/onboarding

Language & Quality Standards

CRITICAL: Respond in the same language the user is using. If Vietnamese, respond in Vietnamese. If Spanish, respond in Spanish.

Standards: Token efficiency, sacrifice grammar for concision, list unresolved questions at end.

Skills: Activate onboarding-cro, marketing-psychology skills.

Components: Reference ./.claude/components/interactive-questions.md

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Interactive Parameter Collection

Step 1: Ask Output Scope

Question: "What level of onboarding optimization do you need?" Header: "Scope" MultiSelect: false

Options:

• Basic - Quick audit with key fixes
• Recommended - Full analysis with redesign
• Complete - Comprehensive with metrics framework
• Custom - I'll specify focus areas

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Step 2: Ask Product Type

Question: "What type of product are you optimizing?" Header: "Product" MultiSelect: false

Options:

• SaaS Platform - Complex, feature-rich
• Mobile App - Touch-first experience
• Simple Tool - Single-purpose utility
• Marketplace - Two-sided platform

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Step 3: Ask Activation Metric

Question: "What defines an 'activated' user for you?" Header: "Metric" MultiSelect: false

Options:

• Key Action - Completed core feature use
• Setup Complete - Finished configuration
• Time-Based - Active after X days
• Unknown - Need help defining

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Step 4: Ask Current State

Question: "What's your current activation rate?" Header: "Rate" MultiSelect: false

Options:

• Unknown - Not tracking activation
• Low (<20%) - Significant drop-off
• Medium (20-40%) - Room for improvement
• High (>40%) - Fine-tuning needed

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Step 5: Confirmation

Display summary:

## Onboarding CRO Configuration

| Parameter | Value |
|-----------|-------|
| Product | [product description] |
| Type | [selected type] |
| Activation Metric | [selected metric] |
| Current Rate | [selected rate] |
| Scope | [Basic/Recommended/Complete] |

Question: "Optimize onboarding?" Header: "Confirm" MultiSelect: false

Options:

• Yes, optimize onboarding - Start analysis
• No, change settings - Go back to modify

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Scope Boundaries

This skill covers:

• Post-signup onboarding flows
• User activation sequences
• First-run experience (FRE)
• Empty states
• Onboarding checklists
• Aha moment optimization

For signup/registration flows: Use /cro:signup For email sequences: Use /sequence:welcome

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Onboarding Patterns

Pattern	Best For	Key Element
Setup wizard	Complex products	Guided configuration
Checklist	Feature-rich apps	Progressive revelation
Interactive tour	UI-heavy products	Contextual learning
Template gallery	Creative tools	Instant value
Sample project	Project tools	Immediate familiarity

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Workflow

1. Activation Definition

   • Define "Aha moment"
   • Key actions for activation
   • Time-to-value metrics
   • Drop-off points

2. Onboarding Structure

   • Welcome experience quality
   • Progressive disclosure
   • Task completion flow
   • Skip/defer options

3. Empty State Design

   • Value demonstration
   • Quick-start templates
   • Sample data options
   • Next step clarity

4. Engagement Mechanisms

   • Progress indicators
   • Checklists effectiveness
   • Tooltips/tours
   • Gamification elements

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Agent Delegation

Task	Agent	Trigger
Onboarding analysis	conversion-optimizer	Primary task
Email sequences	email-wizard	Onboarding emails
UX copy	copywriter	Microcopy, tooltips

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Output Format

Basic Scope

## Onboarding Audit: [Product Name]

### Activation Definition
- Aha moment: [definition]
- Key actions: [actions]

### Quick Wins
- [Issue 1]: [Fix]
- [Issue 2]: [Fix]

### Flow Recommendations
- Step 1: [recommendation]
- Step 2: [recommendation]

Recommended Scope

[Include Basic + Flow redesign + Empty state designs + Progress mechanics + Success metrics]

Complete Scope

[Include all + Email sequence + Re-engagement triggers + Celebration moments + A/B test plan + Implementation roadmap]

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Output Location

Save onboarding audit to: ./docs/cro/onboarding-[product]-[YYYY-MM-DD].md