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Ligula tristique quis risus

Guided onboarding, behavioral lifecycle messaging, and roadmap support for a SaaS scale-up redefining activation.

SaaS Platform
San Francisco, CA
  • Product strategy
  • UX research & design
  • Full-stack engineering
  • Lifecycle experimentation
+32%Activation lift
3.5× fasterTime to value
+18NPS post-onboarding
Ligula tristique quis risus
Headline impact+32%Activation lift
San Francisco, CA

Overview

Adex partnered with the product and lifecycle teams at Ligula to reinvent how new workspaces launch. We embedded a cross-functional squad spanning product strategy, UX, marketing automation, and engineering to deliver a step-change in onboarding performance.

Challenge

Activation had plateaued as Ligula expanded into enterprise segments. The existing onboarding flow assumed a single persona and relied heavily on in-app prompts that users dismissed. New stakeholders needed contextual guidance tailored to their role and maturity.

Partnership snapshot

  • Product strategy
  • UX research & design
  • Full-stack engineering
  • Lifecycle experimentation

What we built

  • Introduced a persona-aware onboarding questionnaire that routes users to the most relevant tasks and surface area inside the product.
  • Delivered a progressive setup assistant with contextual microcopy, animated walkthroughs, and short success stories to reinforce why each step matters.
  • Orchestrated lifecycle messaging combining in-product nudges, triggered emails, and success-manager outreach based on completion signals.
  • Established an experimentation backlog with weekly instrumentation reviews, accelerating iteration velocity by 3×.

Impact

  • Activation conversion improved by 32% within the first 60 days post-launch.
  • Average time to first value decreased from 10.5 days to 3 days thanks to streamlined setup and deeper analytics surface area.
  • Upsell velocity increased by 15% through success-qualified leads nurtured with the new lifecycle communications.

Key metrics

Measuring outcomes that move the business forward.

  • +32%

    Activation conversion

    Share of new workspaces completing the critical onboarding checklist within 14 days.

  • 3 days

    Time to first value

    Median time for admins to launch the first automation, down from 10.5 days pre-engagement.

  • +18

    Post-onboarding NPS

    Lift in Net Promoter Score gathered after week three of the onboarding journey.

Delivery timeline

A cadence designed to ship momentum every sprint.

Embedded squads pair strategy, design, and engineering to keep decisions tight and learning loops active from the first week.

  1. 1

    Discover & align

    Weeks 1-3

    Field research with admins, champions, and implementation managers across seven customer cohorts to map decision journeys.

  2. 2

    Design & prototype

    Weeks 4-7

    High-fidelity prototypes for the setup assistant, persona routing logic, and lifecycle orchestration with stakeholder testing.

  3. 3

    Build & iterate

    Weeks 8-13

    Paired engineering sprints delivering the new onboarding experience with instrumentation to capture activation signals.

  4. 4

    Launch & optimize

    Weeks 14-18

    Segmented launch with controlled A/B rollout, weekly metric reviews, and ongoing experimentation backlog grooming.

“Adex embedded seamlessly with our team. They helped us uncover friction we did not know existed and rallied everyone around a clear activation vision. The uplift was visible within weeks.”
Maya ChenVP Product, Ligula

Partner with Adex

Let’s explore what’s next together.

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