A heavier launch week than build week. AI Scribe 3.0 and Managed Billing both reached customers, the lifecycle campaigns kept moving, and live data settled what the simpler signup costs us and where mobile drops off.
This stays the team's focus. Most early churn is people not getting to first value, not classic churn, so the path to going live matters more than offers later.
The backdrop is moving the right way: US trial to paid is tracking around 9%, up from about 5% earlier in the year, as noted in this week's reviews.
The simpler signup is live and verified. First-run experiences for nine features were prototyped to get value into the first session. The setup dashboard redesign was locked and handed to engineering.
The redesigned note view is at full general availability, and the launch comms went out this week.
Announcement email to paying admins. Delivered to 3,236, and about a quarter opened it.
A launch email that folds in the June $1 offer. Delivered to 1,269, and 13 have taken the offer so far.
A modal for admins and staff that deep-links into a client to start a note. Live in the app now. The PR story was also taken public by Callum.
A plain, personal note went to the paying US base. Delivered to 2,313, with two subject lines tested against each other, and 7 walkthroughs booked so far.
9 interlinked articles went live on the Carepatron blog, written to win AI-search citations and to explain the service and its pricing.
A pricing-page section and a feature page for Managed Billing, built as mockups for the website team to take forward.
Agreed to offer credentialing within 60 days or the $99 fee is waived, in place of the giveaway. The page is in build with Callum.
Turned on the post-subscription drip. Rewrote the review ask as a short, no-pressure favour, reweighted the split toward Google and Trustpilot, and split the day-14 referral into a US $300 ask and a region-safe version elsewhere.
Added the case-study email. Since the booking goal went live, about 23 calls have been booked, and SMS delivery recovered from around 22% to 95%.
A value-framed SMS reminder went to the US trial list, about 400 accounts. The offer continues through June.
A welcome and feedback email went to the 130 people who opted into the reporting beta, assembled into a clean audience.
Signup v4 went live around June 12 and stopped capturing goals, insurance status, current platform and website. That starves the insurance and RCM targeting and the goal-based personalisation, so those consumers need re-sourcing.
Mobile completes signup at about 8.1% against 17.0% on desktop, and the gap sits entirely in the wizard, not the later setup checklist. Separately, the marketing site traffic is about 38% bots.
Spec'd how to follow up in Customer.io with people who start signup but do not finish, who have no workspace or profile yet, and verified the approach in staging with engineering.