Your research findings are useless if they don't drive decisions. After watching countless brilliant insights disappear into the void, I developed 5 practical templates I use to transform research into action: 1. Decision-Driven Journey Map Standard journey maps look nice but often collect dust. My Decision-Driven Journey Map directly connects user pain points to specific product decisions with clear ownership. Key components: - User journey stages with actions - Pain points with severity ratings (1-5) - Required product decisions for each pain - Decision owner assignment - Implementation timeline This structure creates immediate accountability and turns abstract user problems into concrete action items. 2. Stakeholder Belief Audit Workshop Many product decisions happen based on untested assumptions. This workshop template helps you document and systematically test stakeholder beliefs about users. The four-step process: - Document stakeholder beliefs + confidence level - Prioritize which beliefs to test (impact vs. confidence) - Select appropriate testing methods - Create an action plan with owners and timelines When stakeholders participate in this process, they're far more likely to act on the results. 3. Insight-Action Workshop Guide Research without decisions is just expensive trivia. This workshop template provides a structured 90-minute framework to turn insights into product decisions. Workshop flow: - Research recap (15min) - Insight mapping (15min) - Decision matrix (15min) - Action planning (30min) - Wrap-up and commitments (15min) The decision matrix helps prioritize actions based on user value and implementation effort, ensuring resources are allocated effectively. 4. Five-Minute Video Insights Stakeholders rarely read full research reports. These bite-sized video templates drive decisions better than documents by making insights impossible to ignore. Video structure: - 30 sec: Key finding - 3 min: Supporting user clips - 1 min: Implications - 30 sec: Recommended next steps Pro tip: Create a library of these videos organized by product area for easy reference during planning sessions. 5. Progressive Disclosure Testing Protocol Standard usability testing tries to cover too much. This protocol focuses on how users process information over time to reveal deeper UX issues. Testing phases: - First 5-second impression - Initial scanning behavior - First meaningful action - Information discovery pattern - Task completion approach This approach reveals how users actually build mental models of your product, leading to more impactful interface decisions. Stop letting your hard-earned research insights collect dust. I’m dropping the first 3 templates below, & I’d love to hear which decision-making hurdle is currently blocking your research from making an impact! (The data in the templates is just an example, let me know in the comments or message me if you’d like the blank versions).
Addressing Common User Pain Points in B2B Interfaces
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Summary
Improving B2B interfaces involves identifying and addressing common user challenges to create a smoother, more intuitive experience, ultimately driving better engagement and conversions.
- Showcase your product: Use actual product images, clear demos, or interactive previews to help users quickly understand your offering and reduce abandonment.
- Simplify user journeys: Streamline onboarding processes and provide clear navigation to guide users toward their goals without unnecessary complexity.
- Listen and adapt: Gather insights through analytics, internal teams, support tickets, or even competitor reviews to pinpoint and prioritize areas for improvement.
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373 B2B users voted. Nearly 1 in 3 said THIS is what makes them bounce (after no pricing): No real product pictures or product demos. I was surprised because the other options were: - Buzzwords - Gated content They can tolerate those 2 sins if they can just SEE the product. Here are some comments from the poll: "That moment you visit the product page and see everything else but the product..." "Real pics (even better videos) and demos! I want to see how it works before I even consider engaging in a conversation." "and then you submit a 12 page form to book a demo, only for the call to be an SDR doing discovery who also won't be showing you the product 🙅🏻♀️ " “If I can’t see your product, I’m not sticking around.” And yet… most landing pages still rely on: – Cropped screenshots that hide functionality – Vague UI mockups that don’t mean anything – Or worse: stock imagery that 12 other sites use Some fixes aren't complicated. Some solutions are just as simple as: Show the buyer what you're selling. If you want to take it to the next level...let them interact with the product beforehand. It's like when Amazon launched the Try Before You Buy option for clothing. The B2B version is interactive demos. Now as the consumption queen, I'm all about anything that will make people engage but we also need data to convince the higher powers. I asked Storylane to send them to me and lookie: - Website conversion rates improve by 7.9x - Deal conversion rates go up by 3.2x - Sales cycles reduce from 33 to 27 days *based on 110k web sessions and 150 deals. VERY intriguing. Qualitatively, I asked a client of mine who uses interactive demos on her website (through Storylane) about her experience and she said this: "The rationale behind it is so that people get to the 'aha, magic moment' quicker than signing up for a demo. Right now I think about it in terms of delivering a good user experience on our site" So now the next steps for my own work: - Add it to landing pages - Marry that with search intent - Watch that consumption magic happen I'll share more first-hand data soon. Do you use interactive demos? What have you seen?
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💬 A couple of years ago, I was helping a SaaS startup to make sense of their low retention rates. The real problem? The C-suite hesitated to allow direct conversations with users. Their reasoning was rooted in their desire to maintain strictly "white-glove-level relationships" with their high-paying clients and avoid bothering them with "unnecessary" queries. Not going deeper into the validity of their rationale, but here are some things I did instead to avoid guesswork or giving assumptive recommendations: 1️⃣ Worked with internal teams: Obvious, right? But when each team works in their silo, lots of things fall through the cracks. So I got customer success, support and sales teams in the room together. We had several group discussions and identified critical common pain points they had heard from clients. 2️⃣ Analytics deep-dive: Being a SaaS platform, the startup had extensive analytics built into their product. So we spent days analyzing usage patterns, funnels, and behavior flow charts. The data spoke louder than words in revealing where users spent most of their time and where drop-offs were most common. 3️⃣ Social media as primary feedback channels: We have also started monitoring public forums, review sites, and tracked social media mentions. We collected a lot of useful insights through this unfiltered lens into users' many frustrations and occasional delights. 4️⃣ Support tickets: This part was very tedious, but the support tickets were a goldmine of information. By classifying and analyzing the nature of user concerns, we were able to identify features that users found challenging or non-intuitive. 5️⃣ Competitive analysis: And of course, we looked at the competitors. What were users saying about them? What features or offerings were making them switch or consider alternatives? 6️⃣ Internal usability tests: While I couldn't talk to users directly, I organized usability tests internally. By simulating user scenarios and tasks, we identified main friction points in the critical user journeys. Ideal? No. But definitely eye-opening for the entire team building the platform. 7️⃣ Listening in on sales demos: Last but not least, by attending sales demos as silent observers, we got to understand the questions potential customers asked, their concerns, and their initial reactions to the software. Nothing can replace solid, well-organized user research. But through these alternative methods, we managed to paint a more holistic picture of the end-to-end product experience without ever directly reaching out to users. And these methods not only helped in pinpointing the issues leading to low retention, but also offered actionable recommendations for improvement. → And the result? A more refined, user-centric product that saw an uptick in retention, all without ruffling a single white glove 😉 #ux #uxr #startupchallenges #userretention
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SaaS companies are losing millions in conversions due to these common UX mistakes: 1. Overwhelming onboarding Don't bombard new users with too much information. Keep it simple and guide them to their first "aha" moment quickly. 2. Hidden pricing Be transparent about your costs. Hiding prices until the last minute (or behind a sales person!) breeds distrust and increases abandonment rates. 3. Confusing navigation If users can't find what they need, they'll leave. Ensure your menu structure is intuitive and search functionality is robust. 4. Lack of mobile optimization With more users accessing services on mobile devices, a poor mobile experience can significantly impact conversions – especially on your marketing site. 5. Ineffective error handling Cryptic error messages frustrate users. Provide clear, actionable feedback when something goes wrong. The good news? These issues are fixable. Start by conducting user testing to identify pain points. Then, prioritize improvements based on potential impact. Remember, small changes can lead to big wins in the SaaS world.