The problem is that a freelance consultant and an enterprise project manager might both use your collaboration tool, but they have completely different goals, workflows, and definitions of success.

We recently worked with a leading enterprise SaaS company facing exactly this challenge. Their product served everyone from solo creators to enterprise teams, but the experience treated everyone the same.

Users logging in to track a single client project got bombarded with team collaboration features. Power users managing complex workflows couldn’t find advanced capabilities buried in generic menus.

Users felt overwhelmed by irrelevant features, engagement plateaued, and retention suffered.

The solution wasn’t another traditional segmentation model. It was intent-based segmentation; a framework for grouping users by what they’re actually trying to accomplish, then personalizing the experience to match those specific goals.

Understanding behavioral segmentation and where intent fits

Before diving into how to build intent-based clusters, it helps to understand where this approach fits within the broader landscape of user segmentation.

Most SaaS companies are familiar with demographic segmentation (company size, industry, role) and firmographic segmentation (ARR, team size, geographic location). These approaches tell you who your users are, but they don’t tell you what they’re trying to do, which is why they often fail to predict engagement or retention.

Behavioral segmentation takes a different approach. Instead of looking at static attributes, it focuses on how users actually interact with your product.

Behavioral segmentation divides users based on engagement. This includes actions like feature usage patterns, open frequency, purchase behavior, and time-to-value metrics.

While not the only way to do things, behavioral segmentation is widely regarded as more effective than demographic segmentation alone, with plenty of research backing it up.

Within behavioral segmentation, there are several approaches:

• Usage-based segmentation looks at frequency and intensity of use.
• Lifecycle segmentation tracks where users are in their journey.
• Benefit-sought segmentation groups users by the outcomes they want to achieve.

Intent-based segmentation sits at the intersection of all three.

It identifies clusters of users who share similar goals and workflows, then maps those patterns to create a more personalized experience.

Intent-based clusters answer the question: “What is this user trying to accomplish right now?”

In a recent client engagement that inspired this article, this distinction mattered. They had mountains of usage data showing which features people clicked, but no framework for understanding why certain feature combinations existed or what job users were trying to complete.

They knew “Business Professionals” used their tool, but that category was so broad it offered no actionable insights. A marketing manager building campaign timelines has completely different needs than a legal team tracking contract approvals, even though both might be classified as “business professionals.”

Intent-based clustering gave them that missing layer of insight.

Case study: How to spot the need for intent-based segmentation

Let’s talk more about the client engagement I mentioned. This is a great case study for when to use intent-based segmentation.

We work on a quarterly retainer for these clients with our on-demand growth research services. So, when they mentioned struggling with how to personalize experiences and improve retention, we opened up a research project that same day.

The team could see that certain users logged in daily and used five or more features. Great, right? Not really. When we dug deeper, we discovered something critical. Heavy feature usage didn’t predict retention. Some power users churned while casual users stuck around for years.

The issue wasn’t the quantity of features used; it was whether those features aligned with what users were trying to accomplish. A user coming in weekly to update a single client dashboard showed higher retention than someone exploring ten features that didn’t match their core workflow.

The symptoms: What teams told us was broken

During our stakeholder interviews, we heard the same frustrations across departments:

From product: “We know the top five features everyone uses, but that doesn’t help us understand why they’re using them or what to build next. Two users might both use our template feature, but one is building client proposals while the other is standardizing internal processes. They need completely different things from that feature.”

From marketing: “Our segments are too broad to be useful. ‘Business Professional’ could mean anyone from a solo consultant to an enterprise VP. When we send educational content, we can’t make it relevant because we don’t know what problem they’re trying to solve.”

From customer success: “We can see when someone is at risk of churning because their usage drops off, but we can’t predict it before it happens. By the time we notice, they’ve already decided the product isn’t right for them. We need to understand intent earlier so we can intervene proactively.”

From UX research: “Users think in terms of tasks, not features. They don’t say ‘I want to use the dependency mapping tool.’ They say, ‘I need to make sure the design team finishes before development starts.’ But our product talks about features, not outcomes.”

The underlying problem: Missing the ‘why’

What became clear was that the organization had plenty of data about behavior but no framework for understanding intent. They could answer questions like:

• How many people use feature X?
• What’s the average session duration?
• Which users log in most frequently?

But they couldn’t answer the questions that actually mattered:

• What are users trying to accomplish when they use feature X?
• Why do some users stick around while others churn?
• What combination of goals and workflows predicts long-term retention?

This may sound familiar. They have data about behavior but lack context about intent. Without understanding the users’ different definitions of success, they use generic personalization that recommends “similar features” and misses the mark entirely.

The four-phase framework for creating intent-based user clusters

Based on our work with the enterprise SaaS client, we developed a systematic framework for building intent-based clusters from scratch.

The process has four distinct phases, each building on the previous one.

Think of this as a directional guide rather than a rigid formula. You can adapt the scope based on your resources and organizational complexity.

Phase 1: Capture institutional knowledge and identify gaps

Most organizations have more customer insight than they realize; it’s just scattered across teams, buried in old reports, and locked in individual team members’ heads. The first phase consolidates that knowledge and identifies what’s missing.

1. Conduct cross-functional interviews

Start by interviewing stakeholders who interact with users regularly: product managers, customer success, sales, support, and marketing. For our client, we conducted interviews with seven team members from UX research, growth, engagement, marketing, and analytics.

The goal isn’t consensus. You want to uncover patterns and contradictions instead. Focus your conversations on these questions:

• How do you currently describe different user types?
• What patterns have you noticed in how different users engage with the product?
• What data exists about user behavior that isn’t being used to inform decisions?
• Where do personalization efforts break down today?
• What questions about users keep you up at night?

These conversations surface institutional knowledge that never makes it into documentation.

Capture everything. The contradictions are especially valuable—they reveal where teams operate with different mental models of the same users.

2. Audit existing research and reports

Next, gather relevant user research, data analysis, and customer insight. For our client, we analyzed eight existing reports, including retention data, cancellation surveys, user studies, engagement patterns, and conversion analysis.

Look for:

• Marketing segmentation models (usually demographic-heavy)
• User research studies (often small sample, rich insights)
• Behavioral analytics reports (feature usage patterns, cohort analysis)
• Customer journey maps (theoretical vs. actual paths)
• Support ticket analysis (pain points and use cases)
• Cancellation surveys (why users leave)

Pay attention to gaps between how different teams think about users. Marketing might segment by company size, while product segments by feature usage. Neither is wrong, but the lack of a unified framework means teams optimize for different definitions of success.

3. Define hypotheses about intent-based variables

Based on interviews and research, develop hypotheses about what variables might define user intent. This is where you move from “who uses our product” to “what are they trying to accomplish.”

For our client, we identified several dimensions that seemed to correlate with intent:

• Primary workflow type: Are users managing team projects, client deliverables, or personal tasks?
• Collaboration patterns: Solo work, small team coordination, or cross-functional orchestration?
• Usage frequency: Daily operational tool or periodic project management?
• Success metrics: Speed (quick task completion) vs. thoroughness (detailed planning and tracking)?
• Document complexity: Simple task lists or multi-layered project hierarchies?

The goal is to create testable hypotheses that can be validated in Phase 2.

Phase 2: Validate clusters through user research and behavioral analysis

Once you have initial hypotheses, Phase 2 tests them against real user behavior and feedback. This is where hunches become data-backed insights.

1. Develop provisional cluster groups

Transform your hypotheses into provisional clusters. For our client, we identified six distinct intent-based clusters. Let me illustrate with a fictional example of how this might work for a project management SaaS tool:

Sprint Executors: Users focused on rapid task completion and daily standup workflows. They need speed, simple task updates, and quick team coordination. Think startup teams moving fast with lightweight processes.

Client Project Coordinators: Users managing multiple client engagements simultaneously with strict deliverable timelines. They need client visibility controls, progress tracking, and professional reporting. Think agencies and consultancies.

Cross-Functional Orchestrators: Users coordinating complex projects across departments with dependencies and approval workflows. They need Gantt views, resource allocation, and stakeholder communication tools. Think enterprise program managers.

Personal Productivity Optimizers: Users treat the tool as their second brain for personal task management and goal tracking. They need customization, recurring tasks, and minimal collaboration features. Think solopreneurs and executives.

Seasonal Campaign Managers: Users with predictable high-intensity periods followed by dormancy. They need templates, bulk operations, and the ability to archive/reactivate projects easily. Think retail operations teams or event planners.

Mobile-First Coordinators: Users who primarily access the tool from mobile devices for field work or on-the-go updates. They need streamlined mobile experiences and offline sync. Think field service teams or traveling consultants.

Each cluster gets a descriptive name that captures the user’s primary intent, not just their behavior. “Sprint Executor” tells you more about what someone is trying to do than “high-frequency user.”

2. Conduct targeted user research

With provisional clusters defined, recruit users who fit each profile and conduct interviews to understand:

• Their primary use cases and goals when they first adopted the tool
• How they discovered and currently use the product
• Their typical workflows from start to finish
• What defines success in their role
• Pain points and unmet needs
• How they decide which features to explore
• What would make them cancel vs. what keeps them subscribed

For our client, we conducted three to four interviews per cluster, totaling around 24 user conversations. This gave us enough coverage to validate patterns without drowning in data.

The insights were eye-opening. We discovered that one cluster had the fastest time-to-value but the lowest feature adoption. They found what they needed immediately and never explored further. Another cluster showed the highest retention but needed the longest onboarding. They invested time up front because the tool was critical to their workflow.

3. Analyze behavioral data to confirm patterns

User interviews reveal what people say they do. Behavioral data shows what they actually do. Cross-reference your clusters against:

• Feature usage sequences (which tools appear together in sessions)
• Time-to-value metrics by cluster (how quickly do they get their first win)
• Retention and churn patterns (which clusters stick around)
• Upgrade and expansion behavior (which clusters grow their usage)
• Support ticket themes (which clusters need help with what)
• Feature adoption curves (how exploration patterns differ)

For our client, the data revealed critical differences. The “Sprint Executor” equivalent had fast initial adoption but plateaued quickly. They found their core workflow and stopped exploring.

The “Cross-Functional Orchestrator” cluster showed slow initial adoption but deep engagement over time. They needed to learn the tool thoroughly to unlock value.

These patterns weren’t visible in aggregate data. Only by segmenting users by intent could we see that different clusters had fundamentally different paths to retention.

4. Build detailed cluster profiles

For each validated cluster, create a comprehensive profile that becomes the foundation for personalization. For example:

Cluster name: Sprint Executors

Primary intent: Complete daily tasks quickly with minimal friction and maximum team visibility

Most-used features:

• Quick-add task creation
• Board view for visual sprint planning
• Mobile app for on-the-go updates
• Real-time team activity feed

Typical workflow patterns:

• Morning standup with task assignments
• Throughout the day: quick updates and status changes
• End of day: marking tasks complete and planning tomorrow

Behavioral flags that identify this cluster:

• Creates 5+ tasks in first week
• Returns daily within first 14 days
• Uses mobile app within first 7 days
• Rarely uses advanced features like Gantt charts or dependencies

Retention drivers:

• Speed of task completion
• Team visibility and accountability
• Mobile accessibility

Churn risks:

• Tool feels too complex for simple needs
• Feature bloat is making core actions harder to find
• Forced upgrades to access speed-focused features

Personalization opportunities:

• Streamlined onboarding focused on quick task creation
• Mobile-first feature discovery
• Templates for common sprint workflows
• Integrations with communication tools

These profiles become the single source of truth that product, marketing, and customer success can all reference.

Phase 3: Develop indicators and personalization strategies

The final phase connects clusters to action. This is where the framework moves from insight to implementation.

1. Create behavioral flags for cluster identification

Most users won’t self-identify their intent at signup. You need to infer cluster membership from behavioral signals early in their journey. The key is identifying flags that appear within the first 7-14 days. It should be early enough to personalize the experience before users decide if the tool is right for them.

For reference, the “Sprint Executor” cluster in our fictional example:

• Created 5+ tasks in first week
• Logged in on 4+ separate days in first 14 days
• Used mobile app within first 7 days
• Board or list view used more than timeline/Gantt view (80%+ of sessions)
• Invited at least one team member within first 10 days
• Never explored advanced dependency features
• Average session length under 10 minutes

Versus the “Client Project Coordinator” cluster:

• Created 3+ separate projects within first week (indicating multiple clients)
• Used folder or workspace organization features within first 5 days
• Set up client-specific permissions or external sharing settings
• Created custom views or reports within first 14 days
• Longer average session times (20+ minutes per session)
• Uses professional or client-specific terminology in project names
• High usage of export or presentation features

The goal is to find the minimum viable signal set that reliably predicts cluster membership. Start with more flags and refine over time based on which actually correlate with long-term behavior.

One critical finding from our client work: early behavioral flags predicted retention better than demographic data.

A user who exhibited “Client Project Coordinator” behaviors in week one showed 40% higher 90-day retention than the average user, regardless of their company size or job title.

2. Map personalization opportunities to each cluster

With clusters and flags defined, identify specific ways to personalize the experience across the user journey:

Onboarding sequences: Tailor the first-run experience to highlight features that match user intent. Show Sprint Executors how to set up their first sprint board, not the full feature catalog with Gantt charts and resource allocation tools they don’t need.

In-app messaging: Trigger contextual tips based on usage patterns. When a Client Project Coordinator creates their third project with similar structure, suggest project templates to save time.

Feature discovery: Recommend next-step features that align with cluster workflows. For Sprint Executors who’ve mastered basic task management, introduce the mobile app and integrations with their communication tools—not complex dependency mapping.

Content and education: Send targeted educational content that addresses cluster-specific goals. Client Project Coordinators get tips on professional reporting and client permissions. Sprint Executors get productivity hacks and team coordination strategies.

Upgrade paths: Present pricing tiers and feature upgrades that match cluster needs. Don’t push team collaboration features to Personal Productivity Optimizers who work solo and won’t use them.

Support prioritization: Route support tickets differently based on cluster. Client Project Coordinators might get priority support since they’re often managing paying clients. Seasonal Campaign Managers might get proactive check-ins before predicted busy periods.

For our client, this mapping revealed opportunities they’d completely missed. One cluster had been receiving generic “explore more features” emails when what they actually needed was advanced security capabilities for compliance requirements. Another cluster kept churning at the end of trial because onboarding emphasized features they’d never use instead of the speed-focused tools that matched their workflow.

Phase 4: Develop test concepts to validate impact

Turn personalization opportunities into testable hypotheses. Don’t roll everything out at once. Start with high-impact, low-effort tests that prove the value of intent-based segmentation.

For our client, we proposed several test concepts structured to validate clusters quickly and build organizational confidence in the framework. Here are a few examples.

Example Test 1: Intent-Based Onboarding Survey

Background: The organization lacked a way to identify user intent at the critical moment when users were most open to guidance: right after signup, but before they’d formed opinions about product fit.

Hypothesis: By asking users to self-identify their primary goal during their first meaningful session, we can segment them into actionable clusters that enable personalized feature discovery and messaging, resulting in improved 3-month retention rates by 5-10%.

