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Identify Onboarding Friction: Surface the Issues Slowing Activation — and Fix Them Fast

TL;DR: What this template does

This template helps you uncover the points of confusion, friction, or hesitation that slow down new users during onboarding.
Upload customer onboarding calls or chats and get a journey map of barriers, complete with suggested solutions.

Why onboarding friction kills momentum

If your customers don’t activate quickly, they churn quietly.

This template identifies the blockers — technical or emotional — that prevent your users from getting to value fast.

Definition: Onboarding friction is any obstacle that delays or disrupts a new user from completing setup, achieving their first milestone, or realizing value from your product.

How does this template work?

Step 1: Upload Onboarding Calls or Chats
  • Works with live chat transcripts, CS calls, or onboarding walkthroughs
  • Accepts audio, video, or text
  • Best with 6–10 interactions across varied users
Step 2: Generate Onboarding Journey Map
  • AI detects steps in the onboarding process
  • Tags hesitation, confusion, complaints, or errors
  • Clusters similar issues and surfaces related quotes
Step 3: Output — Friction Report + Recommendations
  • Visual journey map with problem areas
  • List of top friction points with actionable solutions
  • Exportable summary for product, CX, and onboarding teams

What benefits does this template provide?

BenefitDescriptionImpact
Friction VisibilitySpot issues no one flags directlyImprove activation rates
Actionable InsightsFix the exact things slowing setupPrioritize roadmap or training
Scalable InputAnalyze onboarding issues at scaleSave manual review time
Voice-Backed DecisionsSupport changes with user quotesAlign product and CX

How do different teams use this template?

Product Teams: Prioritize early experience fixes
CX Leads: Train onboarding specialists with real feedback
Support: Identify repeated setup errors or blockers
Growth Teams: Improve time-to-value for new users

Frequently Asked Questions

Is this just for SaaS onboarding?

No — works for product onboarding, service flows, or training programs.

Can I see friction by user type?

Yes, if your data includes cohort or persona tags.

Will I get user quotes too?

Absolutely. All friction points are paired with actual user feedback.

What Teams Are Saying

“Insight7 gave us a map of where onboarding was breaking down — and the exact quotes that helped fix it. It’s made onboarding measurable.”


— Toye Fatolu, Product Designer, Terragon Group

Ready to remove the roadblocks in your onboarding flow?

Webinar on July 30: Catch Coaching Signals While Calls Are Still Fresh
Join us to learn how to identify coaching moments from customer calls in real time and improve your team’s performance.