SaaS - Free Sign Up Onboarding Impression User Testing Template

Test Questions

When using a template, read through the questions and fill in the blanks found in [brackets] with your information. The templates are there as a guide, feel free to edit and modify as you see fit.

You've been tasked by your boss to try out this new software. At first glance what is it? Then, go ahead and sign up for a free trial and walk us through it as you go. When you get to the dashboard, move to the next task.
Don't click on anything. What is your first impression of the dashboard? Explain to us what you think things mean and do.

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Questions Answered:

What do people think about the onboarding process and what your app does on first impression of the dashboard?

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Understand the specific thoughts, motivations, and actions of your leads.

Screencast walkthrough videos recorded by your target buyers telling you everything.

Increase conversions by understanding WHY there's a problem.

See what language turns them off or makes them distrust you.

Learn what they think is important or attracts their attention.

Experience how your messaging and product vibes with them - or not!

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Solve problems that have a direct impact on sales, signups, and retention.

Here's how it works in 4 simple steps

Step 1:

Target Buyers

Choose from our vetted consumer and B2B audiences.

If we don't have your target buyers, we'll source it for you. No extra cost.

Step 2:

Ask Anything

What would you like to know, gut check, and/or validate?

Ask any questions you want or request people to perform tasks.

Step 3:

Watch Experience

See what they do and the words they use to describe you & their experience.

Everything you want to know about your buyers that analytics can't tell you.

Step 4:

Take Action

Execute on what you learned by making key changes in precise places.

Repeat monthly to continuously optimize and drive growth.

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