Growth · weekly update

August: 351 new paid customers, up about 30% on July

Week of August 24 to 28, 2026

Carlos McCoy · Growth

The month in three numbers

Best month since April, and the leading indicators agree

351

New paid customers in August

Up about 30% on July · Callum's count, Growth Session 26 Aug

+20%

7-day retention, month on month

Better-quality signups activating, not just more of them

+30

Wellness offer redemptions ahead of July at the same point

Read on 21 Aug · Stripe settles the final number on 7 Sep

What fed it: pruned low-intent ad traffic, a full month of the dual offer, and a comms touch every few days through the back half of the month. The next slides are that comms stack.

Wellness Month · final week

Six sends in six days, with an honest countdown

Wed Value email · 3,677 delivered

Thu "3 days left" · 3,688

Fri "Two days left" + SMS

Sat "Final weekend"

Sun In-app

Mon "Last day" + SMS

Email, in-app and SMS running together for the first time on an end-of-month push. Every message says exactly how long is left, so nothing has to be walked back after Monday.

Thursday's send did 252 human opens and 3 conversions in its first 90 minutes. Zero bounces, zero spam complaints across the week.

Thursday's send · scroll for the full email

Shipped · two product launches

Resources and Unified Inbox went out to everyone

	Paying admins	Trial and free
Resources · 25 Aug	32% opened · 3,924 sent	8% opened · 3,680 sent
Unified Inbox · 27 Aug	27% opened · 3,956 sent	16% opened

Same content, two audiences. Paying customers open feature news at two to four times the rate of the trial and free list, so that list gets the offer angle, not the feature angle.

Inbox in-app runs to about 10 Sep. Open rates are human opens, prefetch excluded.

Resources

Unified Inbox

Pricing · the 9 October step-up

720 legacy accounts hit full price on 9 October. Hold the date, soften the step.

These accounts have been on a discounted Advanced rate. At the cliff their bill rises 60 to 70% in one go, and support carries the fallout. We tested a way through with 40 of them, and modelled how to land the rest.

The pilot: each touch beat the last

Email

3

Reminder

5

In-app

9

Cumulative acceptances of the 50%-off annual offer, 40 accounts. 22.5% took it, none churned. Reach was the limit, not the offer.

The proposed sequence

Now to 9 Oct

Annual offer

Wave 2 to the remaining accounts, built and ready. Half price on annual, the same offer the pilot took.

9 Oct

+30%

Monthly holdouts step up 30% for three months instead of the full jump. Date held.

9 Jan 2027

Full price

Lands when SimplePractice and TherapyNotes reprice too, so the market moves with us.

Cost of softening

About $34k less than a flat delay to January (estimate). Pays for itself if it saves 5.8 points of churn.

What it needs

A yes on the sequence, and Julian to confirm billing can time-box the 30% step. The memo is written.

Pricing · two-way texting

Texting: included with Advanced, a $7.50 add-on on Plus

Pricing page mockup · US and rest-of-world versions

Communication rows · Free, Plus, Advanced

Callum's steer on Tuesday: bundle texting into Advanced and let the plan price carry it, rather than selling an add-on to existing customers. Plus keeps a $7.50 monthly, $6 annual add-on, profitable from month two against about $3 a month in number and verification costs.

Still to settle before sign-off: adoption and volume. PostHog has no SMS events yet, so that read comes from Twilio or Tim's backend.

Product · setup and templates

Teaching templates in three slides, not a wall of text

1 · Smart chips fill themselves

2 · Scores add themselves up

3 · AI drafts, you edit

Templates are now the biggest barrier to activation. This carousel sits beside Zoe's setup design and shows the three concepts new users miss, each as a working micro-demo. Picks are made; Leah builds next sprint.

Also landed this week: the default services catalogue updated from David's claims data (109 services, 59 with codes), the NPI signup packs revised to match, and client-facing copy for invoice and intake reminder defaults handed to Leah.

Wellness closes Monday. SimplePractice outreach starts Monday. The October pricing sequence needs a decision in the first week.

Thanks, team. Carlos McCoy · Growth · 28 August 2026