New-User Signup & Onboarding Friction Survey

Welcome! We're conducting a short survey to understand your recent sign-up and onboarding experience. This should take approximately 5–7 minutes. Your participation is completely voluntary—you may stop at any time. There are no right or wrong answers; we're interested in your honest opinions. All responses are confidential and will be reported in aggregate to improve the onboarding experience. Please click 'Next' to begin.

What was your primary goal right after signing up?

• Explore the product
• Complete a specific task
• Evaluate for my team or company
• Connect an integration or data source
• Compare with another tool
• Just browsing
• Other (please specify)

What was the last onboarding step you completed?

• Created an account
• Confirmed email
• Completed profile or setup
• Connected data or imported a sample
• Tried a core feature
• Invited a teammate
• Upgraded or paid
• I'm not sure

How well did the product match what you expected based on the website or marketing?

Approximately how long did it take before you felt the product was useful in your first session?

• Under 2 minutes
• 2–5 minutes
• 6–15 minutes
• 16–30 minutes
• More than 30 minutes
• I haven't felt it was useful yet

What almost made you give up, if anything?

Which of the following best describes your role?

• Individual contributor
• Manager
• Executive / Founder
• Consultant / Contractor
• Student
• Other

Thank you for your time! Your feedback will directly help us make the onboarding experience clearer and faster.

When did you first log in after signing up?

• Immediately
• Within 24 hours
• 2–3 days later
• 4–7 days later
• More than a week later

If you paused or stopped during setup, what were the main reasons? Select all that apply.

• I couldn't find the next step
• Instructions were unclear
• Too many fields to fill
• Technical error or bug
• Waiting on approvals or access
• Unclear value or ROI
• Security or privacy concerns
• Needed examples or templates first
• Price or plan questions
• No time at that moment
• I did not pause or stop
• Other (please specify)

Which of the following proof or reassurance elements did you notice during sign-up or your first session? Select all that apply.

• Customer logos
• Short demo or GIF
• Templates or sample projects
• Testimonials or reviews
• Security badges or certifications
• Usage metrics (e.g., number of users, tasks completed)
• Case study link
• Free trial details or guarantee
• None of these

Which types of help would have moved you forward fastest? Rank your top three.

1. Step-by-step checklist
2. Short video (1–2 min)
3. Pre-filled sample data
4. Interactive product tour
5. Live chat support
6. Tooltips on each field

We'd love to learn more about your onboarding experience. Our AI moderator will ask a couple of follow-up questions based on your earlier responses.

Approximately how many employees are at your organization?

• Just me
• 2–10
• 11–50
• 51–200
• 201–1,000
• 1,001–5,000
• 5,001+

After your most recent step, how confident were you about what to do next?

What specific proof or reassurance, if any, would have helped you continue with more confidence?

Based on your responses in this survey, is there anything else you'd like to share about your onboarding experience?

Which industry are you primarily in?

• Software / Technology
• Professional services
• Education
• Healthcare
• Finance
• Retail / E-commerce
• Manufacturing
• Nonprofit / Public sector
• Other

Overall, how clear were the next steps throughout the setup process?