Funnel and flow audit
For SaaS and digital products, the hardest problems often live between steps: onboarding sequences, activation checklists, trial-to-paid paths, and booking or checkout funnels. I trace each step for clarity, cognitive load, errors, and dead ends—then summarize what to fix first.
When this helps most
- Users start the flow but do not reach the “success” state you measure.
- Support hears repeated confusion on specific steps.
- You are about to change pricing, packaging, or onboarding and want a baseline.
Scope
We pick one funnel or critical journey per engagement so the output stays deep enough to act on—not a shallow site-wide skim.
Deliverable
Step-by-step notes, screenshots or references where useful, severity, and a ranked backlog your team can ship from.