Pricing & Packaging

UI Design

System Design

Revenue

Team

Lead Designer

me

Product Manager

Front-End Engineer

Back-End Engineer

Executive Stakeholders

Context

All companies need revenue, and most aim to create a steady stream of no touch, self-serve revenue. I’ve owned all 4 iterations of the Crossbeam self-serve revenue engine as well as any improvements and expansions. Most recently, we consolidated to a pay-per-seat model with 2 seat offerings. In addition, I included improvements like more contextual CTAs, bulk editing and deleting for users, and entirely re-designed upgrade flows.

Timeline

4 months

Goals

  • Increase ARR by supporting no touch, self-serve purchases

  • Give users more control over their team and a better understanding of paid offerings

View case study

Coming soon

A page where users can upgrade to a paid plan and purchase additional seats. Users are given the option to pay annually or monthly, they can read more information about the plan, and add additional seats below. On the right, there is a billing summary showing the total cost breakdown based on their selections.
The billing page shows the amount of seats an org has, the percentage of record exports used, and details about their current plan.
The billing page shows the amount of seats an org has, the percentage of record exports used, and details about their current plan.
The billing page shows the amount of seats an org has, the percentage of record exports used, and details about their current plan.
These billing cards break down the differences between the 3 plans. The top sectino shows the prices and any limitations, while the bottom shows unique features across Crossbeam for partnerships, Crossbeam for sales, and avaialble integrations per plan.
These billing cards break down the differences between the 3 plans. The top sectino shows the prices and any limitations, while the bottom shows unique features across Crossbeam for partnerships, Crossbeam for sales, and avaialble integrations per plan.
These billing cards break down the differences between the 3 plans. The top sectino shows the prices and any limitations, while the bottom shows unique features across Crossbeam for partnerships, Crossbeam for sales, and avaialble integrations per plan.
These billing cards break down the differences between the 3 plans. The top sectino shows the prices and any limitations, while the bottom shows unique features across Crossbeam for partnerships, Crossbeam for sales, and avaialble integrations per plan.
An updated CTA for access to SSO. It is purple with a very cute illustration of two teammates communicating on a locked iPad. It is purple.
An updated CTA for access to SSO. It is purple with a very cute illustration of two teammates communicating on a locked iPad. It is purple.
An updated CTA for access to SSO. It is purple with a very cute illustration of two teammates communicating on a locked iPad. It is purple.
An updated CTA for access to SSO. It is purple with a very cute illustration of two teammates communicating on a locked iPad. It is purple.
A modal to delete multiple users, it shows the users at the top and asks the user to confirm, reminding them the action cannot be undone.
A modal to delete multiple users, it shows the users at the top and asks the user to confirm, reminding them the action cannot be undone.
A modal to delete multiple users, it shows the users at the top and asks the user to confirm, reminding them the action cannot be undone.
A modal to delete multiple users, it shows the users at the top and asks the user to confirm, reminding them the action cannot be undone.
The page that shows after an organization upgrades. It thanks them for being here, prompts them to try out one of their new features, and lets them know if any users were upgraded in the process.
The page that shows after an organization upgrades. It thanks them for being here, prompts them to try out one of their new features, and lets them know if any users were upgraded in the process.
The page that shows after an organization upgrades. It thanks them for being here, prompts them to try out one of their new features, and lets them know if any users were upgraded in the process.
The page that shows after an organization upgrades. It thanks them for being here, prompts them to try out one of their new features, and lets them know if any users were upgraded in the process.
A modal to edit a user. There is a profile photo, name, and email with the ability to edit the seat type and role for different Crossbeam products.
A modal to edit a user. There is a profile photo, name, and email with the ability to edit the seat type and role for different Crossbeam products.
A modal to edit a user. There is a profile photo, name, and email with the ability to edit the seat type and role for different Crossbeam products.
A modal to edit a user. There is a profile photo, name, and email with the ability to edit the seat type and role for different Crossbeam products.
A modal to edit multiple users. There is the abillity to edit the seat type and role for different Crossbeam products.
A modal to edit multiple users. There is the abillity to edit the seat type and role for different Crossbeam products.
A modal to edit multiple users. There is the abillity to edit the seat type and role for different Crossbeam products.
A modal to edit multiple users. There is the abillity to edit the seat type and role for different Crossbeam products.

This website was built with

Framer

/ colors by

Tailwind

/ icons by

Phosphor

/ type by

Nuckle

/ design by yours truly

Instagram

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LinkedIn

This website was built with

Framer

/ colors by

Tailwind

/ icons by

Phosphor

/ type by

Nuckle

/ design by yours truly

Instagram

Letterboxd

LinkedIn

This website was built with

Framer

/ colors by

Tailwind

/ icons by

Phosphor

/ type by

Nuckle

/ design by yours truly

Instagram

Letterboxd

LinkedIn

This website was built with

Framer

/ colors by

Tailwind

/ icons by

Phosphor

/ type by

Nuckle

/ design by yours truly

Instagram

Letterboxd

LinkedIn