Improve your B2B SaaS’s trial to paid conversion rate

If you run a product-led B2B SaaS company with a free trial, and your trial to paid conversion’s not 20%+ or more, you’re in the right place.

I started developing my framework back in 2003 when I was Product Managing’s Insider business (a seven-figure ARR product). By focusing on conversion I grew revenue by 25% in 6 months. Since then I’ve helped SaaS companies like yours increase trial to paid conversion to add millions of dollars in ARR.

Most other consultants focus solely on your in-app UX. But onboarding is more than a set of tactics. When we work together, we build a strategy. We confirm who your ideal customers are and what jobs they’re trying to do. We validate those with data and then inform both your in-app UX and out-of-app UX with our validated findings.


There are four ways we might work together:

1h Onboarding Consult - $400 USD

Do you have specific questions about your Onboarding Flow and need expert advice? Book a 1-on-1 onboarding consulting call now. Coaching calls take place over Zoom and you can ask me anything about growing your trial to paid conversion. I’ll give you no-nonsense tactical advice that you can put into action, guaranteed.

Schedule your Onboarding Consult →

Trial to Paid Growth Plan - $4,000 USD

Not sure how to improve your trial to paid conversion? Let’s work together to build your Trial to Paid Growth plan.

Your plan will form your foundation about how to improve your onboarding experience, delight more trials, and increase your trial to paid conversion.

To build your plan we’ll sit down for up to 2 hours for a working session. In our session we’ll talk through:

  1. Who your customer segments are
  2. What each segment’s desired outcomes are
  3. The systems you have in place to learn about what your customers want
  4. The systems you have in place to measure the success of your onboarding flow

Then, I’ll put together your Trial to Paid Growth Plan. Your Plan will cover:

  1. Your understanding of your ideal customer segments (along with any assumptions that need to be validated)
  2. Your understanding of each segment’s desired outcome (along with any assumptions)
  3. A proposed set of Success milestones for customers to hit to achieve success with your product
  4. Any Success Gaps that you need to consider to increase your conversion rate (success gaps are things customers need to do to succeed but are done outside of your app)
  5. An actionable report that covers your company’s ability to measure and report on quantitative and qualitative insights to drive your onboarding improvements

Your plan serves as a blueprint for what to do next: it lays out your current understanding of who your customers are, what they need your app, what they need to do in your app to succeed from their perspective, things to help them with outside your app to drive success, and a set of next steps to help drive conversion.


You’ll receive:

  1. Your Trial to Paid Growth Plan (typically 5-10 pages of actionable information for you and your team)
  2. A deck summarizing your plan
  3. An executive summary

We’ll walk through the deck together to make sure all your questions are answered. After receiving your plan, the next steps are typically to:

  1. Make sure you’re gathering the necessary qualitative and quantitative data to validate assumptions and measure success
  2. Identify a set of experiments to validate key assumptions made in your plan
  3. Translate your validated plan into a set of tactics to align your in-app and out-of-app UX with what your customers need to succeed

After receiving your Growth Plan, some clients are happy to take it and execute on their own. Others choose to continue working together to validate assumptions and either use your validated plan to improve your UX, or rebuild your onboarding flow.

The Growth Plan is perfect if you want to leverage customer data to figure out how to get trial to paid conversion from where it is to where you want it to be.

Schedule a no-obligation call →

Onboarding UX Audit - $11,000 USD

Feel good about your onboarding strategy, and want a set of expert eyes on your execution? If so, the UX audit is perfect for you.

We’ll start with a Zoom session to review your strategy, goals, and any opportunities you haven’t fully leveraged.

I’ll then review your onboarding process (both in-app and out-of-app touches) and suggest tactical changes to your existing flow to increase conversion.

These are the kinds of items I’ll cover:

  1. Does the onboarding flow align with the customer’s expectations and needs to get to success?
  2. Are there onboarding steps we can remove, or would you benefit from adding steps?
  3. Where are the points of high friction during onboarding? And how can you reduce friction or provide motivators to continue?
  4. How can you refine or improve copy to support conversion?
  5. How are the CTAs to upgrade? Can you add CTAs at key points after customers have gotten value?
  6. How do your onboarding tactics (like checklists, drip emails, product tours) support conversion? Should we add or refine existing tactics?

I’ve watched hundreds of people stumble through signups flows and done dozens of reviews over the past decade. So you’ll benefit from fresh and expert eyes on your conversion flow that has seen what works and what doesn’t.


You’ll receive:

  1. A UX Audit of each page between your sign up form and conversion
  2. A deck summarizing the changes that’s suitable for presenting to your team
  3. An executive summary

We’ll walk through the UX Audit together (along with anybody on your team who wants to attend).

The UX Audit is suitable for companies that are confident they’ve broadly got the right customer journey, but want a set of expert eyes on their flow to smooth out rough edges when it comes to conversion.

Schedule a no-obligation call →

Build a high-converting Onboarding Flow - starts at $23,000 USD

This is ideal if you want to revamp your onboarding flow and want to ground it in data.

After building your Growth Plan (which is included with this service), we’ll validate it using your qualitative and quantitative data. After validating, we’ll build a new onboarding flow based on your Growth Plan and findings in your data.

First, we’ll look at your product usage and qualitative data to validate any assumptions in your Growth Plan:

  1. We take your top customers and your bottom customers and look at the differences in product usage between them. This helps us understand what the Aha moment truly is - measured by what your best customers actually do. And once we understand your segments’ Aha moments, we can change your UX to get them there quickly.
  2. I’ll watch your screen recordings to see where customers stumble and read relevant customer surveys and help desk tickets (and any other relevant data you have.)
  3. I’ll email and talk to trials and recently-converted customers to identify stumbling blocks they ran into

From this data we learn:

  • What the jobs are that your users “hire” your software for
  • The reasons trials don’t convert
  • The reasons current customers almost didn’t convert
  • The UX stumbling blocks that prevent trials from getting to value

After that I’ll use this data to build out a set of wireframes for your new onboarding flow and out-of-app touches to drive trials to convert.

You’ll get:

  1. A deck summarizing the findings from drilling into your data to validate assumptions in your Growth Plan
  2. A set of implementable wireframes that outline your new onboarding flow along with 3rd party services to consider using to aid conversion
  3. A list of out-of-app touches (usually email) to consider implementing
  4. An executive summary

We’ll walk through the deck together and make sure your questions are addressed.

This option is suitable for those who want to de-risk their investment in a new onboarding flow plan by grounding their implementation in data.

Two ways to work together

There are two ways to work together on this:

1. I guide one of your team-members

This option requires a designated employee for me to work with (usually a Product Manager). We’ll collaborate heavily on the strategy, analysis, and building out the new onboarding flow. So when we’re done you’ll have an upskilled PM with a tight process for improving trial to paid conversion going forward. Starts at $23,000 USD and includes your $4,000 Growth plan

2. I do it for you

If you don’t have the bandwidth to undertake this in-house, I’ll do all the execution on the strategy, analysis, and building out your new onboarding flow. The only work you and your team will need to do is do the strategy workshop, provide access to your qualitative and quantitative data, and likely send an email survey or two to customers. Starts at $33,000 USD and includes your $4,000 Growth plan

Schedule a no-obligation call →