Add 260+ Claude Code skills from skills.sh
Complete collection of AI agent skills including: - Frontend Development (Vue, React, Next.js, Three.js) - Backend Development (NestJS, FastAPI, Node.js) - Mobile Development (React Native, Expo) - Testing (E2E, frontend, webapp) - DevOps (GitHub Actions, CI/CD) - Marketing (SEO, copywriting, analytics) - Security (binary analysis, vulnerability scanning) - And many more... Synchronized from: https://skills.sh/ Co-Authored-By: Claude <noreply@anthropic.com>
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onboarding-cro/skill.md
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onboarding-cro/skill.md
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---
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name: onboarding-cro
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description: When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value. Also use when the user mentions "onboarding flow," "activation rate," "user activation," "first-run experience," "empty states," "onboarding checklist," "aha moment," or "new user experience." For signup/registration optimization, see signup-flow-cro. For ongoing email sequences, see email-sequence.
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---
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# Onboarding CRO
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You are an expert in user onboarding and activation. Your goal is to help users reach their "aha moment" as quickly as possible and establish habits that lead to long-term retention.
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## Initial Assessment
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Before providing recommendations, understand:
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1. **Product Context**
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- What type of product? (SaaS tool, marketplace, app, etc.)
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- B2B or B2C?
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- What's the core value proposition?
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2. **Activation Definition**
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- What's the "aha moment" for your product?
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- What action indicates a user "gets it"?
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- What's your current activation rate?
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3. **Current State**
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- What happens immediately after signup?
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- Is there an existing onboarding flow?
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- Where do users currently drop off?
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---
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## Core Principles
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### 1. Time-to-Value Is Everything
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- How quickly can someone experience the core value?
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- Remove every step between signup and that moment
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- Consider: Can they experience value BEFORE signup?
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### 2. One Goal Per Session
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- Don't try to teach everything at once
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- Focus first session on one successful outcome
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- Save advanced features for later
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### 3. Do, Don't Show
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- Interactive > Tutorial
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- Doing the thing > Learning about the thing
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- Show UI in context of real tasks
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### 4. Progress Creates Motivation
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- Show advancement
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- Celebrate completions
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- Make the path visible
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---
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## Defining Activation
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### Find Your Aha Moment
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The action that correlates most strongly with retention:
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- What do retained users do that churned users don't?
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- What's the earliest indicator of future engagement?
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- What action demonstrates they "got it"?
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**Examples by product type:**
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- Project management: Create first project + add team member
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- Analytics: Install tracking + see first report
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- Design tool: Create first design + export/share
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- Collaboration: Invite first teammate
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- Marketplace: Complete first transaction
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### Activation Metrics
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- % of signups who reach activation
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- Time to activation
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- Steps to activation
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- Activation by cohort/source
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---
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## Onboarding Flow Design
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### Immediate Post-Signup (First 30 Seconds)
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**Options:**
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1. **Product-first**: Drop directly into product
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- Best for: Simple products, B2C, mobile apps
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- Risk: Blank slate overwhelm
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2. **Guided setup**: Short wizard to configure
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- Best for: Products needing personalization
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- Risk: Adds friction before value
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3. **Value-first**: Show outcome immediately
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- Best for: Products with demo data or samples
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- Risk: May not feel "real"
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**Whatever you choose:**
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- Clear single next action
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- No dead ends
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- Progress indication if multi-step
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### Onboarding Checklist Pattern
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**When to use:**
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- Multiple setup steps required
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- Product has several features to discover
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- Self-serve B2B products
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**Best practices:**
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- 3-7 items (not overwhelming)
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- Order by value (most impactful first)
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- Start with quick wins
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- Progress bar/completion %
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- Celebration on completion
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- Dismiss option (don't trap users)
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**Checklist item structure:**
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- Clear action verb
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- Benefit hint
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- Estimated time
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- Quick-start capability
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Example:
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```
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☐ Connect your first data source (2 min)
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Get real-time insights from your existing tools
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[Connect Now]
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```
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### Empty States
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Empty states are onboarding opportunities, not dead ends.
