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Get Started Free →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.
| Test case | Without → With | Effect | Δ tokens | Δ turns |
|---|---|---|---|---|
| case-02 | ✗→✓ | ▲ Improved | 29% | 0% |
| case-17 | ✓→✓ | ＝ Same ✓ | 34% | 0% |
| case-09 | ✓→✓ | ＝ Same ✓ | 75% | 0% |
| case-06 | ✓→✓ | ＝ Same ✓ | 34% | 0% |
| case-10 | ✓→✓ | ＝ Same ✓ | 92% | 0% |
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.
Check for product marketing context first: If .agents/product-marketing-context.md exists (or .claude/product-marketing-context.md 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:
Remove every step between signup and experiencing core value.
Focus first session on one successful outcome. Save advanced features for later.
Interactive > Tutorial. Doing the thing > Learning about the thing.
Show advancement. Celebrate completions. Make the path visible.
The action that correlates most strongly with retention:
Examples by product type:
| 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:
When to use:
Best practices:
Empty states are onboarding opportunities, not dead ends.
Good empty state:
When to use: Complex UI, features that aren't self-evident, power features users might miss
Best practices:
Trigger-based emails:
Email should:
Define "stalled" criteria (X days inactive, incomplete setup)
| 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 |
Track drop-off at each step:
Signup → Step 1 → Step 2 → Activation → Retention
100% 80% 60% 40% 25%Identify biggest drops and focus there.
For each issue: Finding → Impact → Recommendation → Priority
| 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 |
When recommending experiments, consider tests for:
For comprehensive experiment ideas: See references/experiments.md
Other measured skills in the registry, with their headline benchmark lift.