/onboarding-flow-optimizer

onboarding-flow-optimizer

Mission: Optimize the onboarding experience to reduce time-to-value, increase activation rates, and improve early retention (D1-D7). Design clear paths to the "aha moment" through checklists, product tours, educational content, and personalized onboarding flows.

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STEP 0: Pre-Generation Verification

Before generating the HTML output, verify all required data is collected:

Header & Score Banner

• {{BUSINESS_NAME}} - Company/product name
• {{DATE}} - Report generation date
• {{ACTIVATION_RATE}} - Current activation rate (e.g., "47%")
• {{TARGET_RATE}} - Target activation rate (e.g., "65%")
• {{TIME_TO_ACTIVATE}} - Median time to activate (e.g., "18h")
• {{CHECKLIST_STEPS}} - Number of onboarding steps (e.g., "5")
• {{D7_RETENTION}} - Day 7 retention rate (e.g., "52%")
• {{AHA_MOMENT}} - Short aha moment description (e.g., "First Task Completed")

Executive Summary

• {{EXECUTIVE_SUMMARY}} - 2-3 paragraph overview with key insights and interventions
• {{ACTIVATION_EVENT}} - Full activation event definition
• {{ACTIVATION_DESCRIPTION}} - Why this event represents the aha moment

Funnel Analysis

• {{FUNNEL_STEPS}} - 5+ funnel steps with users, conversion %, drop-off %
  • Each step: step name, bar width, user count, drop-off percentage

Onboarding Checklist

• {{CHECKLIST_STEPS}} - 3-5 numbered steps
  • Each step: title, reason (why it matters), time estimate

Product Tour

• {{TOUR_STEPS}} - 5-7 tour steps
  • Each step: number, title, highlight message, user action

Educational Content

• {{CONTENT_CARDS}} - 5-6 content types
  • Each card: icon, type label, description

Personalized Paths

• {{PATH_CARDS}} - 2-4 user segments
  • Each path: segment name, goal, 3-4 checklist steps

Email Sequence

• {{EMAIL_ITEMS}} - 5 emails (Day 0, 1, 3, 5, 7)
  • Each email: day label, subject line, body description

A/B Tests

• {{AB_TEST_CARDS}} - 3-4 A/B tests
  • Each test: name, metric, variant A, variant B

Charts

• {{FUNNEL_LABELS}} - JSON array of funnel step names
• {{FUNNEL_DATA}} - JSON array of conversion percentages
• {{TIME_LABELS}} - JSON array of time buckets (e.g., "<1 hour", "1-24 hours")
• {{TIME_DATA}} - JSON array of user percentages per bucket
• {{RETENTION_LABELS}} - JSON array of retention days (D0, D1, D3, D7, etc.)
• {{RETENTION_DATA}} - JSON array of retention percentages
• {{COHORT_LABELS}} - JSON array of cohort names (months)
• {{COHORT_DATA}} - JSON array of activation rates per cohort

Roadmap

• {{ROADMAP_PHASES}} - 3 phases (Foundation, Education, Optimize)
  • Each phase: name, timing, goal, 4-5 tasks

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STEP 1: Detect Previous Context

Ideal Context (All Present):

• metrics-dashboard-designer → Activation metrics, D1/D7 retention, time-to-activate
• customer-persona-builder → User segments, goals, pain points, skill levels
• product-positioning-expert → Value proposition, key features, success indicators
• retention-optimization-expert → Early churn data, D1-D7 retention by cohort

Partial Context (Some Present):

• metrics-dashboard-designer → Activation metrics available
• customer-persona-builder → User segmentation available
• product-positioning-expert → Value proposition available

No Context:

• None of the above skills were run

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STEP 2: Context-Adaptive Introduction

If Ideal Context:

I found outputs from metrics-dashboard-designer, customer-persona-builder, product-positioning-expert, and retention-optimization-expert.

