Onboarding Free Trial Experience

See how first time users experience your tool / software.


In this template, you'll see what your target buyer thinks about onboarding to your software for the first time.

Through this process, you can analyze your target audience’s behavior when interacting with your product. In most cases*, the less friction your user encounters in their onboarding process, the better. When you can understand exactly why and where the friction is, the misunderstandings, the missing information, the hidden stuff people should be able to find but can't - only then can you start to create solutions.

SaaS companies that eliminate friction generate a better quality pipeline at a reduced customer acquisition cost (CAC). Instead of guessing, you'll learn exactly where people get caught up. This directs the exact iterations that need to be made to improve your product and KPIs.

*Disclaimer: sometimes friction-based onboarding is beneficial. For example, really complex enterprise platforms that require technical setups and human support.

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.

  1. Tell us about your job role and how you handle [problem the software solves].
  2. You've been tasked by your boss to try out this new software to help with that and/or replace your current solution. Is there anything you want to know about it before you sign up? See if you can find out.
  3. Go ahead and sign up for the free trial and walk us through it as you go. When you get to the dashboard, move to the next task.
  4. What is your first impression of the dashboard? Before you click on anything explain to us what you think things mean and do.
  5. What is the first thing you would want to do? Go ahead and do that while walking us through it.
  6. Play around with the tool for another 5-10 minutes as you would if your boss told you to test it out for solving [problem].
  7. How likely are you to continue to explore this tool as a solution? Why or why not?

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!
Start Free

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.

Don't just take our word for it.

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