03 / 04 — SaaS Onboarding
First impressions that convert trial users into lifelong customers.
Role
Lead UX Designer
Timeline
8 weeks
Year
2023
Team
1 designer (me), 2 engineers, 1 growth PM
“Trial-to-paid conversion was 8% against an industry benchmark of 15–20%. Users signed up, explored briefly, then left without ever reaching their 'aha moment'.”
CloudBase had a powerful product that nobody understood in their first session. The onboarding flow dumped users into an empty dashboard with no guidance. The product team had tried tooltips — they were ignored.
The insight from research: users didn't need a tour. They needed their first win.
My Role
Lead UX Designer
Timeline
8 weeks
Team
1 designer (me), 2 engineers, 1 growth PM
Tools
Deliverables
Finding the exact moment users who converted decided to stay.
Designing toward a single goal: reach the aha moment faster.
An onboarding system that feels like help, not hindrance.
Shipped incrementally to measure impact of each change in isolation.
14px / 1.68px grid8px / 12px0 2px 8px 0%200ms ease-outDrop in time-to-activation
From 12 minutes to under 3 minutes average
Trial-to-paid rate
Up from 8% — now above industry benchmark
Drop-off on key flows
Critical activation paths after the redesign
NPS at day 7
New trial user satisfaction, up from 12
Next Project
Brand System — 2023