Doc: Onboarding Pilot — Guided Setup Owner: Marcus Aliyev, Product Reviewers: Engineering (approved), Design (approved), Support (approved) Status: Approved, kickoff Monday

Background

New-account onboarding has been a known problem for three quarters. Users sign up, land on an empty dashboard, and a meaningful share never configure anything. We have discussed this in three separate planning cycles without shipping a fix.

Guided Setup is a five-step wizard that walks a new account through connecting a data source, inviting a colleague, and creating their first saved view. Design is complete and engineering estimates six weeks.

Objective

Improve the new-account onboarding experience and increase early engagement.

Approach

We will build Guided Setup over six weeks and roll it out to 200 new accounts. During the pilot we will gather qualitative and quantitative insight into how users experience the new flow, iterate based on what we learn, and use the findings to inform the full rollout decision.

Scope

• Five-step wizard (data source, invite, first view, notification prefs, tour)
• Progress indicator and skip option at each step
• Contextual help content for each step
• Analytics instrumentation for step-level drop-off

Timeline

Week	Activity
1–2	Build steps 1–3
3–4	Build steps 4–5, help content
5	Instrumentation, QA
6	Rollout to pilot cohort
7–8	Monitor, gather feedback
9	Readout and rollout recommendation

Success criteria

• Positive qualitative feedback from pilot users
• Improved step-level completion through the wizard
• Increased early engagement in the pilot cohort
• Learnings documented and shared with the wider team

Measurement

We will track wizard step completion, time-to-first-view, and 7-day engagement. We will also run a short in-app survey at the end of the wizard asking users to rate the experience.

Risks

Risk	Mitigation
Six-week build may slip	Weekly checkpoint with engineering
Pilot cohort too small to be meaningful	Extend the pilot window if needed
Users skip the wizard	Track skip rate; iterate on copy
Support load during pilot	Support briefed in week 5

Open questions

• Should the wizard be skippable? (Design says yes, Sales says no)
• Do we include self-serve trials in the pilot cohort, or paid accounts only?