Test design: During the first session (after initial signup but before deep engagement), present a brief survey asking: “What brings you here today?” with options that map directly to identified clusters:

☐ Coordinate my team’s daily work (Sprint Executors)

☐ Manage multiple client projects (Client Project Coordinators)

☐ Organize complex cross-functional initiatives (Cross-Functional Orchestrators)

☐ Track my personal tasks and goals (Personal Productivity Optimizers)

☐ Plan seasonal campaigns or events (Seasonal Campaign Managers)

☐ Update projects while on the go (Mobile-First Coordinators)

☐ Something else (with optional text field)

Then immediately personalize their first experience based on their response: Sprint Executors see a streamlined task creation tutorial, Client Project Coordinators get guidance on setting up client workspaces, etc.

Success metrics:

• Primary: 3-month retention rate by selected cluster (looking for 5-10% lift)
• Secondary: Survey completion rate (target: >80%), feature adoption aligned with cluster (target: 20% lift), time to first value-generating action
• Guardrails: No negative impact on day 2 or day 7 retention

Acceptance criteria for “winning test”:

• Survey completion rate >80%
• 60% of users select a pre-set option (vs. “something else”)
• Statistically significant retention lift in at least one cluster
• No degradation in key engagement metrics

Acceptance criteria for “learning test”:

• 40% of users select “something else” (suggests clusters don’t match user mental models)
• No statistically significant difference in retention (suggests clusters exist, but personalization approach needs refinement)

Audience: New paid subscribers on first day, trial users converting to paid, reactivated users returning after 30+ days dormant. Start with 25% of eligible users to minimize risk.

Timeline: 90 days to measure primary retention metric, but early signals (completion rate, feature adoption) available within 14 days.

Example Test 2: Cluster-Specific Feature Recommendations

Background: Generic in-app messaging had low click-through rates (<5%) and wasn’t driving feature adoption. Users felt bombarded by irrelevant suggestions.

Hypothesis: For users who match behavioral flags within the first 14 days, triggering personalized feature recommendations will increase feature adoption by 20% and engagement depth by 15%.

Test design: Identify users by behavioral flags, then trigger targeted in-app messages at contextually relevant moments:

• Sprint Executors see mobile app download prompt after completing 5 tasks on desktop: “Update tasks on the go: get the mobile app”
• Client Project Coordinators see reporting features after creating third project: “Impress clients with professional progress reports”
• Cross-Functional Orchestrators see dependency mapping after creating complex project: “Map dependencies to keep cross-functional teams aligned”

Success metrics:

• Primary: Feature adoption rate for recommended features (target: 20% lift vs. control)
• Secondary: Overall engagement depth (features used per session), message click-through rate
• Guardrails: No increase in feature abandonment (starting but not completing flows)

Audience: Users who match cluster behavioral flags within first 14 days. Test one cluster at a time to isolate impact.

Timeline: 30 days to measure feature adoption impact.

Example Test 3: Retention Email Campaigns by Cluster

Background: Generic “tips and tricks” email campaigns had 8% open rates and weren’t moving retention metrics. Content felt irrelevant to most recipients.

Hypothesis: Segmenting email campaigns by identified cluster will improve email engagement by 50% and show a measurable correlation with retention.

Test design: Replace generic weekly tips emails with cluster-specific content:

• Sprint Executors: “5 ways to speed up your daily standup” / “Mobile shortcuts that save 2 hours per week”
• Client Project Coordinators: “How to impress clients with professional project reports” / “3 ways to give clients visibility without overwhelming them”
• Personal Productivity Optimizers: “Build your second brain: advanced filtering techniques” / “Automate your recurring tasks in 5 minutes”

Send to users identified through either the onboarding survey or behavioral flags. Track engagement and retention by cluster.

Success metrics:

• Primary: Email open rates (target: 50% lift), click-through rates (target: 100% lift)
• Secondary: Correlation between email engagement and 90-day retention
• Guardrails: Unsubscribe rates remain stable or decrease

Audience: Users identified as belonging to specific clusters either through survey responses or behavioral flags, minimum 14 days after signup.

Timeline: 6 weeks for initial engagement metrics, 90 days for retention correlation.

Post-test analysis framework

For each test, we established a clear decision framework:

If “winning test”:

• Roll out to 100% of eligible users
• Begin development on next phase of personalization for that cluster
• Use learnings to inform tests for other clusters
• Document what worked to build organizational playbook

If “learning test”:

• Analyze all “something else” responses for missing clusters or unclear framing
• Review behavioral data to see if clusters exist, but personalization was wrong
• Iterate on messaging, timing, or format
• Decide whether to retest with refinements or try different approach

If negative impact:

• Immediately roll back to the control experience
• Conduct user interviews to understand what went wrong
• Reassess cluster definitions or personalization approach
• Consider whether the cluster exists but needs a different treatment

The key to successful testing is starting small, measuring rigorously, and being willing to learn from failures. Not every cluster will respond to every type of personalization, and that’s valuable information. The goal isn’t perfect personalization immediately; it’s continuous improvement based on what actually moves metrics.

Intent-based segmentation mistakes and how to avoid them

Based on our experience implementing this framework, here are the mistakes that will derail your efforts:

1. Starting with too many clusters

More isn’t better. Six well-defined clusters are more useful than fifteen overlapping ones. You need enough clusters to capture meaningfully different intents, but few enough that teams can actually remember and act on them. Start with 4-6 clusters and refine over time. If you find yourself creating clusters that differ only slightly, you’ve gone too granular.

2. Confusing demographics with intent

Job title, company size, or industry might correlate with intent, but they don’t define it. We’ve seen solo consultants behave like “Cross-Functional Orchestrators” and enterprise teams behave like “Sprint Executors.” Focus on what users are trying to accomplish, not who they are on paper.

3. Creating overlapping clusters

Each cluster should be distinct in its primary intent and workflow patterns. If you’re struggling to articulate how two clusters differ behaviorally, they’re probably the same cluster with different labels. Test this by asking: “If I saw someone’s usage data, could I confidently assign them to one cluster?”

4. Ignoring edge cases entirely

Some users will span multiple clusters or switch between them based on context. That’s fine. The framework should accommodate primary intent while recognizing that users are complex. A user might primarily be a “Client Project Coordinator” but occasionally use “Personal Productivity Optimizer” features for their own task management. Don’t force rigid categorization.

5. Skipping the validation step

Your initial hypotheses will be wrong in places. User research and behavioral data keep you honest and prevent confirmation bias. We’ve seen teams fall in love with theoretically elegant clusters that don’t actually exist in their user base, or miss entire segments because they didn’t fit the initial hypothesis.

6. Treating clusters as static

User intent evolves. Someone might start as a “Personal Productivity Optimizer” and grow into a “Client Project Coordinator” as their business scales. Review and refine your clusters quarterly based on new data, product changes, and market shifts.

7. Personalizing too aggressively too soon

Start with high-confidence, low-risk personalization (like targeted email content) before you completely diverge user experiences. You want to validate that clusters behave differently before you build entirely separate onboarding flows.

8. Forgetting to measure impact

Intent-based segmentation is valuable only if it improves outcomes. Define success metrics upfront (e.g., retention lifts, engagement depth, upgrade rates, support ticket reduction) and track them by cluster. If personalization isn’t moving these metrics, refine your approach.

Making intent-based segmentation work for your organization

The framework we’ve outlined works across product categories and company sizes, but implementation varies based on your resources and organizational maturity.

If you have limited data: Start with Phase 1 and Phase 2, using qualitative research to define clusters before investing in behavioral infrastructure. You can manually tag users based on interview responses and onboarding surveys, then personalize through targeted emails and customer success outreach. As you grow, build the data systems to automate cluster identification.

If you have rich behavioral data but limited research capabilities: Reverse the order. Start with data patterns and validate through targeted interviews. Look for natural groupings in your analytics that suggest different workflow types, then talk to representative users from each group to understand their intent.

If you’re a small team: Don’t let perfect be the enemy of good. Start with 3-4 obvious clusters based on your highest-level workflow differences. The founder of a 10-person startup probably has a better intuitive understanding of user intent than a 500-person company with siloed data. Write down what you know, test it with a few users, and start personalizing.

If you’re a large enterprise: The challenge is getting organizational alignment, not defining clusters. Use Phase 1 to surface where teams already operate with different mental models, then use data to arbitrate. Create executive sponsorship for the new framework so it becomes the shared language across product, marketing, and CS.

The key is starting somewhere. Most companies know their one-size-fits-all approach isn’t working, but they keep personalizing around the wrong variables that don’t actually predict what users are trying to accomplish.

Intent-based segmentation reorients everything around the question that actually matters: What is this user trying to accomplish, and how can we help them succeed at that specific goal?

Turn insights into retention that drives revenue

Understanding user intent is just the first step. The real value comes from translating those insights into personalized experiences that keep users engaged and drive measurable revenue growth.

At The Good, we’ve spent 16 years helping SaaS companies identify their most valuable user segments and optimize experiences around what actually drives retention. Our systematic approach to user segmentation goes beyond frameworks. We help you implement experimentation strategies that prove which personalization efforts move the needle on the metrics your board cares about.

Plenty of companies struggle to implement segmentation that’s actually actionable. They end up with beautiful personas gathering dust or broad categories that don’t inform product decisions.

Intent-based segmentation is different because it connects directly to behavior you can observe and experiences you can personalize.

If you’re struggling with generic experiences that fail to resonate with different user types, or if you know your segmentation could be better but aren’t sure where to start, let’s talk about how intent-based segmentation could transform your retention strategy and drive revenue growth.

The post The Exact Framework We Used To Build Intent-Based User Clusters That Drive Retention For A Leading SaaS Company appeared first on The Good.

But this episodic style is falling out of favor with forward-thinking teams. The best product organizations are embracing continuous research, an always-on approach to gathering insights that allows for more user-centered, effective products.

In one study, 83% of designers, product managers, and researchers agreed that research should be conducted at every stage of the product development life cycle. But, only 36% of them are conducting research studies after launch.

How can they bridge the gap? With continuous research.

What is continuous research?

Continuous research is an “always-on” style of research, where product teams put practices and systems in place to habitually learn from users. Rather than conducting isolated research studies or sprints, it focuses on integrating regular research activities into the product development cycle.

Why continuous research?

The benefits of continuous research are plentiful. Gathering insights regularly means quickly responding to user needs/wants, making more data-driven decisions, and reducing spend on changes that don’t work.

According to research by McKinsey, there is a direct correlation between financial success and de-risking development by continually listening, testing, and iterating with end-users. Continuous research methods are proven to positively impact the bottom line, and you can feel good knowing that they also make your customers’ lives better.

However, the under-touted benefit of continuous research is that it makes everyone’s job at your company easier. Product teams get their questions answered faster. Developers don’t have to waste time on unfriendly user features. Sales can more easily connect with customers.

No one has to wait to get on a roadmap, because there is a constant cycle of feedback and user connection that is otherwise unattainable.

Continuous research methods

So, what specifically counts as continuous research? Plenty of methods would fall under this umbrella. Here are a few of our favorites to paint a picture of what continuous research looks like in action.

Regular user interviews

Open a time on your calendar to consistently fill with customer interviews. This consistent, lightweight user research can gather immediate feedback on new features or designs.

Regular usability testing

Find time to observe users interacting with your product. Do this often, and you will uncover patterns to improve your UX.

Ongoing collection of CSAT or NPS scores

Keep a record of customer satisfaction scores (CSAT) or Net Promoter Scores (NPS) to understand over time whether users are happy with your product. This consistent record will help you determine if product optimizations have helped or hurt your experience.

Cohort comparison through onboarding surveys

Conduct onboarding surveys and then compare cohorts over time to identify trends that may not be apparent in individual feedback sessions.

Lightweight prototype testing

Get feedback on designs from initial prototype to mid-fidelity to fully mocked up. Use the consistent feedback to iterate quickly and make immediate changes as you go.

Continuous research implementation strategies

With the benefits and methods clear, you might be ready to shift your culture towards continuous research. If so, here are a few implementation strategies to set you off on the right foot.

Start small and build up consistency

Begin with a single recurring research touchpoint, such as weekly user interviews or bi-weekly prototype testing sessions. You don’t need a comprehensive, always-on strategy when you’re just starting out. Starting small will get you into the habit, and then you can find ways to expand your efforts.

Put research on the calendar

Blocking time on the calendar for research will get you into the continuous research habit. Consider something like a Friday afternoon standing meeting that you can fill with customer interviews.

Teresa Torres, a well-respected expert and author of Continuous Discovery Habits, suggests you talk to customers every week. “Continuous discovery means weekly touchpoints with customers by the team building the product, where they conduct small research activities in pursuit of a desired outcome.”

The emphasis is on taking research from something you pause to do, into something you always do. Putting it on the calendar in a consistent cadence will help you stick to it.

Get the whole team involved

One of the best parts of continuous research is that it benefits the whole team… and the whole team can be involved! While continuous research may be led by a researcher, it can also be effectively led by product managers who incorporate it into their regular schedule.

Even if other teams don’t lead the process, get them involved by:

• Asking salespeople to ask one specific research question in each call
• Having designers build prototype testing into their workflows
• Sharing research findings across the organization

We have lots of expert insights on how to make B2B research work harder and get your team involved in the process, here.

Complement ongoing feedback with strategic research

Another great recommendation from Teresa Torres is to complement ongoing feedback with occasional deeper discovery work. When you have a higher-risk change or question, take the necessary time to do a deep dive into the data, testing, and analysis.

An always-on research strategy should ensure you’re solving the right problems and that you’re doing it effectively. A combination of lighter, continuous, and deep-dive research will make sure that happens.

Build your toolkit

Tools and technologies that enable continuous feedback will be a lifesaver during busy weeks when it would be easy to let research fall to the wayside. Set up automations and find the tools that make it easier for you to keep users scheduling, data collecting, and insights surfacing.

In the end, the value of continuous research comes from rapidly applying insights. These implementation strategies will create explicit pathways for research findings to influence product decisions within days, not months.

Who should leverage continuous research?

A shift to continuous research represents a cultural shift in product development. It’s not just a changing methodology; it’s a truly user-centered approach where customer feedback continuously shapes product direction. Most product teams would benefit from implementing an always-on research strategy, but it’s particularly valuable in a few circumstances.

Teams with limited resources

It might seem counterintuitive, but it is particularly valuable for teams that don’t have a big research budget. Even without the dollars to fund big studies, teams can leverage continuous research to uncover customer insights that guide development.

Growth-stage startups

It’s ideal for startups that are moving quickly to build and make decisions. They’re mostly throwing things at the wall to see what sticks, but continuous research can act as the safety net or gut check for those ideas. Run it by a customer and get some quick feedback instead of waiting to make mistakes in-market.

Products in rapidly evolving markets

If you’re in a market that is changing quickly, like AI, it’s a good idea to implement continuous research. It helps you adapt to evolving consumer needs more efficiently and to keep up with rapidly developing technological advancements. When you have an always-on research schedule, you can get your questions answered more quickly and implement changes shortly after.

