NoteFlow is a Series B productivity SaaS company that offers AI-assisted meeting notes and task tracking for small teams. It has 1.8M monthly active users, sells through a freemium model, and competes with tools like Notion AI, Otter, and ClickUp.
The team wants to improve activation for new users of its AI meeting summary feature. Today, only 34% of new workspace admins complete the setup flow, and just 18% of invited teammates use the generated summaries in their first two weeks. Product leadership is split on what research to run next: one group believes the team still does not understand the core user problem well enough and should run generative research; another believes the problem is already known and the team should run evaluative research on proposed solutions such as a new onboarding flow, summary templates, and sharing prompts.
You are the PM responsible for recommending the research approach for the next 6 weeks. You have one user researcher, one product designer, and limited engineering support for prototypes. Leadership wants a clear rationale for when to use generative vs evaluative methods, what questions each method can answer, and how the decision will affect roadmap confidence.