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SaaS Signup-to-Paid Audit

This form helps me understand where users may be dropping between signup, first value, and payment. Rough numbers are fine. If you’re not sure about something, choose “Not sure” — that is useful too. You do not need to share admin access. A demo account, screenshots, or Loom walkthrough is enough for the first pass.
This should take around 8–10 minutes. I’ll use your answers to review your product flow and identify the most likely bottleneck. Any information shared will only be used for this audit and won’t be published without your permission.

Product Context

What is your name?

What is your email?

What is your SaaS/product called?

What does your product do in one sentence?

Who is your ideal customer?

Current Funnel

Rough estimates are completely fine. If you don’t track this yet, choose “Not sure.”

How many website visitors do you get per month?

How many website visitors do you get per month?
A
B
C
D
E
F

How many signups do you get per month?

How many signups do you get per month?
A
B
C
D
E
F

How many users become paying customers per month?

How many users become paying customers per month?
A
B
C
D
E

Where do you think users are dropping off?

Where do you think users are dropping off?

First value moment

The first value moment is the first point where a user thinks: “Okay, I understand why this product is useful.”

What is the first meaningful action a user should complete after signing up?

How long does it usually take a new user to reach that first value moment?

How long does it usually take a new user to reach that first value moment?
A
B
C
D
E
F

What does a user need to do before they see value?

What does a user need to do before they see value?

Product Access

How can your product flow be reviewed?

How can your product flow be reviewed?
A
B
C
D
E

Add your product/landing page link

Add demo login, Loom link, or any extra access details

Existing Data and Feedback

Which tools or data do you currently have available?

Which tools or data do you currently have available?

Upload any useful screenshots

Analytics, funnel numbers, Stripe screenshots, session recordings, support messages, or onboarding drop-off data.

What feedback have users given you so far?

Your Current Thinking

What do you personally think the problem is right now?

What have you already tried to fix?

What would make this audit valuable for you?

Final Note

Can anonymized learnings from this audit be used for future content/case studies?

Can anonymized learnings from this audit be used for future content/case studies?
A
B
C