User Journey insights trigerred strategy that increased Planable's onboarding rate by 30%
By optimizing the onboarding process, Planable achieved consistent month-over-month growth in its customer base.
Client
Industry
Headquarters
Year
Increase the conversion rate from free to paid.
+0%
increase in the onboarding rate
Planable makes the social media planning experience simple, fast and fun. The tool works like a live mock-up of the social feed, giving a familiar feel to both clients and social media managers. You can add posts, visualize how the social media feed will look, invite teammates and clients to collaborate in real time, receive quick feedback and get the posts approved. With Planable, the approval workflow is simple and fast.
More info at: www.planable.io
The challange
Planable needed to increase the conversion rate from free to paid. They knew their main metrics, but couldn’t go deeper and understand what might influence users to upgrade or not.
How InnerTrends helped
InnerTrends helped Planable to dive deep into data and meticulously analyze what happens between the signup and the upgrade moment. This deep dive uncovered a significant opportunity within the onboarding process:
The insights also allowed Planable to align its team around a shared understanding of the customer journey, strengthening confidence in their marketing and growth strategies.
Strategy Execution
In response to these findings, Planable introduced a free plan with no time restrictions. Instead of pushing users to upgrade within a set timeframe, they shifted their focus to ensuring users experienced the platform’s value. The upgrade decision would now be driven by engagement and usage rather than time spent on the platform.
As a result, Planable increased its onboarding rate by over 30%. Despite introducing a free plan with no time limit, this strategic shift led to a higher number of customers converting each month, demonstrating the power of aligning product experience with user needs.