Upollo

Upollo is a venture-backed startup focused on helping B2B SaaS companies understand and optimize their customer relationships, ultimately reducing churn and bringing in more customers. Initially known for solving account sharing and multi-accounting challenges at scale, Upollo has evolved to address critical business metrics including churn prediction, expansion opportunities, and conversion optimization. As Senior Product Designer, I work directly with the founding team to shape both product strategy and execution.

Investors: Led by Index Ventures with angels from Notion, Stripe, Cohere, Google, Canva
Upollo Completes $4.15M Capital Raise
Talking Growth with Relevance.ai, Relume.ai, Upollo.ai

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Upollo

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Designing a New First Impression

Through user research including session replays, analytics analysis, and customer interviews, I identified a critical insight: users signing up for Upollo often weren't the same people with access to required dataintegrations like Stripe or HubSpot. This led to significant user dropoff

Process:

Conducted comprehensive user journey mapping
Analyzed drop-off points using Google Analytics and Microsoft Clarity
Iterated through multiple design versions based on user feedback
Simplified the flow to prioritize successful data connection over feature explanation

The Solution: I redesigned the onboarding flow to support team-based workflows, allowing users to easily invite teammates who could handle specific data source connections. This approach transformed a technical barrier into a collaborative feature.

Results: Significantly improved onboarding completion rates and reduced time-to-value for new customers.

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LTV Calculator & SEO Growth Tools

When leadership identified the need for sustainable top-of-funnel growth, I developed a strategic approach to build brand awareness while educating potential customers. Rather than pursuing viral content with fleeting impact, our blog posts and social content were generating hit-or-miss traffic that didn't provide consistent results.

Research & Validation: I used Ahrefs and Search Console to identify search queries with sufficient volume to warrant the effort, while targeting low-to-medium difficulty keywords where we could realistically compete against larger players in our crowded market. After analyzing the data, LTV (Lifetime Value) emerged as the optimal topic for our first calculator.

Execution: Working independently due to limited engineering resources, I designed and built the first LTV calculator using Webflow and leveraged LLMs to implement the JavaScript calculations and frontend logic. This became the foundation for future calculators and tools.

Results: These tools became over 50% of our search traffic, growing daily impressions 10x from 300 to 4,000+. The calculators successfully extended our product capabilities into the logged-out experience, creating touchpoints across the entire user journey from awareness through conversion.