I can reuse:

• Activation metrics (current activation rate: [X%], time-to-activate: [Y hours])
• User segments (Segment A, Segment B with different onboarding needs)
• Value proposition (core value: [X], key features: [Y, Z])
• Early retention data (D1 retention: [X%], D7 retention: [Y%])

Proceed with this data? [Yes/Start Fresh]

If Partial Context:

I found outputs from some upstream skills: [list which ones].

I can reuse: [list specific data available]

Proceed with this data, or start fresh?

If No Context:

No previous context detected.

I'll guide you through optimizing your onboarding flow from the ground up.

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STEP 3: Questions (One at a Time, Sequential)

Activation Definition & Current Performance

Question AD1: How do you define user activation?

Activation = "Aha Moment" (the moment a user experiences the core value of your product)

Examples:

• Slack: "Send 2,000 team messages"
• Dropbox: "Upload and share first file"
• Facebook: "Add 7 friends in 10 days"
• Canva: "Create and download first design"
• Notion: "Create first page and add content"
• Airbnb: "Complete first booking"

Your Activation Event: [e.g., "Create first project with 3+ tasks and invite 1 team member"]

Why this event?: [What value does the user experience at this moment?]

Alternative Metrics (if no single activation event):

• ☐ Feature Breadth: Used X out of Y core features
• ☐ Feature Depth: Used core feature X times
• ☐ Value Milestone: Achieved measurable result (e.g., "Sent first invoice", "Published first blog post")

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Question AD2: What is your current activation performance?

Activation Metrics:

• Activation Rate: [e.g., "42% of signups complete activation within 7 days"]
• Time to Activate: [e.g., "Median time: 12 hours from signup"]
• Activation by Cohort: [e.g., "January: 38%, February: 42%, March: 45%" — improving?]
• Activation by Segment:

Activation Funnel (signup → onboarding steps → activation):

Step	Users	Conversion	Drop-off
1. Signup completed	1,000	100%	—
2. Email verified	850	85%	15%
3. Profile completed	680	68%	17%
4. First action taken	510	51%	17%
5. Activated (aha moment)	420	42%	9%

Where is the biggest drop-off?: [Which step?]

Industry Benchmarks (for context):

• B2B SaaS: Activation rate 30-50%
• Consumer Apps: Activation rate 20-40%
• Productivity Tools: Activation rate 40-60%

Your Performance vs. Benchmark:

• Current Activation Rate: [X%]
• Benchmark: [Y%]
• Gap: [Z percentage points]

Target Activation Rate: [e.g., "60% within 90 days"]

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Onboarding Friction Analysis

Question FA1: Where do users get stuck during onboarding?

Drop-off Point Analysis (from funnel above):

Step	Drop-off	Why are users dropping off?	How to fix?
Signup → Email Verified	15%	[e.g., "Didn't receive email, went to spam"]	[e.g., "Improve email deliverability"]
Email → Profile Complete	17%	[e.g., "Too many fields, friction"]	[e.g., "Reduce required fields to 3"]
Profile → First Action	17%	[e.g., "Don't know what to do next"]	[e.g., "Add onboarding checklist"]
First Action → Activated	9%	[e.g., "Core feature too complicated"]	[e.g., "Add interactive product tour"]

Top 3 Friction Points:

1. [Friction Point 1] — [Impact: X% drop-off] — [Solution]
2. [Friction Point 2] — [Impact: X% drop-off] — [Solution]
3. [Friction Point 3] — [Impact: X% drop-off] — [Solution]

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Question FA2: How long does it take users to activate?

