SaaS and software marketing

SaaS lead generation:
which signups to chase.

In software, a signup isn't a lead yet. The best leads are signups who fit your customer and have used the product: imported data, invited a teammate, hit a limit. Nearly half of free-trial companies in Lenny Rachitsky's survey have sales reach out to more than half of sign-ups, but calling everyone wastes time. Sort by fit and use, then follow up within the Spam Act: upgrade offers need consent you can prove.

Demo, trial,
or both?

Software lead generation has two front doors. 'Book a demo' gets you a conversation, and fewer, warmer leads. 'Start free' gets you volume, and a lot of people you'll never hear from again. Most companies selling to small businesses end up with a trial or free plan. Most selling to large organisations end up with demos. Many run both.

The two doors aren't as separate as they look. The 2026 Conversion Report found that 80% of free trial products have human touchpoints when an enterprise user enters the trial. So the real question isn't whether sales gets involved. It's which signups they get involved with, and when.

Lenny Rachitsky's survey of more than 1,000 products put it starkly: 44% of free-trial companies have sales reach out to more than half of sign-ups, against 24% of freemium companies. Reaching out to half your signups works when they're mostly good fits. When they're not, it burns a sales team's week.

What makes a signup
worth a call.

A product-qualified lead (PQL) is a signup whose behaviour in the product suggests they'll buy. It's a better signal than a job title, because it's what they did, not who they are. The usual signals are use that only serious buyers bother with: importing real data, connecting an integration, inviting a colleague, opening the billing page, or hitting a plan limit.

Fit still matters. A sole trader on a free webmail address who imported their data is a great self-serve customer and a poor sales call. A 40-person firm on a work email that has done nothing yet needs a nudge, not a phone call. Put the two together and you get three groups: contact today, help in the product, and leave it to the onboarding.

Tick what's true of one recent signup below. Then do the same for ten customers who paid last quarter and ten who didn't. If the scores don't separate them, change the points.

Signup sorter

Which signups
are worth a call?

Pick one recent signup and tick what's true. It sorts them into contact today, help them in the product, or leave them be, and checks the follow-up is allowed. The points are a starting framework, not data. Tune them against the people who actually paid.

Who they are
What they did
What they asked for
Consent

Score

0 / 22

Next step

Before you email

Usage counts for more than fit here, because using the product is the clearest sign of intent. A marketer's framework, not legal advice.

Check the business
for free.

Australia has a free fit check most overseas guides don't mention. ABN Lookup shows the publicly available details businesses give when they register for an ABN, and access to the ABN Lookup web services is free of charge, once you register and receive a GUID. Many CRMs and form tools can look an ABN up as the form is filled in.

An active ABN registered as a company, with a trading name that matches the email domain, is a decent sign of a real business. No ABN, or one that's been cancelled, doesn't rule someone out, but it's a reason not to spend a salesperson's afternoon on them.

Ask for the ABN only if you need it (for invoicing, or for a plan that's only for businesses). Every extra field on a signup form costs signups. If you don't need it at signup, ask when they first pay.

Follow up
within the rules.

The Spam Act applies to emails and texts that promote your product, including to people trialling it. The ACMA's guidance is clear on the parts that trip up software companies. Express consent is when someone knowingly agrees to receive marketing. Inferred consent is usually when a person has a provable, ongoing relationship with your business, and the ACMA says it isn't as reliable as express consent.

Two details matter for SaaS. The unsubscribe must be honoured within 5 working days and must not need an account login, which rules out 'manage your email preferences in settings' as the only way out. And sender details must stay correct for at least 30 days after you send.

Former customers are a real risk area. In November 2026 SpinTel paid a $653K penalty for spamming former customers. A cancelled subscription or an expired trial is not a standing licence to market. Put a separate consent box on the signup form for product news and offers, keep the record, and stop marketing when consent ends. Our SaaS rules page covers the rest.

Reply with an answer,
not a calendar link.

When someone asks for a demo or help with a migration, they've told you they're serious. The reply that tends to work best is a direct answer to the question they asked, from a named person, the same business day. A bare calendar link says 'join the queue'.

Australian time zones make this harder than it looks. A signup from Perth at 4pm their time is 7pm in Sydney during daylight saving. If your team is on the Central Coast, set alerts so the morning person sees overnight and interstate signups first.

What I see most often

What I'd check first
on SaaS lead generation.

  1. 1

    Every signup sent to sales

    No sorting by fit or use, so sales calls go to students, competitors and tyre-kickers alongside real buyers.

  2. 2

    One consent box for everything

    Terms of service and marketing consent bundled into a single tick, so there's no clean record of who agreed to offers.

  3. 3

    Unsubscribe behind a login

    Upgrade emails where the only way to stop them is to sign in and change settings.

The honest bit. Lead scoring won't rescue a trial where people can't get anything done. If very few signups ever reach your activation event, the problem is the first session, not the follow-up. And a points system is only as good as its last check against who actually paid.

Questions
people ask.

What is a product-qualified lead?

A signup whose use of the product suggests they're likely to buy: importing data, inviting a teammate, connecting an integration or hitting a plan limit. It's usually a better signal than job title, because it shows intent.

Should sales contact every free trial signup?

Usually not. In one survey, 44% of free-trial companies had sales reach out to more than half of sign-ups, but that only pays when most signups are good fits. Sort by fit and use, and let the onboarding handle the rest.

Can I send upgrade emails to free trial users in Australia?

Upgrade offers are marketing messages. The ACMA says they need consent, and that inferred consent relies on a provable, ongoing relationship. Every message needs your details and an unsubscribe honoured within 5 working days, without a login. This is general information, not legal advice.

Is ABN Lookup free to use for checking leads?

Yes. The ABR says access to the ABN Lookup web services is free of charge. You register, accept the web services agreement and receive a GUID to connect your form or CRM.

Can I email customers after they cancel?

Be careful. A cancelled subscription isn't ongoing consent to market. In November 2026 SpinTel paid a $653K penalty for spamming former customers. Only market to people whose consent you can still prove.

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