Onboarding audits for b2b saas and mobile apps

Turn your free signups to paying customers

Get a custom audit that finds problems in your onboarding flow and provides actionable recommendations to improve them. Within 7 days.

Trusted by self-service products such as:
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Problem

Onboarding can make or break your growth

The average app loses 77% within the first 3 days after install.
55% of SaaS users don't return after the first week.

Getting your onboarding right can have a huge impact on retention and revenue.

But most companies work on it a few times and then forget about it.

That can be a costly mistake.

Here's how poor user onboarding costs companies:

New users drop-off

Your product has value. But if the onboarding has too much friction or doesn't motivate enough, users will never see it. You can lose users before they even have a chance to experience your product.

High Churn

You only get one chance to make a first impression. There's a strong correlation between good onboarding and low churn. If you don't help new users to achieve their goals early, they will leave. You need to wow them early in their experience.

Increased Customer Acquisition Cost (CAC)

Companies who spend on ads but send traffic to a product that doesn't convert are wasting money.
Ads become less profitable and you waste time optimising the wrong part of funnel.

Low free-trial conversion rates

Whether you offer freemium or free-trial, you need to convert those free users to paid to survive. Most companies don't provide enough value during the early experience, and so most of their users never pay.

Messaging

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Retention

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Monetisation

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problem

Onboarding can make or break your product

New users drop-off

Your product has value. But if the onboarding has too much friction or doesn't motivate enough, users will never see it. You can lose users before they even have a chance to experience your product.

High Churn

You only get one chance to make a first impression. There's a strong correlation between good onboarding and low churn. If you don't help new users to achieve their goals early, they will leave. You need to wow them early in their experience.

Increased Customer Acquisition Cost (CAC)

Companies who spend on ads but send traffic to a product that doesn't convert are wasting money.
Ads become less profitable and you waste time optimising the wrong part of funnel.

Messaging

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Retention

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Monetisation

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Low free to paid conversion rates

Whether you offer freemium or free-trial, you need to convert those free users to paid to survive. Most companies don't provide enough value during the early experience, and so most of their users never pay.

how an audit can help you

Stop your new users dropping off

Uncover major conversion and usability issues with an in-depth onboarding audit.

Get users to value faster

Get guidance on how to get users to value quicker so they churn less. You get detailed analysis of every page, form field and CTA.

Reduce friction & increase motivation

Get psychology based suggestions to increase conversion and drive more revenue. Get specific tips to increase motivation and reduce friction.

Create better product experiences

You receive heuristic based UX recommendations to create smoother product experiences.

Messaging

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Retention

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Monetisation

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Who is this for

Teams looking to increase revenue without increasing ad spend

You have a B2B SaaS or mobile app
You have a self-service motion
You get signups to your product but they aren't converting
Messaging

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Retention

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Monetisation

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A little bit about me

Hey, I'm Theo

11 years scaling VC backed startups. 8+ as operator. 5+ as advisor / mentor.
I've helped grow products from 0 to millions of users.
I've helped to scale startups such as Republic ($1B valuation), acasa (acquired)
Growth EIR at Kings College London where I've advised 75 early stage companies and run lectures on Startup Marketing
Mentor at Seedcamp and UCL.
How it Works

3 simple steps to levelling up your onboarding flows

1
Fill out the form

You provide some details about your company, audience and (optional) provide read-only access to your product analytics.

2
Audit

Within 7 days, I do a 15-30 min video audit. I also do a detailed PDF version with specific action points. I review it with expert UX designers to get a second pair of eyes.

3
Action Steps

You get a clear set of recommendations to implement. This will be a 60-90 roadmap. All written in Notion.

Messaging

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Retention

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Monetisation

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Testimonials

What customers have said:

64% Increase in free trial signups


We had just revamped our onboarding flow and got Theo to take a look at it. He gave a very detailed review and my team were amazed by the level of depth in the insights.

Luca Micheli
Founder - Customerly
2x'd Paid Conversions


I approached Theo as I wanted to understand why users were dropping off during onboarding. He provided a detailed outline of the things we had to change to reduce friction points and with his very structured auditing process even found a bug

Alex Franch
Co- Founder - Privasee
Reduced Customer Acquisition Cost (CAC) by 30%

We were testing on a number of different channels without clear direction. We had started to experiment with messaging but hadn’t figured it out.

After working together with Theo, we had a better picture of what to focus on, what messaging would work for our audience and what next steps to take.

Alex Chumbley
Co Founder, Fable -
YC W21

We have been exploring different avenues to increase the effectiveness of our onboarding in order to ensure that users reach their first AHA moment and continue to be excited about using our platform.

Theo did a fantastic job auditing our onboarding flow and made actionable recommendations to improve it. Always an absolute joy to work with him and I can not recommend enough the value he adds.

Lenny Leemann
Co-founder & CEO, Greenspark
Klaviyo

See an Onboarding Audit:

areas i help

What makes the recommendations useful?

1. Heuristics

UX/ UI principles to ensure that you are not making common usability errors.

I follow Jakob Nielsen's 10 Usability Heuristics

2. Psychology

I have a set of 20 cognitive biases that are relevant for user onboarding.

Where appropriate, I will suggest you them to create better product experiences and get users to their goals faster. I wrote about some of these here and you can find 16 with related research here.

3. Previous Insights

I have analysed over 50 onboarding flows from leading B2B SaaS and mobile apps. I have found patterns the fastest-growing companies use.

I will suggest best practices around UX design, reducing time to value and more.

Messaging

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Retention

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Monetisation

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4. Being a User

Quite simply, every new set of eyes is valuable in how they experience your product. There is no right/wrong way to use a product. So I take the perspective of a person without bias or major context and use your product as your new users would.

If your product is hugely technical or I am miles away from your Ideal Customer Profile (ICP) then weigh this aspect to a smaller degree. But it still plays a part.

Pricing

What you get:

$4999

$2499

Quick Wins Onboarding Audit - $999

Specific recommendations and a detailed roadmap to help you results quicker

60-Day Money-Back Guarantee
Personalised 15-30 min video audit with actionable recommendations
UX analysis to avoid usability errors
Psychology-based suggestions to increase conversion
Onboarding checklist for DIY improvements
Get a risk-free audit
Post Audit Workshop

A 45 min session to go through the recommendations, brainstorm on ideas and devise next steps

User Onboarding Playbook

Get access to my User Onboarding Playbook with templates, frameworks and resources so you can keep improving your flow long term

Messaging

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Retention

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Monetisation

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60 Day Money Back Guarantee

If you apply the recommendations and don't see an increase in your conversion rate, you will get a your money back. No questions asked.

Templates

Nail your growth strategy

Plug and play templates to help you to think through your strategy and nail your execution.

Experiments

Test. Test. Test

Get access to 100 experiments from world class products for you to test and drive results from.

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Still have questions?

FAQs

What's the process?
Couldn't I just do this myself?
How long does it take?
What do you need to get started?
What tools do you use to run the audit?
What happens if I don't like the audit?
Will I see conversion uplift? Do you offer money back guarantee?
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