Time-to-Activate Distribution:

• <1 hour: [X%] (fast activators — ideal)
• 1-24 hours: [X%] (same-day activators)
• 1-7 days: [X%] (slow activators)
• 7+ days: [X%] (very slow, likely won't activate)

Median Time-to-Activate: [e.g., "12 hours"] Target Time-to-Activate: [e.g., "<1 hour for 50% of users"]

What delays activation?:

• ☐ Waiting for team members to join
• ☐ Waiting for data import to complete
• ☐ Learning curve (too complicated, need tutorials)
• ☐ Missing information (need to gather data before using product)
• ☐ Technical issues (bugs, slow load times)
• ☐ Other: [specify]

How to reduce time-to-activate:

1. [Action 1] — e.g., "Allow users to skip team invites and activate solo first"
2. [Action 2] — e.g., "Provide sample data so users can explore without importing"
3. [Action 3] — e.g., "Add quick-start video (2 minutes) to speed learning"

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Onboarding Checklist Design

Question OC1: What is your onboarding checklist?

Onboarding Checklist = A clear, step-by-step guide to activation

Best Practices:

• 3-5 steps (not 10+)
• Specific, actionable ("Create your first project", not "Explore features")
• Trackable progress (show "2 of 4 completed")
• Celebration on completion (confetti, badge, email)

Your Onboarding Checklist:

✅ Step 1: [e.g., "Complete your profile (name, company, role)"]

• Why it matters: [e.g., "Personalizes your experience"]
• Time to complete: [e.g., "30 seconds"]

✅ Step 2: [e.g., "Create your first project"]

• Why it matters: [e.g., "This is where you'll organize your work"]
• Time to complete: [e.g., "1 minute"]

✅ Step 3: [e.g., "Add 3 tasks to your project"]

• Why it matters: [e.g., "Experience how easy task management is"]
• Time to complete: [e.g., "2 minutes"]

✅ Step 4: [e.g., "Invite 1 team member" or "Connect your calendar"]

• Why it matters: [e.g., "Collaborate with your team" or "Sync your workflow"]
• Time to complete: [e.g., "1 minute"]

✅ Step 5: [e.g., "Mark your first task as complete"]

• Why it matters: [e.g., "Feel the satisfaction of progress"]
• Time to complete: [e.g., "10 seconds"]

Total Time to Complete Checklist: [e.g., "5 minutes"] Completion = Activation?: [Yes/No — does completing checklist = activation event?]

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Question OC2: How do you incentivize checklist completion?

Incentive Strategies:

1. Progress Bar (visual progress indicator)

   • "You're 60% done! Just 2 more steps"
   • Visual: ▓▓▓▓▓▓░░░░ (6/10 complete)

2. Gamification (points, badges, streaks)

   • "Complete onboarding to unlock power features"
   • "Earn your 'Getting Started' badge"

3. Social Proof (show what others did)

   • "95% of successful teams complete all 5 steps"
   • "Top users completed onboarding in under 5 minutes"

4. Reward on Completion (unlock feature, give credits, send swag)

   • "Complete onboarding to get 100 free credits"
   • "Finish setup and we'll mail you a T-shirt"

5. Email Nudges (reminder emails for incomplete steps)

   • Day 1: "You're 2 steps away from full setup"
   • Day 3: "Just 1 step left! Finish now"

Your Incentive Strategy (choose 2-3):

1. [Incentive 1] — e.g., "Progress bar with % complete"
2. [Incentive 2] — e.g., "Unlock power feature after completing checklist"
3. [Incentive 3] — e.g., "Email nudge on Day 1 and Day 3"

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Product Tour Design

Question PT1: Do you need a product tour?

Product Tour = Interactive walkthrough that guides users through key features

When to use product tours:

• ☐ Your product is complex (many features, steep learning curve)
• ☐ First-time users don't know where to start
• ☐ Activation requires using specific features in sequence
• ☐ You have multiple user personas with different use cases

When NOT to use product tours:

• ☐ Your product is self-explanatory (e.g., Google search)
• ☐ Users are experienced (e.g., developers, power users)
• ☐ Tour would interrupt critical workflows

Do you need a product tour?: [Yes/No]

If Yes: [Type of tour — full tour, feature-specific tour, or persona-based tour]

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Question PT2: What does your product tour cover?

