Understand SaaS Plan Configurator 🧠
A white-label business allows for rebranding and customization of the SaaS Plan Configurator to fit the unique needs of different clients or industries, offering scalability and flexibility for each partner
Understand SaaS Plan Configurator 🧠
A white-label business allows for rebranding and customization of the SaaS Plan Configurator to fit the unique needs of different clients or industries, offering scalability and flexibility for each partner
Understand SaaS Plan Configurator 🧠
A white-label business allows for rebranding and customization of the SaaS Plan Configurator to fit the unique needs of different clients or industries, offering scalability and flexibility for each partner
Visual representation to understand product better
Visual representation to understand product better
Existing challenges + User Frustrations 🤯
The original SaaS Plan Configurator was limited to just three pre-set plans and offered minimal customization options, making it difficult for users to tailor plans to specific industries or manage usage limits. This lack of flexibility hindered users from effectively scaling, experimenting with pricing models, and running targeted campaigns, ultimately restricting their growth potential 👇
Existing challenges + User Frustrations 🤯
The original SaaS Plan Configurator was limited to just three pre-set plans and offered minimal customization options, making it difficult for users to tailor plans to specific industries or manage usage limits. This lack of flexibility hindered users from effectively scaling, experimenting with pricing models, and running targeted campaigns, ultimately restricting their growth potential 👇
Existing challenges + User Frustrations 🤯
The original SaaS Plan Configurator was limited to just three pre-set plans and offered minimal customization options, making it difficult for users to tailor plans to specific industries or manage usage limits. This lack of flexibility hindered users from effectively scaling, experimenting with pricing models, and running targeted campaigns, ultimately restricting their growth potential 👇
☹️ The existing SaaS Configurator lacks flexibility, offering limited plans and customization options, with manual workarounds for custom menus and no support for diverse industries or variable user limits ‼️
The existing SaaS Configurator lacks the ability to set individual trial periods for different plans.
There is no option to assign plan-based complimentary credits, limiting promotional flexibility.
Customization are extremely limited, restricting ability to tailor plans to specific user needs.
User Research and Insights 🕵️♂️
To enhance the SaaS Plan Configurator, I analyzed feedback from Canny, Facebook, and townhalls, focusing on users' needs, pain points, and challenges.
Research Goals:
Identify User Needs: Understand user expectations and challenges.
Assess Usability: Pinpoint issues with navigation and customization.
User Research and Insights 🕵️♂️
To enhance the SaaS Plan Configurator, I analyzed feedback from Canny, Facebook, and townhalls, focusing on users' needs, pain points, and challenges.
Research Goals:
Identify User Needs: Understand user expectations and challenges.
Assess Usability: Pinpoint issues with navigation and customization.
User Research and Insights 🕵️♂️
To enhance the SaaS Plan Configurator, I analyzed feedback from Canny, Facebook, and townhalls, focusing on users' needs, pain points, and challenges.
Research Goals:
Identify User Needs: Understand user expectations and challenges.
Assess Usability: Pinpoint issues with navigation and customization.
Empathy in Action 👂
We heard our "Real" users
We’ve built a strong community of engaged customers who actively share feedback and ideas on platforms like Facebook and Canny. Their insights help shape our product roadmap, guiding our teams to focus on user-driven improvements that solve real challenges and create lasting impact
Empathy in Action 👂
We heard our "Real" users
We’ve built a strong community of engaged customers who actively share feedback and ideas on platforms like Facebook and Canny. Their insights help shape our product roadmap, guiding our teams to focus on user-driven improvements that solve real challenges and create lasting impact
Empathy in Action 👂
We heard our "Real" users
We’ve built a strong community of engaged customers who actively share feedback and ideas on platforms like Facebook and Canny. Their insights help shape our product roadmap, guiding our teams to focus on user-driven improvements that solve real challenges and create lasting impact
Canny Powered user research and Feedbacks
Canny Powered user research & Feedbacks
592 Up Votes 👇
592 Up Votes 👇
Competitive Analysis ⚖️
Pain Points Identified 😣
Customization Limitations: Competitors lack options like setting individual trial periods, offering complimentary credits, or managing detailed usage limits.
