A duplicate enquiry arrives
It is merged and the person is contacted once, by one owner.
Technology & SaaS / From use case to demo
The product-to-qualified-conversation system.
Inspect the purpose, deliverable and handoff at each stage of the customer journey.
How buyers and users find and choose you
The saas & tech marketing funnel.
Seven steps, one journey.
Every stage is a place buyers and users can be lost. We look at the whole path—not just the ads at the top.
- 01SearchGoogle · LinkedIn · review sites · communitiesSEO, Maps & listings
- 02DiscoverUse-case & product pagesBrand & service pages
- 03TrustDocs · security · real customersReputation & proof
- 04ContactDemo request · chatEnquiry handling
- 05TrialDemo · free trialBooking handoff
- 06ActivateOnboarding & first valueThe real experience
- 07RetainAdoption · expansion · renewalFollow-up & recall
Most technology & saas businesses spend at the top of the funnel but lose people at contact and trial. Find your leak in two minutes
Journey map
Understand
Explain the user, problem and product boundary.
What we designPositioning and use-case map
Who owns the next stepStudio drafts; client approves factual information.
Tested before it is accepted
A demo that works once
is not a system.
Every journey we implement is tested against what goes wrong in real life, with a named owner for each case.
The requested slot, item or date is unavailable
The person is told honestly and offered the nearest real alternative.
A message fails to send
The failure is logged and a named person follows up another way.
The assigned staff member is on leave
The enquiry is reassigned automatically to a named back-up.
The customer opts out
Automated messages stop at once and the opt-out is recorded.
A price, offer or detail changes
Every channel is updated from one source, and old offers are withdrawn.
Measurement with context
Track the next action.
Not a convenient assumption.
| Proposed measure | How it should be interpreted |
|---|---|
| Qualified product enquiries | Agreed source and qualification criteria; remove duplicates. |
| Attended demos or evaluations | Client team records the actual next action, not merely a click. |
| Recorded opportunities | Use available operational records; do not infer an outcome from traffic. |
| Client-confirmed pipeline stages | Review status and cancellations where relevant; document attribution gaps. |
The next considered step
Use case before feature list.
Let’s start there.
Tell us about the business, the gap and the work you need. Start with a useful brief—not a bigger package.