Product Tour Structure (3-7 steps):

Step 1: Welcome & Goal

• Message: [e.g., "Welcome to [Product]! Let's get you set up in 2 minutes"]
• Goal: [e.g., "By the end, you'll have created your first project"]

Step 2: Core Feature 1

• Highlight: [e.g., "Project Dashboard — this is your command center"]
• Action: [e.g., "Click 'New Project' to get started"]
• Tooltip: [e.g., "All your projects will appear here"]

Step 3: Core Feature 2

• Highlight: [e.g., "Task List — add tasks to your project"]
• Action: [e.g., "Click 'Add Task' and type your first task"]
• Tooltip: [e.g., "Tasks can be assigned, prioritized, and tracked"]

Step 4: Core Feature 3

• Highlight: [e.g., "Collaboration — invite your team"]
• Action: [e.g., "Click 'Invite' and add your teammates"]
• Tooltip: [e.g., "Everyone can see updates in real-time"]

Step 5: Power Feature (optional)

• Highlight: [e.g., "Automation — save time with smart rules"]
• Action: [e.g., "Try creating your first automation"]
• Tooltip: [e.g., "Auto-assign tasks, send reminders, and more"]

Step 6: Completion & Next Steps

• Message: [e.g., "You're all set! Now go create something amazing"]
• CTA: [e.g., "Explore on your own" or "Start your first project"]

Tour Format:

• ☐ Tooltip Tour (tooltips appear over UI elements, user clicks through)
• ☐ Modal Tour (modal dialogs guide user step-by-step)
• ☐ Video Tour (2-minute video walkthrough)
• ☐ Interactive Demo (sandbox environment to practice without consequences)

Your Tour Format: [Choose 1-2]

Can users skip the tour?: [Yes/No — forced tour or optional?]

• Best practice: Always allow skipping, but track skip rate (high skip rate = tour isn't valuable)

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Educational Content & Help Resources

Question EC1: What educational content do you provide during onboarding?

Educational Content Types:

1. Tooltips (contextual help, appears on hover or click)

   • Example: "💡 Tip: Assign tasks to team members to track accountability"
   • When to show: First time user sees a feature

2. Empty States (helpful messages when there's no data yet)

   • Example: "No projects yet. Let's create your first one!"
   • CTA: [e.g., "Create Project" button]

3. Help Docs (knowledge base, FAQs, tutorials)

   • Organized by: Getting Started, Core Features, Advanced Features, Troubleshooting
   • Format: Text + screenshots, or video tutorials

4. Quick-Start Video (2-3 minute overview)

   • Shows: Core workflow from start to finish
   • Hosted: Embedded in app (YouTube, Vimeo, Loom)

5. Webinars / Live Onboarding Calls (for high-touch customers)

   • Frequency: [e.g., "Weekly live onboarding session, or 1-on-1 call for enterprise"]
   • Who leads: CSM, Product Specialist, or Founder

6. In-App Messages (contextual nudges at key moments)

   • Example: "Try adding a due date to your task to set a deadline"
   • Trigger: User creates task without due date

Your Educational Content (choose 3-5):

1. [Content Type 1] — e.g., "Tooltips for all core features"
2. [Content Type 2] — e.g., "Quick-start video (2 minutes)"
3. [Content Type 3] — e.g., "Help docs with screenshots"
4. [Content Type 4] — e.g., "Empty states with CTAs"
5. [Content Type 5] — e.g., "In-app messages for key moments"

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Question EC2: How do you measure content effectiveness?

Content Performance Metrics:

Content Type	Metric	Current	Target
Product Tour	Completion rate (% who finish tour)	X%	>70%
Tooltips	Click-through rate (% who click "Learn more")	X%	>20%
Quick-Start Video	View rate (% of new users who watch)	X%	>40%
Quick-Start Video	Watch time (% of video watched)	X%	>60%
Help Docs	Search rate (% of users who search docs)	X%	>10%
Help Docs	Deflection rate (% who find answer)	X%	>70%
Webinar	Attendance rate (% who sign up and attend)	X%	>50%

Feedback Mechanisms:

• ☐ "Was this helpful?" (thumbs up/down) on help docs
• ☐ "Did this answer your question?" after tooltip
• ☐ CSAT survey after webinar
• ☐ NPS survey after completing onboarding

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Personalized Onboarding Paths

Question PP1: Do different user segments need different onboarding experiences?

