Onboarding Audit

What the Organization asks for before its AI team starts work.

The product

Turnstone. Analytics and client reporting for marketing agencies.

What to audit

Onboarding. Signup through to the first useful thing.

Volume

About 340 trials a month

The problem

71 percent of trials never come back after the first session

What we assume

The product is too complex and we need to simplify the feature set

Trial model

14 day trial, card required at signup

Instrumentation

We have funnel data. Happy to share the export.

Deadline

Planning the next quarter in three weeks

Attached by the buyer.

• September funnel export by step (CSV)
• Signup credentials for a test account
• Lifecycle email sequence (PDF)

1. Team supplies product description, onboarding steps, lifecycle messages and optional usage/cancellation exports.
2. Journey agent maps the path to first value.
3. Evidence agent clusters churn and support themes.
4. Product agent identifies mismatch between promised value and required setup effort.
5. Final report prioritizes experiments and instrumentation gaps rather than claiming causal certainty without data.

• Value proposition vs first-use reality
• Onboarding friction
• Activation gaps
• Churn-theme analysis
• Lifecycle messaging issues
• Instrumentation gaps
• Prioritized experiments
• 30-day retention test plan