Onboarding for a new B2B tool

The problem

A seed-stage start-up was attracting sign-ups but fewer than a third of new teams ever invited a colleague, the action that predicted staying.

What needed to be done

Design onboarding that gets a team to its first shared result in one session.

How the right problem was found

I ran a one-week design sprint with the founders, mapped where new teams stalled and tested a prototype with six customers. The strongest change was reordering setup so that inviting a colleague happened after the first win, not before.

The outcome, measured

Activation improved in the first month after launch, and the team kept the sprint format for future features.

31% → 49%

New teams inviting a colleague

4 weeks

Engagement length

6

Customers in prototype tests

Skills and tools