Onboarding v2 — brainstorm mind map

```meta
title: Onboarding v2 — brainstorm
subtitle: Every idea from the session, grouped around the one goal they serve.
tag: BRAINSTORM
```

```callout
tone: note
title: Assumptions
body: "The session notes did not name the product, the metric, or who was in the room. This doc assumes a B2B SaaS workspace product and a goal of first value inside ten minutes. The team is product, design, growth, and one backend engineer. Names of screens and events are invented; replace them with the real ones."
```

This illustrative session contains 24 ideas across seven branches. All of them serve one goal: a new user reaches their first real result inside ten minutes, without a sales call. The map below groups the ideas by the part of onboarding they change. The quadrant after it ranks them, so the first sprint has a shortlist.

## Ideas grouped around the goal

```mindmap
center: First value in 10 minutes
nodes:
  - { id: signup, label: Sign-up, accent: blue }
  - { id: sso, parent: signup, label: Google and Microsoft SSO first, note: "Email and password moves below the fold." }
  - { id: magic, parent: signup, label: Magic link, no password }
  - { id: domain, parent: signup, label: Auto-join by email domain }
  - { id: defer, parent: signup, label: Ask for company size and role after first result }
  - { id: setup, label: Workspace setup, accent: teal }
  - { id: template, parent: setup, label: Template per role picked at sign-up }
  - { id: sample, parent: setup, label: Sample workspace pre-filled with realistic data }
  - { id: rename, parent: setup, label: Skip naming; default to the company domain }
  - { id: import, label: Data import, accent: green }
  - { id: csv, parent: import, label: CSV drag-and-drop with column guessing }
  - { id: sheets, parent: import, label: Google Sheets connector }
  - { id: crm, parent: import, label: HubSpot and Salesforce sync }
  - { id: paste, parent: import, label: Paste a table from the clipboard }
  - { id: aha, label: First success moment, accent: amber }
  - { id: report, parent: aha, label: One-click first report on the imported data }
  - { id: share, parent: aha, label: Share link to a teammate before any setup }
  - { id: confetti, parent: aha, label: Celebrate the first result once, then never again }
  - { id: guide, label: Guidance, accent: purple }
  - { id: checklist, parent: guide, label: Setup checklist with progress bar }
  - { id: tour, parent: guide, label: Three-step tour, dismissable }
  - { id: assistant, parent: guide, label: In-app assistant answers setup questions }
  - { id: empty, parent: guide, label: Empty states carry the next action }
  - { id: team, label: Team growth, accent: red }
  - { id: invite, parent: team, label: Invite teammates from the first screen }
  - { id: slack, parent: team, label: Slack app install during onboarding }
  - { id: roles, parent: team, label: Viewer role so invitees need no setup }
  - { id: measure, label: Measurement, accent: gray }
  - { id: ttfv, parent: measure, label: Track time-to-first-value per cohort }
  - { id: funnel, parent: measure, label: Funnel events on every onboarding step }
  - { id: exit, parent: measure, label: Exit survey when a user leaves before the first result }
```

Five branches change the user journey: Sign-up, Workspace setup, Data import, First success moment, and Team growth. Guidance helps users navigate that journey; Measurement tracks its results. Instrument the funnel first so changes in the other six branches can be evaluated.

## Which ideas earn the first sprint

The axes are relative estimates, from days to quarters of effort and from small to large impact. The scores are illustrative and need validation with the team. Items in the upper left combine lower effort with higher expected impact.

```quadrant
title: Effort vs impact
xAxis: { label: Effort, low: Days, high: Quarters }
yAxis: { label: Impact on time to first value, low: Small, high: Large }
items:
  - { x: 0.15, y: 0.85, label: Sample workspace }
  - { x: 0.2, y: 0.8, label: One-click first report }
  - { x: 0.25, y: 0.7, label: SSO first }
  - { x: 0.2, y: 0.65, label: Defer profile questions }
  - { x: 0.3, y: 0.6, label: Empty states carry the next action }
  - { x: 0.15, y: 0.55, label: Funnel events }
  - { x: 0.4, y: 0.75, label: CSV with column guessing }
  - { x: 0.45, y: 0.6, label: Invite from first screen }
  - { x: 0.85, y: 0.8, label: HubSpot and Salesforce sync }
  - { x: 0.8, y: 0.6, label: In-app assistant }
  - { x: 0.6, y: 0.35, label: Slack app install }
  - { x: 0.3, y: 0.25, label: Three-step tour }
  - { x: 0.1, y: 0.15, label: Celebrate the first result }
  - { x: 0.7, y: 0.3, label: Google Sheets connector }
```

Sprint one takes the five top-left items plus funnel events. The two big bets wait until the funnel data says where users still stall.