myAI Scouts
Sent to new customers 5–14 days after signing up for a B2B SaaS workflow or project management tool. Participants are operations managers or team leads who went through the onboarding flow — they've set up their workspace, invited teammates, connected integrations like Slack or Google Drive, and tried the core task management and reporting features. They remember the first-week experience clearly but have had enough time to form real opinions. The customer success team uses findings to identify which onboarding steps cause consistent confusion and where to reduce early churn.
The first moment the product felt genuinely useful
Describe the first moment where the product was actually working for you — what were you trying to do, what happened, and how long after signing up did that moment occur? This is the most critical signal for where onboarding is working.
Any moment in the first week where you paused or searched for help
Did you hit any step — in setup, in connecting an integration, in understanding a feature — where you weren't sure what to do next? If so, which step, and what did you do in response?
What worked differently from expectations
Was there anything about how the product worked — the task management flow, the reporting setup, the Slack integration, the team permissions — that was different from what you expected based on the signup page or trial emails?
What they did that reflects their current confidence
Since signing up, have you invited more teammates, set up additional workflows, or started using the product for a second use case? Or have you scaled back from your original plans? Walk me through what you've actually done since week one.
This scout will be copied to your account as a draft. You can customise it before activating.