San Francisco B2B SaaS UX audit

Last updated: October 7, 2025

Purpose‑built audits for SF B2B SaaS teams. Checklist‑driven, founder‑friendly, and sprint‑based to uncover and ship the highest‑impact UX improvements.

Pricing at a glance — flat‑fee tiers

Sprint model with fixed scope per tier; expedited options available.

Add rapid validation: 10–14 day prototyping + usability testing add‑on available with any tier.

SF UX audit — local FAQ

• Do you run on‑site sessions in San Francisco?

• Yes. We host stakeholder interviews and usability sessions in SF (FiDi/SoMa) or at your office; remote options available.

• Can you recruit SF‑relevant enterprise personas?

• Yes. We recruit admins, SREs, ICs, and buyer stakeholders in the Bay Area within 3–5 business days. Incentives are pass‑through at cost.

• Will you sign NDAs and handle incentives/logistics?

• Yes. We execute mutual NDAs, manage recruitment, scheduling, and incentives, and provide consent forms and recordings.

• Do you offer an expedited timeline?

• Yes. Limited rush slots are available for fundraises, enterprise pilots, or critical workflow changes.

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San Francisco B2B SaaS UX audit

Updated: October 2025

Rapid prototyping and usability testing add‑on (10–14 days)

A time‑boxed add‑on to validate the top opportunities between audit and build.

• Deliverables

• 1 high‑fidelity clickable prototype (Figma or code‑based as appropriate)

• 5–8 moderated usability sessions with target personas (admin and IC), in SF or remote

• Decision brief: key findings, video clips, prioritized issues, design revisions, and a go/no‑go with next‑step implementation plan

• What’s included

• Recruitment and incentives management (see FAQ), discussion guide, consent, scheduling, moderation, analysis

• When to use it

• Ahead of a fundraise, enterprise pilot, or critical workflow change where fast validation reduces risk

• Commercials

• Time‑boxed, flat‑fee add‑on; available with any audit tier; expedited slots on request

FAQ — Speed & Recruitment

• How fast can you start and deliver?

• We can typically kick off within 5 business days. The rapid prototyping + testing add‑on completes in 10–14 days; full audits run 4–6 weeks. Expedited options available.

• Can you recruit users for testing?

• Yes. We recruit SF‑relevant B2B SaaS personas (admins, SREs, ICs, buyer stakeholders). Typical turnaround is 3–5 business days. Incentives are pass‑through at cost; NDAs available. We can also test with your customers. Purpose‑built audits for SF B2B SaaS teams. Checklist‑driven, founder‑friendly, and sprint‑based to uncover and ship the highest‑impact UX improvements.

San Francisco B2B SaaS UX audit pricing

Deliverables at a glance: prioritized report with impact/effort, 2–4 targeted prototypes, and an exec readout with an implementation plan. Sprint model: fixed scope, flat‑fee per tier; expedited options available.

Looking for equity‑based engagement? Select early‑stage founders may qualify for an 8–10 week sprint via Zypsy’s Design Capital, subject to fit.

Introduction

A focused UX audit for B2B SaaS teams headquartered or operating in San Francisco. Zypsy’s founder-led, sprint-based audits combine heuristic evaluation, analytics review, user research, and design prototyping to uncover high‑impact improvements across onboarding, activation, in‑product workflows, and enterprise readiness. We are a San Francisco–born team (founded 2018) that partners with venture‑backed startups and growth companies. See our capabilities and sprint approach in Zypsy Capabilities and our SF roots in About Zypsy.

Updated: October 6, 2025

What we evaluate (Baymard‑style checklist summary)

We adapt rigorous, checklist‑driven heuristics to B2B SaaS. Below is a compact summary of what we inspect and score. Full scoring with evidence, risk levels, and remediation paths is delivered in your audit report.

See how we’ve applied enterprise‑grade UX and brand systems in Cortex and Solo.io.

Why Zypsy for SF B2B SaaS

• San Francisco lineage with a startup‑native model: we partner with founders from concept to scale and engage via focused sprints. About Zypsy, Capabilities

• Proven with enterprise‑caliber platforms:

• Cortex: repositioned and redesigned as an enterprise leader; delivered 100+ product graphics across 20+ pages.

• Solo.io: service‑mesh and API/AI gateway leader used by world‑class brands like BMW and Domino’s; 31 pages designed with large‑scale CMS migration.

• Robust Intelligence: long‑term brand, web, and product partnership culminating in acquisition by Cisco.

• Deep AI/ML product UX exposure across categories: Captions (AI video creation), Crystal DBA (AI database teammate).

Audit scope, methods, and deliverables

What we do

• Evidence‑based heuristics: end‑to‑end product teardown guided by the checklist above.

• Data & instrumentation review: funnels, activation/retention metrics, error logs.

• Stakeholder and user interviews: PMs, sales engineers/solution architects, admin users, ICs.

• Competitive and alt‑solution scan: benchmark critical flows and enterprise signals.

• Design prototypes: targeted UX solutions for the top opportunities (hi‑fi or clickable).

• Implementation guidance: developer‑ready specs and prioritized backlog items.

What you receive

• Prioritized findings with impact/effort, owner, and suggested experiment design.

• Opportunity map across onboarding, adoption, and expansion (land‑and‑expand focus).

• UX KPI baseline and measurement plan (activation, time‑to‑first‑value, task success).

• Accessibility findings with WCAG 2.2 AA remediation checklist.

• Executive summary and working session with your cross‑functional leads.

Accessibility testing options (WCAG 2.2 AA)

• Manual reviews: keyboard‑only, focus management, skip links, ARIA/live regions, form semantics, error messaging, and non‑text contrast.

• Assistive tech spot checks: screen readers (narration/labels), zoom/reflow, motion/reduced motion, color‑blind simulations.

• Structured report: issues by severity with code‑level pointers and design alternatives.

• Remediation pairing: collaborate with your dev/design owners to close priority gaps.

Enterprise buyer proof (signals we design and audit for)

• Reliability and scale cues: security and compliance pages, uptime status, change logs, and admin controls consistent with enterprise expectations—see Cortex.

• Credible customer context and verticals: reference architectures and data‑dense UI patterns that resonate with infra/devtools buyers—see Solo.io.

• Trust and risk posture in AI: model risk governance and transparency patterns—see Robust Intelligence.

Timeline and engagement model

• Typical audit sprint: 4–6 weeks from kickoff to executive readout (expedited options available).

• Collaboration cadence: weekly working sessions; async updates in your tools.

• For early‑stage teams, we also offer a design‑for‑equity path via Design Capital and investment support via Zypsy Capital, subject to fit.

Related work and specialized audits

• B2B DevTools/SRE: Cortex, Solo.io

• AI/ML Product UX: Robust Intelligence, Captions, Crystal DBA

• Explore more cases: Portfolio

FAQs

• Who is this for?

• PMs, Heads of Product/Design, platform teams, and founders at B2B SaaS companies targeting enterprise adoption.

• What inputs do you need?

• Product access (staging/production), analytics dashboards, stakeholder list, and prior research or NPS/CSAT data.

• Do you test with users?

• Yes. We run task‑based sessions with admin and IC personas as needed and can recruit SF‑based participants.

• Will you design solutions, not just flag issues?

• Yes. We include targeted prototypes and implementation guidance for the highest‑impact opportunities.

• Can you align with our security and procurement steps?

• We adapt to enterprise vendor workflows and provide required documentation during onboarding.

• Do you support Web and native?

• Yes—our audits cover Web apps and companion native experiences.

Get started

Tell us about your product and goals. We’ll respond with a scope and a proposed sprint plan. Contact Zypsy.

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