Onboarding UX Review
- Price
- $750 fixed
- Scope
- One flow Up to 8 screens
- Devices
- Desktop and mobile
- Turnaround
- 7 business days from start
or email vuvannhi@gmail.com
Who it's for001
B2B SaaS teams of 2 to 50 people with no in-house product designer.
New users sign up, then stall, and you’re not sure what’s putting them off.
What you get002
A review of one flow, up to 8 screens, each checked on desktop and mobile.
01
Ranked findings table
Screenshot, issue, why it matters, fix, severity and effort.
02
Top five summary
A one-page summary of the top five fixes.
03
Walkthrough call
30 minutes to go through the findings together.
04
Follow-up
One round of written questions within 14 days.
How it works003
Your time: about an hour in total, covering a scoping email, a test account and a 30-minute call.
01
Email me
Your product URL and where users drop off.
02
We agree
The flow, the screens and a start date.
03
You share
A public URL or a test account.
04
I review
The flow on desktop and mobile.
05
You get the report
Within 7 business days, then we walk through it together.
Example deliverable004
A made-up product, to show what the report looks like.
Fictional example: project and time-tracking tool for agencies · Flow: signup → workspace setup → invite team → first billable hours logged · Devices: desktop and mobile
Where users hit friction
- Signup
- Workspace setup
- Invite teamFinding 1
- Empty project listFinding 2
- Start timerFinding 3
- First billable hours loggedFirst value
Annotated screen: “Invite your team” on mobile
- Finding 1
Setup blocks on inviting a teammate. Admins evaluating alone can’t reach the product without involving colleagues.
- Finding 2
Next, an empty workspace. There’s no client or project and the timer is disabled, so users must build structure before seeing the core value.
- Finding 3
No timer in the mobile tab bar. The timer is nested inside project detail, so logging time on a phone takes several taps.
Before and after: fix 1
Before: the setup step is blocked until the user invites at least one teammate; the Continue button is disabled. After: inviting is optional, with “Log your first hours” as the main action and “Invite teammates” and “Invite later” as secondary options.
Top five fixes
- Let the admin skip “Invite your team” and log their own first hours before inviting anyone.
- Pre-fill a sample client and project so the first timer can start in one click.
- Move billing rates and currency setup out of signup; ask when the first invoice is created.
- Make the mobile timer reachable from the home screen, not three taps into a project.
- Replace the generic “Welcome!” email with one link back to the unfinished setup step.
Fix 1 is ranked first because it stops solo evaluators completely.
| # | Screen | Issue | Why it matters | Suggested fix | Severity | Effort |
|---|---|---|---|---|---|---|
| 1 | Invite team | Setup blocks on inviting at least one teammate | Admins evaluating alone can’t reach the product without involving colleagues | Make inviting optional; prompt again after first hours are logged | High | Low |
| 2 | Empty project list | New workspace has no client or project, and the timer is disabled | Users must build structure before seeing the core value | Pre-fill an editable sample client and project | High | Medium |
| 3 | Mobile, timer | Timer is nested inside project detail | Logging time on a phone takes several taps, so it’s easy to abandon | Persistent start-timer button on the mobile home screen | Medium | Medium |
Your report includes screenshots like these, of your own product.
Questions005
Before you ask.
Do you implement the fixes?
No. You get clear recommendations; your team decides what to build.
Will this increase conversion?
I can’t promise results. I can show you where users are likely to struggle and what to try first.
How does payment work?
I send an invoice once we agree the scope. Payment is due before the start date, with a full refund if you cancel before then.
What access do you need?
A public URL or a test account. Never send production passwords or real customer data.
Is my product kept private?
Yes. I don’t share your product, access or report. If I use any tools on your material, I’ll ask you first.
What’s not included?
User testing, analytics, redesign files, code, copy rewrites, more than one flow, accessibility certification or legal advice.
Get started006
Losing new users before they see value?
or email vuvannhi@gmail.com
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