When did you first create an account or start using this product?
Which device did you primarily use during onboarding?
- Desktop or laptop
- Mobile app
- Mobile web browser
- Tablet
- Multiple devices
Which of the following steps did you complete in your first sessions? Select all that apply.
- Create account
- Verify email or phone
- View initial tutorial or walkthrough
- Set preferences
- Connect an integration
- Import existing data
- Try a core feature
- Invite a teammate
How easy or difficult were these account setup steps? Select N/A if you didn’t do a step.
How easy or difficult were these connection/usage steps? Select N/A if you didn’t do a step.
About how many minutes have you spent on onboarding so far (across sessions)?
Have you reached an “aha moment” where the product’s core value felt clear to you?
If yes: What specifically made it click? Describe the moment or action.
Max 600 chars
About how many minutes did it take to reach that aha moment?
If you haven’t reached it yet, where did you pause or get stuck?
- Creating an account
- Verifying email or phone
- Initial tutorial or walkthrough
- Setting preferences
- Connecting an integration
- Importing existing data
- Trying a core feature
- Inviting a teammate
- I'm not sure
What was the main reason you paused or stopped?
- Confusing instructions
- Too many steps
- Technical issue or bug
- Didn’t have time
- Required payment earlier than expected
- Privacy or data concerns
- Missing integration or feature
- Other reason
How confident are you that you could complete onboarding in your next session?
If you’re not sure about the aha moment, what would have made the value clearer?
Max 600 chars
How clear is the product’s value to you so far?
Thanks — next, a few questions about support and overall experience.
Which, if any, help resources did you use during onboarding?
- In-app tips or tooltips
- Onboarding emails
- Help center articles
- Live chat or support
- Video tutorial
- Community or forum
- None of these
Overall, how much effort did onboarding require from you?
How satisfied are you with the onboarding so far?
Attention check: To confirm you’re reading carefully, please select “I am paying attention.”
- I am paying attention
- I am not paying attention
What is the one change that would most reduce friction before the aha moment?
Max 600 chars
Which of the following best describes your gender? (optional)
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
If you prefer, self-describe your gender (optional):
Max 100 chars
What is the highest level of education you have completed?
- Less than high school
- High school or equivalent
- Some college
- Associate degree
- Bachelor’s degree
- Graduate or professional degree
- Prefer not to say
Which best describes who you were onboarding for?
- Individual/personal use
- Freelancer/solo professional
- Small business team (2–50)
- Mid-size company team (51–500)
- Enterprise team (500+)
- Nonprofit or government
- Student/educator
- Other
Welcome! This short survey helps us understand where onboarding slows down before the first aha moment.
Anything else you’d like to add about your onboarding experience?
Max 600 chars
AI Interview: 2 Follow-up Questions on your onboarding experience
Thank you for your time — you’re all set!