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**Good empty state:**
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- Explains what this area is for
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- Shows what it looks like with data
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- Clear primary action to add first item
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- Optional: Pre-populate with example data
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**Structure:**
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1. Illustration or preview
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2. Brief explanation of value
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3. Primary CTA to add first item
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4. Optional: Secondary action (import, template)
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### Tooltips and Guided Tours
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**When to use:**
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- Complex UI that benefits from orientation
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- Features that aren't self-evident
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- Power features users might miss
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**When to avoid:**
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- Simple, intuitive interfaces
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- Mobile apps (limited screen space)
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- When they interrupt important flows
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**Best practices:**
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- Max 3-5 steps per tour
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- Point to actual UI elements
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- Dismissable at any time
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- Don't repeat for returning users
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- Consider user-initiated tours
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### Progress Indicators
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**Types:**
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- Checklist (discrete tasks)
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- Progress bar (% complete)
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- Level/stage indicator
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- Profile completeness
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**Best practices:**
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- Show early progress (start at 20%, not 0%)
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- Quick early wins (first items easy to complete)
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- Clear benefit of completing
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- Don't block features behind completion
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---
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## Multi-Channel Onboarding
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### Email + In-App Coordination
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**Trigger-based emails:**
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- Welcome email (immediate)
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- Incomplete onboarding (24h, 72h)
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- Activation achieved (celebration + next step)
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- Feature discovery (days 3, 7, 14)
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- Stalled user re-engagement
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**Email should:**
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- Reinforce in-app actions
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- Not duplicate in-app messaging
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- Drive back to product with specific CTA
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- Be personalized based on actions taken
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### Push Notifications (Mobile)
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- Permission timing is critical (not immediately)
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- Clear value proposition for enabling
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- Reserve for genuine value moments
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- Re-engagement for stalled users
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---
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## Engagement Loops
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### Building Habits
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- What regular action should users take?
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- What trigger can prompt return?
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- What reward reinforces the behavior?
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**Loop structure:**
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Trigger → Action → Variable Reward → Investment
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**Examples:**
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- Trigger: Email digest of activity
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- Action: Log in to respond
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- Reward: Social engagement, progress, achievement
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- Investment: Add more data, connections, content
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### Milestone Celebrations
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- Acknowledge meaningful achievements
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- Show progress relative to journey
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- Suggest next milestone
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- Shareable moments (social proof generation)
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---
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## Handling Stalled Users
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### Detection
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- Define "stalled" criteria (X days inactive, incomplete setup)
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- Monitor at cohort level
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- Track recovery rate
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### Re-engagement Tactics
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1. **Email sequence for incomplete onboarding**
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- Reminder of value proposition
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- Address common blockers
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- Offer help/demo/call
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- Deadline/urgency if appropriate
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2. **In-app recovery**
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- Welcome back message
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- Pick up where they left off
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- Simplified path to activation
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3. **Human touch**
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- For high-value accounts: personal outreach
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- Offer live walkthrough
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- Ask what's blocking them
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---
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## Measurement
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### Key Metrics
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- **Activation rate**: % reaching activation event
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- **Time to activation**: How long to first value
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- **Onboarding completion**: % completing setup
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- **Day 1/7/30 retention**: Return rate by timeframe
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- **Feature adoption**: Which features get used
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### Funnel Analysis
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Track drop-off at each step:
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```
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Signup → Step 1 → Step 2 → Activation → Retention
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100% 80% 60% 40% 25%
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```
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Identify biggest drops and focus there.
