Description

Reduce the drop-off between account creation and first meaningful action in a new workspace. Recent cohorts activate at 42 percent by day seven, and interview evidence points to an empty starting state and a long welcome sequence as the two largest contributors.Ship a revised flow that shortens the sequence, seeds every new workspace with a sample project, and measures activation as the percentage of workspaces that reach three completed actions in the first three days.

Success criteria

  • Day-seven activation rises from 42 to 55 percent for new workspaces in the variant.
  • Median time to first completed action drops below eight minutes.
  • No regression in day-thirty retention.

Subtasks

2 of 5 complete
Subtask progress
  • Audit current onboarding flow and note friction points
  • Interview five recent sign-ups about their first-run experience
  • Draft revised welcome sequence with three variants
  • Review copy with content design and legal
  • Ship variant A to 10% of new accounts and measure activation

Attachments

Onboarding audit notesdocs.example.com
Sign-up funnel dashboardanalytics.example.com
welcome-screen-v3.png1.4 MB · Added 2 days ago
Interview transcripts.pdf820 KB · Added 3 days ago

Comments and activity

Sofia Alvarezcreated this task
Priya Shah
Finished the audit — three biggest friction points are the account form length, the empty first-run dashboard, and the tour tooltip cluster on step two. Full notes in the linked doc.
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Marcus Chenchanged status from To Do to In Progress
Marcus Chen
Interviews wrapped. A consistent theme: people expect a personalized starting workspace and get an empty one. Suggest we scope a template step into variant A.
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Sofia Alvarezassigned this task to Priya Shah