“Create a top-down SaaS trial activation user journey: start a free trial, read the welcome email, create a workspace, optionally invite a teammate, choose a project template, create a first project, and decide whether the key task is complete. Route an incomplete task through a guided checklist and in-app help to a trial ending without activation; otherwise show completed value and a paid-plan decision leading to an active subscription or the same trial-end outcome.”
Leggi le decisioni che ne stanno alla base.
An optional invitation branch preserves the solo evaluation path while exposing the collaboration moment.
The activation gate separates product use from the moment the user receives meaningful value.
Incomplete users receive checklist and help steps instead of silently reaching the trial end.
The paid-plan decision appears only after a completed project, when an upgrade prompt is relevant.
Use this for B2B products whose first-value event is a completed project, report, or workflow. Adapt the key task and support steps to match your activation metric.
Domande frequenti
What counts as activation in this journey?
Activation is completing the first project, because that is the visible key task in this example.
Why is inviting a teammate optional?
A single evaluator may reach value without collaboration, while team trials can still follow the invitation branch.
Where should an upgrade prompt appear?
Place it after the user views the completed project, when the product has already demonstrated value.