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Keepnet Labs · Product strategy

Free to Paid Pipeline

Designing the journey from first contact to sales handoff for 11,000 users across 4,000 companies.

Customer journey11,000 users4,000 companies

Context

The project

At Keepnet Labs, a free user could encounter marketing, the product, customer success, and sales before becoming a paying customer. Without an end-to-end view, the signal that someone was ready for the next step could be missed or interpreted differently by each team. The pipeline covered 11,000 users at 4,000 companies.

Product perspective

The problem behind the pages

The important design problem was not just drawing a funnel. Each stage needed a meaningful signal and a team that could act on it, so the customer journey could lead to a useful handoff rather than a disconnected report.

My role

What I brought together

I designed, built, and implemented the pipeline from first touch through sales handoff. I created a customer journey diagram, defined stages, and selected data indicators that could show movement through those stages. Product, marketing, customer success, and sales were all part of the work.

01

Map

Describe the route from first touch through product use.

02

Measure

Choose data indicators for progression through each stage.

03

Hand off

Connect customer signals to the sales process.

Delivery

What the work produced

An implemented free-to-paid pipeline and a shared map of the customer journey. Across the related health score and pipeline work, free-to-paid conversion was reported to rise from 2% to 3% in two months.

The website today

Explore the live experience

The current website gives a view of the product experience. It may include features and content added after my project.

  • Keepnet now presents a human risk management portfolio around simulation, awareness, reporting, and response.
  • The live product overview reflects Keepnet's current offering.
Explore Keepnet ↗

The journey behind this work

Keepnet Labs · Product Manager ↗

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