Pantheon · 2022 · Growth

Product Led Growth

Every customer at Pantheon, regardless of deal size, went through the same sales process. I designed a self-serve purchase flow that let customers upgrade on their own — freeing up sales resources for larger deals and routing 100% of one account plan through a direct purchase path.

Role
Product Designer
Team
EPD Team, UX Research, Back Office Finance
Timeline
2022
Status
Shipped
Hero image
Export from Figma at 2x, ~1400px wide
Overview Define Solution Outcomes
Overview
A sales motion where a credit card swipe should have been enough.

Pantheon's purchase path was entirely sales-assisted. New customers could start for free, but upgrading to paid features meant filling out a sales form and waiting. Every customer, from a solo developer buying a basic plan to an enterprise account, went through the same process.

This created real operational drag. The cost to acquire each customer was identical regardless of deal size. The business goal was to route 100% of one account plan through a self-serve path entirely, freeing the sales team to focus where they added the most value.

The self-directed buyer's journey to discover and use more features is locked behind a sales team. We needed to change that without disrupting the larger deals that sales depended on.

Define
Workshops, cohorts, and iterative scoping.

I worked with product and engineering partners to run alignment workshops before any design work began. These sessions mapped the current customer journey, analyzed customer cohorts by deal size and behavior, and stress-tested proposed solutions against delivery constraints. Low-fidelity mockups were used to test feasibility and build shared understanding, not to commit to a direction.

The workshops produced three distinct paths to explore: requiring payment before account creation for new users, letting new users create an account first then purchase in-product, and enabling existing users to upgrade from gated feature screens.

Ideation — option comparison and back office systems map
Workshop artifacts, flow sketches, or back office mapping

Validation with 7 participants shaped the final release scope. Key findings:

Checkout flow was effective6 of 7 participants successfully purchased a Gold tier subscription in a Figma prototype. Following minor edits the design was ready for release.
Upgrade triggers in gated features underperformedMost users navigated via a smaller "Upgrade now" hyperlink rather than the CTA buttons placed in gated features. CTA buttons remained in scope for launch with A/B testing recommended as a follow-up.
Free trials were critical to purchase decisions5 of 7 participants said a free trial was essential to their decision to buy. Two flagged auto-payment and difficult cancellation as major concerns. One participant specifically wanted a time-limited, feature-unlimited trial over a feature-limited one.
Solution
Five milestones, shipped in two-week sprints.

The release was structured iteratively so value shipped at every sprint rather than waiting for the full end-to-end flow to be complete.

01
Upgrade button routing to sales form
Added an in-product upgrade path as a first touchpoint, routing to the existing sales form while the purchase flow was built.
02
Plan selection in-product
Added plan selection after clicking upgrade so customers could compare options before being handed off to sales.
03
Purchase step, billing center, and cancel flow
Released the full in-product purchase step with a billing center and cancellation path. The first milestone where customers could complete a purchase without touching sales.
04
Monthly billing option
Added monthly plan selection in-product, opening the path to a broader segment of self-directed buyers.
05
Website purchase path
Extended the purchase flow to the Pantheon marketing site, capturing buyers earlier in their journey before they entered the product.
Final designs — purchase flow, billing center, gated feature upgrades
Export from Figma at 2x, ~1400px wide
Outcomes
100% of purchases. New experiments unlocked.
100%
Of account plan purchases through self-serve
The primary business goal was met. Every purchase for the target account plan now goes through the self-serve path.
25%
Reduction in customer acquisition costs
Self-serve path reduced the operational cost of acquiring smaller customers, freeing sales resources for larger deals.
30%
Increase in sales efficiency
With lower-tier purchases handled in-product, the sales team focused on higher-value accounts where they had the most impact.
Next
Domain Management