2025CultureAI

Platform Onboarding

Redesigned trial onboarding for security teams, lifting trial-to-paid conversion by 320%.

End-to-End DesignEnterprise OnboardingB2B SaaS
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OVERVIEW

I led the full re-design (from research to delivery) of a new onboarding experience that reduced cognitive load, built trust and told a clear story; leading to a 320% increase in trial conversions and £1.156M in revenue.

THE CHALLENGE

76% of users dropped off during the trial period due to a confusing and lengthy onboarding process. With only 6% of trials converting into paying customers.

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THE SOLUTION

Simplified the onboarding flow with progressive disclosure, contextual guidance, and quick wins that demonstrated value early and built trust.

IMPACT

  • 6% → 19% conversion (3.2x), generating £1.156M in revenue.
  • 44% increase in setup completion (24% → 68% users)
  • Users described the process as "simple" and "intuitive".
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