Case study Docs · SaaS · Teardown to redesign · 2026

One uploader, nine funnels, and the anatomy of a utility sold as a subscription.

A full-funnel analysis of ZenDocs from a live crawl of production, which then became the brief: 14 surfaces redesigned on one codified design system.

RoleUX / Design Lead, Ruby Labs
Scope40+ tool pages analyzed, 14 surfaces redesigned
MethodLive crawl, internal funnel data, prototypes in code
Team2 UX engineers, my direction and sign-off
40+Intent-matched tool landing pages, one spine
3Page archetypes carrying the entire funnel factory
30+Locales the funnel set is duplicated across
1Shared email gate inside every funnel's biggest drop

Counts from the production crawl; funnel readings from internal Mixpanel data. Confidential values are stated as direction and relative magnitude.

In 30 seconds
  • The teardown: three archetypes power 40+ funnels; the shared email gate is the highest-leverage surface on the platform; Forms converts best because the page is the user's document.
  • The redesign: 14 surfaces rebuilt on one codified system by me and two UX engineers I direct, ending token drift and systemizing the AI feature funnels.
  • The proof plan: the gate experiment reads cleanly against the existing event map, with guardrails on retention and refunds.
ZenDocs homepage at 1440px with the uploader as hero
FIG. 01 Archetype A with the brakes off: the uploader is the hero, the mega-nav is the catalog, usage stats do the trust work.
01 · The model

A single-file task, sold as a relationship.

ZenDocs converts, edits, signs, and transcribes documents in the browser, monetized as trial-to-subscription. Dozens of intent-matched landing pages feed one upload-to-paywall spine. The tension is visible on the marketing surface itself: the homepage FAQ leads with "How do I cancel my subscription?" because most users arrive with one urgent file and transactional intent, and the business needs them to start a relationship.

The core UX thesis

Win the task in seconds, then convert the moment of completed value into a trial. The funnel's job is to sell the finished file back at the exact moment it exists.

02 · The machine

Three archetypes, one spine, forty funnels.

Archetype Atool uploader Archetype Bform as the page Archetype Ctemplate wizard One spineupload, process, ask 40+intent-matched funnels 30+locales, duplicated 1shared email gate
FIG. 02 Archetypes as leverage: one improvement to the spine ships to every funnel in every locale at once.
LandmainPageViewed UploadfileUploaded GateemailModalViewed PaywallpaywallViewed PurchasepurchaseSuccess ReturndashboardViewed highest drop-off, shared by every funnel and it stacks directly against the paywall: two asks between the user and a finished file
FIG. 03 The spine as Mixpanel reads it. Value lands before the ask, which is right; then two commitment walls stack, which is the cost.
03 · The user

Not evaluating software. Mid-errand.

Search"compress pdf" Landlayout recognized Uploadeffort sunk Processingvalue visible Email gateimpatience peaks Paywalltrial ask File intent is highest here: the product has visibly done the work "the file is clearly done, why am I filling in a form?" COMPOSITE JOURNEY FROM MIXPANEL COHORTS, SUPPORT THEMES, AND POST-PURCHASE ACTION DATA
FIG. 04 The mid-errand journey. Everything before the gate builds leverage; everything after it spends leverage against completed-task impatience.
Task-First Visitor

Arrives from a query naming the exact task, uploads in seconds, never scrolls. Recognition, not persuasion, carries them to the gate.

One-File Owner

Buys a trial to finish one job; early cancellation intent is high before the day 7 to 8 renewal. Hiding the exit produces chargebacks, not retention.

04 · What the teardown flagged

Six findings, ranked by leverage.

The gate is the lever

One shared modal sits inside every funnel's biggest drop, framed as marketing capture when its legitimate job is same-session file delivery.

Forms proves the ceiling

The best-converting funnel is the one where the landing page is the user's actual document. The rest of the platform should learn from it, not just celebrate it.

The AI seam is bespoke

Transcribe and Humanizer are the growth thesis and the least-systemized surfaces: right try-before-gate instincts, no shared archetype.

Trust is infrastructure

How to Cancel in every footer, plain refund answers, honest limits. The compliance posture is a retention strategy wearing a legal hat.

Token drift

An off-token primary blue in production was the highest-severity visual finding. A system only pays back when surfaces converge on it.

Post-purchase lags

The funnels are industrialized, the after is not. Day 7 to 8 is decided by whether the product earned a second task.

Part II · The redesign

An analysis that stops at findings is a report. This one became the brief: 14 surfaces rebuilt on one system, with the style guide as the contract.

05 · The redesign

Fourteen surfaces, one system, days not weeks.

The home, the funnel archetype, three form landings, both directories, the AI tools, the help center, and the PDF editor, rebuilt as interactive HTML prototypes on a codified style guide: a fixed funnel section order, one glass recipe, and interaction rules that travel with every component. The full system is its own case study.

This is also how the work ships. I lead a team of two UX engineers who build my design work directly in code; I direct their design output and hold sign-off, so review happens against the system rather than against taste. The editor and dashboard are architected to absorb future features without rework, and the AI feature line runs on one shared funnel archetype: Transcriber, AI Humanizer, PDF Translator, Summarizer, Ask AI, and the roadmap behind them. The goal is a product that looks and feels like 2026, and is built so it still will when the next feature lands.

14Surfaces as interactive prototypes
1Style guide, foundations to interaction rules
3Archetypes kept and sharpened
1 blueTokenized primary, drift ended
Redesigned ZenDocs homepage
FIG. 05 The home: one promise, one action pair, the product doing the persuading.
Redesigned Convert and Edit funnel with uploader as hero
FIG. 06 The funnel archetype: uploader as hero, stated limits, trust below the fold.
06 · The surfaces

Every finding maps to a shipped pattern.

Redesigned W-9 landing: document as hero with version selector
FIG. 07 Forms doubled down: the document stays the hero, rail CTAs route into the funnel instead of self-linking.
Redesigned AI Humanizer with the tool as the hero
FIG. 08 The AI seam, systemized: input hero, visible limits, try before gate. Now the template for every future AI funnel.
Redesigned PDF editor chrome
FIG. 09 Post-purchase catches up: the editor runs on the same system as the funnels.
Trial pricing card with renewal terms and cancel anytime
FIG. 10 Trust as a component: renewal price, cadence, and cancel-anytime inside the offer (localized pricing shown).
07 · Proof plan & retrospective

How we'll know it worked.

Gate experiment

The unified email gate ships as a controlled A/B, replaced in place so paywallViewed stays a valid denominator.

Guardrails

Primary: gate-to-paywall progression. Guardrails: purchases, day 7 to 8 retention, refunds, support contacts. A gate that converts better but refunds worse is a loss.

Per-archetype reads

Results roll up by archetype, not by page: one clean read validates the pattern for forty surfaces, which is the economic argument for the system.

What this project proved. The findings that mattered weren't the ones that criticized, they were the ones that specced. Every friction risk in Part I maps to a shipped pattern in Part II. Analysis earns its keep when it compiles.

Method: live crawl of zendocs.com, structured parsing of 13 pages, rendered screenshots at 1440px and 390px; in-flow readings from internal product context. Redesign: 14 interactive HTML prototypes plus a condensed UI style guide.

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