Pricing model update



Background
The business needed to change the product pricing modal, moving from usage based plans that contained all the features to a flexible modal combining more usage options, feature options and introducing annual plans.

Release data: March/June 2023

Users
Potential users, new users and legacy-plan users.

My Role
  1. Planning the design process and writing the PRD - steps, requirements and timelines with the CPO, PM, CEO and Marketing.
  2. Design research - metodology of paywall implementation, pricing behavioral and psycological impact.
  3. Hands-on design - app, website and app store.
  4. Delivering design to the development team - multi-stage hand-off and feature map
  5. QA
  6. Post-launch analysis


Before & after - home page

⚡️ Challanges

  1. Scope: The change touched almost every screen in the app
  2. Risk: Pricing changes create an emotional effect and negative user sentimen
  3. Risk: Friction in UX and Communication in key moments (like hitting overage or upgrading) can lead to churn.

🍳 Process

Pricing is a sensitive change. My main goals were to avoid turmoil among our current users and get buy-in from our key stakeholders, mainly the CEO. The process had to be transparent and collaborative. I created the project timeline in Figma and in Asana to reflect the tasks and stakeholders buy-in points and created a communicative environment to get eveyone on board for each step of the way. 

Key findings

🔭 Scope

This project had a widespread impact across every screen within the platform and required a unified release. I lead the coordinating efforts across developers, customer success, marketing, and product.

Effected areas:
  • Signup flow
  • Downgrade and upgrade flows (plan type, usage, annual/monthly)
  • Overage states
  • Update usage count in the global nav (trial and paid plans)
Paywall features:
  • Test draft (Visitor and audience segmentation, Lift Assist™
  • Test reporting (Visitors and audiences, subscription reporting)
  • Lift Assist™ and brand styles
  • Help Center (Conversion consults, managed accounts)
Billing:
  • New billing page
  • Usage counter (Side navigation)
  • Support for legacy plans

The screenshot below it the interactive figma map I created for the dev team, since the project was so large and detail oriented. It included links to all the design sections/frames and the Jira tickets. We had it color coded as well.


Figma map for developer use

🎨 Designs

Introducing some color to our mainly b/w app, making the upgrade stand out and feel exclusive.

Design guide


🧱 Paywall / Feature gating

Test draft, test reporting, brand styles, help center  and Lift Assist™


🍾 Modals

Thank you modal and custom plan request form



🚫 Overage state

When a user hits his visitor limit



👵🏼 Grandfathered plans

Supporting existing users and encouraging them to switch to our new plans.


🕸️ App store & Website

New pricing page for the marketing website and update the Shopify app store listing


🕸️ App store & Website - New brand!

In June 2024, I lead a rebranding process and the pricing page and app listing got a little face lift :)



Thank You! ✨️

Mark