Pluggy × Dominio · live working session

Recovering the lost half.

Objective

By the end, we agree exactly where users drop off and pick 1–2 changes to test.

The job to be done

"When I open my ERP, I want to connect my bank once and trust it works, so I stop entering transactions by hand."

Phase 02 · predict before you reveal

Where do we lose the most people?

Don't show the data yet. Each person guesses. Tap a step every time someone calls it — let the room commit out loud.

click a step = +1 vote · shift-click = −1

Phase 03 · reveal one bar at a time

Reveal one bar, then ask "what do you notice?" before you say a word. Click a number to type Dominio's real value.

◆ Dominio · past 30 days · first attempt per (user × bank) · n=6,167

Phase 04 · who owns each step

Tap each step to reveal who renders it. The drop sits on a screen we don't draw — that's the whole reframe.

Dominio (ERP) Pluggy (the widget) Bank (not ours) User (their readiness)

The cliff is Confirm — the bank's screen, not ours to redesign. The one step we control right before it is Prepare. That is the lever.

"The biggest loss we can measure is on a screen we control. So what do we change first?"

Phase 05 · co-design

"How might we get the user ready and confident before the bank screen, so more push through?"

Run the brainstorming on the shared Excalidraw board so everyone sketches at once. Come back here to prioritize and commit.

Phase 06 · prioritize & commit

Impact × Effort — drag ideas in

▲ High impact Low impact ▼ ◀ Low effort High effort ▶ quick wins big bets

The 1–2 we commit to

Experiment	Owner	Metric	By when

Phase 07 · close

Restate the shared win — moving that ~50% up — and read back the experiments and their owners. Then capture the follow-up date and export.

"We agreed where users drop off, and we own the steps right before the cliff."

Follow-up date