Analysis results

Onboarding interviews — SMB cohort

JRSigned in as Jordan Reyes
Executive summary

41 feedback items · 3 themes · Jun 30, 2026

MixedMedium severity

Self-serve teams stall at data model setup; guided onboarding is the highest-leverage fix for activation.

Overall sentiment

mixed

Highest severity

medium

Themes identified

3

Themes

Onboarding friction

9 mentions

NegativeMedium severity

New teams describe a multi-week ramp with no guided setup. Documentation assumes prior familiarity with the data model.

Supporting evidence

Onboarding took our team three weeks. There is no guided setup.
The docs assume you already know the data model.

Recommended action

Ship a five-step guided setup checklist with sample data, and rewrite the first docs page around concepts rather than fields.

Support quality

6 mentions

PositiveLow severity

Support is a recurring bright spot. Customers cite fast response times and answers that resolve the issue on first contact.

Supporting evidence

Support has been genuinely excellent. Two-hour response times, real answers.

Recommended action

Use support transcripts as a source for the docs rewrite, and highlight response-time SLAs in renewal conversations.

Mobile usability

11 mentions

NegativeHigh severity

Approval workflows are commonly performed away from a desk, but tables overflow on small screens and actions are unreachable.

Supporting evidence

The mobile view is unusable. Tables overflow and I cannot approve requests from my phone.

Recommended action

Prioritise a responsive approvals view: card layout under 768px with a single primary action per row.

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