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.
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.