Personalization Triggers:

• ☐ By User Role: Marketer vs. Developer vs. Sales Rep
• ☐ By Company Size: Solo user vs. Small team vs. Enterprise
• ☐ By Use Case: Project Management vs. CRM vs. Content Planning
• ☐ By Experience Level: Beginner vs. Intermediate vs. Advanced
• ☐ By Acquisition Source: Organic vs. Paid vs. Referral

Do you need personalized onboarding?: [Yes/No]

If Yes: [How will you segment users? e.g., "Ask 'What's your role?' during signup"]

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Question PP2: What are your personalized onboarding paths?

Onboarding Path 1: [Segment Name — e.g., "Marketing Manager"]

• Goal: [e.g., "Create first content calendar"]
• Checklist:
  1. [Step 1] — e.g., "Set up content pillars"
  2. [Step 2] — e.g., "Add 5 content ideas"
  3. [Step 3] — e.g., "Schedule first post"
• Tour Focus: [e.g., "Content planning features, editorial calendar"]
• Resources: [e.g., "Content Marketing 101 guide"]

Onboarding Path 2: [Segment Name — e.g., "Software Developer"]

• Goal: [e.g., "Integrate API and make first request"]
• Checklist:
  1. [Step 1] — e.g., "Generate API key"
  2. [Step 2] — e.g., "Run sample code"
  3. [Step 3] — e.g., "Make first API call"
• Tour Focus: [e.g., "API docs, developer console"]
• Resources: [e.g., "API reference docs, code samples"]

Onboarding Path 3: [Segment Name — e.g., "Sales Rep"]

• Goal: [e.g., "Add first contact and send outreach"]
• Checklist:
  1. [Step 1] — e.g., "Import contacts from CSV"
  2. [Step 2] — e.g., "Create email template"
  3. [Step 3] — e.g., "Send first outreach email"
• Tour Focus: [e.g., "Contact management, email sequences"]
• Resources: [e.g., "Sales email templates, best practices"]

How to personalize:

• ☐ Ask segmentation question during signup ("What's your role?")
• ☐ Auto-detect based on behavior (e.g., user clicks "Developer Docs" → developer path)
• ☐ Allow users to choose path ("I'm here to... [Manage Projects / Build Integrations / Track Sales]")

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Email Onboarding Sequence

Question ES1: What is your email onboarding sequence?

Email Onboarding = Series of emails to guide users through activation

Email 1 (Day 0): Welcome + Quick Start

• Subject: [e.g., "Welcome to [Product]! Let's get you started"]
• Body:
  • Welcome message
  • Quick-start video (2 minutes)
  • Primary CTA: "Complete your setup" (link to onboarding checklist)
  • Support: "Reply to this email if you need help"

Email 2 (Day 1): Feature Highlight

• Subject: [e.g., "How to [achieve goal] with [Product]"]
• Body:
  • Highlight core feature (e.g., "Task management made easy")
  • Tutorial: Step-by-step guide with screenshots
  • Social proof: "10,000+ teams use this feature daily"
  • CTA: "Try it now"

Email 3 (Day 3): Success Story / Use Case

• Subject: [e.g., "How [Customer Name] achieved [result] with [Product]"]
• Body:
  • Customer success story (2-3 paragraphs)
  • Key takeaway: "You can achieve [result] too"
  • CTA: "Get started"

Email 4 (Day 5): Re-Engagement / Reminder

• Subject: [e.g., "You're almost there! Just 2 steps left"]
• Body:
  • Progress update: "You've completed 3 of 5 steps"
  • Reminder of incomplete steps
  • Incentive: "Finish setup to unlock [reward]"
  • CTA: "Complete setup"

Email 5 (Day 7): Support Offer

• Subject: [e.g., "Need help getting started?"]
• Body:
  • Offer help: "Our team is here to help you succeed"
  • Resources: Link to help docs, video tutorials, live chat
  • Optional: Book a 15-minute onboarding call
  • CTA: "Get help"

Email Cadence: [Day 0, Day 1, Day 3, Day 5, Day 7] Trigger: [All users, or only users who haven't activated?]

