Tasks / Design

Activation & onboarding review

Can the model find the friction that matters most and prioritise the fixes?

Measures the modelTask v1.0 · 2 casesDifficulty

The PM job

Reviewing a signup and onboarding flow that is losing users.

Why it matters

Anyone can list fifty UX nits. The job is finding the two that explain the drop-off, backed by the funnel data supplied.

What good looks like

  • Ties each issue to the funnel data
  • Prioritises by likely impact
  • Distinguishes activation from mere completion

Deliberately not measured

  • Accessibility audit completeness
  • Visual redesign
Capability tested

Consequential critique

The failure we’re looking for

A generic UX checklist

Grading

Decision model, LLM judge and blind PM review

Results

Every setup we’ve tested on this task, across all cases and repeats.

#Model · HarnessTask scoreDecision modelLLM judgePM reviewRunsCritical failuresCost / runLatency

Case viewer

Read the brief, then put up to three outputs side by side. The outputs are the point; the scores just tell you where to look.

The brief

Review our onboarding flow and funnel below. Write a memo to the onboarding squad saying where we are losing people and what to fix, in the order you would fix it, with the reason for each. Keep it under 500 words.

ScenarioChartwise is a self-serve product-analytics tool. Most people who sign up are product managers or marketers, not data engineers. Pricing starts at $49 a month after a 14-day free trial.
Funnel (last 90 days, 12,400 signups)Signup 100% → Connect data source 41% → First chart 33% → Invite teammate 9%. Week-2 retention: 62% for users who reach a first chart, 11% otherwise.
Onboarding flow, screen by screen1. Sign up: email, password, company name. 2. Verify email: the flow pauses until the link is clicked. 3. “What's your role?” (seven options). 4. “How big is your team?” (five options). 5. Connect your data: choose Postgres, BigQuery, Snowflake or CSV upload. There is no sample data and no skip. 6. Connection form: host, port, database, username, password and SSL mode. The help link opens a 14-page setup guide. 7. Choose tables: a list of every table in the database. 8. Syncing: a progress bar that can take up to 20 minutes; leaving the page cancels the sync. 9. Pick a dashboard template (twelve options). 10. First chart: a chart builder with an empty canvas. 11. Invite teammates: email fields, with a “Skip for now” link.
SupportThe most common onboarding ticket (41% of them) is some version of “I don't have the database credentials.” The next is “my sync failed” (18%).
What a strong answer does

The data-source connection step (screens 5–8) is the activation bottleneck; prioritise a sample-data or CSV-first path to a first chart, then non-admin credential handoff and a sync that survives leaving the page, ahead of cosmetic fixes.

Case

v1.2 · anonymised real · B2B SaaS, data