This commit is contained in:
admin
8
onboarding-cro/.skillshare-meta.json
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8
onboarding-cro/.skillshare-meta.json
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{
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"source": "github.com/coreyhaines31/marketingskills/tree/main/skills/onboarding-cro",
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"type": "github-subdir",
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"installed_at": "2026-01-30T02:23:35.552005974Z",
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"repo_url": "https://github.com/coreyhaines31/marketingskills.git",
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"subdir": "skills/onboarding-cro",
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"version": "a04cb61"
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}
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219
onboarding-cro/SKILL.md
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219
onboarding-cro/SKILL.md
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---
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name: onboarding-cro
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version: 1.0.0
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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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**Check for product marketing context first:**
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If `.claude/product-marketing-context.md` exists, read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
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Before providing recommendations, understand:
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1. **Product Context** - What type of product? B2B or B2C? Core value proposition?
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2. **Activation Definition** - What's the "aha moment"? What action indicates a user "gets it"?
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3. **Current State** - What happens after signup? Where do users 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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Remove every step between signup and experiencing core value.
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### 2. One Goal Per Session
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Focus first session on one successful outcome. Save advanced features for later.
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### 3. Do, Don't Show
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Interactive > Tutorial. Doing the thing > Learning about the thing.
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### 4. Progress Creates Motivation
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Show advancement. Celebrate completions. 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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**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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- 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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| Approach | Best For | Risk |
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|----------|----------|------|
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| Product-first | Simple products, B2C, mobile | Blank slate overwhelm |
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| Guided setup | Products needing personalization | Adds friction before value |
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| Value-first | Products with demo data | 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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### 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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### Tooltips and Guided Tours
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**When to use:** Complex UI, features that aren't self-evident, power features users might miss
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**Best practices:**
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- Max 3-5 steps per tour
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- Dismissable at any time
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- Don't repeat for returning users
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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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**Email should:**
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- Reinforce in-app actions, not duplicate them
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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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---
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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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### Re-engagement Tactics
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1. **Email sequence** - Reminder of value, address blockers, offer help
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2. **In-app recovery** - Welcome back, pick up where left off
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3. **Human touch** - For high-value accounts, personal outreach
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---
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## Measurement
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### Key Metrics
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| Metric | Description |
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|--------|-------------|
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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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### 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: Finding → Impact → Recommendation → Priority
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### Onboarding Flow Design
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- Activation goal
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- Step-by-step flow
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- Checklist items (if applicable)
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- Empty state copy
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- Email sequence triggers
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- Metrics plan
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---
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## Common Patterns by Product Type
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| Product Type | Key Steps |
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|--------------|-----------|
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| B2B SaaS | Setup wizard → First value action → Team invite → Deep setup |
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| Marketplace | Complete profile → Browse → First transaction → Repeat loop |
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| Mobile App | Permissions → Quick win → Push setup → Habit loop |
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| Content Platform | Follow/customize → Consume → Create → Engage |
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---
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## Experiment Ideas
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When recommending experiments, consider tests for:
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- Flow simplification (step count, ordering)
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- Progress and motivation mechanics
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- Personalization by role or goal
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- Support and help availability
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**For comprehensive experiment ideas**: See [references/experiments.md](references/experiments.md)
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---
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## Task-Specific Questions
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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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onboarding-cro/references/experiments.md
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onboarding-cro/references/experiments.md
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# Onboarding Experiment Ideas
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Comprehensive list of A/B tests and experiments for user onboarding and activation.
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## Flow Simplification Experiments
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### Reduce Friction
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| Test | Hypothesis |
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|------|------------|
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| Email verification timing | During vs. after onboarding |
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| Empty states vs. dummy data | Pre-populated examples |
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| Pre-filled templates | Accelerate setup with templates |
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| OAuth options | Faster account linking |
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| Required step count | Fewer required steps |
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| Optional vs. required fields | Minimize requirements |
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| Skip options | Allow bypassing non-critical steps |
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### Step Sequencing
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| Test | Hypothesis |
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|------|------------|
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| Step ordering | Test different sequences |
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| Value-first ordering | Highest-value features first |
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| Friction placement | Move hard steps later |
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| Required vs. optional balance | Ratio of required steps |
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| Single vs. branching paths | One path vs. personalized |
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| Quick start vs. full setup | Minimal path to value |
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### Progress & Motivation
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| Test | Hypothesis |
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|------|------------|
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| Progress bars | Show completion percentage |
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| Checklist length | 3-5 items vs. 5-7 items |
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| Gamification | Badges, rewards, achievements |
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| Completion messaging | "X% complete" visibility |
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| Starting point | Begin at 20% vs. 0% |
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| Celebration moments | Acknowledge completions |
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---
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## Guided Experience Experiments
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### Product Tours
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| Test | Hypothesis |
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|------|------------|
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| Interactive tours | Tools like Navattic, Storylane |
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| Tooltip vs. modal guidance | Subtle vs. attention-grabbing |
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| Video tutorials | For complex workflows |
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| Self-paced vs. guided | User control vs. structured |
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| Tour length | Shorter vs. comprehensive |
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| Tour triggering | Automatic vs. user-initiated |
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### CTA Optimization
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| Test | Hypothesis |
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|------|------------|
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| CTA text variations | Action-oriented copy testing |
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| CTA placement | Position within screens |
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| In-app tooltips | Feature discovery prompts |
