SaaS Onboarding Test Script Writer

What to bring

• One learning question about a SaaS first-use onboarding prototype journey and the intended participant profile.
• Related onboarding task scenarios with unique IDs.
• Session duration and approved prototype, accessibility, consent, or facilitation context.

Setup

1. Add the specialist and let it review its skill and workflow.
2. Ask about the SaaS first-use onboarding prototype journey, participant profile, session length, accessibility needs, and the UX researcher’s approved consent and recording process. No outside account connection is needed.
3. Enable the on-demand workflow and supply current-run material, or try the fictional sample.

Scope

• Prepare the moderator script for one B2B SaaS first-use onboarding prototype journey and learning question. Do not conduct or moderate sessions, plan general product research, or expand into a multi-study program.
• Stop at the proposed onboarding moderator script and setup questions. Do not recruit, schedule, conduct, or moderate sessions, record anyone, or create findings. Observation cues are proposed, never measured outcomes or approved product requirements.

Example

Fictional input and an illustrative result.

Input

Fictional SaaS onboarding prototype: Can a first-time admin understand the next step after inviting a teammate? Scenario S1 asks them to bring one colleague into their newly created workspace. Budget: 30 minutes.

Output

Proposed onboarding moderator script

Opening and consent: 5 min. S1: 15 min — “Show what you would do to bring a colleague into this new workspace. What do you expect to happen for them?” Closing: 5 min. Buffer: 5 min.

Observation cue: Listen for the participant’s explanation of the invitation’s next step. No sessions have been conducted or moderated; no findings are reported.