Area of expertise · Subscription optimisation

When trial-to-paid conversion rates plateau, many teams implement solutions without first identifying the root causes.

This structured assessment examines the funnel across seven dimensions to identify where conversion issues arise, ensuring teams focus their efforts effectively.

  • 3 min
  • 12 questions
  • 7 dimensions
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Developed through practical experience

Why this is not just another growth-hack checklist

Conversion and retention in the EU and UK require more than strong UX. Payments, authentication, localisation, and consumer regulations are as critical as onboarding and pricing. This assessment addresses these factors instead of relying on a generic SaaS template.

What it assesses

The report evaluates seven weighted dimensions, identifies gaps, and prioritises recommended actions.

  1. 1

    Value demonstration

    How quickly and clearly the trial delivers its first significant value to users.

  2. 2

    Onboarding quality

    Whether the initial experience prompts meaningful action and adapts to the user's profile.

  3. 3

    Engagement mechanics

    What sustains trial and free user engagement before conversion.

  4. 4

    Conversion architecture

    The structure of the upgrade process, including timing, paywall, and payment flow friction.

  5. 5

    Pricing and packaging

    Tier structure, price anchoring, trial length, and evidence of testing.

  6. 6

    Measurement maturity

    Funnel instrumentation, cohort analysis, and whether the benchmarks are known.

  7. 7

    Retention signal reading

    Spotting early behaviour that separates future converters from future churn.

The assessment

The assessment consists of twelve questions across three screens. The report provides an overall score, highlights gaps in the seven dimensions, prioritised recommendations, quick wins, and detected anti-patterns.

The assessment loads here

The interactive questionnaire runs in the browser and calls a small serverless proxy so the API key stays server-side.

Book a call in the meantime

Blocked by the platform rather than the funnel? The platform migration assessment covers that.

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