Crafting a guided onboarding journey: Unlock Maze’s full potential

Maze has a three-plan structure. Users can sign up for a very-limited free plan in terms of features, self serve to upgrade to a medium Starter plan with a fraction of the features available on the Organization plan which unlocks the full potential of the platform, including advanced research types and premium leader features such as Interview Studies, advanced filters when hiring from our panel, and more.

Our data suggested that on the Free plan:

55%

of ICPs start by creating their own study

45%

don’t create a study

75%

of ICPs never get to a report as only 35% of those 55% who create a study, set it live and have a report generated and only 20% get to see the report.

Not getting to value


The above data essentially suggests very few ICPs who sign up for Maze on the free plan get to value.

Additionally


Users signing up to Maze to explore the tool had no visibility of core product-defining features, e.g. Interview studies, unless they upgraded to the Organization plan or spoke with sales as those were hidden from users on the free team

Free plan lacked any structured onboarding guidance.

Each product team would add sporadic coachmarks that appeared inconsistently in varying UI depending on the team’s needs. Users would end up with seeing several coachmarks at once which would cover the product UI causing confusion.


Why

Interview studies and Advanced panel filters were top reasons why customers opted for the top tier plans.Although paywalled, users can now actually see that we offered interview studies.


Previously, users had to launch a study to access a report or explore our panel. Introducing demos allowed them to interact with a report without the full study setup.


The demo not only skipped the setup process but also let users explore premium features like card sorting and tree testing. It also provided a preview of the prototype block without requiring a prototype setup.

What happened & what we learned

The panel demo instantly became our best-performing paywall.
It confirmed that feature visibility directly influenced conversion.

Users loved the Sandbox — but not in the way we expected. They treated it as a reference tool, opening it repeatedly to understand Maze’s structure.

But conversion didn’t come from there.

This taught us something critical: Demos educate. Trials convert. 

ONBOARDING

Crafting a Guided Onboarding Journey

With trials, demos, and updated sign-up in place, we finally had the ecosystem to design a cohesive onboarding journey.

The journey needed to:

  • guide users through Maze’s full workflow
  • help them understand how studies come together
  • guide them toward reports [AHA]
  • surface premium features at the right moments
  • explain Maze’s value in context, not abstraction
  • remove the guesswork from exploring the product

How the experience came together?

Adjustments were made to the sign-up flow assets.Including the addition of an extra use case screen to gather information about how users utilize Maze.

We redefined coachmarks to ensure they are consistent in placement, progressive in guidance, non-disruptive to the user experience, lightweight in UI design, and fully accessible. Essentially replacing years of disjointed, ad-hoc coachmarks created by different teams, consolidating them into a single, coherent onboarding framework.


Alongside the PMMs, we carefully mapped out the entire journey of both in-product messaging and external communications, including all related emails.


Redesign of all onboarding communication, including copywriting, as well as the development and building of the emails involved in the process.


Newly introduced dashboard widget designed to follow the user’s journey throughout the process of creating their very first study. This widget is carefully tailored to accommodate both unmoderated and moderated studies, adjusting its features and guidance depending on which type the user decides to create initially.


Introduced detailed information on the trial, which could be easily accessed from anywhere during their entire journey.

Additionally, revamped the paywalls by providing more comprehensive and clear information regarding the value offered.

Success

  • Panel demo became our highest-performing paywall
  • Trials generated deeper feature interaction than any demo
  • Interview Studies consistently signaled highest curiosity
  • Sign-up intent clarified premium potential
  • Sandbox improved understanding of Maze’s structure

Reality check

  • The Sandbox did not drive conversion on its own
  • Users needed to experience Maze with their own data
  • Reverse trials became the strongest path to value

Conclusion


This project transformed Maze’s Free experience from a dead-end into a structured, educational, interactive pathway to value.

By improving sign-up, exposing premium features, creating a demo ecosystem, building a sandbox experience, and introducing a guided onboarding journey — and ultimately shifting to reverse trials — we gave users something Maze had never offered before:

A clear, guided path to understanding Maze’s full potential.

This work laid the foundations for Maze’s trial-first onboarding strategy and created new, reliable self-serve PQL channels that had not existed previously.