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Report · Onboarding study

Why trials stall in week two

Most new teams stop at the CSV import. They expect a sign that it worked, and see none.

Dana K. · 14:322 more sources

“I imported everything and nothing happened. So I gave up.”
Interview · Dana K. · 14:32

3 sources · quotes checked

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Report · Onboarding study

What we heard

  • Most new teams stop at the CSV import.
  • Teams that invite a colleague in week one keep going.
  • Support hears the same thing about imports.

Interview · Dana K. · 14:32

“I imported everything and nothing happened. So I gave up.”

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Live report · Support pulse

Weekly · Mondays 9:00Status: Live

  1. Nov 3Import errors doubled after the 4.2 release41 new tickets · 2 new insightsNew
  2. Oct 27Fewer questions about billing29 new tickets · 1 new insight
  3. Oct 20First notes on the new dashboard33 new tickets · 3 new insights
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Slide deck · Onboarding study

Slide 4 of 12

Trials stall at the import

  • Stopped at import62%
  • Invited a colleague38%
  • Finished setup21%

Speaker notes · Start with Dana's clip, then the chart.

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