Uncover The Bottlenecks In Your Onboarding Experience.

Convert more users into happy, paying customers by hiring the industry’s top Product-Led Growth experts to audit your onboarding experience. We'll identify your onboarding bottlenecks and you'll learn exactly how to fix them. 

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product-led onboarding audit
Trusted By Top Product-Led Companies

First Impressions Matter.

If you've been in the SaaS space for some time, you're probably all too familiar with these problems...
  • Free accounts don’t convert to paid nearly as often as you would like.
  • A large percentage of users never experience the core value of your product.
  • Free accounts sign up only to never return to your product.
If you've heard of Slack, HubSpot, or Dropbox, you should know that a free trial or freemium experience can be a competitive advantage.

On the other hand, bad free trial experiences create a serious bottleneck in your business and prevent you from growing. It affects two business-critical areas for SaaS: revenue and retention.

The reality is that first product impressions matter. According to Intercom, 60 percent of new users will try out your app once and never return!  

So, how do you pinpoint the problem? 

There's not enough time in your day to read all the books and articles you need to get up to speed on creating a high-converting free trial experience.

Here’s a helpful hint from one entrepreneur to another. 

Your own opinion is biased. You can’t fairly judge your own product. You need someone who gets SaaS products and can be unbiased. That’s a rare combo. In short….

Your product needs a user onboarding audit.

We’ve developed a battle-tested process to address user onboarding problems. You can read more about our onboarding framework if you’re keen.

With our “Done for You” user onboarding audit, we'll help you turn more of your users into customers. Here’s what we’ll do:
  • Identify critical usability flaws in your product
  • Find small wins that can instantly reduce the friction in your onboarding process 
  • Create a 90-day onboarding improvement action plan that can help you bump your free-to-paid conversion rate up
Give me more details about the audit 
drive growth

What's included in the onboarding audit.

Get a detailed breakdown of bottlenecks in your product's user onboarding process.

A comprehensive evaluation of your product's onboarding steps, welcome emails, in-app messages, and more

A deep-dive into your analytics to uncover user behaviors that correlate to conversion and retention

A detailed analysis of our findings with a 90-day action plan presented in a video and PDF report

What people are saying.

Adam Thomas

Adam Thomas

Director of Product, Informed
After working with Wes, my team now understands why our growth levers weren't working. Wes would be a true
asset for anyone looking to improve their SaaS funnels and comes with my total
Chris Gimmer

Christopher Gimmer

CEO, Snappa
We saw a 20% boost in our MRR almost overnight by implementing just a couple of recommended changes in our onboarding process.
Brian Miller

Brian Miller

Product Manager, ConversionXL
Wes is the ultimate partner and instructor. He genuinely cares about helping
people grow and succeed with their businesses and careers.

Don't get an audit if...

You don't have product-market fit. We've designed this onboarding audit for products that have signals of product-market fit, not for those who are just getting started.

Your company is sales-driven. If your website's primary acquisition engine is through cold outreach and sales, this onboarding audit is not for you

You have a hardware product. The onboarding audit will not be useful for hardware or eCommerce products.

Get an audit if...

You have a free trial or freemium model. You want more users to convert to paying customers OR you are interested in implementing a free trial or freemium offer in your business and want to fast-track the time it takes to put together a successful strategy.

You have a solid stream of revenue and you think it can do much better

You have high demands in terms of growth, but don’t know how to get there using a free trial offer.

You have a bias towards action. You don't just consume content; you put it to good use.

Turn More Free Users Into 
Happy, Paying Customers.

We'll help you identify critical usability flaws in your product and find small wins that can instantly reduce the friction in your onboarding process. The audit includes:
 A complete audit of your onboarding experience  
 Deep-dive into your product analytics
 A detailed analysis presented on a video and report 
 90-day onboarding improvement action plan
 60-minute follow-up call

Your investment for a comprehensive audit is $4,997 USD

Get started by filling out the short fit questionnaire below. If we determine we’re a good fit, we'll send a link to book a kickoff call.
Yes! Take me to the audit questionnaire

Get The Audit 100% Risk-Free!

We’re confident that you’re going to get enormous value out of our onboarding audit. We understand that this can be a considerable investment for some businesses. 

But here’s the deal – we're not looking for “tire kickers.” We're going to assume you’re serious about driving growth for your business by improving your product's onboarding experience. If you feel that you've received zero value from the audit, you get 100% of your investment refunded to you. It’s that simple.

This is a ZERO-risk opportunity. If this audit doesn’t help give an actionable plan to improve your product's onboarding experience, we don’t deserve your money.

How long will the user onboarding audit take?

It should take between two to four weeks after your payment.

How much will it cost?

The investment for your onboarding audit from our onboarding experts is $4,997 USD, which includes:

✔ A Comprehensive audit of your onboarding experience including your onboarding emails, in-app messages, product tours, and more  
✔ Deep-dive into your product analytics
✔ A detailed analysis presented on a video and report
✔ 90-day onboarding improvement action plan
✔ 60-minute follow-up call

What isn't included with the audit?

The onboarding audit does not include:

- Writing your emails
- Plotting your sequences
- Conducting customer interviews (though we may ask you to transcribe recorded interviews you already have)
- Designing anything (though we can refer you to world-class designers)

Are you going to implement the changes for us?

The onboarding audit does not include the implementation. If you want, you can hire us to execute that plan.

Or you can hire someone, train them on your product, train them on conversion copywriting, and let them implement it for you.

Your call — after we present your plan, it’s yours.

I've filled out the questionnaire. What happens next?

If we determine we’re a good fit, you’ll get a proposal with a quote within two business days. We require payments in full to reserve your start date so that we can comfortably turn down other projects.

For your onboarding audit to be successful, you’ll need to:

- Show up for your kickoff call
- Add us as a user to several tools, including your user behavior tracking tool, customer ticketing software, pre-sales support chat, marketing automation software, and any other tools we request
- Get audio files of existing customer interviews transcribed using Rev.com
- Bring an open-minded attitude and be ready to learn from your customers

Most importantly, you’ll need to do all of this by the deadline we specify.