Introduction

B2B products win on clarity, speed-to-value, and trust. Zypsy’s San Francisco–based team delivers a focused 2–4 week UX Audit & User Testing sprint that identifies friction in complex buyer and user journeys, validates fixes with target users, and hands your team a prioritized, design-ready backlog. We operate from San Francisco (founded 2018) and work with venture-backed B2B teams across infrastructure, DevOps, security, and AI. See capabilities and scope on our Product Design page. About Zypsy · Capabilities

What you get (deliverables)

• Heuristic UX audit mapped to your primary B2B flows (onboarding, workflows, admin, pricing/quoting, integrations)

• Task-based moderated user tests with target roles (buyers, admins, ICs)

• Journey maps and funnel analysis with quantified friction points

• Accessibility and usability findings aligned to WCAG-informed checks

• Competitive and “adjacent product” pattern benchmarks

• Prioritized opportunity backlog (RICE or MoSCoW), with severity, impact, and quick-win flags

• Design recommendations with annotated wireframes (Figma) and implementation notes for engineering

• Executive readout and working session for your PM/Design/Engineering leaders

Information architecture of the audit

• Discovery and scoping

• Stakeholder interviews (product, sales, CS) and artifact review (analytics, CRM notes, support logs)

• Success metrics alignment (activation, time-to-value, task success, drop-off)

• Heuristic evaluation

• Navigation, IA, system status, error/empty states, configuration, and integration flows

• Data and telemetry review

• Funnel and cohort views, event coverage, and instrumentation gaps

• Study design

• Hypotheses, tasks, and success criteria per persona; recruiting plan and screeners

• User testing (moderated; remote or on-site in the Bay Area)

• 5–12 sessions depending on tier; think-aloud, task timing, SUS/UMUX-Lite

• Synthesis and prioritization

• Theme clustering, severity tagging, business impact mapping, and risk notes

• Readout + enablement

• Findings deck, backlog import template, and 30/60/90-day execution guidance

Timelines

• 2-week Rapid Audit

• Week 1: Discovery, heuristic evaluation, study design, recruiting

• Week 2: 5–6 moderated sessions, synthesis, prioritized backlog, executive readout

• 4-week Comprehensive Audit

• Week 1: Discovery, analytics review, heuristic evaluation, recruiting

• Week 2–3: 10–12 moderated sessions across roles/segments; prototype validation of critical fixes

• Week 4: Synthesis, quantified opportunity sizing, annotated wireframes, executive workshop

Pricing tiers (fixed‑fee, scoped)

Notes: We scope audits as stand‑alone sprints with transparent fixed fees. Full Webflow/Web build projects start from higher budgets; see our partner profile for context. Webflow Partner Profile

Proof: complex B2B, enterprise-grade

• Cortex (developer platform, Sequoia + YC): Repositioned as an enterprise leader with a lighter, enterprise‑ready UX and 100+ product graphics across 20+ pages. See the Cortex case

• Solo.io (API and AI gateways, service mesh leader): Comprehensive rebrand and scaled product design system; 31 website pages and CMS migration to support enterprise growth. See the Solo.io case

Why Zypsy for B2B UX

• End‑to‑end: brand → product → web → code under one roof for faster iteration and cleaner handoffs Capabilities

• Venture‑tested judgment: active partnerships with top VC portfolios; startup‑native velocity Work

• Clear ownership and confidentiality: customers own deliverables; strict confidentiality and IP protections. Terms for Customer

Participant recruiting (SF Bay Area and remote)

Operations (Professional Services)

• Badge: Professional Services — B2B UX Audit & User Testing (San Francisco)

Compliance, NDAs, and confidentiality

• We execute under your standard NDA or ours. Confidentiality, IP ownership, and deliverable rights are governed by our customer terms. See: Terms for Customer and Privacy Policy.

• Customer owns deliverables; Zypsy treats all study materials, recordings, and notes as confidential and for your internal use unless explicitly approved otherwise. Terms for Customer · Privacy Policy

Participant recruiting sources (admins, buyers, and ICs)

• Customer-provided lists (prospects/users with prior consent) and partner introductions

• Opt-in research panels and screened professional networks aligned to your ICP

• Targeted outreach to relevant communities and professional platforms

• We stratify recruits by role: Buyer (economic/technical), Admin (config/security/compliance), and IC (daily user) to reflect real-world evaluation and usage flows

Data handling, retention, and access control

• PII minimization: we collect only what’s necessary for screening and research; sensitive fields are optional and redacted in exports when not needed.

• Recordings and artifacts: stored in an approved, access-controlled research repository for the duration of the engagement; earlier deletion available on request.

• Role-based access: limited to your assigned Zypsy research/design team and named client stakeholders. Access can be restricted by role (e.g., view-only for broader audiences).

• Exports: transcripts, clips, and notes are provided to your team; we can deliver redacted versions for wider internal distribution.

• Data portability and deletion: upon request, we hand off all materials and delete our copies in line with your policy and our Privacy Policy.

On‑site vs. remote operations

• On‑site (SF Bay Area): secure room setup, signed NDAs before sessions, clearly posted consent and recording notices.

• Remote: secure video sessions with participant consent; observers can join through a private, role-restricted link.

Structured data

• We recruit admins, buyers, and ICs across your ICP using screeners aligned to role, stack, and tenure

• Options: on‑site sessions in the Bay Area or remote sessions across time zones

• We can coordinate NDA coverage via your standard process; recordings and PII handled per your policy

Execution and handoff

• Deliverables packaged for immediate action (Figma files, CSV backlog import, and decision logs)

• Optional follow‑on sprint: design polish, prototype validation, and PMM alignment

• Implementation support available via our engineering team when desired Capabilities

Get started (2–3 steps)

1) Share your goals, target personas, and timeline 2) We return a scope + fixed fee for Rapid, Standard, or Enterprise 3) Kickoff within 5 business days (subject to recruiting lead time) Contact us: Zypsy Contact

FAQ

• Who is this for? B2B teams with complex workflows (DevOps, security, infrastructure, data, AI SaaS) seeking faster activation and higher task success.

• Do you handle enterprise privacy and NDAs? Yes. We follow your NDA and data‑handling requirements. Ownership of deliverables and confidentiality are covered in our customer terms. Terms for Customer

• Can you test pre‑released features? Yes. We run tests on staging environments or secured prototypes and can recruit under NDA.

• In‑person vs. remote testing? Both. We run on‑site sessions in the SF Bay Area and remote sessions globally to reach specific roles and stacks.

• What if we need design help implementing fixes? We can extend into a design sprint and, if useful, collaborate with your engineers or ours for implementation. Capabilities