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SaaS UX Audit Playbook

A focused audit checklist for onboarding, activation, and retention flows in SaaS products.

Overview

SaaS products live or die on activation and retention. This playbook focuses on first-session clarity, trial-to-paid friction, and account setup workflows.

Key Flows to Audit

Prioritize onboarding, in-app guidance, trial conversion, and account settings. Map drop-off points to clarity or navigation issues.

What to Fix First

Resolve broken IA, missing form labels, and low-contrast CTAs. These create friction and compound churn risk.

How VertaaUX Helps

Run audits weekly, compare score deltas, and share prioritized fixes with product and engineering teams.

Related Topics

Turn insight into fixes

Run a VertaaUX audit and share a prioritized action plan with your team.

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