GTM Sauce

Sub Club by RevenueCat · 2026-04-15

12 AI Growth Lessons for Subscription Apps – Phil Carter, Elemental Growth

Growth advisor Phil Carter (Elemental Growth) gives 12 AI-era lessons along his subscription value loop. Mostly secondhand examples: Tolan onboarding, Runna/Ladder personalization, Wispr Flow and Granola triggers, Gamma PLG and cheap LLMs, Runna at 400+ ad concepts/month, Photoroom leading ads with AI features to open emerging markets, Duolingo Max tiers. Hardest evidence: two anonymized clients, a multi-step paywall move to freemium (+75% LTV/user) and a failed freemium switch (-50%+ conversion).

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15 tactics

Tolan · B2C · AI alien companion app

Advisor credits it as a big part of their success; no numbers
“in the first minute or two, you have this oracle who asks you a bunch of questions about yourself. Based on your responses to those questions, you're then matched with a Tolan that has its own unique personality and character dimensions based off of your personality.”
Workedonboardingproduct-activation
Sub Club by RevenueCat · 2026-04-15

Tolan · B2C · AI alien companion app

Advisor calls it a viral artifact people share; no numbers
“They have this great infographic that shows the Tolan's personality profile and how it maps to yours.”
Unknownproduct-viralityonboarding
Sub Club by RevenueCat · 2026-04-15

Runna · B2C · running training plan app

Won the race-training niche; later bought by Strava
“for serious runners who are training for their next marathon or their next 10K, we're going to put together a customized dynamic plan that adapts to your running performance over time, and that's something that Strava wasn't doing.”
Workedpositioning-nicheproduct-activation
Sub Club by RevenueCat · 2026-04-15

Wispr Flow · B2C · voice dictation app

Guest now uses voice nearly as much as typing; no company numbers
“In Granola's case, it's linked to your calendar. And so every time I have a client call or some other meeting coming up, I get a little notification on my desktop and on my mobile device letting me know that the meeting is about to start”
Workedretentionnotifications
Sub Club by RevenueCat · 2026-04-15

StudyFetch · B2C · AI study app for students

No results shared
“So this is another company we've been working with for about a year now in the EdTech space and they're primarily serving college students, but they just have lots and lots of different AI powered features.”
Unknownfeature-developmentorganic-short-video
Sub Club by RevenueCat · 2026-04-15

Runna · B2C · running training plan app

400+ concepts/month; said to lower CAC and speed up learning
“Runna went from tens of creative concepts per month to 400 plus creative concepts per month that their marketing team is spinning off each month.”
Workedpaid-social
Sub Club by RevenueCat · 2026-04-15

Practitioner pattern · Phil Carter (Sells growth advisory services to consumer subscription apps (Elemental Growth); Tolan and StudyFetch are clients.)

Advisor's standing advice to clients; no numbers
“And so what I've advised my clients is be very, very careful about going the wholesale AI route and using a tool like VO3.”
Unknownpaid-sociallocalization
Sub Club by RevenueCat · 2026-04-15

Photoroom · B2C · AI photo editing app

Lower CAC, higher conversion; opened Mexico, Brazil and Indonesia
“by leading with those AI features in ad concepts on Meta and TikTok, they got much better performance, especially when they put it within the first six seconds of the ad.”
Workedpaid-socialmarket-selection
Sub Club by RevenueCat · 2026-04-15

Gamma · AI presentation maker

Grew with very little paid acquisition; valued at $2B+
“they've grown extremely cost efficiently with very little paid user acquisition because of these PLG loops.”
Workedproduct-viralityseo
Sub Club by RevenueCat · 2026-04-15

Gamma · AI presentation maker

Profitable 6 months after launch; faster product and lower compute costs
“in some cases what they found was using some of these longer tail models, not only was the performance good enough in terms of the quality of the output that they were delivering to their users, but also the speed of the product was significantly faster and the cost to the business of the compute power needed to serve these AI powered features was significantly lower”
Workedfeature-development
Sub Club by RevenueCat · 2026-04-15

