Your onboarding is not just the product tour. It is 5 systems that should be talking to each other.

$4,997 · 2 weeks · 5-dimension audit
Book the Audit → See the timeline ↓

Built for B2B SaaS companies with activation rate under 40%

THE PROCESS

2 weeks. 5 dimensions. Every gap mapped.

W1
5-Dimension Audit
We audit all 5 dimensions of your onboarding ecosystem: in-app onboarding, email sequences, help docs and knowledge base, CS triggers, and empty states. Then we map the complete user journey from signup to first value moment — every touchpoint, every handoff, every gap.
W2
Analysis + Roadmap
Drop-off analysis per dimension with quantified impact at each friction point. Gap identification across the full ecosystem. Redesign roadmap with priority ranking and implementation specs. Benchmark comparison against B2B SaaS best practices. Walkthrough call to align your team.

What you walk away with.

5-Dimension Audit Report
Each dimension scored and assessed: in-app flows, email sequences, help docs, CS triggers, and empty states. You see exactly where each system breaks down and where they fail to coordinate.
User Journey Map
The complete path from signup to first value moment. Every touchpoint documented, every handoff between systems identified, every dead end flagged.
Drop-off Analysis
Quantified impact at each friction point. You see exactly where users fall off and how many signups each gap is costing you.
Redesign Roadmap
Priority-ranked fixes with implementation specs. Your team knows what to fix first, second, and third — and exactly how to fix it.
Benchmark Comparison
Your onboarding measured against B2B SaaS best practices. You see where you're ahead and where you're behind — with specific targets per dimension.

Is this you?

Your activation rate has plateaued despite "improving" onboarding. You keep tweaking the product tour but the number won't move.
Your emails and in-app experience don't coordinate. A user completes step 3 in the app and gets an email asking them to do step 1.
CS intervenes too late — after users are already disengaged. By the time someone reaches out, the user has mentally churned.
You've optimized the product tour but conversion didn't improve. Because the product tour was never the real problem.

Not a fit if:

You're pre-product-market-fit, have no existing onboarding at all (you need to build, not audit), or have under 1,000 signups per month — not enough volume to measure drop-offs reliably.

Drop-off guarantee.

If we can't find at least 5 specific drop-off points worth fixing, full refund.

Book the review — $4,997 →

Questions.

Or book a call →
What are the 5 dimensions? +
In-app onboarding (product tours, checklists, tooltips), email sequences (drip campaigns, lifecycle triggers), help docs and knowledge base, CS triggers (when and how CS reaches out), and empty states (what users see before they've taken action). Most teams only optimize one or two of these. The gaps are in the handoffs between them.
Do we need to change our onboarding tools? +
Usually not. The audit identifies gaps in how your current tools work together. Most improvements come from better coordination and sequencing, not new software.
How is this different from just fixing the product tour? +
The product tour is 1 of 5 dimensions. If your emails contradict your in-app flow, your help docs are stale, and CS triggers fire too late — a better product tour won’t move activation. This audit finds the real bottleneck.
What happens after the review? +
You get a priority-ranked roadmap your team can implement. If you want hands-on help rebuilding the onboarding system, the Activation Deep Dive is the next step.

Your onboarding is 5 systems. Time to make them talk to each other.

2 weeks. $4,997. Drop-off guarantee.

Book the Audit →