Bear LiuActivation Audit
US$900 · one-time
People sign up, but too few reach first value. You can see the drop in your numbers, but not what’s causing it.
Somewhere between signup and first value, the journey asks too much or shows too little.
Why are new users failing to reach first value, and what should we change first?
What situation it is for
- Landing / Signup
- Onboarding
- Setup
- First meaningful action
- First value
It draws on:
- Xero guided setup and onboarding work
- MovesMethod funnel and onboarding work
- Product activation and first-value design experience
What is reviewed
Value clarity
- Does the user understand what the product does?
- Does the user understand why they should continue?
- Is the first value proposition clear?
Signup friction
- Required fields
- Account creation
- Permissions and authentication
- Unnecessary commitment
Onboarding
- Guided setup
- Progression
- Product education
- Empty states
- Progressive disclosure
First meaningful action
- Is the next step obvious?
- Are there unnecessary decisions?
- Does the product create momentum?
First value
- How quickly does the user experience a meaningful result?
- Is the value visible and understandable?
Existing evidence
If you already have it
- Signup conversion
- Funnel drop-off
- Completion rate
- Time to first value
- Session recordings
- Existing user feedback
One boundary worth stating: any analytics review is based only on existing data you supply. The Audit does not include analytics implementation or a full analytics consulting engagement.
What is delivered
Activation journey map
A visual map of the current journey (visit, signup, setup, action, result, first value), annotated with friction, confusion, risk and opportunity.
Key findings
Around 5 to 10 meaningful issues. Each one written as evidence, why it matters, and the recommended change. No sprawling heuristic checklist of low-priority observations.
Priority recommendations
The top 3 changes most likely to improve activation, plus secondary opportunities worth picking up later.
Recommended activation flow
A high-level direction for the improved journey: a flow diagram, annotated journey or low-fidelity wireframe. Conceptual, not production-ready UI.
Review call
A 60-minute walkthrough covering the findings, the reasoning behind them, the priorities, and the recommended next steps.
Final format: roughly 10 to 15 pages or frames, built from visual annotation, flow diagrams, screenshots and prioritised recommendations. Not a long UX report nobody reads.
What is explicitly excluded
- Full UI redesign
- Production-ready screens
- Full copywriting
- Analytics implementation
- User recruitment
- Full usability testing project
- Engineering implementation
- Ongoing iteration
If the audit shows that one of these is what you actually need, I'll tell you, and there is a clear next step below.
Launch Readiness or Activation?
Launch Readiness Audit
Is this product ready to meet real users?
Choose this if you haven’t launched yet, or you’re about to relaunch.
Activation Audit
Why are new users failing to reach first value, and what should we change first?
Choose this if you’re live and people sign up, but too few reach value.
Need help fixing it too?
If the audit shows something worth acting on, your Activation Audit fee carries forward. Book within 14 days of your walkthrough call and US$500 is credited towards a Critical Flow Sprint, or the full US$900 towards the first month of a Partnership. You keep the audit findings either way. There is no obligation to continue.