IntermediateSITUATIONAL
You are given a cross‑functional project with an ambiguous goal statement like: “Improve our customer onboarding experience.” How would you structure your first two weeks—what specific steps would you take to clarify objectives, identify stakeholders, and propose an initial plan?
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General

Sample Answer

In week one, I’d clarify objectives and current baseline. I’d run a 60–90 minute kickoff with product, CS, sales, and ops to align on a concrete goal (e.g., cut time-to-first-value from 21 to 10 days and reduce onboarding‑related churn from 8% to 5% in two quarters). I’d review existing data in tools like Salesforce, HubSpot, Mixpanel, and NPS/CSAT surveys, plus listen to 10–15 Gong/Zoom calls. In parallel, I’d map the current onboarding journey in Miro and identify key friction points. Week two, I’d run 3–4 short stakeholder interviews and 5–7 quick customer calls, then propose a 60–90 day roadmap: 2–3 low‑lift experiments (e.g., in‑app walkthrough using Pendo, revised email sequence via Customer.io) with clear KPIs, owners, and a weekly review cadence.

Keywords

Define measurable targets for onboarding (time-to-value, churn, CSAT)Rapid discovery using data tools (CRM, product analytics, call recordings)Journey mapping and stakeholder/customer interviewsDeliver a 60–90 day experiment-based roadmap with KPIs and owners
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