Setup Wizard Onboarding UX Evaluation

Welcome! Thank you for taking the time to share your feedback about the setup wizard. This survey should take about 10 minutes. Your participation is completely voluntary, and you may stop at any time. There are no right or wrong answers — we're simply interested in your honest experience. Your responses will be kept confidential and reported only in aggregate to help us improve the product.

In the past 7 days, have you used the setup wizard?

• Yes
• No
• Not sure

What best describes why you haven't used the setup wizard recently?

• Couldn't find the wizard
• Didn't need it for my task
• I prefer manual setup
• Not enough time
• Waiting on access or permissions
• Other

How did you launch the setup wizard?

• Prompt after sign-up
• Settings or preferences
• Link from email or docs
• In-product banner or task list
• Other

In your most recent attempt, how far did you get in the setup wizard?

• Account creation/login
• Workspace or project setup
• Permissions and roles
• Data import or upload
• Connecting integrations
• Configuration settings
• Billing or plan selection
• Final review/confirmation
• Completed all steps
• I don't remember

What led you to pause or stop? (Select all that apply)

• Unclear instructions
• Terminology I didn't understand
• Errors or validation failures
• Couldn't find required information
• Too many steps
• Took too much time
• Privacy or security concerns
• Lacked necessary permissions or access
• Technical limitations (device/browser)
• Was interrupted or distracted
• I completed the wizard without stopping
• Other

Overall, how clear was the setup wizard?

We'd like to explore your setup wizard experience in a bit more depth. An AI moderator will ask you a couple of follow-up questions based on your earlier responses.

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

Which of the following best describes your role?

• Engineer/Developer
• Product Manager
• Designer/UX
• Data/Analytics
• IT/Admin
• Operations
• Executive/Founder
• Customer Support/Success
• Student
• Other

All set — thank you for helping us improve the setup experience! Your feedback is greatly appreciated.

How likely are you to try the setup wizard in the next 7 days?

On which platform(s) did you use the setup wizard? (Select all that apply)

• Browser on desktop/laptop
• Browser on mobile
• Windows app
• macOS app
• Linux app
• iOS app
• Android app
• Other

Which parts of the setup wizard were confusing or unclear? (Select all that apply)

• Finding where to start
• Choosing the right options
• Understanding permissions
• Connecting integrations
• Importing or mapping data
• Error messages or validation
• Terminology or jargon
• Navigation between steps
• Saving or resuming progress
• None — everything was clear

How easy was it to complete the setup wizard from start to finish?

Approximately how long have you been using our product?

• First time
• Less than 1 month
• 1–6 months
• 6–12 months
• 1–2 years
• More than 2 years

What, if anything, would make you more likely to try the setup wizard?

Please briefly describe what blocked or confused you during the setup wizard.

What, if anything, worked smoothly or better than expected during the setup wizard?

Approximately how many people are in your organization?

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

Where are you primarily located?

• North America
• Europe
• Latin America
• Asia
• Africa
• Oceania
• Prefer not to say