Saas Funnel

---
name: saas-funnel
description: >
  Builds a 4–6 page SaaS trial/signup funnel. Converts visitors into free trial
  users or freemium signups, then nurtures to paid. Best for software products
  with recurring revenue.
---

# SaaS Funnel

Designed for software-as-a-service products. Converts visitors into trial users, then nurtures to paying customers.

## Funnel Flow

```
Traffic → Landing Page → Signup Page → Onboarding → Upgrade Page
              │                │            │             │
        [Value demo]     [Free trial]  [Activation]  [Paid plan]
                          [Sign up]     [Aha moment]  [Pricing]
```

## Pages

### Page 1: Landing Page (Homepage)

**Purpose:** Demonstrate product value and drive to signup.

**Required Sections (in order):**
1. **Hero** — Headline + sub-headline + CTA + product screenshot/demo
2. **Social Proof Bar** — Logos of notable customers or "10,000+ teams trust us"
3. **Features Grid** — 3–6 key features with icons and descriptions
4. **How It Works** — 3-step process (Sign up → Configure → See results)
5. **Use Cases** — 2–3 specific use cases with outcomes
6. **Testimonials** — Customer quotes with photos and company names
7. **Pricing Preview** — Plans overview with "Start Free" CTA
8. **FAQ** — Address common objections
9. **Final CTA** — Full-width section repeating the primary CTA

**Hero Headline Patterns:**
- "[Verb] your [process] in [fraction of time]"
- "The [category] tool that [specific benefit]"
- "Stop [pain]. Start [desired state]."
- "[Number]x faster [process] for [audience]"

**CTA Patterns:**
- "Start Free Trial" / "Try Free for 14 Days"
- "Get Started — No Credit Card Required"
- "See It in Action →" (for demo-first flow)

### Page 2: Signup Page

**Purpose:** Reduce friction to zero. Get them into the product.

**Required Elements:**
1. **Simple form** — Email + password (or Google/GitHub SSO)
2. **Value reminder** — "Start your 14-day free trial"
3. **Trust signals** — "No credit card required" / "Cancel anytime"
4. **Or SSO** — Google, GitHub, Microsoft buttons
5. **Terms** — Link to terms and privacy

**Critical Rules:**
- NO navigation (no escape routes)
- NO long forms (email + password max)
- NO credit card requirement for trial
- Social login options reduce friction by 30%+

### Page 3: Onboarding (In-App)

**Purpose:** Get the user to the "Aha moment" as fast as possible.

**Required Steps:**
1. **Welcome** — "Here's your quick-start guide (2 min)"
2. **Key action 1** — The single most important setup step
3. **Key action 2** — Second most impactful action
4. **Key action 3** — See first result / value demonstration
5. **Celebrate** — "You're all set! Here's what to explore next"

### Page 4: Pricing / Upgrade Page

**Purpose:** Convert free users to paid plans.

**Required Elements:**
1. **Plan comparison** — Feature comparison table
2. **Recommended plan** — Visually highlighted (most popular)
3. **Annual vs. monthly** — Toggle with savings highlighted
4. **Per-seat or usage** — Clear pricing calculator if applicable
5. **Guarantee** — Risk reversal (30-day refund, etc.)
6. **FAQ** — Pricing-specific questions
7. **Enterprise CTA** — "Contact Sales" for large teams

## Pricing Table Best Practices

```
| | Starter | Pro (Most Popular) | Enterprise |
|---|---|---|---|
| Price | $0/mo | $29/mo | Custom |
| Feature 1 | ✓ Limited | ✓ Unlimited | ✓ Unlimited |
| Feature 2 | ✗ | ✓ | ✓ |
| Feature 3 | ✗ | ✓ | ✓ |
| Support | Email | Priority | Dedicated |
| CTA | Current Plan | Upgrade to Pro → | Contact Sales |
```

- Highlight the recommended plan with color, "Most Popular" badge, and slightly larger card
- Show annual pricing by default (higher LTV) with monthly as toggle
- Show per-unit price when applicable ("$29/user/month")

## SaaS Metrics to Track

| Metric | Target | What It Means |
|---|---|---|
| Visitor → Signup | 3–8% | Landing page effectiveness |
| Signup → Activation | 40–70% | Onboarding quality |
| Activation → Paid | 15–30% | Product-market fit |
| Monthly churn | < 5% | Customer satisfaction |
| LTV:CAC ratio | > 3:1 | Business sustainability |

## Email Sequences

### Trial Nurture (14-day)

| Day | Email Focus |
|---|---|
| 0 | Welcome + quickstart link |
| 1 | Tip: How to [key feature] |
| 3 | Case study: How [Company] uses [Product] |
| 5 | "Have you tried [feature]?" |
| 7 | Midpoint check-in + offer help |
| 10 | Premium feature preview |
| 12 | Trial ending warning + upgrade CTA |
| 13 | Final reminder + special offer |
| 14 | Trial expired + limited-time extension |

## A/B Test Recommendations

1. **Hero headline** — Feature-focused vs. outcome-focused
2. **CTA** — "Start Free Trial" vs. "Get Started Free" vs. "See Demo"
3. **Social login** — With vs. without Google/GitHub SSO
4. **Pricing** — 2 plans vs. 3 plans vs. 4 plans
5. **Trial length** — 7 day vs. 14 day vs. 30 day