Onboarding Flow Audit: LoopSync B2B SaaS

Problem Description

LoopSync is a project collaboration tool for small-to-midsize engineering teams. The product team has been seeing concerning drop-off across the onboarding funnel over the past two quarters, but they lack a properly instrumented analytics stack — their data engineer left six months ago and the tracking setup was never completed. What they do have is a set of qualitative signals: a customer success rep has been collecting verbatim feedback quotes from churned trial users, and the product team has been watching session replays for the past three weeks.

The product leadership needs a thorough, structured audit of the current onboarding flow before they commit engineering resources to any fixes. The flow covers six stages: account signup (email + password), email verification, company workspace setup (name, size, industry), team invitations, first project creation, and an activation checkpoint that unlocks the full product. There is one pricing-related interstitial: after the activation checkpoint, users who are on a free trial see a banner promoting the paid plan.

Here is the available evidence:

User verbatim quotes (from churned trial users):

• "I filled in all my company details and then hit Continue and nothing happened. I refreshed and had to start over."
• "I got confused at the invite step — I wasn't sure if I was supposed to invite people now or if I could skip it. There was no obvious way to skip."
• "I had to scroll way down to find the Continue button on mobile. I almost gave up."
• "The '⚠ Only 2 seats left at this price!' message made me suspicious. It never went away no matter how many times I came back."

Session replay observations (past 3 weeks):

• Repeated rage clicks observed on the "Invite Team Members" CTA. Multiple sessions show users clicking it several times with no visible feedback, then abandoning.
• Many users skip the company setup screen by navigating away from it — they land directly on an empty project list with no guidance.
• On mobile devices, a significant number of sessions show excessive scrolling on the email verification confirmation screen before users locate the "Resend Email" link.
• The scarcity banner ("Only 2 seats left at this price!") is present across all recorded upgrade-prompt sessions and never changes.

What is not available: product analytics (funnel drop rates, step volumes, session counts, time-to-convert per step, device split by conversion).

Output Specification

Conduct a full product experience audit of the LoopSync onboarding flow using the evidence above.

Write your complete audit report to a file named audit_report.md in your working directory. The report should be structured and actionable, suitable for sharing directly with the product and engineering teams.