Why “always-on” should be your new normal

Studies show that the compartmentalization of design, development, and research stages of product development “increases the risk of losing the voice of the consumer or of relying too heavily on one iteration of that voice.” Don’t let your organization fall into this trap.

User insights help teams innovate faster and build better products. The best teams today are those that learn from their customers as they build, putting the user experience at the center of product development and optimization. Consistent feedback loops allow them to deliver constant value and effectively respond to market changes.

As competition intensifies in SaaS, continuous research could be the difference between products that thrive and those that die.

If your team sees the value of continuous research but doesn’t have the resources to manage it in-house, The Good can help.

Our team of experts will be an on-demand research (and design and strategy) team that helps you get things done faster. No more waiting months to get your ideas on the roadmap.

The post Continuous Research: The Secret Weapon For Effective Product Teams appeared first on The Good.

What is going wrong? The most common assumption is a poor product experience, but something else could be the culprit: SaaS products take too long to deliver value.

If users don’t quickly experience how software makes their life better, they will delete the app or simply abandon their account.

If you find your users in this position, accelerating time-to-value should be at the top of your priority list. Reducing the time it takes a customer to find value in your product can increase customer satisfaction by 10% to 30%, which will have a direct impact on retention.

In this article, we’ll share how strategies like optimizing onboarding, personalizing the user experience, and implementing quick wins can help you improve time-to-value and reduce churn.

What is time-to-value (TTV)?

Time-to-value is the duration of time it takes a user to experience the value of your SaaS product. It measures the time lapsed from when a user starts engaging with your tool to when they have an ‘Aha!’ moment about the positive impact on their life.

Types of time-to-value:

• Time-to-basic value: A metric measuring the time it takes a customer to see any value from your product.
• Time-to-exceed value: A metric measuring the time it takes to exceed a user’s expectations about your product’s value.
• Long time-to-value SaaS: A product or service that takes a longer duration of time to realize value (sometimes weeks or months). Usually, for SaaS, this is true when it takes time to integrate systems or data. In this case, it’s important to demonstrate incremental value during the journey to full value.
• Short time-to-value SaaS: A product or service that meets an immediate need, such as a transactional software product with a one-time use.
• Immediate time-to-value SaaS: A product or service with an instant reward for customer actions, such as a picture resizing or link shortening software.

How to calculate time-to-value

The simple time-to-value formula is:
TTV = Time that value is realized – Time user starts engaging with your product

But while the concept of time to value is pretty straightforward, how you calculate it will vary.

Your unique product, user, and definition of value will help guide the inputs of your TTV formula. Here is a quick overview of how to calculate time to value for your business:

1. Define value: What does finding value mean in the context of your product? Usually, it is how long it takes a user to complete a specific task that showcases the core function of your product.
2. Define the start time: When do you start measuring the users’ path to value? What is the starting point of their journey? Usually, it’s during the registration or onboarding process.
3. Define the end time: What is the moment a customer realizes value for your product? You’ll likely need to conduct research to pinpoint the ‘Aha!’ moment (more on that later). Typically, it takes the form of achieving a specific outcome, uncovering a benefit, or reaching a milestone.
4. Calculate the duration: Measure the time between the start and end points. This is your time to value.

Source

Some examples of how actual SaaS companies measure time-to-value include: how long it takes for a user to upgrade from free to paid, how quickly users start a new project after onboarding, or how long it takes to get the first ROI from the tool.

Why is time-to-value important?

Time-to-value directly impacts product success. It is an early indicator of retention and churn, and can help uncover areas for optimization.

The metric is especially important for companies with freemium or free trial pricing models. When your monetization happens during the product experience, you need to show your value explicitly and efficiently. Time-to-value is a way to measure if you are doing so successfully.

How to improve time-to-value

Demonstrating your value early on takes your SaaS product from ‘nice-to-have’ to ‘can’t live without.’ Here are a few strategies to help you do it.

Identify your product’s ‘Aha!’ moments

To get to the ‘Aha!’ moments faster, you first need to understand what those eye-opening experiences are. What turns casual users into lifelong customers? What is the first product experience that clearly shows your product’s potential impact on a user’s life?

To identify those ‘Aha!’ moments (or the end time in your formula), there is nothing more effective than talking to and studying the users themselves.

With user research methods like session recordings, usability tests, interviews, and surveys, you can uncover the intrinsic motivations of your users and take stock of their goals. What you find in your UX research process will help identify which product experiences will be most valuable to them and help prioritize which to show off early.

For example, if a new user of your project management tool wants to gain transparency across their team, the product should show them how to do that before it does anything else.

It will be tempting to bombard new users with all the amazing features of your tool, but to provide the quickest route to value for each user, you have to understand their objectives and why they are exploring your tool in the first place.

Personalize the user experience

The meaning of value will vary across your user base and their unique needs. For example, a 10-strong team signing up for an analytics tool may find different early value than a one-person team looking to monitor their small business. Or someone who has less tech know-how might need more hand-holding, while someone already comfortable with complex systems might want to see more intricate aspects upfront.

That’s why it’s important to personalize the user experience to accelerate time-to-value.

It doesn’t have to be 1:1 personalization, though. There’s a good chance there will be groups of users who have similar goals. Gain insight into your users, identify patterns, and create experiences for those groups. Start with a few segments and then continue to add on personalization if you see it’s working.

Optimize the registration and onboarding experiences

One significant lever for accelerating time to value is improving early product experiences.

The ROPES framework, designed to help product-first leaders think about, optimize, and improve the end-to-end customer experience, shows how the R (registration) and O (onboarding) experiences might help or hinder TTV.

While the other elements of the customer journey can play a part, the biggest drivers for reducing TTV lie in those first stages of the product experience.

While there is no exact blueprint for optimization, there are some commonalities you can bear in mind for improving registration and onboarding:

• Take it slowly: The last thing you want to do is dump everything onto new signups. Avoid overwhelming by trickling out information and allowing users to go at their own pace.
• Put the user first: The best experiences focus on the needs of each individual user and what they need to know to get started.
• Leverage novel UI mechanisms: Make use of novel mechanisms like tooltips or a modal window to gently guide users through the registration onboarding process.
• Give clear step-by-step instructions: Clearly guide users through your registration and onboarding step-by-step. Make it straightforward to complete, and be sure to highlight your product’s use cases during the process.
• Follow good form design principles: Show clear progress, give feedback as they go, and group common information to make it easily digestible.
• Collect feedback: Track and measure how successful your process is by asking new signups for their feedback.

Your product experience should be fluid. The needs of your user base will change over time, and you must listen to user feedback if you want to continue to improve the experience and showcase your value more efficiently.

Implement quick wins for users

Quick wins are a great tactic for improving time to value. Get your new users to complete small actions quickly so they start to feel comfortable using your tool ASAP.

Quick wins create initial momentum for users, playing into the psychology that when you feel accomplished or successful, you’re inclined to continue succeeding. This is similar to basketball players who gain confidence as they continue scoring points (hot streak) or that feeling when you have a task list of chores to do and you begin crossing them off one by one. Momentum is something that is built and will carry users forward.

As you build their confidence with your tool, you can use those quick wins to show the valuable features or functionality that is relevant to them.

Measure and iterate

No product experience gets it exactly right the first time, and there are always ways to continue improving your time to value.

Just like your users are learning how to use your product, you’re also learning how they use it. The more clarity you get on challenges, use cases, and goals, the easier it’ll be to create a valuable experience early on.

Continuously test different journeys, tweak steps based on user feedback, and don’t forget to track everything you do to see what works and what doesn’t.

Signs your time-to-value is too slow

It’s true that there is always room for TTV improvement, but how do you know you have a big problem?

Here are some red flags to look out for:

• High churn or low retention rates: Customers are leaving your service early in their subscription cycle, usually the first 30, 60, or 90 days.
• Low upgrade rate: Users don’t upgrade on their own, and/or sales teams get resistance to any account expansion or new offering pitches. This means customers are either seeing too much or too little value on their current account level.
• Low engagement with core features: Infrequent logins or low engagement with your core product functions/features means users don’t see the value of your product.
• Poor NPS: The feedback you receive is largely neutral or even negative.
• High customer acquisition costs: When users abandon, and you have to replace lost users, your cost of acquiring new customers will increase.
• Customer success or sales complaints: Your customer success team spends almost all their time resolving issues, or the sales team can’t clearly show the ROI of your product.

If you see one or many of these red flags, it’s time to start a new UX research cycle and dig into where there is room to optimize and show your value earlier on.

To get an expert’s POV on the situation, reach out to The Good. We can help uncover where and why your users are dropping off, and help you fix it.

The post Accelerating Time-to-Value: How SaaS Products Get Users to ‘Aha!’ Moments Faster appeared first on The Good.

About This Episode:

Creating a well-designed SaaS website requires a strategic approach. In this episode, Jon and Ryan discuss the key fundamentals of creating a SaaS marketing website that not only attracts and engages users but also converts them into customers.

Check out the full episode to learn:

• Why identifying your target audience’s needs, behaviors, and pain points comes first.
• How to deliver a seamless experience that connects with your customers, answers their questions, and shows them how to take the next step.
• The importance of regularly testing and validating your website with your audience.

If you have questions, ideas, or feedback to share, connect with us on LinkedIn. We’re Jon MacDonald and Ryan Garrow.

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Episode Transcript:

Announcer: [00:00:00] You’re listening to Drive and Convert a podcast about helping online brands to build a better ecommerce growth engine with Jon MacDonald and Ryan Garrow.

Ryan Garrow: Jon, you without much of an argument or debate, do know quite a bit more about sales. SaaS products than I do. Your team has done phenomenally well at helping SaaS companies scale over the last few years. A ton about ecomm, we know that, but SaaS is a, it’s a unique area for me because I don’t lean into it nearly as much as I should probably, especially hearing some of the things you talked about leading into this podcast recording, you have some great insights on what you need to be doing from a SaaS company when you’re building the website. And there isn’t necessarily, and maybe you’ll correct me through this podcast, but it’s not as simple as Oh, there’s like a Shopify for SaaS. You just put it up and then it automatically converts at this range.

And it’s yeah, you’re done now. You just collect money and it’s awesome. There probably needs to be, maybe we need to go [00:01:00] on another tangent and solve for that and create a Shopify for SaaS because when you’re going B2B, I feel like there’s a really high expectation of what you’re going to get on the marketing site.

There’s so many ways to do it wrong because you can go so many different directions and you’re applying probably to a vast spectrum of clients on that first marketing page, not knowing what you’re going to hit. So you’ve got a lot of data here. So I’m excited to hear about this. You’re going to talk to us about how to, I assume, remove some friction on these sites and make it super simple SaaS product. Is that right?

Jon MacDonald: That’s right. Yeah, I think begin and maintain as well.

Ryan Garrow: Got it. Okay. And so when you’re setting up your SaaS website, you’ve outlined in the notes here, 11 fundamentals for a marketing website that you want to cover today. And there’s different pieces of SaaS, right? There’s the front end marketing site, and then there’s the actual product that you can optimize as well.

So we’re focusing on Marketing, which I like, but it’s how you’re acquiring customers. Customer acquisition websites, essentially.

Jon MacDonald: [00:02:00] Exactly. Yeah. This is for the marketing website. Let’s just say pre conversion to becoming a trialist or a paid user of your SaaS tool.

Ryan Garrow: Okay. So there’s 11 things we need to be paying attention to when we’re looking at the design on these that are going to make sure that we don’t do something dumb and create a bunch of friction. We don’t need to.

Jon MacDonald: There you go. Before we jump in, I just want to be clear about one quick thing, and that’s that. You called it out, right? The SaaS digital journey does not always begin or end with your website. For instance, your user’s journey might start when they read a recommendation on another site.

And in SaaS, there’s several of these, right? You got G2, you’ve got all of these other top whatever sites that are out there for apps, right? You got Product Hunt, you got all these. Great resources for small, especially small and medium businesses that are looking to purchase a new tool, right? And solve a pain point that they have.

Usually, it starts with them doing some research. Okay? And then it [00:03:00] ends when they have a conversation with enterprise, with a salesperson, or with them converting into that trial user.

Ryan Garrow: Okay. It’s obviously imperative to have a seamless experience that connects with the customers. Answers questions and then basically tells them how to take the next step because it’s, we’re multi step.

It’s, I joked about click funnels. It’s all about click funnels to a degree. It’s you’re just moving people down a process and it’s not where to. And you

Jon MacDonald: mentioned earlier that there’s not like a Shopify for SaaS brands, and I would say that there’s several tools out there that are trying to do that.

So there are tools that can help you now for the front end marketing side, right? Not necessarily for the app itself, although AI is coming a long way. And maybe that’s a whole nother show about how you can, as a single person, tell AI what you want and have it generate the entire app for you now. The code may or may not be usable, but it’s there, right?

It’s the one thing to debate, but I think, creating that well designed SaaS website does require a strategic approach. And that’s the thing [00:04:00] that I want to break down and talk about of these fundamentals, because it’s important to focus on these several key fundamentals. There’s not just one, there’s actually 11 that we’ll talk about quickly today.

If you’re listening to this, 11 sounds like a lot. I promise you we’ll move through them pretty quickly, but they’re all important and things that we’ve seen come up time and time again. And these all enhance that user engagement and customer satisfaction. What we’re aiming to do with these fundamentals is to help you to create a SaaS website that not only attracts and engages users, but also will convert them into customers.

Ryan Garrow: I like it. Okay. Look, let’s dive in then. I want to start getting through this list. Yeah, sure. I’m going to learn some cool things here. Okay. So step one where do you start in this journey? Like I’m based on your car conversations, I guess I could hypothesize, but

Jon MacDonald: yeah, the first one is starting by understanding your user.

So you begin by identifying your target audiences, needs, behaviors, and pain points. These are all things that would be key to good product design [00:05:00] anyways. If you have a great product design team, getting them involved in the marketing side can be helpful here. But this understanding also guides the design and the content strategy of your site and really helps you to ensure that your website serves your users well.

Ryan Garrow: What happens if you’re not necessarily sure about who your user is going to be? Do you have to have multiple instances you test at the same time for that or do you have to pick one and go?

Jon MacDonald: Normally, if you have product market fit, But you should have a good understanding of who your consumer is going to be.

Where in ecomm, that could be much wider. In SaaS, you typically have somebody who’s approaching with a very specific problem that you’re solving for them. So you’re able to talk to that problem. That’s where I think, it varies from e com, but also it is something that is actually helpful because that’s really going to be able to guide talking to consumers because you’ll be able to find the right people.

And guide actually writing [00:06:00] content for them, where you’re going to be able to address that specific pain point at each step.

Ryan Garrow: Got it. Okay, that is much simpler, actually, because you go into e com thinking you know where you’re going to be, and then all of a sudden you’re like, Oh, we, these people found us and liked us even more.

Jon MacDonald: Honestly, that may happen SaaS, and it does quite often. You think about Slack is a great example of this. Slack did not start out as a company that made a chat, right? SaaS, I believe that Slack was a gaming company at one point, and they had built this tool to have internal conversations.

And then that became the thing that everybody wanted and was like, this, we have something here. This is pretty cool. We should sell this. And so that’s how they ended up down the line. There are now a billion dollar companies sold to Salesforce.

