SaaS · Customer Retention
+$3,000
Monthly Recurring Revenue
Driven by increasing first-month customer retention from 70% to 85%.
Identified the biggest onboarding bottleneck and redesigned the experience around it.
Sogolytics is a B2B SaaS platform for customer experience and survey analytics. I focused on improving onboarding and first-month customer retention.
- Challenge
- While customers were successfully converting from free to paid subscriptions, nearly 30% churned within their first month. The challenge wasn't acquiring customers—it was helping them discover the product's value before they lost interest.
- Insight
- User behaviour data revealed a clear pattern: customers who engaged with the platform's key reporting capabilities early were far more likely to remain active. However, nearly 60% of new users never reached that point during onboarding.
- Solution
- Redesigned the onboarding experience using realistic sample data so new customers could immediately see meaningful reports instead of spending their first session configuring the product.
- Outcome
- More customers reached meaningful product usage during their first session, increasing first-month retention from 70% to 85% and generating approximately $3,000 in additional monthly recurring revenue.
