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Onboarding enrichment survey

Capture role, acquisition source, intent, and team size after users reach first value—then personalize what happens next.

Onboarding enrichment surveys help product teams understand who signed up, where they came from, and what they need next. The same questions feel like paperwork before users see value—and like personalization after they do.

Use this pattern after a first-value event, not at signup. Trigger the survey once a user has created a project, completed setup, or reached another activation milestone. Capture role, acquisition source, primary intent, team size, and first-help needs so you can segment activation funnels, compare channel quality, and route the right onboarding path without slowing down the first session.

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For the deeper thinking behind this example, read the full blog post: Who are you, and where did you come from? Onboarding first, details later.

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