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Q3 onboarding friction

Now

Customer success heard the same blocker from 3 new accounts: setup feels easy until the permissions step.

  • Add screenshots to the kickoff email
  • Test a 5-minute Loom
  • Ask Support for the top 3 permission tickets

1 attachment

Pricing page follow-up

Later

Sales asked for a clearer comparison between Team and Business plans. Draft a one-line distinction and review with Maya before Thursday.

Open question: export workflow

Questions
  1. Who owns CSV export edge cases?
  2. Do customers need scheduled exports or just manual download?
  3. Ask support for top 5 export-related tickets.

Export sketch

Export flow sketch

1 image