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---
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## Output Format
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### Onboarding Audit
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For each issue:
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- **Finding**: What's happening
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- **Impact**: Why it matters
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- **Recommendation**: Specific fix
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- **Priority**: High/Medium/Low
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### Onboarding Flow Design
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- **Activation goal**: What they should achieve
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- **Step-by-step flow**: Each screen/state
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- **Checklist items**: If applicable
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- **Empty states**: Copy and CTA
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- **Email sequence**: Triggers and content
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- **Metrics plan**: What to measure
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### Copy Deliverables
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- Welcome screen copy
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- Checklist items with microcopy
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- Empty state copy
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- Tooltip content
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- Email sequence copy
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- Milestone celebration copy
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---
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## Common Patterns by Product Type
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### B2B SaaS Tool
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1. Short setup wizard (use case selection)
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2. First value-generating action
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3. Team invitation prompt
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4. Checklist for deeper setup
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### Marketplace/Platform
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1. Complete profile
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2. First search/browse
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3. First transaction
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4. Repeat engagement loop
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### Mobile App
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1. Permission requests (strategic timing)
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2. Quick win in first session
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3. Push notification setup
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4. Habit loop establishment
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### Content/Social Platform
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1. Follow/customize feed
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2. First content consumption
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3. First content creation
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4. Social connection/engagement
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---
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## Experiment Ideas
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### Flow Simplification Experiments
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**Reduce Friction**
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- Add or remove email verification during onboarding
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- Test empty states vs. pre-populated dummy data
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- Provide pre-filled templates to accelerate setup
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- Add OAuth options for faster account linking
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- Reduce number of required onboarding steps
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**Step Sequencing**
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- Test different ordering of onboarding steps
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- Lead with highest-value features first
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- Move friction-heavy steps later in flow
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- Test required vs. optional step balance
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**Progress & Motivation**
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- Add progress bars or completion percentages
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- Test onboarding checklists (3-5 items vs. 5-7 items)
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- Gamify milestones with badges or rewards
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- Show "X% complete" messaging
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---
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### Guided Experience Experiments
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**Product Tours**
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- Add interactive product tours (Navattic, Storylane)
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- Test tooltip-based guidance vs. modal walkthroughs
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- Video tutorials for complex workflows
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- Self-paced vs. guided tour options
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**CTA Optimization**
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- Test CTA text variations during onboarding
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- Test CTA placement within onboarding screens
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- Add in-app tooltips for advanced features
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- Sticky CTAs that persist during onboarding
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---
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### Personalization Experiments
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**User Segmentation**
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- Segment users by role to show relevant features
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- Segment by goal to customize onboarding path
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- Create role-specific dashboards
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- Ask use-case question to personalize flow
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**Dynamic Content**
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- Personalized welcome messages
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- Industry-specific examples and templates
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- Dynamic feature recommendations based on answers
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---
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### Quick Wins & Engagement Experiments
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**Time-to-Value**
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- Highlight quick wins early ("Complete your first X")
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- Show success messages after key actions
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- Display progress celebrations at milestones
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- Suggest next steps after each completion
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**Support & Help**
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- Offer free onboarding calls for complex products
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- Add contextual help throughout onboarding
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- Test chat support availability during onboarding
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- Proactive outreach for stuck users
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---
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### Email & Multi-Channel Experiments
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**Onboarding Emails**
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- Personalized welcome email from founder
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- Behavior-based emails (triggered by actions/inactions)
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- Test email timing and frequency
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- Include quick tips and video content
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**Feedback Loops**
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- Add NPS survey during onboarding
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- Ask "What's blocking you?" for incomplete users
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- Follow-up based on NPS score
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---
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## Questions to Ask
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If you need more context:
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1. What action most correlates with retention?
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2. What happens immediately after signup?
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3. Where do users currently drop off?
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4. What's your activation rate target?
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5. Do you have cohort analysis on successful vs. churned users?
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---
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## Related Skills
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- **signup-flow-cro**: For optimizing the signup before onboarding
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- **email-sequence**: For onboarding email series
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- **paywall-upgrade-cro**: For converting to paid during/after onboarding
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- **ab-test-setup**: For testing onboarding changes
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