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User Onboarding Interview — Sarah Chen

Feb 14, 3:30PM
5:42 / 31:08
1x
Summary

Sarah describes significant friction during onboarding, particularly around the initial project setup flow. She highlights that competing tools offer guided walkthroughs which reduce time-to-value. Key pain points include unclear navigation between steps and a lack of contextual help when configuring integrations.

Key Themes
  • Navigation confusion — users can't find workspace quickly
  • Integration setup failures with no confirmation feedback
  • Competitor advantages in guided onboarding experiences
  • Feature requests for setup wizard and keyboard shortcuts
What are the main pain points?

Sarah highlighted three key pain points:

  1. Navigation confusion — ~5 clicks to reach workspace
  2. No integration feedback — 20 min on Slack, no confirmation
  3. Missing guided onboarding — competitors do it better
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0Interviewer05:42

Walk me through what happens when you first open the dashboard.

1Sarah Chen06:15

Honestly, the first thing I do is look for where my projects are. But it takes me like five clicks just to get to the actual workspace. I always forget whether I need to go through Settings or the sidebar.

0Interviewer06:48

And what about the integration setup? How did that go for you?

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Summary

Sarah describes significant friction during onboarding, particularly around the initial project setup flow. She highlights that competing tools offer guided walkthroughs which reduce time-to-value. Key pain points include unclear navigation between steps and a lack of contextual help when configuring integrations.

Key Themes
  • Navigation confusion — users can't find workspace quickly
  • Integration setup failures with no confirmation feedback
  • Competitor advantages in guided onboarding experiences
  • Feature requests for setup wizard and keyboard shortcuts

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Highlights
Suggest
06:15

User struggles with navigation

It takes me like five clicks just to get to the actual workspace.

OnboardingNavigation
07:02

Integration setup lacks feedback

I spent probably 20 minutes trying to connect Slack and I still wasn't sure it worked.

IntegrationCritical
13:18

Competitor onboarding is superior

With [competitor], I was up and running in like two minutes.

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