Onboarding experience voice interview template
Learn how new customers experienced the path from signing up for [product] to first value.
Use this templateEditable study draft · English content
Before you launch
Choose a meaningful first-value moment and replace the time window. Include both successful and stalled new users.
Opens an AI-moderated voice interview with the research goal and discussion prompts shown here. The moderator can ask follow-up questions based on the participant’s answers. Replace the bracketed details and review the interview settings.
Discussion guide
- What were you trying to accomplish when you signed up?
- Walk me through what you did first.
- Where did you need help or stop to work something out?
- When, if ever, did the product first do something useful for you?
- What happened the next time you came back?
Plan your study
Who should take part?
People who started using [product] in the last [time window].
What should I customize before launching?
Choose a meaningful first-value moment and replace the time window. Include both successful and stalled new users.
How should I use the findings?
Separate recollections of onboarding from observed task performance. Use the reported trouble spots to choose follow-up usability tasks.