Onboarding Audit · Q4 Sample

Why 38% of New Workspaces Stall Before First Export

A three-slide handoff deck saved from an HTML artifact. Dark backgrounds and 1920 × 1080 cards clip on A4 portrait print unless exported with widescreen @page sizing.

62%
Finish setup when sample data is preloaded
4.2 min
Median time from sign-in to first shared file
3 steps
Removed from the workspace invite screen
Observed Friction

Three Moments Where Teams Abandon Setup

1. Empty first screen

New users land on an unpopulated table before seeing what a finished report looks like.

2. Early permission gate

Asking for billing or admin approval before a single test export stops individual evaluators.

3. Portrait PDF clipping

Browser Ctrl+P defaults to A4 or Letter margins, cutting wide comparison cards across two pages.

Next Two Weeks

Ship the 14-Day Onboarding Pilot

WEEK 01

Load a three-row interactive sample project automatically on first workspace visit.

WEEK 01

Defer team-invite prompts until the creator downloads their first PDF or PPTX handoff.

WEEK 02

Review activation rate across 200 self-serve sign-ups before rolling out to all plans.