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Checkout Flow

The new checkout flow facilitates the introduction of the new pricing and packaging. It aims to streamline the experience, provide clear messaging, and drive adoption and revenue growth.

Background

In 2021, Pantheon introduced a new pricing and packaging structure, implementing changes driven by several key factors.

Market Alignment
As the market evolves with new technology and industry standards, Pantheon is determined to further its market position as a provider of WebOps SaaS solutions, expanding beyond site hosting.
Monetization Strategy
By leveraging pricing optimization, experimenting with diverse pricing tiers, and introducing add-on services, Pantheon can effectively boost revenue and enhance customer retention.
Customer Adoption
Simplified structure with clear, transparent pricing streamlines the adoption process, empowering customers to grasp the value proposition and make well-informed decisions.
User Experience
Customers can delight in an intuitive UX that adapts to their business growth, simplifies decision-making, provides tailored product solutions, and fosters trust in Pantheon.
Scalability and Growth
It allows Pantheon to implement Product Led Growth strategy, introducing a new approach to drive business growth.
Value Differentiation
New pricing structure offers advanced tools and features without contracts or agency qualifications. This allows the company to differentiate itself from competitors by providing high-value features that were previously gated.

Goals

Introduction of Account Tiers
The new Checkout Flow introduces clear communication of the Account Tiers in new Pricing and Packaging structure, reducing potential confusion for customers.
Upselling and Cross-selling
The new Checkout Flow incorporates strategic opportunities to promote additional (future) features like Autopilot, as well as higher Account Tiers for increased revenue.

Design

Site Plan Checkout Flow

New UX for Account Tiers

User Testing

Through multiple rounds of design iteration and testing with diverse customers including Web Development Agencies, Online Publishers, and Enterprises like HomeDepot, I embraced the power of quick feedback loops, enabling me to fine-tune the solution and gain confidence in its effectiveness. Additionally, collaborating with engineers and business stakeholders provided valuable insights and feedback, further solidifying my design.

Finding Highlights

7

out of

9

Participants expressed the perception that the Account Tier is either a substitute for Site Hosting Plans or that they can be used interchangeably.

“I don’t know if this silver plan means free when I launch a site.”

“An Account Tier is for multiple sites.”

“I would think Gold and Performance are similar.”
2

out of

9

Participants understand what an Account Tier is.

“Level of additional services that are coupled with hosting.”

“It’s a software bundle”
Gold
7 out of 9 participants preferred the Gold tier initially because they didn't want to give up their existing tools and services like Multidev and Custom Upstreams.

The "new" feature tag on Autopilot generated a lot of interest and excitement. Small companies were reluctant to spend a large amount each month on a single tool.
o
r
Platinum
Participants who expressed interest in the Gold tier also showed interest in the Platinum tier. However, the absence of a specific price range for Platinum prevented participants from further exploring it.

The availability of On-Call Support clearly distinguishes the pricing hierarchy between Gold and Platinum.
Account Tier

Participants expressed confusion regarding the connection between an Account Tier and a Workspace.

Workspace

3 participants out of 9 thought that a workspace is only for a single site, not for their entire organization. All participants agreed that the definition of a workspace needs to be clarified in the workspace formation process.

Site

Participants struggled to grasp Pantheon's pricing and billing structure until they accessed the Billing Center in the dashboard.
They recommended making a clearer distinction between account-level and site-level entitlements.

Test Findings

Based on the user testing sessions, I have gathered thorough insights and valuable feedback that has helped shape the user experience of our project.

These findings guided our efforts to enhance content design, interface design, and upsell strategy, address user concerns regarding messaging and visibility, and optimize the overall usability.

Actionable Iteams

In 2021, Pantheon introduced a new pricing and packaging structure, implementing changes driven by several key factors.

Pricing Messaging
We will iterate and test the pricing messaging to address important questions such as why users need an Account Tier, what it is, and how it differs from site hosting. This will ensure clarity and enhance user understanding.
Upsell Strategy
We will develop cohesive UX treatments for various upsell touchpoints, and develop the productization of Support in the Workspace, White Glove
Pricing Page in Workspace
We will enhance the visibility and communication of the value offered by the Gold Tier.
Productization
We need to enhance the productization of various features including Support in the Workspace Dashboard, White Glove Onboarding, Solution Design Service, and Partner Program, going beyond only offering a site plan discount.
Start with Account Tier
We will assess and validate the value of implementing an "assessment tool" that assists customers in finding the most suitable Account Tier for their needs.
Workspace Formation
We will add Workspace definition and Account Tier indicator to signify the continuity of the user experience.

Takeaway

Indecisiveness on Product Led Growth VS. Sales-Led Growth

In the summer of 2022, I departed from Pantheon. However, it wasn't until the summer of 2023 that the Checkout Flow and its related projects (Upsell, Support, etc) were finally released to the customers.

The delay and hesitation were primarily due to concerns from business stakeholders who feared that the transition would have a negative impact on the existing site hosting business.

Why?

The heart of the matter is the lack of a clear product-led growth and monetization strategy.
This has resulted in a half-hearted commitment from stakeholders when it comes to making necessary changes and engaging in cross-functional collaboration.

Internal Disconnection

The absence of a company-wide strategy and oversight, coupled with the departure of the Director of Monetization, has impeded the promotion of Account Tiers, resulting in inadequate packaging of high-value features and tools within them. This has raised doubts about whether Pantheon's primary focus is on selling individual features or the bundled Account Tiers.

These circumstances underline the internal disconnection between the Product Team, Product Marketing Team, and Marketing Team.

Suggestion

Working with a Monetization Team on a holistic Early Access Program can certainly contribute to the development of a Product-Led Growth strategy. The a proactive cross-functional collaboration can bring valuable insights and expertise to the table, helping to align product development and pricing strategies with the company's growth objectives.

Through collaboration and feedback from the EAP participants, the company can gather valuable data and insights to refine its product offerings and optimize its strategy, ultimately driving customer acquisition, retention, and expansion.