experience that moves them closer to trying your product.

Incremental Improvement Kit
Ongoing
Incremental Improvement Kit
Monthly

A monthly retainer for existing customers. We review your email performance, write new content, and implement it in Userlist.

Incremental Improvement Kit
Ongoing
Incremental Improvement Kit
Monthly

A monthly retainer for existing customers. We review your email performance, write new content, and implement it in Userlist.

Team Training Workshop
Training
Team Training Workshop
120 minutes

A 120-minute live workshop for your marketing team. We’ll walk you through every feature of the Userlist platform, so your team can hit the ground running.

Team Training Workshop
Training
Team Training Workshop
120 minutes

A 120-minute live workshop for your marketing team. We’ll walk you through every feature of the Userlist platform, so your team can hit the ground running.

Atomic Emails Workshop
Training
Atomic Emails Workshop
90 minutes

A 90-minute live workshop for your marketing team. We’ll walk you through our proven Atomic Emails method so you can plan and write high-performing email campaigns on your own.

Atomic Emails Workshop
Training
Atomic Emails Workshop
90 minutes

A 90-minute live workshop for your marketing team. We’ll walk you through our proven Atomic Emails method so you can plan and write high-performing email campaigns on your own.