Oct 12, 2024
Designing frictionless onboarding for B2B SaaS
Playbooks and UX frameworks we use to convert product-qualified leads into paying customers without adding friction.
OnboardingSaaSUX
Map journeys before pixels
Start by interviewing recent sign-ups to understand friction points. We use a simple journey map to connect goals with UI decisions.
Score each friction point
Assign effort vs. impact to prioritize opportunities. Focus on removing the "stop the flow" blockers first.
- Audit your existing analytics and heatmaps.
- Interview at least five users that converted and five that churned.
- Prototype copy changes before rebuilding screens.
"Every improvement tied back to a measurable outcome."
Measure what matters
Instrument completion rates, time-to-value, and the aha moment. We share a Notion template in the admin dashboard downloads.
