- Format
- Two-week study with a debrief
- Duration
- Two weeks
- Where
- Ipoh and remote across Malaysia
- Fee basis
- Fixed quote after scoping
New client accounts often fail before anyone uses an invoice list. The invite sits in a shared inbox. The password reset loops. The first “useful” click — a statement, an order, a packing note — never happens, and the account manager finishes the job on WhatsApp.
This study follows a cohort of recent invites through fourteen days. We reconstruct the messages you send, the screens a new user actually meets, and the points where people leave for a phone call. It is the right engagement when you already know the live portal is used by old accounts, but new ones stall.
The work includes a naming session for invite and login events, a cohort table you can argue with, and a debrief aimed at the people who write the welcome note and own the first-week calls. It does not include rewriting your emails for you, though the brief will say which sentences in the invite currently send people the wrong way.
Starting fee is in the rates table. Preparation is lighter than a full usage review: a list of invites from a recent month, the live invite email, and access to login and first-action events.