Ryan Garrow: Taking lots of my money every month. Okay. So we know who our user is.

And you mentioned the content, so I guess we’re informing our content creation on the site to make it, to put it there, right? But is there more about the content we need?

Jon MacDonald: [00:07:00] Yeah. So the second thing is keeping that content compelling. Because it’s very easy if you feel like you know the audience to not make it compelling.

Make it as engaging as it could be. You really want to make sure your content is engaging. And it, that really, I keep saying that word because it’s crucial. It is crucial for capturing and retaining interest, right? You really want somebody to be reading down the page and say, yes, that’s me. Yes. I have that problem.

Yes. Great. This sounds like the solution for me. And as they continue down that journey, so using clear, concise, and persuasive language here, that’s going to speak directly to that audience’s needs and highlight the benefits of how you solve that for them. So you can do things like using imagery. People love actual product shots, not just illustrations, right?

They love videos. Anytime you do a video walkthrough or click snippets of things being used, it really helps visitors to learn. about the product.

Ryan Garrow: Don’t just give me a marketing video on the marketing page. I think [00:08:00] that’s where people will often confuse Oh, I’ve used your video that we used to run an ad one time.

We should put that on there.

Jon MacDonald: Yeah. No, you definitely, it goes back to the same thing as ecommerce. I say all the time that marketing’s won once somebody’s gotten to your site. Time to actually help them solve their pain or need.

Ryan Garrow: And number three is use directional guidance to help users find what they need.

Thanks again. And directing them down the page further or to contact forms?

Jon MacDonald: Yeah. Directional guidance is this kind of umbrella term that really encompasses anything that puts the user on a path to help them find what they want. That can be navigation, calls to action, strategic use of white space, right?

Nothing at all could be helpful. I think, you start, working in that direction. on how you’re going to guide people along that journey and help them find the necessary information and tools that’s important for them. It’s a very kind of umbrella term, but it really is something that needs to be considered.

Where are you telling these people to go next? Where are you influencing [00:09:00] their journey on your site?

Ryan Garrow: That helps quite a bit there. Your next point might be one of my most frustrating in the business B2B world. As I search for apps and things that help my business, but it’s a seamless customer experience.

The website on the desktop complements what I’m seeing on the, on my mobile device. Cause I often am jumping devices throughout days, weeks, even, and not everybody does this very

Jon MacDonald: well. No, but I think, the key here is to have a smooth user experience that optimizes the website’s performance.

You can make it responsive, but. Ensuring usability across all devices, as you mentioned, you really just need to fix anything that’s broken or introduces friction into that experience and consider each step what devices they might be on all the way from that initial conversion and beyond. How many times have you have fired up an asset, a SaaS app and tried to use it on your iPhone in a mobile browser, and it just doesn’t even work, right?

You’re just like, Oh, what am I doing here? I can’t, [00:10:00] it’s way too big, and it’s not responsive. There are tools that are just meant to be used on desktop, and I understand that, but not delivering a seamless user experience across all devices is a huge issue for a lot of SaaS brands, and you really want to make sure that’s touched on your marketing site.

You’re setting the tone for the rest of what it’s going to be like. And if your marketing site doesn’t work across different platforms, then people sure aren’t going to think that your app is either.

Ryan Garrow: Yeah, there was even just, I think, I forget which one it was. It was a competitor to DocuSign. But I had to execute something on a mobile device, and it was the worst.

I actually stopped and had to wait till later in the day to get back to my computer because it was like, I just, I couldn’t get the fields to work. It was embarrassingly bad. I’m sorry to hear that. I can’t blast them, but I hope it wasn’t Panda Doc. DocuSign does a great job at that. Yeah,

Jon MacDonald: DocuSign does a great one.

That’s one of the benefits of pretty much owning the realtor and real estate, because those folks are setting those things up on [00:11:00] the go all the time. If you’ve ever had to sign a real estate contract, 99 percent chance it came from DocuSign. There’s a lot of them out there now, and they’re all competing on very similar functionality.

So if you don’t have a seamless journey, you might as well just stop.

Ryan Garrow: If that ever happened again, I’d be like no, I’ll send you a docu sign. Let’s do it this way.

Jon MacDonald: Yeah, exactly. Download the document, resend it to them.

Ryan Garrow: Yes. All right. Number five is design with product verbs in mind. This is not something I would have thought of.

Jon MacDonald: Yeah, we actually have a whole article about product verbs up on the good. com. Just go search verbs or whatever you feel comfortable with on the good. But the reality here is that you really want to focus on action oriented language that emphasizes the core functionalities of your product. Okay. So that’s why it’s called verbs, product verbs, because you’re really trying to convey actions that users can take, such as create, manage, track, analyze, right?

These are all things that make the [00:12:00] benefits of the product clear to the end users.

Ryan Garrow: And I would imagine this is not one where you’re going to be like, Oh, let’s think of some cool synonyms to maybe sound different. This is just keep it simple, stupid almost. Yeah.

Jon MacDonald: You don’t want to get cute with this by any means.

But you definitely want to communicate in a manner that is going to help people understand what it’s like. You hear this all the time about resumes. If you’ve ever read a resume filled with these type of verbs, it feels like that person’s way more qualified, right? They’re like, I curated, I influenced, I managed, I did these things, right?

Where if you just say I was part of a team. That doesn’t sound as good. If you say, I led the team, or I did, had some action with the team. I was an integral part of the team. You really want to influence with the verbs. And it’s the same thing here. You’re trying to sell your product through.

You really want people to understand how it’s going to benefit them.

Announcer: You’re listening to Drive and Convert a podcast focused on ecommerce growth. Your [00:13:00] hosts are Jon MacDonald, founder of The Good, a conversion rate optimization agency that works with ecommerce brands to help convert more of their visitors into buyers.

And Ryan Garrow of Logical Position, a digital marketing agency offering pay per click management, search engine optimization, and website design services to brands of all sizes.

If you find this podcast helpful, please help us out by leaving a review on Apple podcasts and sharing it with a friend or colleague. Thank you.

Ryan Garrow: Oh man, this one is probably, I mentioned the non seamless experience. But being clear about pricing and plans, Oh man, maybe I’m young enough. I don’t like it. Maybe I’m too old. I just don’t like, I don’t know. There’s something in there that I do not want to talk to sales. What does it cost? Okay, great.

Does it make sense? Let me make that determination, but don’t force me to talk to somebody before you tell me how much things cost.

Jon MacDonald: Ryan is a hundred percent of get off my lawn guy.

Transparency [00:14:00] and pricing and subscription plans builds trust, okay? So that’s what you’re talking about. Like you say, Hey, I want to know what I’m getting into, right? You want to aid that decision making process. And that is what’s key here, clearly presenting all the options available. Including the features and costs and then helping consumers choose the plan that best fits them.

All of that can be done without a salesperson. And in fact, so many SaaS brands try to integrate salespeople, they think that’s the route they need to go. When in reality, they’re probably any gains they have by. inserting a person who’s really just there to convince often, unfortunately, they lose by people who just give up and go to a competitor who makes it real easy in that research phase to understand what they’re getting into.

Ryan Garrow: I feel like if you need a sales people or sales person to get it across, your product probably isn’t developed well enough. So that’s just the way my perception is. When I’m looking at it, if you can’t tell me how much it costs, you have to get somebody [00:15:00] on the phone to sell me because it’s not good enough on its own.

Jon MacDonald: Yeah.

Ryan Garrow: Yeah. And that’s how I personally approach it.

Jon MacDonald: There are benefits from the SaaS perspective, right? Of saying, Hey, I’m going to have a salesperson on my team and really what they’re doing is not there to sell and convince. They’re there to understand what are the common questions? What are the key pain points?

Why are people calling? What did they think our app does? When I give them a demo, where do they go? Oh, I like that. Or, Ooh, that’s a problem. Or I, does it also do X, Y, and Z? That’s very similar to what customer service role plays at Ecom. And I say consistently. Get customer service involved and optimizing your e com website.

It’s the same thing here. If you have salespeople, they should be contributing content back to the site. And ideally, as a SaaS brand, a salesperson gets on the call, and they should just be confirming. If you’ve done the right job, that person should just be saying, yeah, so you need this customization.

We can work out a [00:16:00] custom plan for you. Or saying, yeah, our feature does that you do you want a demo? Let me give you the demo answering questions you have. That’s great. But they shouldn’t be there to do cold calls and outbound calls and then say, I got to convince you of X, Y, and Z. They should be more of a consultative sale at that point.

Ryan Garrow: Love it. Okay. I knew this one was coming because it’s Jon MacDonald, but we’re going to test and validate with our audiences.

Jon MacDonald: Yeah. Are you surprised this is more than halfway down the list? I would say regularly test your website with real users. I, we could probably almost skip this because it’s a broken record with me.

A/B testing, user surveys, analytics, validate your design choices to ensure they’re meeting that user expectations and produce a user friendly design before you do anything. And I’ll just say here, I understand if you need an agency to help you with this. Might we might know somebody

Ryan Garrow: a little hint there. Jon. There you go. It’s not the first thing [00:17:00] you do though it’s are these kind of in order of a process you would have somebody go through like this is Generally best after you’ve been already clear about your pricing and plans and before we get to the next step

Jon MacDonald: I would say You know, you can pick and choose from this list.

They’re not in any specific order, but I do think that they are in the order of, I would say, to me, anyways, importance. You’re going to start with one and work your way down to the bottom of the list because they start building off of each other, right? You can’t really test and validate until you have some idea of who your audience is, right?

So you have to have that understanding first, right?

Ryan Garrow: Once you have some traffic, you’re testing and validating. Getting some feedback and then you’re going to use that feedback, I assume. And you’re going to iterate on your website design and feed that loop back almost. So like the seven and eight points probably are almost circular constantly.

If you’re really trying to grow your SaaS product.

Jon MacDonald: And that’s really why they’re lower on this list because they’re going to continually. cycle through making sure [00:18:00] that you’re validating and testing, but then you’re iterating on your website design. So you’re putting that test and validation back into your site and, every website, including SaaS, should evolve based on user feedback.

There’s always technological advancements, there’s changing market trends. The reality here is, Just continually update and refine, right? Same thing you might do with ecommerce, but I think you have a lot more leeway with SaaS to do this because you’re not stuck to having to find a template that works across hundreds of SKUs.

You’re really trying to hammer home one key solving point that you have. That’s really something that’s going to enhance that user experience and stay ahead of the competitors.

Ryan Garrow: Now, one thing this doesn’t mention in your notes is landing squeeze pages on your website, you should have lots of them.

Jon MacDonald: It’s not here.

Ryan Garrow: Yeah, it’s not here.

Jon MacDonald: And I think that’s a great point. Almost what’s not on these lists as much as what is, right? I think that having a hundred [00:19:00] different landing pages is a sign that you still don’t have great product market fit. Now, if you have a handful that are around specific pain points and you know you can solve a couple of pain points or maybe there’s a couple of industries like we talked about DocuSign and Realtors or maybe DocuSign and legal like lawyer teams or, there’s a whole bunch of different ways you could use a tool like that at that point, you can have a landing page for each of those that talks to the specific page.

angle on that same pain point for them, right? You got to get documents signed in an efficient manner. What does that look like for them? It’s different. I guarantee you a lawyer, not guarantee, but I will say high likelihood your legal team is not sending a docu sign from their phone. Just probably not.

But a realtor on the road, ready to get that offer in a hundred percent, probably doing that. They would approach that a little differently.

Ryan Garrow: Yeah, I like that. Okay, that leads right into your ninth point, ensuring mobile optimization.

Jon MacDonald: Yeah. So with an increasing number of users accessing websites on [00:20:00] mobile, you need to make sure it’s optimized for mobile.

I almost feel like I shouldn’t have to say this one, but unfortunately we do. And for as much as people have pushed it in ecommerce, SaaS is still behind on this. They really are. They often aren’t using responsive design. The loading times are slower because they just expect you’re on a corporate network or that, you’re okay with it being a little slower.

And in a lot of cases, consumers are, so that’s fine, but it doesn’t mean you shouldn’t try to optimize, especially for smaller screens, right? You want that smooth experience across all devices.

Ryan Garrow: And Google’s ranking those first time from an SEO standpoint. Yeah. So if you’re going to compete, you got to go to that Google site and see what Google thinks of it. Yeah.

Jon MacDonald: That’s a great idea.

Ryan Garrow: Mobile first. Not desktop. Love it. Even if that’s what your users will do.

Jon MacDonald: Yeah. And you can understand too. There are plenty of SaaS tools that are really desktop first and I get that. I wouldn’t want to be doing QuickBooks on my phone. I just wouldn’t. There are some functions of QuickBooks that I would want to do, but I [00:21:00] would not want to be maintaining a P& L and running reports and doing that type of stuff on my phone.

But, it doesn’t mean that there aren’t functionalities that I would want on my phone. And it doesn’t mean I’m not going to do research about the tool itself on the marketing website on my phone. That is something that is very likely. Regardless of whether or not your app is Desktop first or mobile first, you should be making sure your website is mobile first.

Ryan Garrow: Your next point, 10, I would say is probably an area that SaaS is ahead of a lot of the ecomm potentially, but it’s focusing on accessibility and those with certain abilities or lack of ability to read and engage with your site. ecommerce has struggled at scale for sure to label their images and.

Jon MacDonald: Which is interesting to me. I often wonder why ecomm struggles with this as much as they do. And I think that you’re seeing over the past five or six years, a lot of those lawsuits from lawyers who do nothing but chase down these e com sites. [00:22:00] And, I think that’s because they’ve already, those same lawyers have already run their way through every SaaS site.

And so they made their way to ecomm next. Because SaaS has all the money in the world to, to pay them off, right? And settle. But ecomm typically doesn’t. So they knew the margins were thin there. They’re not gonna, go after where the margins are thin. It’s just not as big of a return. I think they’ve worked through most of SaaS now.

SaaS is really good about accessibility. But I think, number 10 on this list is focus on accessibility. You have to design your website to be accessible to all users, including those with disabilities. It’s just, you need to do it. You’re leaving out. A large segment of the population. If you’re not doing that, all texts for images you mentioned, that’s great.

Keyboard navigation is huge color contrast. If you even go to HubSpot’s blog, now HubSpot’s blog. I’ll let you do a high contrast mode and they have a on every single page, they have a toggle. It’s like high [00:23:00] contrast or not. It really is something that you can tell if HubSpot’s doing it. It has really worked its way into SaaS.

If you’re not focusing on this and haven’t came this far, you’re behind

Ryan Garrow: for sure. So focus on that accessibility. And then final point, number 11 is leveraging social proof, which in e comm comes naturally you gotta have that, but

Jon MacDonald: Exactly. It does come naturally, and you see there’s so many tools out there asking for reviews.

There’s really only one that I ever hear about from B2B, and that’s G2. It’s the only one that ever emails me and says, Hey, leave a review for this product. And you’re just like, Okay, I don’t know. But here’s the reality is that if you incorporate customer testimonials, case studies, even reviews build credibility and trust.

