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Self-Serve Review
Let's find your easiest design changes for improving conversions
High-leverage recommendations for more self-serve conversions
If you can see WHERE your self-serve flow is losing the most users, and address the problems of those specific touchpoints, you will be able to convert more customers.
We map out every step of your self-serve conversion process, all the way from initial signup to expansion revenue. Every single screen.
Don't lose the accounts who take a chance on you just because they couldn't figure out how to make progress.
How does this project work?
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Get an objective view of your conversion UX
We pretend to be real users and follow your monetization UX from one touchpoint to the next. You get to a fresh pair of eyes on the entire flow β signup, onboarding, billing, and upgrades. -
Capitalize on your biggest free-to-paid opportunities
The touchpoints where you're losing users require immediate attention. And you can address them with a secret weapon β our 20+ years of experience designing self-serve user flows. -
Get straightforward recommendations on what to do
We will walk you through how fix critical points in the monetization flow so more users make it through to conversion. We also provide an executive summary to share within your org.
It's easy to get started
βοΈΒ No resource commitments from your company
β²οΈΒ Quick turnaround time of 2 weeks
πΒ Summary of recommendations included with your monetization map
Take the guesswork out of how to fix free-to-paid UX problems
Discover which steps in your monetization flow are blocking users from making it to the first payment.
Finding problems is half the battle; fixing them is the other.
We provide recommendations for short-term wins and long-term strategy, so your team will have experiment-ready ideas for months.
We will walk you through how to get the most value from it via:
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1hr Strategy Session
We kick off the project with a session to discuss your biggest free-to-paid priorities. We will tailor our recommendations to them, and highlight touchpoints that can most contribute to your strategy. -
Executive summary of suggestions
Our recommendations are cataloged and categorized by UX pattern in a separate document.
You can contact us anytime at founders@selfservesaas.com to discuss our options for working together.
π Companies we've helped grow
You can be the next! Your customers will thank you. Your glory awaits.




