UX & Product Design for B2B SaaS

UX design that turns free trials into paying customers.

UX design that turns free trials into paying customers.

If your product's learning curve is too steep, users will never understand its value. I work with your team to find out where users get stuck, then design the fix.

If your product's learning curve is too steep, users will never understand its value. I work with your team to find out where users get stuck, then design the fix.

Trusted by founders at SendX, RealTyme, SiteGuru and 30+ SaaS teams.

Trusted by founders at SendX, RealTyme, SiteGuru and 30+ SaaS teams.

Results founders can measure

+25%

Paid conversions

“We saw a +25% uplift in paid conversions.”
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Varun Jain

CTO, SendX

+38%

More converted trials

“+38% more trials converted after onboarding.”
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Emmett Cooke

Founder, Pixelflow

+30%

Revenue from converted trials

“Within a month of relaunch, our revenue increased by 30%.”
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Rick van Haasteren

Owner, Site Guru

TRUSTED BY SAAS COMPANIES ACROSS THE US, UK AND EUROPE

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Problems

Problems

Is this happening in your B2B SaaS?

Is this happening in your B2B SaaS?

I've spoken with 300+ SaaS founders, and almost everyone checks at least one.

I've spoken with 300+ SaaS founders, and almost everyone checks at least one.

New users hit a wall on day one.

The dashboard feels cluttered, empty states aren't helpful, and setting things up takes too long.

Trials end without an upgrade.

People sign up, look around for a bit, then leave before they see the value.

Too many customers need hand-holding.

Every new customer needs a demo or setup call. As you grow, you won't be able to keep that up.

Customers quickly churn.

They pay, use the bare minimum, and leave because they don't understand the value.

In Their words

Hear it from the founders.

“It's easy to find people who can make things look pretty. However, pretty doesn't always lead to actual conversions or increased product usage. Simon understands the difference.”

Varun Jain

CTO, SendX

+25%

Paid conversions

2x

Mid-market ACV

“We saw 38% increase in users who completed onboarding then converted from trial to paid.”

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Emmett Cooke

Founder, Pixelflow

“We've upsold existing clients and converted new ones.”

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Onur Özen

CEO, RealTyme

“Our onboarding became faster, and confusion was reduced throughout the product.”

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James Carter

CEO, Eintech

“Our product is more intuitive, more consistent, and more delightful to use.”

Ed Mallory

Product manager, Ring4

“Within a month of launching the redesign, our revenue increased by 30%.”

Rick van Haasteren

Owner, Site Guru

why it happens

Your product is powerful but users can't figure it out fast enough.

When developers build something, they pack it with features, steps, and settings that make perfect sense to them. Then a new user tries it, sees all those screens, and immediately thinks, “Where do I even start?”

Eventually they give up and never convert.

Out of 100 users

Example

100

Sign up

82

Onboard

51

Setup

34

Workflow

12

Upgrade

The steeper the learning curve, the fewer new users upgrade.

What I do

I find out where users get stuck and fix it across 3 areas.

Every week, I roll up my sleeves and tackle whatever’s holding back your trial users from paying.

From sign-up

To first payment

01

User onboarding.

I find where new users stall, then simplify the steps until getting started feels easy.

Measured by

Onboarding drop-off

Onboarding drop-off

Setup completion

Setup completion

02

Core workflows.

I find where users get stuck in the jobs they came to do, then redesign those flows.

Measured by

Activation rate

Activation rate

Time to first value

Time to first value

03

Upgrade experience.

I make the value clear the moment users decide to upgrade, then remove the friction from checkout.

Measured by

Upgrade page conversion

Upgrade page conversion

Checkout drop-off

Checkout drop-off

Case study

Here's how SendX, an email marketing platform, turned more trials into paying customers.

SendX offered more capabilities than almost anyone else, but new users struggled to discover them. So, instead of adding more features, we shortened the journey from sign-up to value, one small change at a time. That’s how we moved the needle.

+25%

Increase in
paid conversions

2x

Mid-market
annual contract value

4.6

User rating on
Capterra

Working together

Simple weekly pricing with no long term lock-in.

Solo

One workstream at a time.

Great if you

Have one clear problem to fix.

Have a straightforward product.

Want to build momentum steadily.

Priced weekly. I'll share details on our call.

Priced weekly. I'll share details on our call.

DUO

Two workstreams in parallel.

Great if you

Have multiple problems to fix.

Have a larger and complex product.

Want to see results twice as fast.

Priced weekly. I'll share details on our call.

Faster results

No minimum term

Pay one week at a time. If priorities shift, we pause, no wasting weeks (or months) with the wrong partner. Most teams stick for beyond 8 weeks.