Scalability Issues: Tools focus on pre-built SaaS, not offering flexibility for agencies needing custom solutions
Opportunities to Differentiate ☝️
Add granular configuration options like per-plan trials, feature-based pricing, and custom creditsProvide scalable tools for agencies targeting diverse industries, enabling flexible plan creation.
Competitive Analysis ⚖️
Pain Points Identified 😣
Customization Limitations: Competitors lack options like setting individual trial periods, offering complimentary credits, or managing detailed usage limits.
Scalability Issues: Tools focus on pre-built SaaS, not offering flexibility for agencies needing custom solutions
Opportunities to Differentiate ☝️
Add granular configuration options like per-plan trials, feature-based pricing, and custom creditsProvide scalable tools for agencies targeting diverse industries, enabling flexible plan creation.
Competitive Analysis ⚖️
Pain Points Identified 😣
Customization Limitations: Competitors lack options like setting individual trial periods, offering complimentary credits, or managing detailed usage limits.
Scalability Issues: Tools focus on pre-built SaaS, not offering flexibility for agencies needing custom solutions
Opportunities to Differentiate ☝️
Add granular configuration options like per-plan trials, feature-based pricing, and custom creditsProvide scalable tools for agencies targeting diverse industries, enabling flexible plan creation.
Strength
• Offers a marketplace of SaaS tools with white-label capabilities.
• Includes upselling and cross-selling tools for agencies.
• Built-in client management and subscription billing functionality.
Weekness
• Focuses more on pre-built SaaS offerings than customizable SaaS plan creation
• Limited flexibility for agencies to define and manage unique subscription tiers.
Strength
• Intuitive interface tailored for small-to-mid-size agencies.
• Features include white-labeling, automated billing via Stripe, and trial period management.
• Ability to create custom pricing tiers and manage plan visibility for customers
Weekness
•Limited options for granular controls, such as individual usage limits or complimentary credits.
• Lacks advanced analytics for tracking SaaS plan performance and user adoption.
Strength
• Offers a marketplace of SaaS tools with white-label capabilities.
• Affordable pricing for small agencies with subscription management features.
Weekness
• Limited emphasis on SaaS-specific configurations like usage-based pricing or advanced trial settings.
• Few external integration options compared to other competitors.
Ideation💡
Empathize:
Analyzed Canny , FB , Townhall , feedback, focusing on accessibility for diverse users base
Define:
Identified key pain points: limited plans, lack of flexibility, no user limits.
Ideate:
Mind Mapping: Explored relationships between features like categories and upgrade paths.
Crazy 8s: Sketched UI workflows.
Prototype:
Created interactive prototypes for smooth user transition.
Test:
Conducted usability testing and iterated based on user feedback.
Ideation💡
Empathize:
Analyzed Canny , FB , Townhall , feedback, focusing on accessibility for diverse users base
Define:
Identified key pain points: limited plans, lack of flexibility, no user limits.
Ideate:
Mind Mapping: Explored relationships between features like categories and upgrade paths.
Crazy 8s: Sketched UI workflows.
Prototype:
Created interactive prototypes for smooth user transition.
Test:
Conducted usability testing and iterated based on user feedback.
Ideation💡
Empathize:
Analyzed Canny , FB , Townhall , feedback, focusing on accessibility for diverse users base
Define:
Identified key pain points: limited plans, lack of flexibility, no user limits.
Ideate:
Mind Mapping: Explored relationships between features like categories and upgrade paths.
Crazy 8s: Sketched UI workflows.
Prototype:
Created interactive prototypes for smooth user transition.
Test:
Conducted usability testing and iterated based on user feedback.
Persona 🧑🏻💻
Agency Owner (Primary User):
Wants to create and customize SaaS plans tailored for different industries.
Needs scalability and flexibility to increase revenue.
Seeks an easy-to-use platform to manage pricing tiers effectively.
Persona 🧑🏻💻
Agency Owner (Primary User):
Wants to create and customize SaaS plans tailored for different industries.