You’re going to be ahead of the game. You can’t forget to do that. And I promise you, just putting a star rating, et cetera, is not going to get the job done. Same thing that you have on e com. You really need to make sure that you are showcasing world [00:24:00] success stories here. And you really want to make sure positive feedback is from existing users.

You’ll see a lot that will have influencers in SaaS world. That’s happening more and more now, and not just in e com.

Ryan Garrow: There’s more money. Yeah,

Jon MacDonald: yeah.

Ryan Garrow: You can pay those influencers more.

Jon MacDonald: This is where the whole cottage industry now of LinkedIn influencers, right? They’re all going on there and getting paid quite a bit by B2B companies to, to influence around their products.

Ryan Garrow: Yeah. No, I agree. I think it’s definitely valuable there. We’ve gotten through 11 and the punchline feels that designing a SaaS website is about more than just making it look pretty. Yeah. And have high contrasting covers.

Jon MacDonald: A hundred percent, right? How did you know that was coming? Because the reality is it’s very similar to what I’ve talked about with e comm and I think the play here is a lot more similar than not.

The fundamentals don’t change. Your visual appeal of your website, it’s important, but it’s important to remember that websites are made to be used, and that goes for e com or [00:25:00] SaaS. SaaS website design is about creating a user experience that clicks with your target audience. See what I did there.

But there’s this wireframe in design should be validated with real feedback before you launch anything and test it with your ideal audience before you start building. Why waste the money? Your development team has better things to do inside the app. I promise you that’s where they want to focus.

And if you validate everything, you say, Hey this has already been proven out. We’ve already refined and iterated. Now I just need you to build this version. I promise you the relationship with your development team. Between marketing and development is going to be that much better and I hear this all the time from product design and product development folks.

If you are a product manager design development, you often have a rift between you and internal implementation teams, the technical teams that are actually building something because They are getting pulled in so many different directions and marketing is [00:26:00] unfortunately not usually a priority for them.

They’re solving bugs, looking to retain customers, add new functionality. So you really need to be able to speak to them appropriately.

Ryan Garrow: I love it. That was helpful for sure. I think we’re all going to be doing a lot more SaaS marketing and growing of those brands in the near future. I’m excited for it.

Jon MacDonald: It is where it’s headed for sure, especially as I mentioned earlier with AI being able to build SaaS apps. You’re going to see a lot of these. Small creator sites popping up the time and again, so

Ryan Garrow: Excited. Thanks, Jon. I appreciate the insights.

Jon MacDonald: Yeah, thanks for hanging with me today through my head cold.

Appreciate it.

Ryan Garrow: Anytime.

Announcer: Thanks for listening to Drive and Convert with Jon MacDonald and Ryan Garrow. To keep up to date with new episodes, you can subscribe at driveandconvert com.

The post Drive and Convert (Ep. 124): The Fundamentals of SaaS Marketing Website Design appeared first on The Good.

New channels let you tap into additional audiences and volume, spurring growth and helping your business through harder times. After all, there’s a reason our parents always told us not to keep all of our eggs in one basket.

We’re big fans of an omnichannel approach, so we talked to a group of experts on the topic to get their thoughts on why and how to navigate it like a pro.

• Sam Selby, Co-founder, COO & President at Used Mobile Homes USA
• Myra Ryder — Director of Brand Strategy at Ka’Chava
• Dustin Kochis — VP of Retail Strategy and Sales, Ka’Chava
• Andy Wang — Managing Partner & CGO, KC HiLiTES

The case for DTC

For many retail products, adding a DTC channel is a surefire way to increase margins and grow your business.

However, adding a DTC channel isn’t just a way to grow revenue and margin. The upsides also include better relationships with your customers and greater insights to help you grow your brand.

Build stronger relationships with your customers

Dustin Kochis, VP of Sales at Ka’Chava, sees DTC as a powerful tool for connecting with customers. “We view DTC as a way to build stronger relationships with our customers. It’s allowed us to educate them on our mission and products in ways that retail can’t.”

Building these relationships via DTC is an approach that even legacy brands can leverage. Take Andy Wang of KC HiLiTES: when Wang acquired the decades-old company, he knew he wanted to take them digital. But it wasn’t just the margins he was after.

Wang had a vision for a new brand identity that he wasn’t satisfied to leave in the hands of retail partners to represent. To emphasize the brand’s quality and heritage, he built an image-driven website that not only sells products but tells the brand story better than retail alone could.

“We went direct to consumer not only because of the revenue and margin, but because it gives us the ability to control our own destiny. If you can build a quality relationship with your customer, that becomes a moat for your business.”

Own your data

While the benefits of DTC on education and relationships are laudable, there’s a notable third-order benefit of having an ecommerce channel that is arguably just as important: owning your data.

“Having a direct customer channel is everything because it allows you to learn about your customers,” says Sam Selby, Co-founder, COO & President at Used Mobile Homes USA.

Wang agrees. “People are too fixated on margin and revenue. There’s a treasure chest of information when users touch your website or interact with your content.”

Once Wang built his DTC arm, the benefits of owned data began to fuel his business in new ways.

“When we went direct to consumer, we got all of the emails and the psychographic details. It’s a huge help in understanding who your customers are. When you go through distribution, that gets lost,” Wang told us. “That’s another really important thing that has become an asset. Using emails, analytics, and attribution models, that is where the gold is.”

The use cases for good data go both ways. When Myra Ryder, Director of Brand Strategy at Ka’Chava, brought on a new VP of sales to help them go into retail, the existing data from DTC channels was critical in helping them to form a go-to-market strategy. “You really need the data,” says Ryder.

7 tips for thoughtfully entering DTC

If you’re sold on its benefits, the next logical step is to do some digging into how to make the transition from retail to DTC painless. Here are seven tips from the experts to help you make it as smooth as possible.

1. Define your DTC value proposition

Launching a DTC channel isn’t just about making your products available. It’s about understanding what unique value you’ll offer customers through this new channel.

According to Selby, to succeed, you need to articulate why someone should buy directly from you versus through retail. “You have to figure out what your unique value is because you’re not going to out-Amazon Amazon, and you’re not going to out-Target Target.”

2. Align your DTC and retail strategies

One common concern for retail-driven brands is how a DTC channel might impact existing retail partnerships.

Dustin Kochis, VP of Retail Strategy and Sales at Ka’Chava, emphasizes the importance of alignment. “Your DTC and retail strategies should complement each other, not compete. We’ve found success by ensuring that our retail presence reinforces the brand while DTC drives education and deeper customer engagement.”

For example, offering exclusive products or bundles online can differentiate your DTC channel without undercutting retail partners on price.

Selby shares, “To capture incremental customers without cannibalizing between channels, make sure you’re not just duplicating what your retail partners already offer.”

3. Establish a clear DTC marketing plan

Most business leaders already know the value of a marketing plan, but when opening a new channel, it becomes even more important.

Myra and Dustin from Ka’Chava say, “Whether it’s through partnerships, Instagram, or other ad campaigns, often there’s a familiarity with the brand once the consumer sees the product in-store. Leverage those educational, top-of-funnel touchpoints to stay ahead and top of mind.”

KC HiLiTES beefed up its digital marketing plans to generate a fast margin when it launched DTC. “We used a series of growth hacks to generate that margin. Then we had money to dump into marketing and could control the brand perception at scale,” said Andy.

4. Know what value your retail partners bring

Selby emphasized the importance of knowing the value of retail partners, measuring their value, and finding ways to optimize the channel so you can make the most of the DTC transition. “You really need to understand how retail is different because that will help you take advantage of DTC most effectively.”

Wang finds insight in the pricing models of retail partners. “If the price is the same anywhere you can find it on the web, at the end of the day, that distributor or dealer has to add some value beyond price. If your brand is powerful enough, it makes it so that that dealer has to add some strategic value.” That could come in extra exposure, a new customer base, or strategic learnings from their other partnerships.

“We only work with the partners that add value to our company as a whole,” finished Andy.

5. Invest in expertise

To thrive in DTC, your website needs to offer a seamless and engaging experience. Myra Ryder, Director of Brand Strategy at Ka’Chava, highlights the role of storytelling and user-centric design; “Customers expect more than just a product listing online. They want an experience that reflects your brand’s story and values. Your website should inspire trust, simplify the buying process, and communicate your unique benefits.”

She adds, “You need to find specialists and give it 110%… don’t divert people and time from other teams.” For Myra, that meant partnering with specialists like Dustin to own retail entry and The Good to optimize their DTC website.

6. Prepare for omnichannel success

Moving to an omnichannel approach comes with logistical and operational complexities. Andy Wang advises brands to prepare for changes in demand and fulfillment.

“When you add a DTC channel, you’re not just adding revenue—you’re adding complexity. From inventory management to customer service, everything needs to scale to meet new demands.”

This can include integrating inventory systems, ensuring consistent pricing, and aligning marketing efforts across channels.

And while channel conflict can set you back, there are plenty of ways to combat it. Even tweaks to the actual product can make your omnichannel strategy more successful. When Ka’Chava entered into retail, for example, they changed the packaging to reflect what DTC customers learned about via the website and shrunk down the retail package to land at a price point that was more palatable for new customers.

7. Don’t fret cannibalization

Kochis says there is “no magic formula” for predicting how a new channel will impact another channel’s sales, and the endeavor is short-sighted anyway.

When brought on to help Ka’Chava enter retail, he warned the team about the possibility of seeing an initial dip in ecommerce sales, but he said not to worry. “It’s a long play,” says Kochis.

Unlock a DTC strategy like the experts

Launching DTC is not a set-it-and-forget-it endeavor. As we established, data is your biggest ally in DTC. Track everything—from website traffic and conversion rates to customer feedback. Use these insights to continually refine your approach.

Expanding into DTC can unlock new opportunities for growth and customer engagement, but it requires careful planning and execution. By defining your value proposition, aligning with retail strategies, optimizing the digital experience, and adapting to omnichannel demands, you can set your brand up for success.

Ready to take the leap? We have many resources on DTC ecommerce from 15+ years of optimizing for brands like yours. Check them out here.

The post 7 Expert Tips On How Retail Brands Can Launch A DTC Ecommerce Channel appeared first on The Good.

But, as more companies adopt the methodology for their tools, PLG strategies become table stakes rather than competitive differentiators. The best practices that might have helped you stand out a few years ago are now run-of-the-mill.

So, how do you make sure your product-led growth efforts stand out, improve the user experience, and go beyond the typical best practices you see day-to-day?

What are the product-led growth best practices?

Freemium and free-trial pricing models have spurred the movement toward product-led growth.

Because the purchase happens later in the customer lifecycle, the user evaluation period is longer and more thorough. Users can evaluate the product for what it offers, how it solves problems, and its ease of use. Instead of relying on marketing messages and sales calls to make a purchase decision, the user evaluates and engages with the product before converting.

This simplifies the recipe for success. If a SaaS tool provides more value than it costs, the user will convert.

There is a lot of literature out there on foundational strategies for PLG. Generally, the industry’s product-led growth best practices include specific tactics related to the following:

• Develop a product-first company culture so that the whole organization is focused on delivering the best product experience.
• Emphasize free trial or free accounts in marketing and sales to increase registrations.
• Minimize friction during sign-up with a clear, personalized, and engaging onboarding experience.
• Make it clear to freemium or free trial users what they are missing out on and what they will get by converting to a paid account.
• Prioritize account expansion over net new users with plan upgrades and customer marketing strategies.
• Gather customer feedback, review user behavior, and conduct testing to measure and improve the product experience.

While all of these are true and valuable, they will only get you so far, and it’s hard to know how to actually make them happen.

Best practices are for beginners

One of our favorite mottos at The Good is that “best practices are for beginners.” Yes, it is important to stick to foundational truths in SaaS optimization work: stay user-centered, establish consistent research practices, iterate your way to success, etc. But, to scale your SaaS organization, you need to go further.

There are many reasons for this, including:

• Best practices are tethered to the past, but your tool is not
• What works for your competition won’t necessarily work for you
• Sticking religiously to best practices holds you back from making data-backed improvements
• Prescribing solutions without diagnosing challenges sets you up for failure

Best practices can be a good starting point for companies looking to dip their toes into product-led growth or optimization, but they’re like training wheels. Once you’ve mastered them, they quickly cap how much you can scale. True growth demands a more tailored approach.

In his book, Opting In To Optimization, Jon MacDonald notes, “Above-average businesses—the ones converting their target customers in droves—are learning in real-time from every click and movement of their current users.”

As established, the ultimate goal of product-led growth is to leverage the product itself to improve acquisition, conversion, and retention metrics. So, how do you actually make that happen once you already have the foundational elements in place?

How to leverage PLG to go from product-market fit to scale

For companies that have outgrown best practices and are ready to scale, here are a few ways to take your product-led growth strategies to the next level.

1. Review the ROPES framework and identify levers you haven’t pulled

First, start by looking at the big picture with the ROPES framework.

The ROPES framework was designed by our team to help product-first SaaS leaders think about, optimize, and improve the end-to-end customer experience. It goes deeper than simple best practices and keeps the product at the center of everything you do by covering the user journey from registration to cancellation. Ultimately, it helps product-led companies:

• Define key stages in the customer journey
• Identify important metrics to measure each stage
• Understand the elements, forces, and factors that help or hinder engagement

Looking at your organization through the lens of the ROPES framework provides context to what makes a great product experience, what levers you can pull at each stage of the customer journey to improve acquisition, conversion, and retention metrics, as well as who on a SaaS product team should be leading the phase.

Once you have the foundational elements of product-led growth in place and are hitting a plateau, review the ROPES framework and identify which areas you aren’t fully leveraging to encourage engagement.

2. Optimize your team

Next, take a look at your team structure and ensure that the right people are leading the right stages of optimization. For example, the registration phase should be driven by the marketing team in collaboration with UX designers, while the product stage should be owned by the product team.

But don’t let this hold you back from letting cross-team collaboration happen. It’s important as a product leader to:

• Bridge the gaps and translate messages across teams
• Stay open-minded and ready for the unexpected
• Bring in people who might not always be part of the ideation phase but can offer a lot of valuable input

That’s because creativity doesn’t just come from the top.

Emma Leyden, product leader from IDEO, Title Nine, and more, says, “I have a deep belief that everyone is creative. I think that engineers are some of the most creative people in any organization. When I say that, CEOs look at me shocked, but engineers are closest to the work and want to ship products that will actually be used, so they have a good idea of what should be built.”

Leveraging your entire team to bring creative new approaches to PLG and allowing the right teams to drive their stages of the product forward allows for the proper balance of collaboration and ownership.

3. Deepen your feature moat

If you’ve reached a plateau in your PLG strategies, it might be time to dig into your feature moat.

A feature moat is when a product offers such unique and superior product features that the competition can’t quickly replicate them. There’s literally a gap—a moat—that your competitors will be scrambling to cross.

Think of it like this: If your product is a great solution, it will change the lives and work of your users. Their needs and preferences change. They develop new problems that you’re positioned to solve. Each solved problem represents a widening moat between you and your competitors.

How do you create this advantage? By continuing to drill deep into user needs and pain points even after you’ve achieved product-market fit.

