B2B SaaS & Digital Products
Your product works. Your demos go well. Your sales team closes — when they get to talk to someone. But signups don't activate, trials don't convert to paid, and the people who do pay churn faster than you'd like. The product isn't the problem. The journey to and through the product is.
Friction points you'll recognize
- Trial-to-paid conversion stuck below where it should be
- Onboarding that the product team swears is smooth, but activation metrics tell a different story
- Users who sign up, log in once, and never come back
- Feature discovery that depends on tooltips and emails no one reads
- AI copilots and in-product assistants that users abandon after the first frustrating exchange
- Churn in the first 30 days that no one can fully explain
What we test for you
- The signup and activation flow, end to end, from landing page to first "aha moment"
- The onboarding sequence — what users see, in what order, with what level of support
- Feature discovery and adoption beyond the first week
- AI experiences inside the product: copilots, in-product assistants, search
- Lifecycle communications across the first 90 days — emails, in-app, notifications
- Pricing page, plan comparison, upgrade flow
What you receive
- A breakdown of where trial users drop off, from signup to activation to paid
- An evaluation of your onboarding compared to what users actually need at each step
- Specific recommendations on activation friction and time-to-value
- A review of in-product AI experiences with concrete fix suggestions
- A lifecycle communication map showing gaps, redundancies, and missing sequences
- A 30-day follow-up session
Recommended audits for businesses in B2B SAAS & DIGITAL PRODUCTS
Conversion Journey Audit
We map every step from the first click to the final action. Then we tell you where users stop, and what it's costing you.
Digital Experience Audit
We test your site, app, or webapp the way your users actually use it. Then we tell you where the experience breaks down.
AI Experience Audit
We test your chatbots, copilots, AI agents, and AI search the way real users use them. Then we tell you where they're failing.
Lifecycle Signals Audit
We test every signal you send users outside the main product — emails, push, in-app messages, retargeting. Then we tell you if they're helping conversion or generating noise.
Want to know where your funnel is losing revenue?
Request an audit