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A/B Testing Onboarding Variations

Question AB1: What will you A/B test in your onboarding?

A/B Test Ideas:

1. Checklist Length

   • Variant A: 3 steps (faster, but less guidance)
   • Variant B: 5 steps (more guidance, but longer)
   • Metric: Activation rate

2. Product Tour

   • Variant A: Forced tour (all users must complete)
   • Variant B: Optional tour (users can skip)
   • Metric: Activation rate, time-to-activate

3. Empty State CTAs

   • Variant A: "Create Project" button only
   • Variant B: "Create Project" + "Watch Tutorial" (two options)
   • Metric: CTA click-through rate, activation rate

4. Incentive

   • Variant A: No incentive
   • Variant B: "Complete setup to get 100 free credits"
   • Metric: Checklist completion rate, activation rate

5. Email Timing

   • Variant A: Email sequence (Day 0, 1, 3, 5, 7)
   • Variant B: Email sequence (Day 0, 2, 7)
   • Metric: Email open rate, activation rate

Your A/B Test Plan (choose 2-3 tests):

1. Test 1: [What are you testing?] — Variant A vs. B — Metric: [X]
2. Test 2: [What are you testing?] — Variant A vs. B — Metric: [X]
3. Test 3: [What are you testing?] — Variant A vs. B — Metric: [X]

Testing Cadence: [How often will you run tests? e.g., "One test every 2 weeks"]

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Implementation Roadmap

Question IR1: What is your 90-day onboarding optimization plan?

Phase 1: Foundation (Weeks 1-3)

Goal: Implement core onboarding elements

• Week 1: Activation Definition

  • Define activation event (aha moment)
  • Set up activation tracking (Mixpanel, Amplitude, or custom event)
  • Pull baseline activation metrics (current rate, time-to-activate, funnel)

• Week 2: Onboarding Checklist

  • Design 3-5 step checklist
  • Build checklist UI (progress bar, checkmarks)
  • Deploy checklist to 100% of new users

• Week 3: Email Onboarding

  • Write 5-email onboarding sequence
  • Set up automated triggers (email service provider)
  • Launch email sequence for new signups

Deliverable: Onboarding checklist and email sequence live, activation tracking implemented

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Phase 2: Educational Content (Weeks 4-6)

Goal: Add product tours, tooltips, and help resources

• Week 4: Product Tour

  • Script 5-step product tour
  • Build tour using tool (Appcues, Pendo, Intercom, or custom)
  • Launch tour to 50% of new users (A/B test)

• Week 5: Tooltips & Empty States

  • Identify top 10 features needing tooltips
  • Write tooltip copy
  • Design empty states with CTAs (e.g., "No projects yet. Let's create your first one!")

• Week 6: Help Resources

  • Create quick-start video (2-3 minutes)
  • Write 10-15 help docs (Getting Started section)
  • Add in-app help widget (link to docs, video, live chat)

Deliverable: Product tour live, tooltips added, quick-start video published

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Phase 3: Personalization & Optimization (Weeks 7-12)

Goal: Personalize onboarding paths and run A/B tests

• Week 7-8: Personalized Onboarding Paths

  • Add segmentation question during signup ("What's your role?")
  • Build 2-3 persona-specific onboarding paths
  • Deploy personalized checklists and tours

• Week 9-10: A/B Testing

  • Run A/B test #1 (e.g., 3-step checklist vs. 5-step checklist)
  • Analyze results after 2 weeks (1,000+ users per variant)
  • Implement winning variant

