Onboarding

Onboarding CRO

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.

Initial Assessment

Check for product marketing context first: If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

Before providing recommendations, understand:

1. Product Context - What type of product? B2B or B2C? Core value proposition?
2. Activation Definition - What's the "aha moment"? What action indicates a user "gets it"?
3. Current State - What happens after signup? Where do users drop off?

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Core Principles

1. Time-to-Value Is Everything

Remove every step between signup and experiencing core value. Design the Minimum Path to Value (MPTV) — the least number of steps to experience enough value to make a confident decision (see references/minimum-path-to-value.md).

2. One Goal Per Session

Focus first session on one successful outcome. Save advanced features for later.

3. Do, Don't Show

Interactive > Tutorial. Doing the thing > Learning about the thing.

4. Progress Creates Motivation

Show advancement. Celebrate completions. Make the path visible. (See onboarding psychology below for the mechanisms.)

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Onboarding Psychology

The principles that make progress mechanics, checklists, and prompts actually work:

• Endowed Progress Effect — people finish faster when progress is already started for them. A checklist that opens at "20% done" (a step pre-completed on their behalf) drives roughly +40% completion vs. starting at 0%. Give users a head start, don't make them start from nothing.
• Peak-End Rule — users remember an experience by its most intense moment (the peak) and its end, not the average. Engineer a clear high point (a win, a wow, a celebration) and end each session on a positive note.
• Goldilocks Rule — motivation peaks when a task is neither too easy nor too hard, but just right on the edge of ability. Tune early steps so they're achievable but not trivial.
• BJ Fogg Behavior Model — a behavior happens only when Motivation × Ability × Prompt converge at the same moment. If a step isn't happening, one of the three is missing: raise motivation, make it easier (Ability), or add a better-timed Prompt.
• Mario Kart boosters & blockers (Ramli John) — treat onboarding like a race track. Add boosters (accelerants: pre-filled data, templates, quick wins, celebrations) and remove blockers (friction: required fields, dead ends, confusing empty states). Speed users toward value and clear obstacles from the lane.

Onboarding Toolkit (10 Components)

The components you assemble an onboarding experience from. Use the fewest that reach value:

Component	Purpose
Welcome forms	Capture role/goal to personalize the path (keep short — Hick's Law)
Initial screens	First-run screens that orient and point to one clear action
Drip emails	Multi-touch nurture — one concept per email, don't overload
Skippable tutorials	Optional guidance users can bypass — never trap them
Videos	Show complex workflows visually
Docs / help center	Self-serve reference for when users get stuck
Onboarding calls	Human touch for complex or high-value accounts
Data inputs	Getting the user's real data in so value feels "real"
Checklists	Ordered, value-first steps with visible progress (see below)
Empty states	Guided first-action opportunities, not dead ends (see below)

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Defining Activation

Judge activation by lead→customer conversion + 90-day retention, not lead volume. More signups mean nothing if they don't convert and stick.

Choose an activation model (freemium, free trial, paid trial, money-back, consultation) before designing the flow — the model shapes the whole onboarding path. See references/activation-models.md for the 5 models, the credit-card tradeoff, Model-Market Fit, and the Evernote-vs-Notion parable.

Find Your Aha Moment

The action that correlates most strongly with retention:

• What do retained users do that churned users don't?
• What's the earliest indicator of future engagement?

Examples by product type:

• Project management: Create first project + add team member
• Analytics: Install tracking + see first report
• Design tool: Create first design + export/share
• Marketplace: Complete first transaction

Activation Metrics

• % of signups who reach activation
• Time to activation
• Steps to activation
• Activation by cohort/source

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Onboarding Flow Design

Immediate Post-Signup (First 30 Seconds)

Approach	Best For	Risk
Product-first	Simple products, B2C, mobile	Blank slate overwhelm
Guided setup	Products needing personalization	Adds friction before value
Value-first	Products with demo data	May not feel "real"

Whatever you choose:

• Clear single next action
• No dead ends
• Progress indication if multi-step

Onboarding Checklist Pattern

When to use:

• Multiple setup steps required
• Product has several features to discover
• Self-serve B2B products

Best practices:

• 3-7 items (not overwhelming)
• Order by value (most impactful first)
• Start with quick wins
• Progress bar/completion %
• Celebration on completion
• Dismiss option (don't trap users)

Empty States

Empty states are onboarding opportunities, not dead ends.

Good empty state:

• Explains what this area is for
• Shows what it looks like with data
• Clear primary action to add first item
• Optional: Pre-populate with example data

Tooltips and Guided Tours

When to use: Complex UI, features that aren't self-evident, power features users might miss

Best practices:

• Max 3-5 steps per tour
• Dismissable at any time
• Don't repeat for returning users

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Multi-Channel Onboarding

Email + In-App Coordination

Trigger-based emails:

• Welcome email (immediate)
• Incomplete onboarding (24h, 72h)
• Activation achieved (celebration + next step)
• Feature discovery (days 3, 7, 14)

Email should:

• Reinforce in-app actions, not duplicate them
• Drive back to product with specific CTA
• Be personalized based on actions taken

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Handling Stalled Users

Detection

Define "stalled" criteria (X days inactive, incomplete setup)

Re-engagement Tactics

1. Email sequence - Reminder of value, address blockers, offer help
2. In-app recovery - Welcome back, pick up where left off
3. Human touch - For high-value accounts, personal outreach

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Measurement

Key Metrics

Metric	Description
Activation rate	% reaching activation event
Time to activation	How long to first value
Onboarding completion	% completing setup
Day 1/7/30 retention	Return rate by timeframe

Funnel Analysis

Track drop-off at each step:

Signup → Step 1 → Step 2 → Activation → Retention
100%      80%       60%       40%         25%

Identify biggest drops and focus there.

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Output Format

Onboarding Audit

For each issue: Finding → Impact → Recommendation → Priority

Onboarding Flow Design

• Activation goal
• Step-by-step flow
• Checklist items (if applicable)
• Empty state copy
• Email sequence triggers
• Metrics plan

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Common Patterns by Product Type

Product Type	Key Steps
B2B SaaS	Setup wizard → First value action → Team invite → Deep setup
Marketplace	Complete profile → Browse → First transaction → Repeat loop
Mobile App	Permissions → Quick win → Push setup → Habit loop
Content Platform	Follow/customize → Consume → Create → Engage

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Experiment Ideas

When recommending experiments, consider tests for:

• Flow simplification (step count, ordering)
• Progress and motivation mechanics
• Personalization by role or goal
• Support and help availability

For comprehensive experiment ideas: See references/experiments.md

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References

• references/minimum-path-to-value.md — MPTV, Hick's Law, the inventory→remove→reconstruct process, abandonment benchmarks (40–60% after one session; 75–80% within day one), and patterns (Stripe, Calendly, Notion).
• references/activation-models.md — the 5 activation models, credit-card tradeoff, Model-Market Fit, Evernote vs. Notion.
• references/experiments.md — comprehensive A/B test and experiment ideas.

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Task-Specific Questions

1. What action most correlates with retention?
2. What happens immediately after signup?
3. Where do users currently drop off?
4. What's your activation rate target?
5. Do you have cohort analysis on successful vs. churned users?

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Related Skills

• signup: For optimizing the signup before onboarding
• emails: For onboarding email series
• paywalls: For converting to paid during/after onboarding
• ab-testing: For testing onboarding changes