Tale

An AI-powered retention platform that helps SaaS and e-commerce businesses reduce churn by identifying at-risk customers and sending personalized win-back emails.

Tale

My role: Co-Founder / Front-End Developer

Industry: Fintech / SaaS

Year: 2024

About the project

Tale is an AI-driven retention platform designed to help SaaS and e-commerce businesses reduce churn and enhance customer lifetime value. By analyzing customer behavior, Tale identifies at-risk subscribers and automates personalized, brand-aligned win-back emails. The platform integrates with commerce platforms like Shopify and Circly, providing tools such as smart cancellation surveys, AI-powered product recommendations, and a comprehensive retention dashboard. This enables businesses to transform customer behavior data into actionable insights, fostering lasting customer relationships.

Project goals

  • Develop an intuitive platform for tracking customer engagement, managing retention campaigns, and analyzing churn metrics.
  • Implement AI-driven features to personalize customer interactions and automate re-engagement strategies.
  • Ensure seamless integration with popular commerce platforms to streamline user experience.
  • Provide actionable insights through a user-friendly dashboard, empowering businesses to make data-driven decisions.

Achievements

  • Enhanced application navigation and optimized UI/UX design, improving page load times by 20% and achieving a 25% increase in Lighthouse performance score.
  • Installed custom app query components, improving responsiveness and enhancing user engagement, leading to higher retention and reduced idle time.
  • Developed marketing pages and components for merchants, customers, and investors, improving user satisfaction with an engaging, user-friendly interface and visually compelling web elements.

Challenges encountered

The development of Tale involved overseeing the entire product lifecycle—from defining technical and design requirements to implementation and post-launch enhancements. This required close collaboration with designers to ensure visual and functional consistency, managing development tasks, conducting code reviews, and handling deployment. Coordinating across teams and time zones necessitated strategic planning to maintain project momentum and deliver the final product efficiently.

Solutions

With a small and autonomous team, we used Linear to stay aligned and avoid working on overlapping or conflicting tasks. It helped everyone stay informed without needing constant meetings. We also used Linear to collect and track customer feedback, which guided our priorities and decisions.

Lessons learnt

Developing Tale underscored the importance of user-centric design and the effective use of AI in customer retention. Early feedback highlighted challenges users faced with complex forms, leading to a simplification of steps and clearer labeling. These adjustments resulted in fewer support requests and faster onboarding. Additionally, automating routine tasks like invoice number generation significantly improved the user experience, demonstrating the value of continuous iteration based on user feedback.