• Week 11-12: Continuous Optimization

  • Analyze friction points (where users drop off)
  • Iterate on checklist, tour, emails based on data
  • Run A/B test #2 (e.g., forced tour vs. optional tour)

Deliverable: Personalized onboarding live, 2 A/B tests completed, activation rate improved by [X%]

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STEP 4: Generate Comprehensive Onboarding Optimization Strategy

You will now receive a comprehensive document covering:

Section 1: Executive Summary

• Activation definition (aha moment: [X])
• Current activation rate and target (X% → Y%)
• Time-to-activate (current: [X], target: [Y])
• Top 3 friction points and solutions

Section 2: Activation Funnel Analysis

• Activation funnel (signup → email → profile → first action → activated)
• Drop-off analysis (where users get stuck, why, how to fix)
• Activation by segment (persona, acquisition source, cohort)
• Industry benchmarks and performance gap

Section 3: Onboarding Checklist Design

• 3-5 step checklist with time estimates
• Progress indicators and completion incentives
• Gamification and social proof strategies
• Email nudges for incomplete steps

Section 4: Product Tour Design

• 5-step product tour (welcome, core features, completion)
• Tour format (tooltip, modal, video, interactive demo)
• Skip option and tracking (completion rate, skip rate)

Section 5: Educational Content Strategy

• Tooltips for core features
• Empty states with CTAs
• Quick-start video (2-3 minutes)
• Help docs (Getting Started, FAQs, Troubleshooting)
• In-app messages for key moments
• Webinars / live onboarding (for high-touch customers)

Section 6: Personalized Onboarding Paths

• Segmentation strategy (role, company size, use case, experience level)
• 2-3 persona-specific onboarding paths
• Personalized checklists, tours, and resources

Section 7: Email Onboarding Sequence

• 5-email sequence (Day 0, 1, 3, 5, 7)
• Email content (subject, body, CTA)
• Triggers and segmentation (all users vs. non-activated users)

Section 8: A/B Testing Plan

• 3 A/B tests (checklist length, product tour, incentives)
• Success metrics (activation rate, time-to-activate, completion rate)
• Testing cadence (one test every 2 weeks)

Section 9: Implementation Roadmap

• Phase 1 (Weeks 1-3): Activation definition, onboarding checklist, email sequence
• Phase 2 (Weeks 4-6): Product tour, tooltips, help resources
• Phase 3 (Weeks 7-12): Personalization, A/B testing, continuous optimization

Section 10: Success Metrics

• Activation Rate: [Baseline → Target — e.g., 42% → 60%]
• Time-to-Activate: [Baseline → Target — e.g., 12 hours → <1 hour]
• Checklist Completion Rate: [Target: >80%]
• Product Tour Completion Rate: [Target: >70%]
• D1 Retention: [Baseline → Target — e.g., 55% → 70%]
• D7 Retention: [Baseline → Target — e.g., 40% → 55%]

Section 11: Next Steps

• Launch onboarding checklist this week
• Schedule weekly onboarding optimization meetings
• Integrate with retention-optimization-expert (early retention data feeds churn analysis)
• Integrate with customer-feedback-framework (gather onboarding feedback via surveys)

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STEP 5: Quality Review & Iteration

After generating the strategy, I will ask:

Quality Check:

1. Is the activation definition clear and measurable?
2. Does the onboarding checklist reduce time-to-value?
3. Are drop-off points addressed with specific solutions?
4. Is the product tour helpful without being intrusive?
5. Are personalized onboarding paths feasible to build?
6. Are A/B tests designed to optimize activation rate?

Iterate? [Yes — refine X / No — finalize]

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STEP 6: Save & Next Steps

Once finalized, I will:

1. Save the onboarding optimization strategy to your project folder
2. Suggest running customer-feedback-framework next (to gather feedback on onboarding)
3. Remind you to launch the onboarding checklist this week

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8 Critical Guidelines for This Skill

1. Activation = Aha Moment: Define activation as the moment users experience core value, not arbitrary milestones (e.g., "Send 2,000 messages" > "Complete profile").

