Skip to main content
Back to Tools

saas onboarding audit

Free Interactive SaaS Onboarding Audit

Score ten observable onboarding checks, calculate readiness and activation risk, and get prioritized fixes with exact reviewer tasks.

Interactive scorecard

Audit the path to first value

Answer ten observable questions about a new account. Individual answers stay in this browser tab; if you allow analytics, we record only completion and aggregate scores.

0 of 10 checks answered

Choose Yes only when you can point to evidence in the current product.

Promise continuity

1. Promise

Promise continuity

Does the first in-product screen continue the same job and language promised before signup?

Why it matters: A new user should not have to reinterpret the product immediately after committing.

Defined activation milestone

2. First value

Defined activation milestone

Can your team name one observable action that means a new user received first value?

Why it matters: Without a shared activation milestone, onboarding optimizes completion instead of customer value.

Minimum signup commitment

3. Friction

Minimum signup commitment

Do you ask only for information, permissions, and integrations needed for the next useful step?

Why it matters: Every unexplained field or permission consumes trust before the product has earned it.

One obvious next action

4. Guidance

One obvious next action

Does the first screen make one recommended next action visually and verbally obvious?

Why it matters: Multiple equally prominent choices turn a welcome screen into a decision problem.

Useful empty state

5. Guidance

Useful empty state

Do empty dashboards provide an example, sample data, or a specific action instead of a blank shell?

Why it matters: An empty interface asks a new user to imagine value before they have experienced it.

Visible progress

6. Guidance

Visible progress

Can users tell what they have completed, what remains, and whether setup worked?

Why it matters: Unclear progress makes even short onboarding feel open-ended and risky.

Short path to first value

7. First value

Short path to first value

Can a qualified new user reach the activation milestone in one focused first session?

Why it matters: A path that depends on future imports, teammates, or meetings delays the evidence needed to continue.

Contextual help

8. Guidance

Contextual help

Is help available where hesitation happens without forcing users to leave the workflow?

Why it matters: Documentation is least useful when the user must abandon the task to find it.

Specific error recovery

9. Recovery

Specific error recovery

Do errors explain what happened, preserve completed work, and offer a specific recovery action?

Why it matters: A generic failure during onboarding converts uncertainty into abandonment.

Return and re-engagement path

10. Recovery

Return and re-engagement path

Can an interrupted user resume setup, and do dormant users receive one useful reason to return?

Why it matters: Many qualified users leave for ordinary reasons; treating interruption as rejection loses recoverable activation.

Answer 10 more checks to see your readiness score, activation risk, and prioritized fixes.

What you get
  • Readiness score
  • Activation risk score
  • Up to four priority fixes
  • Exact reviewer tasks
What it checks
  • Promise continuity
  • Signup friction
  • First value
  • In-product guidance
  • Error and return paths