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.
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.
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.