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| Sticky CTAs | Persist during onboarding |
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| CTA contrast | Visual prominence |
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| Secondary CTAs | "Learn more" vs. primary only |
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### UI Guidance
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| Test | Hypothesis |
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|------|------------|
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| Hotspot highlights | Draw attention to key features |
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| Coachmarks | Contextual tips |
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| Feature announcements | New feature discovery |
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| Contextual help | Help where users need it |
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| Search vs. guided | Self-service vs. directed |
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---
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## Personalization Experiments
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### User Segmentation
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| Test | Hypothesis |
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|------|------------|
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| Role-based onboarding | Different paths by role |
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| Goal-based paths | Customize by stated goal |
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| Role-specific dashboards | Relevant default views |
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| Use-case question | Personalize based on answer |
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| Industry-specific paths | Vertical customization |
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| Experience-based | Beginner vs. expert paths |
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### Dynamic Content
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| Test | Hypothesis |
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|------|------------|
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| Personalized welcome | Name, company, role |
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| Industry examples | Relevant use cases |
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| Dynamic recommendations | Based on user answers |
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| Template suggestions | Pre-filled for segment |
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| Feature highlighting | Relevant to stated goals |
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| Benchmark data | Industry-specific metrics |
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---
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## Quick Wins & Engagement Experiments
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### Time-to-Value
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| Test | Hypothesis |
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|------|------------|
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| First quick win | "Complete your first X" |
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| Success messages | After key actions |
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| Progress celebrations | Milestone moments |
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| Next step suggestions | After each completion |
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| Value demonstration | Show what they achieved |
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| Outcome preview | What success looks like |
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### Motivation Mechanics
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| Test | Hypothesis |
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|------|------------|
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| Achievement badges | Gamification elements |
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| Streaks | Consecutive day engagement |
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| Leaderboards | Social comparison (if appropriate) |
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| Rewards | Incentives for completion |
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| Unlock mechanics | Features revealed progressively |
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### Support & Help
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| Test | Hypothesis |
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|------|------------|
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| Free onboarding calls | For complex products |
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| Contextual help | Throughout onboarding |
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| Chat support | Availability during onboarding |
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| Proactive outreach | For stuck users |
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| Self-service resources | Help docs, videos |
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| Community access | Peer support early |
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---
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## Email & Multi-Channel Experiments
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### Onboarding Emails
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| Test | Hypothesis |
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|------|------------|
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| Founder welcome email | Personal vs. generic |
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| Behavior-based triggers | Action/inaction based |
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| Email timing | Immediate vs. delayed |
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| Email frequency | More vs. fewer touches |
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| Quick tips format | Short actionable content |
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| Video in email | More engaging format |
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### Email Content
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| Test | Hypothesis |
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|------|------------|
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| Subject lines | Open rate optimization |
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| Personalization depth | Name vs. behavior-based |
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| CTA prominence | Single clear action |
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| Social proof inclusion | Testimonials in email |
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| Urgency messaging | Trial reminders |
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| Plain text vs. designed | Format testing |
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### Feedback Loops
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| Test | Hypothesis |
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|------|------------|
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| NPS during onboarding | When to ask |
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| Blocking question | "What's stopping you?" |
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| NPS follow-up | Actions based on score |
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| In-app feedback | Thumbs up/down on features |
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| Survey timing | When to request feedback |
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| Feedback incentives | Reward for completing |
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---
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## Re-engagement Experiments
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### Stalled User Recovery
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| Test | Hypothesis |
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|------|------------|
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| Re-engagement email timing | When to send |
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| Personal outreach | Human vs. automated |
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| Simplified path | Reduced steps for returners |
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| Incentive offers | Discount or extended trial |
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| Problem identification | Ask what's blocking |
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| Demo offer | Live walkthrough |
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### Return Experience
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| Test | Hypothesis |
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|------|------------|
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| Welcome back message | Acknowledge return |
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| Progress resume | Pick up where left off |
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| Changed state | What happened while away |
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| Re-onboarding | Fresh start option |
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| Urgency messaging | Trial time remaining |
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---
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## Technical & UX Experiments
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### Performance
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| Test | Hypothesis |
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|------|------------|
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| Load time optimization | Faster = higher completion |
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| Progressive loading | Perceived performance |
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| Offline capability | Mobile experience |
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| Error handling | Graceful failure recovery |
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### Mobile Onboarding
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| Test | Hypothesis |
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|------|------------|
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| Touch targets | Size and spacing |
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| Swipe navigation | Mobile-native patterns |
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| Screen count | Fewer screens needed |
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| Input optimization | Mobile-friendly forms |
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| Permission timing | When to ask |
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### Accessibility
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| Test | Hypothesis |
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|------|------------|
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| Screen reader support | Accessibility impact |
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| Keyboard navigation | Non-mouse users |
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| Color contrast | Visibility |
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| Font sizing | Readability |
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---
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## Metrics to Track
|
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For all experiments, measure:
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| Metric | Description |
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|--------|-------------|
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| Activation rate | % reaching activation event |
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| Time to activation | Hours/days to first value |
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| Step completion rate | % completing each step |
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| Drop-off points | Where users abandon |
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| Return rate | Users who come back |
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| Day 1/7/30 retention | Engagement over time |
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| Feature adoption | Which features get used |
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| Support requests | Volume during onboarding |
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Reference in New Issue
Block a user