You're working on a self serve onboarding flow for a B2B SaaS product aimed at small businesses. New accounts are signing up, but many do not make it through setup and reach first value. You have been asked to figure out where users are getting stuck and how to prioritize what to fix first.
How would you identify the biggest friction points in a self-serve SMB onboarding journey?
Where users drop off in the onboarding funnelWhich setup steps delay time-to-first-valueHow friction differs by SMB use caseWhat signals indicate confusion versus low intentAccount creation and verificationAircall Workspace setupPhone number selectionTeam invite and role setupCall routing and first successful call