Don’t rest, satisfied that you’ve learned enough about your users. Continue to leverage generative and evaluative research to uncover new insights into their behavior and needs. Ultimately, this is key to developing a customer experience that evolves with the user.

4. Transition from “launch and learn” to “test and learn”

When you are just starting to implement PLG practices, you may rely on hunches or best guesses. But as you grow, experimentation should happen pre-launch.

You are transitioning from “launch and learn” to “test and learn.”

Even in scenarios where you need to launch quickly, you should at least perform what Emma Leyden calls a “gut check.”

“Your ‘gut check’ can be done in low-effort ways. It won’t give you the most confident answer, but something as simple as showing a design to friends and family before you launch can teach you a lot.”

As a good rule of thumb, Emma encourages having some kind of user research scheduled every week, even if it’s as simple as letting someone see or use the prototype of a product and voicing their thoughts aloud.

While product intuition is important, it’s important to keep in mind we all have our biases. Sometimes, it’s hard to see our products from different perspectives, which is why testing or validating your ideas is essential.

5. Ditch generic benchmarks

Benchmarks are like best practices. They are a great starting point for companies looking to set goals, but for most SaaS companies, they are practically meaningless. We discuss the problems with benchmarking in our article “Why Industry Benchmarks are Bullshit,” but it comes down to this:

• Competitor data can be unreliable, inaccurate, or simply made up.
• Even niched-down industry data still contains too much noise.
• Your products, market conditions, pricing strategy, channel mix, and/or customer groups are just too different to control against even a true competitor.
• Goal-setting, testing, and learning are better alternatives to industry benchmarks.

Essentially, benchmarks are too simplistic to be useful, especially if you’re looking at only one metric, like conversion rate. And even if you match your competitor’s metric, it’s not like you’re going to stop optimizing your experience. You always want that number to improve.

So what’s the alternative? Instead of benchmarking against competitors, we recommend the recipe that works for top companies: setting strong data foundations, checking your assumptions about your audience and their behavior, and building a research practice.

Ditch generic benchmarks. Measure yourself against top optimization teams and identify high-impact areas for improvement instead.

6. Circulate your research across the organization

SaaS leaders with PLG foundations can improve how and when they share customer research to move from product-market fit to scale. Even if you have already established an ongoing research practice, to take this to the next level, improve how customer data and insights are circulated across teams.

When you skip this step, the disconnect between great research and doing something about the insights holds you back from building a user-centered culture and slows innovation.

To fully capitalize on customer insights:

• Give your research a home: Organize data into digestible, prioritized recommendations for teams across your company rather than overwhelming them with raw data.
• Identify patterns and form insights: Regularly circulate customer research to key stakeholders through internal newsletters, reports, or collaborative tools to align, identify areas for improvement, and uncover insights.
• Generate potential improvement ideas to address insights: Use shared insights as a foundation for brainstorming and decision-making across marketing, product, sales, and support teams.

By creating clear channels for sharing and proactively acting on research, SaaS leaders drive growth beyond what PLG best practices alone can achieve.

7. Try new free-to-paid conversion strategies

Converting free trial users to paid users is about demonstrating your product’s value. You can do this by strategically placing messaging throughout your site and/or app.

Keep in mind that your free trial signups already know the product is good. That’s why they signed up in the first place. Your job is to convince them that the value they’ll get from the product is worth the price.

You need them to conduct a cost-benefit analysis of your product and decide that it comes out on top. Highlighting benefits, offering social proof, giving product tours, and boosting user engagement are just some of the techniques to increase activation rates.

You can’t invite this kind of thinking unless you know your customers well. Exceedingly well. Only once you know what triggers them to buy can you build a user experience that entices them to convert.

Here are some strategies to consider for improving free-to-paid conversions:

• Remind users to upgrade early and often
• Drive users to value quickly
• Present gated features near free features
• Make your calls to action clear and consistent
• Be thoughtful about which features are gated
• Make free users aware of their trial time
• Offer a great onboarding experience
• Use paywalls to demonstrate paid features
• Clearly label your paid features

Remember, these are just ideas. Tailor them to your audience based on the issues you’ve identified and your proprietary user research.

8. Extend your capabilities with external support

Whether exploring new features, testing improvements, or mitigating risk, effective product-led growth teams use research at every stage of the product lifecycle.

Yet, research departments are often under-resourced, with typical staffing ratios at one researcher for every 50 developers. This imbalance leads to long research roadmaps that struggle to address the immediate needs of product teams.

In response, SaaS teams rely on external support to supplement their efforts and move beyond best practices to real, sustainable growth. One-off research projects can help, but sophisticated organizations find the most effective partners to work with them long-term.

Heidi Dean, Principal Product-Led Growth Manager at Adobe, says, “When you work with somebody long-term, they learn your products, the organization and your stakeholders. They understand the pain points that you’re dealing with, and then you just develop a shorthand.”

Integrating a specialized firm like The Good to come in and work on projects without much uptime can exponentially increase the user insights you receive and, in turn, the impact you can have on your organization.

Don’t get stuck at best practices

When you don’t push yourself past the comfortable, known best practices, you hold yourself back from scaling your SaaS tool.

If you recognize that you have reached that plateau, hopefully, this article has provided some inspiration for the next steps and areas in which you can focus your energy.

It can be tough to read the label from inside the jar, and if you want to get a fresh perspective to help you scale, reach out to our team. We bring years of experience optimizing SaaS user experiences and providing expert consulting for SaaS product teams.

After a short call to ensure a good mutual fit, we’ll get started supporting your product-led growth efforts with research, strategy, and experimentation.

The post Product-led Growth Best Practices Will Only Get You So Far appeared first on The Good.

About This Episode:

Aligning your online experience with user expectations is crucial. In this episode, Jon and Ryan discuss how to leverage the priming & expectation setting heuristic to increase conversions.

Check out the full episode to learn:

1. what the priming & expectation setting heuristic is, and how it works.
2. how to determine if you are violating this heuristic.
3. examples of tactics that leverage this heuristic.

If you have questions, ideas, or feedback to share, connect with us on LinkedIn. We’re Jon MacDonald and Ryan Garrow.

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Episode Transcript:

Announcer: [00:00:00] You’re listening to Drive and Convert, a podcast about helping online brands to build a better ecommerce growth engine with Jon MacDonald and Ryan Garrow.

Jon MacDonald: Hey Ryan, have you ever felt frustrated by unexpected fees when shopping online.

Ryan Garrow: No, never. That’s weird. Yeah.

Jon MacDonald: It’s a weird question, right? Look, it’s such a common experience and it so quickly turns customers away that I even recently encountered this while trying to purchase concert tickets.

I went through the long process of selecting seats, looking at all the views, doing all that stuff, got the checkout, had the countdown timer, I was all stressed out about it, finally got it done, and then I got hit with exorbitant convenience fees. It almost doubled the price, needless to say, I abandoned that purchase despite the time investment, et cetera.

And I’ll put in air quotes, [00:01:00] the convenience of having gone through that process that I was paying for. But I think this really highlighted a critical aspect of digital experiences for me, and that’s priming and expectation setting. Leave it to me to have a bad experience online and bring it to a positive psychological principles and make a

Ryan Garrow: podcast out of it

Jon MacDonald: and then make a podcast out of it. Nerd central here, but

Ryan Garrow: oh man, those expectations are the worst. Like I think almost everybody listening has done the same thing. I almost bought tickets to What was it last week? My wife wanted to go to book of mormon and it’s coming to portland I was like, oh, I got an adam metaphor.

Let me go find that click the ad got to the end and then I picked the seats and then they’re like Oh, it’s not even on sale yet. And these may or may not be the seats you get, but they’ll be as good. Or I’m like, I tried to find where the real tickets were instead of these secondary site that I accidentally, I felt embarrassed because I went to a secondary site thinking it was a real, I’m like, ah, man, some [00:02:00] expectations.

Meta did that. Is that his algorithm is really good. Because I’ve been listening to my wife talk about wanting to go to Book of Mormon. Love it. I’m assuming we’re talking today about priming and expectation settings to help drive conversions, I’m guessing.

Jon MacDonald: Yes, spot on. Look at your deduction capabilities are prime right now.

I appreciate that. Yeah, look, there’s nothing more frustrating than feeling like a company is giving you that bait and switch and user experience design. We call this poor priming and expectation setting. It’s really a violation of one of the six Heuristics of digital experience optimization. As a reminder here, heuristics of those mental shortcuts, the use to solve problems quickly and effectively, that we all take these shortcuts.

I know we’ve talked about it on the show a handful of times, but knowing that our brains are wired to take shortcuts and make these quick decisions. You can imagine how heuristics play that critical role and how customers navigate and just perceive digital experiences.

Ryan Garrow: [00:03:00] Yeah, just even saying the word heuristics, I go back to that podcast.

There’s a shortcut there that takes me there. But I’m priming an expectation setting. I understand expectation, but the priming piece, I guess you’ll have to explain that piece of heuristics and how that works here.

Jon MacDonald: The concert ticket buying story tells almost everything you need to know about that.

Because it can either set people up for success or complete failure. And it does that by clarifying how the interface will perform, indicating what actions users should take, and then managing those user expectations along that journey. So digital experiences that adhere to this may apply tactics like it.

Explicitly mentioning free shipping early in the journey or reducing cart abandonment rates or sharing estimated delivery dates to manage customer expectations, or just saying, Hey, you know what, you’re going to pay double for this ticket because we want to get rich too. Just say that up front and I probably would have been okay with your,

Ryan Garrow: I expect you to charge me 150 [00:04:00] bucks.

That’s great. So convenient. But something else stuck out just now, because you said that there were six heuristics for digital experience optimization. We only mentioned one. What are the other five? You might have told me before, but you don’t have to remind me. Yeah.

Jon MacDonald: When we talked about heuristics prior, we did talk about this briefly, and I’m not expecting you to have memorized all six of these by any means.

No, that’s your job. Yeah, exactly. Yeah. That’s what I’m here for. So just call me next time you forget. But look, our team is the good has identified six of these shortcuts, right? And any site Whether it’s software as a service or ecommerce should be considering each step of these in their digital experience.

All six of those include, of course, priming and expectation setting. Easy win right there. You should get an A for getting that one because that’s what we’re talking about today, right? Trust and authority. Ease, how hard is something to do, right? Benefits and unique selling points. Making sure those are clear.

Directional guidance. Helping people through that journey. Making it easy for them to [00:05:00] get to the next step. And then six is incentives, right? So given them that little push over the edge, what that might be, I think in the future, we could probably do an episode on each, but today we’ll just focus on that primary expectation setting and we can fix those damn convenience fees while we’re at it.

Ryan Garrow: I sure hope so. Hopefully all your ticket companies listen to our podcast and then let us work on your sites.

Jon MacDonald: We have Taylor Swift on our side, I’m told. So that’s a positive. That’s

Ryan Garrow: true. Taylor, give me a call. We got to fix this. And my daughter’s won an autograph. So if I’m, if I’ve got my site, other than a convenience fee, that’s ridiculous, how do I know I’m violating this heuristic?

Is there some easy things I can see without thinking too hard?

Jon MacDonald: Yeah. Before you can start to address any of these heuristics to improve that digital experience, you have to understand if. When and where users are getting stuck and to understand if your digital experience is violating this priming and expectation heuristic, a great place to start is in user research.

You probably could have guessed that one. It seems like it comes back. [00:06:00] I think I could think of a

Ryan Garrow: jar Starbucks line. I’ve got all of that, right?

Jon MacDonald: So start talking to your users or just observing their behavior. That’s a great place to start. And as you analyze that, look for patterns. So there’s patterns like rage clicking.

I know you love that name.

Ryan Garrow: Oh, this is the first time I’ve heard rage clicking from you, I think. But I know exactly what it is because I do it.

Jon MacDonald: Everyone does it, right? And usually this signifies that experience doesn’t provide enough cues, semantics, or even timely feedback to keep you informed.

You’re clicking on something and you’re like, why is this not working? And here it’s not a link at all, maybe. Right? Low directness is the next one. This is an interesting pattern because this can be a sign of unmet expectations, meaning your systems interactions, the navigation or the language don’t match the user’s mental models of the real world or normal site conventions.

Okay? So you want your site to be direct if you think about it that way, right?

Ryan Garrow: How do I notice low [00:07:00] directness? Like I can’t see that in rage clicks.

Jon MacDonald: Yeah. So this is a very one sentence summary of the entire book. Don’t make me think. Oh, so read the book. It’s this one. Yeah. The reality here is make it easy.

Be direct in what people are supposed to do. We call it low directness because the idea is if I’m looking to do something, I should be able to go right there and directly do it because I have an expectation, right? I want your phone number. Yeah, I want your phone number. I’m going to scroll down to the footer.

I’m not going to click all over your site. And if it’s not there, I’m like, Oh God, I got to click around to find this. The worst is you want a company’s address. The hack for that every time, if they don’t show it anywhere else, it’s in their privacy policy because that has to be my law.

Ryan Garrow: Or they’ve used the Shopify template and haven’t filled it in. It’s all caps in brackets address. I’m like,

Jon MacDonald: Yes. Which case their lawyer should probably call them.

Announcer: Yeah. You’re listening to Drive and Convert, a podcast focused on ecommerce growth. [00:08:00] Your hosts are Jon MacDonald, founder of The Good, a conversion rate optimization agency that works with ecommerce brands to help convert more of their visitors into buyers. And Ryan Garrow of Logical Position, a digital marketing agency offering pay-per-click management, search engine optimization and website design services to brands of all sizes. If you find this podcast helpful, please help us out by leaving a review on Apple Podcasts and sharing it with a friend or colleague. Thank you.

Jon MacDonald: The third is price sensitivity. Okay, so you’re looking for this in that feedback. It often indicates poor priming, right? Because it’s unclear or maybe missing elements in that interface that typically guide people to inform them of what to expect next around pricing. So just tell me about that darn convenience fee up front and I’ve been primed.

But the good news is once you identified all these patterns, you’re You can address them with tactics to improve priming and expectation setting. It’s not hard. And doing this is a [00:09:00] really ethical way to improve customer sentiment and increase conversions.

Ryan Garrow: Which is what we all want. Now, I obviously am a very visual person, and so in this, can you paint me a picture or give me an example you’ve worked on where this was obvious to you or became obvious to

Jon MacDonald: Yeah, I have two that come top of mind. First is with a company called eManual Online. Oh, that’s right. We share them as a client. They are the largest repair manual database online, right? Our research revealed that users were confused about how eManual Online delivers the manual. Some are digital downloads, some are physical editions. And because of this mixed delivery message throughout the entire site, customers just didn’t know what to trust when they confronted this issue on the website.

They were like do I have to wait for the mail? I’m going to get a download. I have no idea what I’m buying. And so we decided to test out highlighting the delivery methods to clarify that confusion, increase transactions, etc. Not a [00:10:00] surprise, but the clear delivery method language showed a 14 percent lift.

So definitely worth it. Now. To clarify access methods for offline downloads, this resulted in a person and a stronger purchase intent as well. So not only were people converting a higher rate, but they also went directly to purchasing as opposed to clicking around the site a lot more because they felt clear that expectation had been set.

