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Scopeout for onboarding

Get more users to their first win.

Map the onboarding journey from real sessions, find where people stall, and ship the version that activates more of them.

First-run checklist · completion per step
1 · Create workspace100%
2 · Connect data44%
3 · Invite a teammate31%
4 · First report27%
Stallstep 2 · users cannot find the connector

See onboarding the way users experience it

Replays and tickets become an experience map on the canvas. Pain points are ranked, not guessed.

Map the journey from evidence

Analyze reads the last 90 days of replays and tickets and lays the journey out step by step, with where people leave.

Onboarding journey · from 90 days of replays
Create workspace100%
Connect data44%
Invite teammate31%
First report27%
Biggest stallconnect data · the connector list is hidden

Rank what to fix first

Each pain point carries impact and effort. The top one becomes a hypothesis with expected lift.

Stalls · ranked by impact and effort
Connector list hidden0.86
Sample data not offered0.52
Invite step feels early0.31
Top pickshow connectors on the first screen

Ship the version that activates

Design draws the fix on your system, Build ships it behind a flag, Test measures activation against control.

Activation · first report within 7 days
control · 27%variant B · 39%promote

The same loop, your metrics.

The method does not change by business model. The evidence, the tests and the number that has to move do.

B2B SaaSactivation rate

Time to first report, connect-data stalls, teammate invites.

E-commercefirst purchase

Account creation to first order, guest vs signed-in, saved payment.

Consumer appD1 retention

Permission prompts, first-session value, push opt-in tested on day-one return.

Marketplacefirst transaction

Seller listing completion and buyer first booking, each side watched.

Built for activation work

“Why do users stall on step 2?” · asks before it runs
Read 90 days of replays
Cluster where they leave
Rank the stalls
Approve

Ask in a sentence

“Why do users stall on step 2?” is a complete prompt. The canvas plans the work and asks before it runs.

One canvas
Prompt→Brief→Variant B→PR #482→Test→+3.4%
Instead ofa doc, a Figma file, a ticket, a dashboard and a thread

Experience maps as blocks

Every stage, drop-off and quote lives on the canvas where the team can comment and act.

A · list
B · cards
C · wizard

Variants side by side

Three onboarding variants on your design system, sized to content, edited inline.

Activation · first report in 7 days

27% → 39%

Guardrailday-30 retention flat
Cohortnew teams · Sep
Promote B

Activation as the metric

Tests optimize the activation event you define, with guardrails on retention.

Start from a prompt.

Map

“Map the onboarding journey from the last 90 days of tickets and session replays.”

Run this when my batch opens →
Diagnose

“Why do new users stall on the workspace setup step? Propose ranked fixes.”

Run this when my batch opens →
Design

“Redesign the first-run checklist on our design system. Three variants.”

Run this when my batch opens →

Questions, answered.

Which sources feed the experience map?

Session replays, support tickets, product analytics and your existing research docs. Connect what you have; the canvas gathers the rest with a browser agent.

Can designers edit what the AI draws?

Yes. Every screen is on your design system and editable inline, or exported to Figma.

How do we know activation actually improved?

Test runs the variant against control with the activation event as the metric and promotes only past your bar.

Stop running the business. Start directing it.

Join the waitlist

Private beta. We onboard teams in small batches. Or contact us.