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Insights

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Artifacts
Executive Summary
Critical Incidents
Behavioral Laws
Executive Summary

The participant expressed significant frustration with the current onboarding flow, specifically around the initial setup wizard. Key pain points include unclear navigation and lack of contextual help.

They noted that competitor products offer guided walkthroughs that significantly reduce time-to-value...

Collaboration

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Highlights3 across 3 interviews
Onboarding painPositive feedbackFeature request

"I click around for five minutes and if I can't figure it out, I leave"

Onboarding painInterview #12 · 12:38

"The dashboard is great once you know where things are"

Positive feedbackInterview #08 · 24:15

"I wish I could share this report with my manager directly"

Feature requestInterview #15 · 08:52
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Analysis

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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

Everything you need

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