SIP PARTNER — SAAS ONBOARDING AUDIT WORKSHEET
Guide: https://saasitpartner.com/saas-onboarding-audit/

1. CUSTOMER AND OUTCOME
Customer type and job:
Observable first useful outcome:
User or account as measurement unit:
Eligible signup cohort and exclusions:
Observation window and why it fits:

2. JOURNEY REVIEW
Use a fresh account, realistic data and relevant device conditions.
For each step record: expected result, actual result, elapsed time,
dependency, failure/recovery path and evidence.
Signup/access:
Setup/permissions:
First useful result:
Return/repeat:

3. EVIDENCE
Signup event checked:
Activation event checked and deduplicated:
Eligible cohort count:
Activated users/accounts from the same cohort:
Activation rate (activated / eligible):
Time to first value and not-yet-activated customers:
Support dependencies:
Customer feedback and repeat use:
Unknowns and tracking gaps:

4. NEXT EXPERIMENT
Observed blocker:
Supporting evidence:
Hypothesis:
Smallest useful change:
Owner and dependencies:
Recovery plan:
Baseline, outcome and guardrails:
Comparison method and review date:
Continue/revise/reverse criteria:

Do not enter passwords, customer records or sensitive information here.
This worksheet is a planning tool, not a benchmark or revenue guarantee.