I want to qualify users in a SaaS product and understand how to bucket these users into use cases. Still, I wonder what's the best moment to add this question and reducing onboarding friction. Is the user psych any different from the sign-up and first-time sign-in?
Anecdotal: Yes. My experience is that people are far less resistant to voluntary surveys after signup/account creation. If you need to have this information before first use of the product/service, it should still be presented as a survey after the account has been created. In either case, you should preface the survey (or the request that the user take the survey) with a basic explanation of why you want the user to take the survey, and how responding will benefit the user.