So it’s a great example of priming and expectation setting at work. Yeah, the second is with residential furnishings company. No, you’ve probably heard of Herman Miller, Yeah. In Knoll, I think they’re now called Miller Knoll, they merged, and they also own Design Within Reach, or design not within reach, depending on your budget, your financial bracket. But I will say that Knoll has a range of uniquely crafted and handmade products that you honestly can’t find anywhere else. The care and detail that goes into each piece means a lot longer lead times. [00:11:00] Everything’s handmade and shipping and delivery just takes longer. So you don’t order something from them expect to have it tomorrow.

It can take months. So what we did is we went on the site and we wanted to prime and set that expectation. So we changed the wording from lead time. Eight weeks. Okay. So it was two months to get a product. And it said lead time, eight week consumers looking at that. Like I get what lead time means, but it’s very commercial also eight weeks.

Oh my gosh. And then we changed it to made for you ships in eight weeks. Very different. We turned a negative into a positive. We primed them with that. And we said, okay, you guys, we’re going to make this just for you. And yeah, it ships in eight weeks, but it’s made for you. That makes sense. Now, why it takes that lead time makes it think, wow, they have to just go get it from the warehouse.

It takes forever with somebody walking it to me. What’s going on here. But this change had the biggest test win of the year for them in terms of revenue. And it had the benefit of turning that challenge or really long lead time into a compelling conversion [00:12:00] booster around it being made for you or custom made.

Ryan Garrow: Transparently. It sounds like making your checkout button orange instead of blue. When you’re talking about that, those words. But is it as simple for a lot of brands to almost wordsmith some of the things on their call to action arena? Not as simple as changing a button color, but thinking through that, that seems like I could help in a lot of sites.

Jon MacDonald: Oh, without question I can. And I think the reality here is the intent behind the change. Right here. We are trying to set them up. So when they get further into checkout and they’re reminded of when this is going to ship to them that they aren’t surprised because we have clearly up front told them that it’s going to be eight weeks.

But what we did is we changed the language to prime them in a way that made it more beneficial for them, right? And set that expectation up in a positive light. So there’s a lot of psychology happening in one line here that we changed. And [00:13:00] so you can easily do something similar, I would look at all of the expectations throughout your entire site.

We mentioned the cost of no products. The reality is most of the people who are coming to know, understand that the cost is a little more. So it’s not so much about priming the price. Although when you say something is handmade for you or made for you, you expect to pay a little more. You feel like there’s more value there.

Okay. So it has that helpful effect there as well, too.

Ryan Garrow: Oh, 100%. And I think that if I could force a change to every Shopify site, it would be to leverage that, the bar above the header that you can put a message in, that almost everybody on Shopify uses it for their shipping callout. Yeah. If that was just standard, like even if you said, we charge you shipping on everything.

I’m like, okay, great. I’m here because I want to buy this. But now I know that when I get to the cart, there’s going to be a four 99 charge or whatever. Yeah. Rather than trying to figure out on the site, what am I paying for shipping? Cause I usually don’t even want to put it in the cart until I know I’m like, Oh, free shipping at 99.

Okay, great. This is a 79 product. There’s going to be something, but. I’ll probably add something to [00:14:00] get me to 99 because the shipping cost annoys me.

Jon MacDonald: Yeah. That right there is a great example of priming. You’re priming people to spend more, increase our average order value, which is a big tactic that we use shipping costs for quite honestly, right?

Free shipping above a certain amount. Look at your current average order value. There’s two ways to do this. The first is look at your current average order value, and then set the shipping rate to be slightly above that. Okay. That will help increase it. I promise you. The second is to look at what your most popular product is and set free shipping just above that.

And that will mean people buy the most popular product, but they’re also going to add something else to their cart. Another way, do a bundle. Right there. We’ve talked a lot about increasing average order value. Bundling is a huge way to do this, just tax something else on, and then it adds up that price you can offer it to them.

And then even as part of that bundle, you can advertise it as free shipping.

Ryan Garrow: And even when this comes out, we’re in the midst of holiday season, but one of [00:15:00] my, favorites, but also frustrating, but it works well for me is you discount a product to just below the free shipping threshold. Like your free shipping is a 49 and this gets discounted from 60 to 45.

That’s I have to have the deal because I’m cheap. I always shop deals in my nature, but then I’m like, Oh, I’m not paying for shipping. So I’m going to spend another 5 at least. And I ended up spending 15 and I spent 60 for two things. So I essentially bundled myself, but really creative discounting like that gets me.

It’s a product that everybody wants at a discount, even if it was, you have a lot of games you can play right now with pricing with discount and free shipping thresholds and adjusting those for new file customers. So many cool things you can do there.

Jon MacDonald: We even talked about that method in terms of Amazon.

And their prime day, I think that we did a recap episode on prime day and you brought up, what is it called? The arrow garden? I think it was something of that name where it’s like a little mini garden that they had lowered their price and sold way more and then immediately raised it back up and it [00:16:00] was like, they were playing the same sales

Ryan Garrow: velocity.

Yeah, because people saw the rank was like, Oh, this is Amazon’s choice in reviews on Amazon. Don’t stay on Amazon. Say historical pricing. So it’s super easy to do there.

Jon MacDonald: Yeah.

Ryan Garrow: Yeah. Expectations. If you just give me the right expectations, I do most thing. Most of life is setting the right expectations.

Jon MacDonald: That’s a great way to put it. If you come into something with the right expectations to been primed on it, it’s really hard to be upset. Yeah, it’s all about aligning this experience with user expectations. So companies that nail this, though, as we’ve talked about today they see improved customer satisfaction, higher conversion rates.

It’s a win for everybody. And those that aren’t doing this, they’re just damaging their reputation. Ticketmaster has made billions off of this while also damaging their reputation to the point where Taylor Swift refuses to use them whenever possible. The key is putting yourself in the user’s shoes.

And what information do they need? What might surprise them? What’s going to confuse them? And then address those proactively. It’s all you can [00:17:00] do. And you’ll create that digital experience that feels intuitive and trustworthy. And I don’t know about you, but that’s really all you want, right? You don’t want to be left guessing.

So set those clear expectations and watch your conversion soar.

Ryan Garrow: Yeah, it’s just that easy. It’s actually not complicated. So it’s easy. But also you think about you’re paying money for traffic at any time. So that company paid for your traffic to get you to the cart and then to have you leave that’s just a waste of your spend and then it makes your

Jon MacDonald: agency look bad and we didn’t do anything wrong maybe it’s a waste of the skill set that you have hired let’s put it that way

Ryan Garrow: yes a lot of waste when you need to cancel expectations right well Jon thank you for this i’m excited to hear about the next five in the heuristics lineup As we get through this process, we will

Jon MacDonald: have you memorize them. There’ll be a quiz at the end.

Ryan Garrow: I’ll fail it. I stopped taking quizzes so many years ago.

Announcer: Thanks for listening to Drive and Convert with Jon MacDonald and Ryan [00:18:00] Garrow. To keep up to date with new episodes, you can subscribe at driveandconvert.com.

The post Drive and Convert (Ep. 122): How To Leverage Priming & Expectation Setting appeared first on The Good.

But have you thought about how you might leverage your current user base to increase product relevance and reach?

This can be a low-cost, high-impact way to improve product quality, re-engage dormant users, or get in front of some new eyeballs.

It’s hugely beneficial to both your tool and the users by creating positive network effects. The more people that use your product, the more valuable it becomes. It’s a self-propelling mechanism to drive growth.

What is a positive network effect?

A positive network effect is when the value of a SaaS tool increases as the user base grows.

Take LinkedIn, for example. It becomes more valuable for users if their peers, colleagues, and dream employers use the tool. You can make more connections, learn more from the user-generated content, hunt for more jobs, and generally get more out of the tool.

For SaaS companies, larger networks can lead to several competitive advantages, such as:

• Are more trustworthy
• Entice advertisers
• Encourage referrals and word-of-mouth
• Build more unique user-generated content that can’t be copied by competition
• Increase retention

Understanding network effects is only the first step. The real challenge lies in building strategies that activate and sustain these effects. Creating positive network effects typically starts by leveraging your current user base, so let’s explore five proven ways to mobilize your users for growth.

5 ways to mobilize your user base to drive growth

Products like Pinterest, SurveyMonkey, or LinkedIn use network effects to grow. Each new user or engagement encourages more new users or engagements.

Tools target different objectives with their efforts. Some might prioritize user acquisition, while others reinforce retention, monetization, or product quality.

The most effective SaaS companies often find a couple of different ways to leverage current users as part of their growth strategy. Here are some examples to inspire your efforts.

1. Increase reach with shareable features

One way to leverage your current users’ network is to build product features that encourage natural sharing and engagement. To maximize reach, they need to be easy to use, helpful, and solve a real problem for users.

Pinterest allows users to create shared ‘boards’ to collaborate on home decor, event planning, and more. This either re-engages current users or prompts new sign-ups by sharing their board with both current and new users.

Here’s how it works:

1. A current user returns to Pinterest, ready to explore new content.
2. The user creates a ‘board’ to collect commonly themed content in support of a goal (redecorating their home, brainstorming for a trip, planning an event).
3. The user saves, pins, or repins content to their board.
4. The user shares the board with a collaborator (decorator, travel partner, event planner, etc) either directly on Pinterest or via a messaging tool.
5. The collaborator is either re-engaged or prompted to sign up for an account to collaborate on the board.
6. If the board is public, other users can stumble upon a piece of content and pin to their own boards.

Another example is Calendly, which builds natural sharing into the user journey. They incorporate simple scheduling and the speed of using invitation links. It’s also brilliant in that you don’t need an account to add yourself to a user’s schedule.

Here’s how Calendly includes shareable features to increase reach:

1. A Calendly user sends an invitation link to book a meeting. The invitee can select a time without the usual back-and-forth emails.
2. The invitee schedules a meeting without the typical friction of the scheduling process.
3. If an invitee schedules a lot of meetings themselves, they’re likely to sign up for Calendly to streamline their own scheduling.
4. As new users share Calendly links, more people experience the simplicity, driving additional sign-ups.

2. Drive referrals with growth loops

While shareable features focus on increasing reach, growth loops create a self-reinforcing cycle of engagement and referrals.

Think of a growth loop framework like a flywheel: Once it’s moving, it picks up speed and sustains momentum. For example, a user finds your product, interacts meaningfully, and creates content or engages in a way that attracts other users who repeat this cycle.

The goal here is to maximize viral reach without high acquisition costs. For a viral loop to succeed, the incentive needs to resonate with the users and align naturally with the product.

DocuSign’s growth loop leverages the need for digital document signing. Every document sent for a signature serves as an introduction to the platform.

Here’s how it works:

1. A user uploads a document to DocuSign and sends it to recipients for signature.
2. Recipients receive an email with a link to the document. They review and sign without needing an account. This helps them experience the platform’s convenience.
3. Impressed, recipients often sign up for their own accounts to send and manage their own documents, especially if they frequently need to get things signed.
4. As new users send their own documents for signatures, they introduce even more users to the platform. Each document sent by a new user brings in additional recipients.

3. Improve product quality and engagement with user-generated content

In addition to growth loops, user-generated content can amplify engagement and improve product quality by turning users into contributors.

Content engagement relies on user-generated or brand-created content to attract and retain users. This thrives when content shared or created by users on the platform is accessible to non-users. New visitors become intrigued and decide to join or engage.

GitHub, for example, leverages network effects to improve product quality. The collaborative coding and open-source project visibility encourage the use of their tool. Developers join to contribute to existing projects and then end up hosting their own projects.

Here’s how Github’s engagement of their customer network works to improve product quality:

1. Developers upload projects or contribute to open-source repositories.
2. Other developers discover these projects and contribute code, fix bugs, or fork the project for personal use. Each interaction boosts the project’s visibility on GitHub.
3. Developers who were attracted by the collaborative environment sign up to host their own code. This contributes to the platform’s network effect.
4. These new projects become additional attractors that bring in new developers.

4. Drive acquisition with incentives

A way to incentivize current users to aid in acquiring new users is through referral programs. Build shareable moments, incentives, and visibility into the user journey. Each new user not only becomes a customer but also a potential referrer by making sharing a natural part of the user experience.

The best referral programs provide support and education to users, making sharing about the product as simple as possible.

A great example is Airtable, which credits $10 to your account automatically when you invite new users to the tool.

Here’s how it works:

1. Current users invite new users to Airtable or share your unique referral link.
2. When a new user signs up and verifies their email address, $10 is automatically credited to your account.
3. You can see the credits on your account page and apply them to your charges.
4. Users can accumulate the credits, so the incentive to invite new users continues.

5. Re-engage dormant users

Social community features and push/message notifications prompt dormant or inactive users to re-engage with your tool.

For example, Venmo builds social engagement into its payment tool and uses these features to drive engagement. Each transaction re-engages the network of contacts with ‘reminder’ functionality and social engagement features.

Here’s a breakdown of how Venmo re-engages users:

1. A user requests payment from a friend, roommate, or coworker. If they don’t pay promptly, the user can ‘remind’ their contact about the pending payment.
2. Once complete, Venmo posts this transaction to a public or semi-public feed. This visibility serves as social proof.
3. Friends see the transaction and can like or comment on the payment.

Tools can leverage multiple strategies

From shareable features to re-engagement tactics, each strategy leverages your users’ networks in unique ways. By combining them, you can unlock exponential growth.

Let’s use LinkedIn as an example again:

• Referrals: New LinkedIn users are encouraged to invite their friends to the tool. This creates a positive network effect by increasing acquisition immediately with each new user.
• Re-engagement: When users join LinkedIn, they’re encouraged to connect with their contacts. Each connection re-engages current users on the platform. Users post updates, share articles, and comment on others’ posts. This drives users back to the platform frequently, increases time spent, and encourages interactions that deepen the network’s value.
• Registrations: Companies post job listings on LinkedIn and widely share the URL. There is a ‘quick apply’ function for LinkedIn users, which incentivizes applicants to sign up for their own profile.

These are just a few examples of how a tool might incorporate multiple strategies leveraging their customer’s network.

Start growing with support from your user base

Ready to start leveraging your customers’ network to increase product relevance and reach? Start by defining your goal and key metrics. Do you want to improve referral rates? User activation? New registrants?

Monitor these metrics to identify bottlenecks and opportunities to improve. If a specific action isn’t driving the desired results, you may need to adjust the user engagement structure, incentives, or experience.

Other best practices for leveraging your customer’s network to increase product relevance and reach:

• Segment customers
• Leverage social proof
• Make it easy
• Celebrate success and loyalty

Ready to amplify your SaaS growth through positive network effects? Our Digital Experience Optimization Program can help you identify and implement strategies tailored to your user base.

The post Leverage Your Customers’ Network to Increase Product Relevance and Reach appeared first on The Good.

Ultimately, the buyers aren’t cowardly; they are rational and thorough in their decision-making. Forrester reported that “an astonishing 43% of B2B buyers admitted that they make defensive purchase decisions more than 70% of the time,” meaning that less than 30% of B2B buyers are risk-tolerant.

