📋 Business Analysis & Process · Journey Map
SaaS Free Trial Onboarding Journey
A new user's first two weeks on a B2B SaaS free trial, from sign-up to paying, to find where trial users drop off.
Drawing diagram…
What this diagram shows
- Data import step shown as the drop-off risk
- First value moment clearly marked
- Trial-to-paid conversion stage
Prompt used
User journey map for a B2B SaaS free trial: signs up with work email, verifies email, sees an empty dashboard, imports data from a spreadsheet which is confusing, invites teammates, gets the first useful report, and upgrades to a paid plan when the trial ends.
Mermaid code
journey
title Free trial to paid plan
section Sign up
Signs up with work email: 4: Trial User
Verifies email: 3: Trial User
section Set up
Sees empty dashboard: 2: Trial User
Imports data from spreadsheet: 1: Trial User, Product
Invites teammates: 3: Trial User, Teammates
section Value
Gets first useful report: 5: Trial User, Product
section Convert
Compares plans: 3: Trial User
Upgrades to paid plan: 4: Trial User, SalesRelated templates
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