B2B SaaS User Onboarding Flow

This diagram visualizes the complete user journey in a B2B SaaS application, from initial landing page through free trial signup, trial expiration, hitting free tier limits, and finally upgrading to a paid plan.

Flow Stages

1. Landing & Signup (Blue)

• User lands on marketing website
• Clicks "Try Free Trial" button
• Creates account with email/OAuth

2. Free Trial Period (Green)

• 14-day trial with full feature access
• User explores product functionality
• All premium features unlocked

3. Trial Expiration Warning (Orange)

• Day 14 approaches
• Email notification sent
• In-app alert displayed
• Option to upgrade

4. Trial Expired / Free Tier (Red)

• Trial ends, access downgraded
• Free tier limits activated
• Feature restrictions applied

5. Free Tier Limits (Red)

• API rate limits exceeded
• Storage quota reached
• Team member slots maxed out
• Each limit shows upgrade option

6. Upgrade Flow (Purple)

• User sees pricing modal
• Selects pricing plan (Starter/Pro/Enterprise)
• Enters payment information
• Payment processed

7. Premium Active (Dark Green)

• Upgrade complete
• Full feature access restored
• Monthly recurring billing
• Premium features available

Key Conversion Points

1. Free Trial Signup - Initial conversion from visitor to user
2. Trial Expiration - First monetization opportunity via email/reminder
3. Hit Limits - Friction triggers upgrade prompts
4. Payment Success - Customer lifecycle begins

Running the Diagram

Open index.html in a browser to view the onboarding flow diagram.