And it makes sense. They are on the hook with their company and colleagues regarding the spending. In many cases, the purchase also has a direct effect on how they do their job day-to-day.

So, this raises the question of how B2B companies, like SaaS tools, can bridge the gap between risk-averse and purchase. The answer is trust.

There is plenty we could go into on the theory and psychology of trust-building, but instead, I’d like to focus on the actionable. Specifically, one great lever SaaS companies can use to build trust with their users is website optimization.

Read on to learn:

• How trust and authority fit into the Heuristics for Digital Experience Optimization
• Strategies for identifying the trust gap in user research
• Specific tactics to build trust via the UX design and content of your website

What is the Trust & Authority heuristic?

It takes longer for B2B leaders to trust vendors, and on top of that, according to PWC’s Trust Survey, it is harder to regain that trust once lost. So, it’s crucial that SaaS companies establish and maintain trust in all their sales avenues, one of the most important being the website.

So, how do you ensure your website not only looks credible but genuinely inspires trust? The key lies in aligning your website with proven trust-building principles, like The Good’s Trust & Authority heuristic, and implementing targeted strategies to address common user hesitations.

Trust & Authority is one of the six Heuristics for Digital Experience Optimization, a tool developed at The Good to theme common optimization issues and opportunities with the user at the center of analyses.

The Trust & Authority heuristic focuses on establishing and maintaining perceived trust, authority, and security throughout the digital experience. Issues like bugs, AI-generated images/quotes, or other elements that violate users’ sense of trust can lead to disengagement. Building trust, as we know, enhances users’ confidence in the website and typically leads to a better conversion rate.

To follow this heuristic and build trust with users, you can try tactics like mitigating bugs, featuring social proof, or adding additional educational “how it works” content for complex products.

But, before you begin to solve trust and authority issues, it’s important to identify where in the funnel users are dropping off because of heuristic violations.

Identifying user trust gaps through research

User behavior often reveals where trust is lacking. Here are a few signs you’ve violated user trust that you can look for in user research.

Bugs: When site elements or pages don’t function as intended or when they produce error messages or glitches.

Attentive/Intentional Reading: When a user slowly scrolls over content on mobile or desktop, their mouse hovers over text, typically line-by-line.

Halted Scrolling: When a user pauses on the site to possibly engage with content/reorient themselves, it could indicate that the user perceives a false bottom.

Dig even deeper by speaking to your customer support teams and conducting data analysis. Try to gather both quantitative and qualitative data that helps identify violations of the Trust & Authority heuristic.

Tactics to build user trust on your SaaS website

A visually cohesive and intuitive design contributes significantly to perceived trust. Users judge credibility in milliseconds based on aesthetics alone. Clean layouts, consistent fonts, and strategic use of white space can make your website feel more authoritative. But beyond visual design, what can you do to build trust with users? Here are tactics we’ve seen work time and time again.

Get creative (and more detailed) with your social proof

When marketing and optimization teams hear they need to build trust with users, minds rightfully jump straight to social proof.

But, to effectively signal authority in today’s digital world, you need to get even more creative and even more human. Here are a few ways to do it.

Try adding social media handles to customer reviews like ActiveCampaign

We all know that featuring expert testimonials can increase trust and confidence and increase conversions in the same way positive reviews can build user confidence to make a purchase decision.

But, it’s table stakes to include reviews on your site. Try to take things a step further and make those reviews more human. ActiveCampaign, for example, uses X handles on featured reviews to increase the credibility of quotes from real users.

Or add “customer since” dates like Dynamic Yield

Alternatively, if your reviews don’t come from social media or you’re featuring a case study as social proof, you can try other added authority indicators. In the case of Dynamic Yield, a label with “customer since” dates shows the loyalty of current users along with the results they achieved with the product.

Build social proof into the user journey, like U-screen’s forms

Humans tend to “reference the behaviors of others to guide their own behavior” (NNG, 2014). To leverage this tendency, you can build different types of proof, such as social proof, testimonials, and proof in numbers, into unique areas of the site. One place that can make or break the experience is form design.

U-screen does this well on their registration page with clear proof in numbers to accompany examples of their products’ output.

To achieve similar trust-inducing outcomes, the numbers, testimonials, and social proof you’re using should be the primary, or at least secondary, text on the form screen to catch the user’s attention.

Build trust with logos and badges

Another way that SaaS companies might think to build trust with users is by featuring client logos on their sites. But again, this is table stakes for most.

To build a stronger bridge between the risk-averse client and your product, try taking a supplemental approach to featuring logos and badges.

Borrow credibility from partners like Zapier

To integrate social proof and demonstrate the value of your product, you can borrow credibility from partners.

Zapier clearly includes logos from their integration partners in the hero section of the homepage, immediately building trust with customers who are familiar with or use any of the tools they partner with.

Show your certifications and badges like Dynamic Yield

Similarly, you can feature privacy certifications or data policy badges on your site, similar to what Dynamic Yield does. And if it is close to the CTA, even better!

Offer (and then stick to) a guarantee like Freshbooks

Guarantees can help prime users to make purchasing decisions and incentivize them to purchase. They give users a feeling that the brand is making a commitment to them. Highlighting guarantees in a quickly scannable way can increase a sense of trust, reduce decision paralysis, and highlight the value of a product.

Highlighting guarantees is great for sites with high-value products and/or companies with trust-reducing user-dependent variables. Freshbooks offers a full refund within 30 days of purchasing their product. It is similar to a free trial but framed differently.

Add a how-it-works model like SignNow

Describing “How it Works” for some business models and/or features can give users the context and confidence that they need to understand competitive differentiators like price and quality.

Doing so for complex products will boost user trust, encourage buy-in to the brand, and instill purchasing confidence.

SignNow describes the steps to enable dual-factor authentication for a PDF while showing a summary of how it works to show users how simple it is to protect a document with their tool.

Improving user trust increases registrations and retention

All of these are proven tactics we’ve seen across clients, but let’s remember one key part of optimization. Not everyone’s users are the same.

Adding an industry license badge to your product page is a great way to build trust. But you shouldn’t simply add the badge and pat yourself on the back. Job well done, right? Not quite. Now, you have to actually measure whether it creates the intended trust. Otherwise, you have no idea if your tactic satisfied the issue.

To track and measure this, we suggest planning with a theme-based roadmap.

With a theme-based roadmap, you can plan, communicate, and track the initiatives and associated metrics. You also have a clear path to conduct testing to make sure changes achieve results.

By aligning your website with The Good’s Trust & Authority heuristic, you not only build confidence but also position your SaaS business for sustained growth. Take the first step toward a more trusted digital experience—and watch how it transforms your registrations and retention.

Ready to optimize your website for trust and authority? Let’s talk.

The post How to Build User Trust on Your SaaS Website appeared first on The Good.

For everyone else, the holiday season can feel like the worst time to wedge in annual planning. User behavior is erratic. Campaigns planned months ago are finally put into play. And with only 16 working days between Black Friday and Christmas Eve, there’s hardly enough time to finish this year, let alone plan for next.

Despite the time challenges and the tasks at hand, annual planning is an essential part of every mature product team’s success. We asked eight digital leaders for their take on how to make OKRs and roadmaps sing.

Keep reading for insights and advice from:

• DiAmanté Astillero, Sr. Manager of Product Strategy & Operations at Skims
• Christine Basile, Director of Product Management, Spins
• Rosie Hoggmascall, Fractional Head of Growth and Founder at Growth Dives
• Sumita Paulson, Senior Strategist at The Good
• Ariana Cofone, Fractional COO and Founder at Secret Ops
• Yao Wang, Group Director at Mercury Insurance
• Maggie Paveza, Senior Strategist at The Good
• Trina Moitra, Head of Growth at Convert

Start with goals, then tap your team for intuition

So, what is the best first step for annual planning?

According to successful product teams, the recipe is a clear North Star, the right people in the room, and a data-driven mindset.

Layering these three elements gives you a great foundation to start your planning.

Start with a clear North Star

Our experts were clear on one thing, which is that rallying the organization starts with a clear vision at the top. Without direction from leadership, it’s hard to involve the team.

“Annual planning really does start at the top,” says DiAmanté Astillero, Sr. Manager of Product Strategy & Operations at Skims.

“It’s super important for us to understand what the North Star is. If [leadership] is able to set that vision, set those goals for the company, then your team or your organization can start to bubble up and speak to what initiatives can drive and march to that North Star.”

Tap the team for insights

Once the North Star is clearly defined, Astillero suggests tapping into the embedded wisdom within each department, including engineering, marketing, product, and customer service, among other disciplines.

“Every team - whether it’s sales, marketing, customer success, legal, or product - contributes unique insights, from revenue trends to customer feedback to market shifts. It really requires teamwork to shape the bigger picture,” says Christine Basile, Director of Product Management at Spins.

Ariana Cofone, Fraction COO and Founder at Secret Ops, puts it this way, 

"Annual planning is like hosting a potluck—you need everyone to bring their best dish to the table. Founders, leadership teams, department heads, and customer-facing voices (like sales or support) are non-negotiable. You want high-level strategic thinkers and those who are in the trenches daily, so you get a well-rounded view of what’s working, what’s broken, and what’s got potential.”

Using this embedded knowledge helps leaders understand what challenges and opportunities are at the top of each department's mind and what themes are common across the company.

Give users a seat at the table

In addition to tapping departments for their perspective, experts stressed the importance of giving the end user a seat at the table in your annual planning. “I consider customer data non-negotiable in planning,” says Basile.

For Rosie Hoggmascall, Fractional Head of Growth and Founder at Growth Dives, the key is using data to understand where users get hung up in the conversion funnel.

“Look at the bottlenecks. Really look at the data and work out where the biggest area of improvement needs to be. That’s a full-funnel analysis of each step of the customer journey.”

Astillero suggests that customer experience teams should play a big part in forming your OKRs. Common complaints that come from users directly are an incredible way to include the user perspective in your work. “That first-party, real, qualitative data is super super important.”

So, for Hoggmascall, analyzing user bottlenecks through data is essential, while Astillero emphasizes leveraging customer feedback to inform planning directly. Together, these approaches ensure the user’s voice is present at every stage of the process.

Evaluate the previous year’s experiments

While we’re planning for next year, it’s important to evaluate the current year. “Lessons from 2024 should guide where you double down, experiment, or pivot,” says Cofone. 

If you have an active experimentation program, our experts suggest you review the tests you’ve run in the past year.

“Previous experiments offer a trove of insights,” says Sumita Paulson, Senior Strategist at The Good.

“Reviewing ‘learners’ especially, which is what we call tests that don’t win, is a great way to understand what you haven’t been able to adequately solve for. There’s usually a ton of opportunity there.”

To Paulson, reviewing learners is a critical step because it helps shorten the time-to-action.

“You have the background from original research, and you’re armed with insights from the variant that didn’t perform as you hypothesized. You’ll be able to apply that to a roadmap.”

This retrospective approach not only identifies gaps but also accelerates progress by building on past learnings.

Opportunity size with the right data

Once you’ve touched base with the experts around you, reflected on the last year, and know what might move the needle, it’s time to do some opportunity sizing. That’s where good data is essential.

“You may have a hunch as to what you need to work on, but bringing data to the conversation adds a level of clarity and direction that is non-negotiable,” says Maggie Paveza, Senior Strategist at The Good.

For prioritizing on-site or in-app changes, Paveza recommends running a report in Google Analytics for a 12-month period, paying special attention to the effectiveness of various segments and understanding how metrics vary across page, device type, user groups, and channel groups. To Maggie, it’s all about understanding where effort and impact are at an optimum. “I like to ask myself, ‘If I could get a 5% uplift in any of these areas, what would that look like?’” says Maggie.

For Astillero, being able to define the potential ROI of the opportunities doesn’t just support prioritization but helps you advocate for resources.

“If you're able to assign some dollar amount impact or KPI-driven impact to whatever initiatives that you're working on, you have a better chance of negotiating and compromising with your stakeholders and the resources that you need to get those things over the line.”

Practice two-way communication

The level of fidelity decided on during annual planning varies widely from company to company. While some leaders build roadmaps with Gantt charts and loose timelines, others simply set OKRs and expect apt teams to figure out how to do it.

Each approach has earned valid criticism:

• Roadmaps with rigid sprints can instill a false sense of confidence, and their inflexibility can put unnecessary pressure on the team
• OKRs that come top-down without loose initiatives often feel like “extra work” to the individual contributors on the ground

Whatever approach you decide on, experts agree that the key to making a plan that’s both meaningful and actionable is transparency. “When in doubt, involve the team; they’ll often have great insight on what matters most,” says Cofone.

Yao Wang, Group Director at Mercury Insurance, says transparency and authority are key to making OKRs meaningful at every level of the company. “We are trying to find a balance of OKRs that guide the specialist on the ground to make a decision.”

To Wang, transparency is a two-way street. Leaders need to provide clarity about how the vision was formed, and individual contributors need a mechanism to share how their work contributes to the larger objectives.

Don’t forget about research

While it’s tempting to look at the opportunities at hand and want to jump into action, experts caution not to forget about research. Hoggmascall puts it bluntly: “Put research on the roadmap.”

“It’s a valid use of time and can mean that you are not wasting resources on areas where you don’t understand the customer.”

Paulson says carving out time for research initiatives is especially important for those who don’t have an “always on” research mechanism like on-site surveys or CSAT scores.

“We’re always working to improve the customer experience, and an important part of that is just keeping an eye out for hidden friction. It’s a great way to catch bugs and make immediate improvements, but it also means that we’re always adding things to the backlog and building a deepened understanding of your audience.”

Paulson stresses that for her clients, “once per year research is nowhere near enough to get an edge.”

Trina Moitra, Head of Growth at Convert, agrees that research can make or break your annual planning efforts.

"Original research is non-negotiable. Put together a team if you can … and go after qual/quant data. You are sitting on both. You just don’t know it."

Prioritize ruthlessly

Once you’ve crafted an aspirational yet actionable annual plan, don’t be afraid to express priorities with cutthroat clarity.

As Wang expressed, giving employees clarity as to which objectives and KPIs are top priority emboldens them to make decisions that truly support the company.

“It's hard for the top to guide everything. But if each person can ask in their own right ‘Is that the most important thing?’ that’s valuable to everyone.”

Moitra added that the team at Convert uses a helpful three-step framework to prioritize initiatives. The team asks:

• What are the current business priorities (strategy review) and how would the undertaking impact them? 
• What can I project about the outcome? 
• What can I delete to free up additional resources to tackle both?

"By the time we’ve answered all three questions, we know what to do," she says.

Set a good foundation for 2025

Instead of approaching annual planning like a task to check off, embrace the opportunity to align your organization around common goals.

“Planning is about bringing people together to create a shared understanding of what success looks like and crafting a roadmap that everyone can rally behind,” says Basile.

Hopefully, you can find inspiration in the delicate balance of strategic vision and practical execution that the experts summarized in their tips. Their success is proof of concept.

If you’d like to learn how to incorporate experimentation and compounding growth into your planning, get in touch here. The Good works with product teams to optimize the digital experience with research, validation, and implementation.

The post Eight Product Pros on How to Ace Annual Planning appeared first on The Good.