SaaS trial to paid journey map template
A journey map for a team lead trialling a project tool and deciding whether to pay. Use it as a model for a B2B sign-up journey.
- Stages
- 5
- Persona
- Dan, an operations lead trialling the tool for a 40-person team
The journey
- Title
- Trialling a project tool and deciding to pay
- Goal
- Decide within a week whether to roll this out to the whole team
Stages
| Stage | Feeling | Pain points | Opportunities |
|---|---|---|---|
| Sign up | Positive | Asks for a phone number and company size before showing anything | Ask only for email, collect the rest later |
| First session | Negative | Blank screen. The tour explains every feature, not the first task | Offer a sample project so the product is never empty |
| Invite the team | Very negative | Permission names are unclear and there is no preview of what each role sees | Plain-language role descriptions with a "view as" preview |
| First win | Positive | Nothing tells Dan it worked, so he has to ask | Send the admin a short "your team did X" summary after day three |
| Decide to pay | Neutral | Per-seat price at his size is behind a contact form | Show a price calculator and a one-page security summary |
Questions
Frequently asked questions
What's in the saas trial to paid journey map template?
5 stages, each with actions, touchpoints, thoughts, pain points, opportunities and a feeling score. The table shows the pain points and opportunities.
Is the content real?
No. It's a fictional example built to show how the parts fit together. Replace every stage with what you've learned from real users.
What happens to my own work when I load it?
Nothing is lost silently. You'll see an Undo for ten seconds after it loads, and the Journey Map asks first if it would replace work you've already written.
Do I need an account?
No. You can build, preview and download without signing in. You only sign in to share a link or save your work.