Notion · notes and wiki workspace

Drove organic adoption of Notion AI and better new-user retention; no numbers
“they had these early AI adopters on YouTube, on TikTok, on Instagram, on Discord, just sort of talking about how they were using Notion AI, publishing templates or databases that they were using tips and tricks for how to get the most value out of it.”
Workedcommunityinfluencer
Sub Club by RevenueCat · 2026-04-15

A consumer subscription app · B2C · Elemental Growth client

+75% LTV per user (other pricing changes made at the same time)
“this product is free and it will always be free, but we want you to try the best version of it. And we'll give you the best version of it for a seven-day free trial.”
Workedpaywallpricing
Sub Club by RevenueCat · 2026-04-15

A consumer subscription app · B2C · Elemental Growth client

Subscriber conversion fell 50%+; reverted after a couple of weeks
“we had another client we work with where we attempted the shift to freemium and the initial results didn't work at all. We saw more than a 50% reduction in subscriber conversion. And so we very quickly pulled off of it after a couple of weeks”
Failedpaywall
Sub Club by RevenueCat · 2026-04-15
“So you're seeing this with Duolingo with their Duolingo Max product, which is their new immersive language learning tool that allows you to talk to Lily and do role plays all using voice, not just text.”
Unknownpricing
Sub Club by RevenueCat · 2026-04-15
“Tolan is an example of a company that started with a seven-day free trial and has adjusted its free trial length and its premium offering over time.”
Unknownpaywallpricing
Sub Club by RevenueCat · 2026-04-15

Numbers mentioned

SubjectMetricValueQuote
aggregateSubscription apps in RevenueCat's State of Subscription Apps report, 2023-2024share
Share of trial starts happening on day 0 (install day)
70–75%
approximate
“at that point, 2023, 2024, it was like 70 to 75% of trial starts were happening on day zero. That's now over 80%. And in some categories, it's almost 90%.”
aggregateSubscription apps in RevenueCat's latest State of Subscription Apps reportshare
Share of trial starts happening on day 0; 'over 80%', almost 90% in some categories
80%
approximate
“That's now over 80%. And in some categories, it's almost 90%.”
aggregateSubscription apps in RevenueCat's State of Subscription Apps report: hard paywall vs freemiumltv
Hard paywalls perform ~5x better than freemium (host cites as LTV/conversion); Phil confirms 'it does convert 5X better'
5 x
approximate
“In the state of subscription apps report, we showed that in our data, hard paywalls perform five times better.”
Runnacount
Ad creative concepts produced per month by the marketing team using AI tools, up from 'tens' per month
400 creative concepts/month
approximate
“Runna went from tens of creative concepts per month to 400 plus creative concepts per month that their marketing team is spinning off each month.”
Gammavaluation
Series B from Andreessen Horowitz; 'north of' $2B
USD 2,000M
estimate
“I think they're at north of a $2 billion valuation at this point”
Gammatime to milestone
From AI presentations launch (March 2023) to profitability
6 months
approximate
“six months later they were profitable”
Cal AIprice
Annual subscription price; host credits the low entry price as part of its success
USD 30/year
approximate
“I'm impressed that they were only charging 30 bucks. And I actually think that's been part of their success was that cheaper entry price”
Elemental Growth client that moved from hard paywall to freemiumltv
LTV per user after moving from hard paywall to freemium with a multi-step paywall plus other pricing/packaging changes
+75%“we saw a 75% increase in LTV per user through the implementation of this multistep paywall along with some other pricing and packaging optimizations”
Elemental Growth client whose freemium test failedconversion rate
Subscriber conversion after switching from hard paywall to freemium; 'more than a 50% reduction'; reverted after a couple of weeks
+-50%
approximate
“We saw more than a 50% reduction in subscriber conversion.”