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Speculative SaaS Redesign for Tability

Unlocking activation and retention through strategic UX improvements and operational optimization

Context

The Client

Tability is a goal-tracking SaaS platform that helps teams align on objectives and track progress. They needed to improve user activation rates and reduce churn through better onboarding and engagement systems.

What They Needed

A comprehensive redesign of their user experience focusing on faster time-to-value, improved onboarding flows, and automated engagement systems to increase user activation and long-term retention.

Challenges

  • • Low user activation rates in the first week
  • • Complex onboarding process causing drop-offs
  • • Limited user engagement after initial setup
  • • Lack of automated user success workflows
What We Did

Tools & Systems Implemented

  • Figma: Complete UX/UI redesign with improved user flows
  • Mixpanel: Advanced user behavior tracking and analytics
  • Intercom: Automated onboarding sequences and user engagement
  • Custom automation: Progressive disclosure and feature adoption flows

UX & Operational Improvements

Redesigned the entire user journey from signup to value realization, implementing progressive onboarding, contextual help systems, automated engagement campaigns, and data-driven feature discovery to maximize user success and product adoption.

Results
65%

Increase in user activation

40%

Reduction in churn rate

3x

Faster time to first value

Key Outcomes

  • • Streamlined onboarding reduced setup time from 30 to 10 minutes
  • • Improved feature discovery increased product engagement
  • • Automated success workflows reduced support tickets
  • • Enhanced user satisfaction scores and retention metrics

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