Worked example: finding where trial signups stall
An illustration of how a diagnostic maps a trial journey from signup to first value and hands an internal team a prioritised plan. Not a client result.
- Example
- B2B SaaS trial journey
- Shows
- Illustration of a Focused Diagnostic
- Period
- Around 5–7 business days, as a diagnostic
- Sector
- SaaS
How this case is stated
- Relationship and role are stated as they were: Illustrative example.
- No figures are published for this case. Claims that could not be verified are left out rather than softened.
- Visuals say whether they are originals or illustrations.
01Situation
Starting situation
A common pattern: a product gets trial signups from people with real intent, but setup asks for work before the product shows anything useful, and the team has not agreed what counts as activation.
Without that definition, nobody can see where trials stall, so decisions about onboarding rest on opinion.
02Work
What the diagnostic does
Walk the journey
Sign up as a new user and note every point where the next step is unclear or asks for effort before value.
Check it against the data
Line those observations up against funnel data, session recordings and onboarding emails.
Prioritise
Rank the findings by likely impact and effort, and name an owner for each of the first few.
Hand over
A definition of the activation event, a short action plan and a brief for the first fix, written for the internal team.
03Artefact
04Results
Outcome
In this illustration the team defines its activation event and acts on the first findings. No outcome is claimed because no client is involved.
05Limits
Limitations
- This page is an illustration. It describes no real company, testimonial or measured result.