What you get

Strategy and design, not one or the other.

We decide what to fix, I design it, and make sure the fix actually works.

Detailed UX reviews.

I'll point out where users get stuck, and rank issues based on priority.

Prototypes for your developers.

You'll get designs your developers can ship fast, without blowing up the roadmap.

Chat directly over Slack.

Ask me questions and get answers on the same working day, not at next week’s meeting.

A 60-minute weekly design sync.

All I need from you in one hour per week. That's it!

Video walkthrough of design decisions.

That way, your whole team understands the thinking behind the designs.

Also included

Tools to track what's working and help paying customers get more value.

Trial experience

Example

Onboarding completed

64%

Workflows completed

38%

Converted to paid

14%

Help setting up product analytics.

Not tracking product analytics? Or recording user sessions nobody ever checks? I’ll help you install the right tool so you actually see what’s working, and what isn’t.

Pattern 1

Empty states that teach

Pattern 2

Contextual prompts

Pattern 3

Progressive disclosure

Pattern 4

Templates to start from

Pattern 5

Next best action

Pattern 6

Usage milestones

Feature discovery pattern library.

Get a collection of proven patterns from other world-class SaaS products that you can quickly implement in your own product to help your paying customers get more out of it.

How it works

What the first 8 weeks look like

How a typical engagement unfolds, and where the numbers usually start to move.

First fixes.

First fixes.

Design, ship and iterate.

Design, ship and iterate.

Uplift.

Uplift.

Week 1

Week 2

Week 3

Week 4

Week 2-7

Week 5

Week 6

Week 7

Week 8

week 1

High-impact first fixes.

I’ll personally review your trial, from sign-up to that all-important first payment. We’ll agree on how we’ll measure success, and your first set of fixes will reach your developers in the first 7 days.

week 2-7

Design, ship, iterate.

It’s small, focused changes, not a total rebuild. You’ll notice it first, fewer onboarding drop-offs, more users completing core workflows, and fewer support questions.

week 8

Results show up.

Clients usually start seeing the numbers move around now. I can't promise specific numbers, but leading indicators will start moving in the right direction within 8 weeks.

The cost of waiting

What's a leaky product costing you?

Most founders are surprised how fast even small improvements stack up. Plug in your numbers and see what a better trial-to-paid rate is really worth.

The cost of waiting

What's a leaky product costing you?

Most founders are surprised how fast even small improvements stack up. Plug in your numbers and see what a better trial-to-paid rate is really worth.

about me

Hey, I'm Simon. For the past 7 years, I’ve designed SaaS products that actually convert.

I've worked with over 30 teams, reviewed 200+ products, and chatted with 300+ founders. They're all proud of their product, but users keep slipping through the cracks.

I’m based in the UK, but I work with teams all over, usually for 6 months or longer. If you want to reduce the learning curve of your product, let's chat.

14+

Years in design.

30+

SaaS teams.

200+

Products reviewed.

FAQs

Questions founders ask.

What does a UX partner actually do?

I join your team, in the trenches, week after week. I look at how users move through your trial, spot the issues, and actually design fixes as prototypes. Then I talk the developers through exactly how to build them, and we track what actually changes. You get senior-level SaaS UX help, but you don’t have to hire someone full time.

How do we know it's worth it?

Your Teardown answers that before you spend a penny. I’ll show you what fixing your trial could do for your monthly recurring revenue. If I can’t make you more than you spend on me, within a year, I’ll just say so. Simple as that.

What if things don’t improve?

UX doesn’t magically fix everything. Sometimes the issue is your pricing or who you’re actually targeting. If that’s the case, I’ll let you know asap. Plus, I work week-to-week, so you’re never locked into a long contract.

How much of my time will this take?

About 60 minutes a week to line up priorities together. I handle the rest. Each design comes with a video walkthrough so you can see exactly what changed, no need for you to get bogged down in the details.

Will this swamp our engineers with extra work?

Honestly, it’s mostly small tweaks to what you already have, not massive rebuilds. I stick to your existing components wherever possible, and every prototype comes with a quick video so your developers can roll it out fast.

We tried an agency before and nothing changed.

Agencies usually focus on making things pretty. I focus on figuring out why trial users don’t stick around and fixing that. Every design choice ties right back to the actual moment users drop off.

Why not just hire a full-time designer?

Sometimes you should. A generalist might take months for you to find, and they’ll still spend time learning your product. I already know the trial-to-paid problem inside out, and I’ve worked on it for 30+ SaaS teams.

Is my data secure with Prospect?

Security is a non-negotiable. Prospect uses end-to-end encryption in transit and at rest, along with advanced identity management features like SSO, 2FA, and granular role permissions. We also run regular audits and work with trusted infrastructure providers to safeguard every layer of your data. You own your data, and it’s never used or shared without your consent.

