Case 01 · B2B SaaS · product-led growth · 2024–2025
Onboarding that stopped lying
The problem
A self-serve trial funnel converting at 4%. The onboarding tour measured success by completion (9 steps, ticked off dutifully) but completion didn't predict whether anyone stuck around. The team was optimising a metric that flattered us and told us nothing.
What I did
- 01Interviewed 30 trial users (joiners and leavers) to find the moment the product actually clicked for the ones who stayed.
- 02Redefined activation around that moment: the first shared report, not the last tour step.
- 03Cut the tour from 9 steps to 3 and moved setup into the product's real job, so learning and doing stopped being separate activities.
What happened
Activation moved from 4% to 11% across two quarters, and sales cycles shortened because trials were arriving pre-qualified. The tour completion metric was quietly retired, unmourned.
What I learned
Celebrate the metric that predicts retention, not the one that flatters the team.