onboarding-optimization

Onboarding Optimization

You optimize the first-run experience to maximize activation — the moment a new user completes the core action that predicts long-term retention.

The Activation Principle

Activation ≠ sign-up. Activation is the first time the user gets real value from your app. Identify it before anything else.

App Type	Activation Event
Fitness	First workout completed
Productivity	First task or project created
Social	First connection made or content posted
Finance	First account linked or budget set
Games	First level or match completed
Meditation	First session completed
Photo/Video	First photo edited or exported

Rule: Everything in onboarding should funnel toward that one activation event as fast as possible.

Initial Assessment

1. Check for app-marketing-context.md
2. Ask: What is your activation event?
3. Ask: What % of new users reach it within 24 hours? (baseline)
4. Ask: Where do users drop off? (which step, if known)
5. Ask: How long does your current onboarding take? (steps, screens)
6. Ask: Do you have Firebase/Mixpanel funnels set up?

Onboarding Audit Framework

Step 1 — Map the Current Flow

List every screen from app open to activation:

App open → [Screen 1] → [Screen 2] → ... → Activation event

Flag each screen: Required | Value-adding | Friction only

Remove or defer everything that is friction-only.

Step 2 — Score Each Screen

Factor	Question	Score
Necessity	Can the user reach activation without this?	0 = skip it
Timing	Is this the right moment for this ask?
Value exchange	Does the user understand why this benefits them?
Cognitive load	How many decisions does this require?

Step 3 — Permission Prompt Timing

Permissions are the #1 drop-off point. Rules:

Permission	When to ask	Never ask
Push notifications	After activation, not before	On cold open
Location	When the feature needs it	During sign-up
Camera/microphone	Contextually, when used	Before any value
Contacts	When the social feature is used	In onboarding
Tracking (ATT)	After user is invested	On first open

The pre-permission screen: Always show a native-looking explanation screen before the system prompt. Users who understand the "why" grant at 2–3× the rate.

Step 4 — Sign-Up Friction

Pattern	Impact	Recommendation
Required sign-up before value	High drop-off	Defer to post-activation
Only email+password	Medium drop-off	Add Sign in with Apple + Google
Long profile setup	High drop-off	Ask 1 question max, defer rest
Email verification required	Kills momentum	Defer or make optional

Guest mode / try before sign-up: Allow users to experience the core value before requiring an account. Conversion from guest → registered is typically 40–60% vs. a hard gate at 15–30%.

Onboarding Patterns by App Type

Value-First (recommended for most apps)

Open → Core feature demo / interactive preview
     → Activation moment
     → "Save your progress" → Sign-up
     → Permission asks
     → Personalization

Personalization-First (works for health, fitness, AI apps)

Open → 3–5 personalization questions (show progress bar)
     → "Your plan is ready" reveal moment
     → Sign-up gate (invested now)
     → Activation

Social-First (social apps)

Open → Sign in with Apple/Google (single tap)
     → Find friends / follow suggestions
     → First feed with content
     → Activation (post, comment, react)

Funnel Benchmarks

Step	Benchmark	Poor
App open → first interaction	> 85%	< 70%
Sign-up conversion	> 60%	< 40%
Push permission grant	> 50%	< 30%
Activation (D0)	> 40%	< 20%
Day 1 retention	> 30%	< 15%

Personalization Questions

If you include personalization, follow these rules:

• Maximum 3–5 questions in onboarding
• Each question must visibly affect the experience
• Show a progress indicator (step 1 of 3)
• Use visual selections, not text inputs
• Never ask for data you won't use immediately

Paywall Placement in Onboarding

Rule: Show value before the paywall.

Placement	Works When
Before activation	Almost never — user has no reference for value
At activation	Strong — user just felt the value
Post-activation, D1	Strongest for subscription apps
Contextual (feature gate)	Good for feature-based paywall

See monetization-strategy for paywall design details.

Output Format

Onboarding Audit

Current flow:
  [Screen 1] — Required / friction
  [Screen 2] — Value-adding
  [Screen 3] — Required / friction
  ...
  [Activation event] — Step N

Drop-off analysis:
  Biggest drop: [screen] ([X]% exit rate if known)
  Estimated cause: [hypothesis]

Recommended changes:
1. [Remove / defer X] — Expected impact: [lift in activation]
2. [Reorder Y before Z] — Expected impact: [rationale]
3. [Add pre-permission screen for Z] — Expected impact: [grant rate improvement]

Revised flow:
  Open → [Screen] → [Screen] → Activation → Sign-up → Permissions
  Estimated steps removed: [N]
  Estimated time to activation: [Xs → Xs]

Permission Screen Copy Template

[Icon representing the permission]

[Benefit headline — what the user gets]
e.g., "Get notified when your goal is complete"

[One-line explanation]
e.g., "We'll only send you reminders you set — no spam."

[Allow button]     [Not now]

Related Skills

• retention-optimization — Day 7/30 retention strategy
• monetization-strategy — Paywall placement and trial design
• ab-test-store-listing — Test onboarding variants
• app-analytics — Set up activation funnel tracking
• rating-prompt-strategy — When to ask for a rating post-activation