Needs scalability and flexibility to increase revenue.
Seeks an easy-to-use platform to manage pricing tiers effectively.
Persona 🧑🏻💻
Agency Owner (Primary User):
Wants to create and customize SaaS plans tailored for different industries.
Needs scalability and flexibility to increase revenue.
Seeks an easy-to-use platform to manage pricing tiers effectively.
User Flow 👨🦯➡️
The user journey starts with logging into the agency dashboard, where users can create or customize SaaS plans. They define categories, configure features like trial periods and complimentary credits, and then publish the plans. Each step is designed to be intuitive, allowing users to easily manage and tailor plans for their clients.
User Flow 👨🦯➡️
The user journey starts with logging into the agency dashboard, where users can create or customize SaaS plans. They define categories, configure features like trial periods and complimentary credits, and then publish the plans. Each step is designed to be intuitive, allowing users to easily manage and tailor plans for their clients.
User Flow 👨🦯➡️
The user journey starts with logging into the agency dashboard, where users can create or customize SaaS plans. They define categories, configure features like trial periods and complimentary credits, and then publish the plans. Each step is designed to be intuitive, allowing users to easily manage and tailor plans for their clients.
Iterate and Innovate 🔁
Iterate and Innovate 🔁
Iterate and Innovate 🔁
Wireframing:
Wireframing:
Wireframing:
UI Components - Design System
At HighLevel, we adhere to a well-structured design system thoughtfully crafted with precision and scalability in mind. By leveraging atomic components and predefined styles, I ensured a cohesive and intuitive user experience, maintaining consistency while enhancing usability across the SaaS Plan Configurator.
UI Components - Design System
At HighLevel, we adhere to a well-structured design system thoughtfully crafted with precision and scalability in mind. By leveraging atomic components and predefined styles, I ensured a cohesive and intuitive user experience, maintaining consistency while enhancing usability across the SaaS Plan Configurator.
UI Components - Design System
At HighLevel, we adhere to a well-structured design system thoughtfully crafted with precision and scalability in mind. By leveraging atomic components and predefined styles, I ensured a cohesive and intuitive user experience, maintaining consistency while enhancing usability across the SaaS Plan Configurator.
Reflect 🤩
Reflect 🤩
Reflect 🤩
Before 🆚 After
The design work laid the groundwork for future updates, delivering essential user experience enhancements:
Flexible Plan Creation: Users can now create more than three plans, with industry-specific options and customizable features.
Granular Configuration: Added controls for trial periods, complimentary credits, and detailed usage limits for better customization.
User-Friendly Interface: Simplified navigation with a vertical card design for quick access to key plan details.
Enhanced Analytics: Introduced advanced dashboards to track user behavior, plan performance, and revenue trends.
Scalable Solutions: Provided tools that allow agencies to create custom plans, catering to diverse industries and market segments.
Before 🆚 After
The design work laid the groundwork for future updates, delivering essential user experience enhancements:
Flexible Plan Creation: Users can now create more than three plans, with industry-specific options and customizable features.
Granular Configuration: Added controls for trial periods, complimentary credits, and detailed usage limits for better customization.
User-Friendly Interface: Simplified navigation with a vertical card design for quick access to key plan details.
Enhanced Analytics: Introduced advanced dashboards to track user behavior, plan performance, and revenue trends.
Scalable Solutions: Provided tools that allow agencies to create custom plans, catering to diverse industries and market segments.
Before 🆚 After
The design work laid the groundwork for future updates, delivering essential user experience enhancements:
Flexible Plan Creation: Users can now create more than three plans, with industry-specific options and customizable features.
Granular Configuration: Added controls for trial periods, complimentary credits, and detailed usage limits for better customization.
User-Friendly Interface: Simplified navigation with a vertical card design for quick access to key plan details.
Enhanced Analytics: Introduced advanced dashboards to track user behavior, plan performance, and revenue trends.
Scalable Solutions: Provided tools that allow agencies to create custom plans, catering to diverse industries and market segments.
