TechCorp increases trial conversion by 300%

The Challenge

TechCorp, a leading B2B project management platform, was struggling with low trial-to-paid conversion rates. Despite having a powerful product, only 8% of trial users were converting to paid plans. The main issues were:

• Complex product with steep learning curve
• Generic onboarding that didn't address specific use cases
• Users getting lost in the feature-rich interface
• No clear path to first value

The Solution

Working with Boostly, TechCorp implemented a comprehensive onboarding redesign:

1. Role-Based Onboarding

Created different onboarding flows for Project Managers, Team Leads, and Executives, each highlighting relevant features and use cases.

2. Progressive Disclosure

Instead of overwhelming users with all features at once, the new flow introduced capabilities gradually based on user actions and engagement.

3. Interactive Tutorials

Replaced static tooltips with interactive, contextual guidance that helped users complete real tasks within their trial.

4. Success Milestones

Defined clear activation events and guided users toward completing them with targeted prompts and celebrations.

The Results

"Boostly didn't just improve our conversion rates – it transformed how we think about user onboarding. The insights we gained about user behavior have influenced our entire product strategy."

Sarah Johnson, VP of Product at TechCorp

Key Takeaways

1. Personalization matters: Role-based onboarding increased relevance and engagement
2. Less is more: Progressive disclosure reduced cognitive load and improved completion rates
3. Context is king: Interactive tutorials within the actual product were more effective than separate training
4. Measure what matters: Focusing on activation events rather than feature usage drove better outcomes