2. Reduce time-to-value: The faster users reach the aha moment, the better. Target <1 hour for 50% of users.

3. 3-5 step checklist, not 10+: Long checklists overwhelm users. Keep it short and actionable.

4. Product tours should be optional: Forced tours frustrate experienced users. Always allow skipping, but track skip rate.

5. Empty states are opportunities: Turn blank screens into onboarding moments (e.g., "No projects yet. Let's create your first one!").

6. Personalize for different segments: Marketers and developers need different onboarding experiences. Segment by role, use case, or experience level.

7. Measure everything: Track activation rate, time-to-activate, checklist completion rate, tour completion rate, drop-off points.

8. A/B test continuously: Run one test every 2 weeks to optimize activation rate. Small improvements compound.

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Quality Checklist (Before Finalizing)

• Activation definition is clear, measurable, and tied to core value
• Current activation rate and target are defined (e.g., 42% → 60%)
• Activation funnel shows drop-off points with solutions
• Onboarding checklist is 3-5 steps with time estimates
• Product tour is designed (5 steps, optional, tracked)
• Educational content includes tooltips, empty states, quick-start video, help docs
• Personalized onboarding paths are defined for 2-3 segments
• Email onboarding sequence is 5 emails (Day 0, 1, 3, 5, 7)
• A/B testing plan includes 3 tests with success metrics
• Implementation roadmap is realistic (Weeks 1-3: Foundation, Weeks 4-6: Content, Weeks 7-12: Optimization)

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Integration with Other Skills

Upstream Skills (reuse data from):

• metrics-dashboard-designer → Activation metrics, D1/D7 retention, time-to-activate, activation funnel
• customer-persona-builder → User segments, goals, pain points, skill levels (for personalized onboarding)
• product-positioning-expert → Value proposition, key features, success indicators (for aha moment definition)
• retention-optimization-expert → Early churn data, D1-D7 retention by cohort (to prioritize onboarding improvements)

Downstream Skills (use this data in):

• retention-optimization-expert → Improved activation rates lead to better D1-D7 retention
• customer-feedback-framework → Gather onboarding feedback via surveys (e.g., "How was your onboarding experience?")
• metrics-dashboard-designer → Track activation metrics on product dashboard
• email-marketing-architect → Email onboarding sequence integrates with lifecycle email campaigns

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HTML Output Verification

After generating the HTML report, verify all elements render correctly:

Visual Verification Checklist

• Header displays business name and date correctly
• Score banner shows activation rate, target, time-to-activate, checklist steps, D7 retention
• Aha moment verdict box displays correctly
• Activation event container has proper border and centered text
• Funnel steps show progress bars with correct widths and drop-off percentages
• Checklist steps are numbered with circular badges
• Product tour grid shows 5-7 step cards
• Educational content cards display icons and descriptions
• Personalized paths show segment names with numbered step lists
• Email timeline has connected dots and day labels
• A/B test cards show variant comparisons
• All 4 charts render with correct data:
  • Funnel chart (horizontal bar)
  • Time distribution chart (doughnut)
  • Retention curve (line with fill)
  • Cohort activation chart (vertical bar)
• Roadmap phases display 3 cards with tasks
• Footer shows StratArts branding

Data Quality Verification

• Activation rate is realistic (typically 30-60% for B2B SaaS)
• Funnel shows progressive drop-off (each step lower than previous)
• Time-to-activate aligns with product complexity
• Retention curve shows expected decay pattern
• Cohort data shows trend over 3-4 months
• Checklist steps are achievable in 5-10 minutes total
• Email sequence follows Day 0, 1, 3, 5, 7 pattern
• A/B tests have measurable success metrics

Template Location

• Skeleton template: html-templates/onboarding-flow-optimizer.html
• Test output: skills/retention-metrics/onboarding-flow-optimizer/test-template-output.html

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End of Skill