```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."
```

The session produced 24 ideas. 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 }
```

Four branches change what the user does; Guidance and Measurement change how we learn. The Measurement branch ships first, because it is the only way to know whether the other five worked.

## Which ideas earn the first sprint

Effort is engineering weeks; impact is the expected cut in time to first value. Quick wins sit top-left. The CRM sync and the in-app assistant are the two big bets, and each one is a quarter of work on its own.

```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.