User journey · Diagram Design

Trial to paid: the first week

One persona, five stages from signup to upgrade. The sentiment curve is the point: a confident start, a dip when the free-tier export limit hits with no warning, and a recovery once the team upgrades.

Trial to paid: the first week User journey map of a new trial user across five stages, showing actions, touchpoints, and a sentiment curve that dips at the usage-limit stage before recovering at upgrade. STAGE 1 Sign up STAGE 2 First run STAGE 3 Invite team STAGE 4 Hit the limit STAGE 5 Upgrade HIGH NEUTRAL LOW ACTIONS TOUCHPOINTS Create workspace Import first dataset Add 3 teammates Export blocked mid-report Pick annual plan NO WARNING AT 80% PRICING PAGE IS 3 CLICKS AWAY signup form onboarding wizard email invite in-app modal billing page LEGEND Sentiment curve Trough stage Pain marker

TROUGH

Hit the limit

The export cap arrives with zero warning at 80% usage, and the only way out is a pricing page that's three clicks from the blocked screen. This is the one stage worth fixing before anything else.

Recovery, not just relief

Sentiment climbs back to neutral at upgrade rather than back to high — the friction is remembered. Track this cohort's 90-day retention separately from users who never hit the limit.

Early signal

Sign up and invite team both read high. The trial's first impression is working; the problem is entirely mid-funnel.