OnboardingOnboarding

Freemium-to-Paid Onboarding

A transitional onboarding flow for users who just upgraded from a free plan to a paid plan. Unlike new-user onboarding, this template assumes the user already knows the product basics and focuses entirely on introducing the premium features they just unlocked.

When to Use This Template

Trigger this flow immediately after a successful upgrade or the first login after upgrading. The user is at peak motivation — they just made a financial commitment — so capitalize on that energy to demonstrate value quickly.

Template Breakdown

1

Congratulate the upgrade

Show a celebratory modal thanking the user for upgrading and listing the specific new features they now have access to. Make them feel the upgrade was a great decision.

2

Tour the first premium feature

Guide the user to the most impactful premium feature — the one they most likely upgraded for — and walk them through using it for the first time with a hands-on tour.

3

Introduce a second premium feature

Highlight another premium capability that complements the first, briefly explaining the benefit and linking to a detailed guide for users who want to explore further.

4

Show the premium settings

Navigate the user to any premium-only settings (advanced analytics, custom branding, team management) and explain how to configure them.

5

Set up a premium workflow

Help the user create or configure something that uses a premium feature — an automated report, a custom integration, a team workspace — so they experience tangible value within the first session.

Best Practices

  • Map each step to a premium feature the user did not have before — never re-teach free-tier features.
  • Send a follow-up email 3 days post-upgrade with tips for advanced premium features they have not tried yet.
  • Track premium feature adoption rates within the first 7 days as an indicator of upgrade satisfaction.
  • Offer a live onboarding call for enterprise plan upgrades where the value of high-touch onboarding justifies the cost.

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