SaaS Monetization Upsell
Role: Product Design
Timeline: 2 Days
Hypothesis: Increase Upgrade Conversion
The Problem
Users hitting usage limits faced generic, frustrating
error messages.
The Solution
A psychology-driven modal using Anchoring Bias to encourage upgrades.
The Paywall Moment
From Blocking to Converting
Problem: Users hitting usage limits were seeing generic error messages.
Goal: Turn a negative friction point into a positive upgrade opportunity.
Psychological Triggers
Anchoring & Social Proof
Tactic 1: Visual Salience. Used a gradient border to make the Pro Plan the dominant focal point.
Tactic 2: Anchoring. Visually 'greyed out' the current plan to imply obsolescence.
Projected Lift: +8% Upgrade Conversion
+8%
Upgrade Conversion
The Soft Upsell
High-Fidelity Modal
Strategy: Behavioral Psychology Principles
Perks
Perks
Upgrade now
Upgrade now
Upgrade now
No Thanks
No Thanks
Component: Plan List Item
Component: Upgrade Button
State=Default
State=Default
State=Default
State=Active
State=Hover
State=Hover
Component: Rejection Button
State=Pressed
System: Scalable Component Architecture
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Final UI: The Soft Upsell