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Why SaaS onboarding should be designed as a conversion funnel, not a form

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The article argues that most SaaS onboarding is built like paperwork, collecting information without considering how each step affects whether users stay engaged. It treats activation as a funnel where every step has a drop-off rate that results from design choices. The author's company orders its steps as signup, then card, then connect, since a committed card holder is more likely to finish connecting. Their key metric is the share of trials connected within 24 hours, which they see as a signal of overall health, and they attribute dips to steps that demand trust too early or confusing instructions.

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