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SaaS Onboarding Flow Optimization
B2B project management SaaS
Challenge
Only 18% of new trial signups completed onboarding, and the average time-to-value was 11 days. The product team lacked visibility into where users dropped off and had no mechanism for personalized guidance.
Solution
We engineered a dynamic onboarding system that adapts in real time to user behavior. It identifies user intent from signup data, delivers personalized task sequences, triggers contextual nudges, and provides an analytics dashboard tracking every step of the funnel.
Results
Onboarding Completion
18% to 61%
+239%Time to Value
11 to 3 days
-73%Trial-to-Paid Rate
8% to 19%
+138%Monthly ARR Lift
+$47,000
Technology Stack
Next.jsTypeScriptSegmentPostgreSQLVercel
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