GTM and Onboarding Audit for SaaS Startup
AJ Kelley
GTM + Onboarding Audit for Pre-Launch SaaS Startup
Overview
I partnered with a pre-launch SaaS startup preparing to onboard early users and publicly announce their core product. They had a basic onboarding sequence and a rough GTM messaging draft, but weren’t confident in whether the flow, value props, or timing would resonate.
Through a 1-hour audit session, I reviewed their current onboarding flow, website messaging, and early-stage lifecycle emails. I delivered a set of clear, actionable recommendations to improve conversion, feature education, and narrative alignment—before they ever went live.
Deliverables
Live strategy audit call reviewing:
Onboarding sequence timing & logic
GTM messaging clarity
Feature value hierarchy and CTA placement
Recommendations doc with:
Quick wins to improve onboarding flow and drop-off points
Suggested subject lines, CTA tweaks, and message restructuring
Prioritized to-do list by impact
Outcome
With just one session, the team was able to:
Shift their onboarding flow to better reflect user intent
Refine key messages for launch channels (web + email)
Avoid overwhelming users with early product noise
Launch feeling more confident and clear
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Posted Jul 15, 2025
Reviewed onboarding flow and GTM messaging for a pre-launch SaaS startup; delivered clear, actionable next steps to improve clarity and user activation.