What happens if I outgrow the Free plan?

The Free plan is designed to get you started, but when your needs grow, Prospect scales with you. Upgrading is seamless—no data loss, no reconfiguration. You’ll instantly unlock more automation, more integrations, and advanced features to help your team stay ahead. We’ll even guide you through the transition to make sure nothing gets missed.

Can I use Prospect with my current tools?

Yes—Prospect is built to integrate seamlessly with the platforms you already rely on. From data sync to workflow triggers, we support popular tools out of the box and offer API access for everything else. Whether you’re using Slack, Notion, Google Workspace, or something more specialized, Prospect fits into your stack without disrupting it. We believe software should meet you where you are—not the other way around.

Does Prospect support teams in different time zones?

Absolutely. Prospect is built for global teams with asynchronous schedules. From workflow notifications that adjust to local time, to real-time collaboration that doesn’t require everyone to be online at once, we make working across time zones feel natural. You can set time-aware triggers, assign reviewers by region, and keep your processes running smoothly around the clock.

How long does setup take?

Most teams are set up in under an hour. We’ve designed Prospect to be intuitive from the start—no need for lengthy onboarding sessions or technical hand-holding. Just connect your data sources, set your preferences, and your workflows are ready to go. Our team is always on hand if you want help, but most users don’t need it.

Can I cancel or change plans anytime?

Yes—your plan is always in your control. Downgrade, upgrade, or cancel without needing to contact support or jump through hoops. Your settings and data are preserved, so if you return later, you can pick up right where you left off. We believe in earning your trust, not locking you in.

Are our company secrets protected with Prospect?

Yes—confidentiality is central to everything we build. Whether it’s financial reports, internal notes, or sensitive forecasting data, it stays strictly yours. We don’t access or analyze your information unless explicitly requested for support. Our platform is used by companies with strict compliance needs, and we meet or exceed industry security standards.

Does Prospect support teams in different time zones?

Absolutely. Prospect is built for global teams with asynchronous schedules. From workflow notifications that adjust to local time, to real-time collaboration that doesn’t require everyone to be online at once, we make working across time zones feel natural. You can set time-aware triggers, assign reviewers by region, and keep your processes running smoothly around the clock.

What happens if I outgrow the Free plan?

The Free plan is designed to get you started, but when your needs grow, Prospect scales with you. Upgrading is seamless—no data loss, no reconfiguration. You’ll instantly unlock more automation, more integrations, and advanced features to help your team stay ahead. We’ll even guide you through the transition to make sure nothing gets missed.

How long does setup take?

Most teams are set up in under an hour. We’ve designed Prospect to be intuitive from the start—no need for lengthy onboarding sessions or technical hand-holding. Just connect your data sources, set your preferences, and your workflows are ready to go. Our team is always on hand if you want help, but most users don’t need it.

Is my data secure with Prospect?

Security is a non-negotiable. Prospect uses end-to-end encryption in transit and at rest, along with advanced identity management features like SSO, 2FA, and granular role permissions. We also run regular audits and work with trusted infrastructure providers to safeguard every layer of your data. You own your data, and it’s never used or shared without your consent.

Are our company secrets protected with Prospect?

Yes—confidentiality is central to everything we build. Whether it’s financial reports, internal notes, or sensitive forecasting data, it stays strictly yours. We don’t access or analyze your information unless explicitly requested for support. Our platform is used by companies with strict compliance needs, and we meet or exceed industry security standards.

Can I use Prospect with my current tools?

Yes—Prospect is built to integrate seamlessly with the platforms you already rely on. From data sync to workflow triggers, we support popular tools out of the box and offer API access for everything else. Whether you’re using Slack, Notion, Google Workspace, or something more specialized, Prospect fits into your stack without disrupting it. We believe software should meet you where you are—not the other way around.

Can I cancel or change plans anytime?

Yes—your plan is always in your control. Downgrade, upgrade, or cancel without needing to contact support or jump through hoops. Your settings and data are preserved, so if you return later, you can pick up right where you left off. We believe in earning your trust, not locking you in.

Book a call

Find out where trial users get stuck.

Book a free, 30-minute review of your trial. Walk away knowing your top three bottlenecks and what fixing them could add to your bottom line.

Book a call

Find out where trial users get stuck.

Book a free, 30-minute review of your trial. Walk away knowing your top three bottlenecks and what fixing them could add to your bottom line.

Book a call

Find out where trial users get stuck.

Book a free, 30-minute review of your trial. Walk away knowing your top three bottlenecks and what fixing them could add to your bottom line.