
onboarding-cro
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," "new user experience," "users aren't activating," "nobody completes setup," "low activation rate," "users sign up but don't use the product," "time to value," or "first session experience." Use this whenever users are signing up but not sticking around. For signup/registration optimization, see signup-flow-cro. For ongoing email sequences, see email-sequence.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/coreyhaines31/marketingskills --skill onboarding-cro- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads onboarding-cro automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
Security audits
Independent scans of the skill's instructions and bundled files.
SKILL.md
The instructions your agent reads when the skill is triggered.
Onboarding CRO
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.
Initial Assessment
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:
- Product Context - What type of product? B2B or B2C? Core value proposition?
- Activation Definition - What's the "aha moment"? What action indicates a user "gets it"?
- Current State - What happens after signup? Where do users drop off?
Core Principles
1. Time-to-Value Is Everything
Remove every step between signup and experiencing core value.
2. One Goal Per Session
Focus first session on one successful outcome. Save advanced features for later.
3. Do, Don't Show
Interactive > Tutorial. Doing the thing > Learning about the thing.
4. Progress Creates Motivation
Show advancement. Celebrate completions. Make the path visible.
Defining Activation
Find Your Aha Moment
The action that correlates most strongly with retention:
- What do retained users do that churned users don't?
- What's the earliest indicator of future engagement?
Examples by product type:
- Project management: Create first project + add team member
- Analytics: Install tracking + see first report
- Design tool: Create first design + export/share
- Marketplace: Complete first transaction
Activation Metrics
- % of signups who reach activation
- Time to activation
- Steps to activation
- Activation by cohort/source
Onboarding Flow Design
Immediate Post-Signup (First 30 Seconds)
| 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:
- Clear single next action
- No dead ends
- Progress indication if multi-step
Onboarding Checklist Pattern
When to use:
- Multiple setup steps required
- Product has several features to discover
- Self-serve B2B products
Best practices:
- 3-7 items (not overwhelming)
- Order by value (most impactful first)
- Start with quick wins
- Progress bar/completion %
- Celebration on completion
- Dismiss option (don't trap users)
Empty States
Empty states are onboarding opportunities, not dead ends.
Good empty state:
- Explains what this area is for
- Shows what it looks like with data
- Clear primary action to add first item
- Optional: Pre-populate with example data
Tooltips and Guided Tours
When to use: Complex UI, features that aren't self-evident, power features users might miss
Best practices:
- Max 3-5 steps per tour
- Dismissable at any time
- Don't repeat for returning users
Multi-Channel Onboarding
Email + In-App Coordination
Trigger-based emails:
- Welcome email (immediate)
- Incomplete onboarding (24h, 72h)
- Activation achieved (celebration + next step)
- Feature discovery (days 3, 7, 14)
Email should:
- Reinforce in-app actions, not duplicate them
- Drive back to product with specific CTA
- Be personalized based on actions taken
Handling Stalled Users
Detection
Define "stalled" criteria (X days inactive, incomplete setup)
Re-engagement Tactics
- Email sequence - Reminder of value, address blockers, offer help
- In-app recovery - Welcome back, pick up where left off
- Human touch - For high-value accounts, personal outreach
Measurement
Key Metrics
| 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 |
Funnel Analysis
Track drop-off at each step:
Signup → Step 1 → Step 2 → Activation → Retention
100% 80% 60% 40% 25%
Identify biggest drops and focus there.
Output Format
Onboarding Audit
For each issue: Finding → Impact → Recommendation → Priority
Onboarding Flow Design
- Activation goal
- Step-by-step flow
- Checklist items (if applicable)
- Empty state copy
- Email sequence triggers
- Metrics plan
Common Patterns by Product Type
| 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 |
Experiment Ideas
When recommending experiments, consider tests for:
- Flow simplification (step count, ordering)
- Progress and motivation mechanics
- Personalization by role or goal
- Support and help availability
For comprehensive experiment ideas: See references/experiments.md
Task-Specific Questions
- What action most correlates with retention?
- What happens immediately after signup?
- Where do users currently drop off?
- What's your activation rate target?
- Do you have cohort analysis on successful vs. churned users?
Related Skills
- signup-flow-cro: For optimizing the signup before onboarding
- email-sequence: For onboarding email series
- paywall-upgrade-cro: For converting to paid during/after onboarding
- ab-test-setup: For testing onboarding changes
FAQ
What does the onboarding-cro skill do?
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," "new user experience," "users aren't activating," "nobody completes setup," "low activation rate," "users sign up but don't use the product," "time to value," or "first session experience." Use this whenever users are signing up but not sticking around. For signup/registration optimization, see signup-flow-cro. For ongoing email sequences, see email-sequence.
How do I install onboarding-cro?
Run npx skills add https://github.com/coreyhaines31/marketingskills --skill onboarding-cro in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/onboarding-cro/ (personal) or .claude/skills/onboarding-cro/ (project).
Which AI agents can use onboarding-cro?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is onboarding-cro safe to install?
Security partners have reviewed it: Gen Agent Trust Hub passed; Socket passed; Snyk passed; Runlayer passed; ZeroLeaks passed. As with any skill, read the SKILL.md and bundled scripts before installing.
Who maintains onboarding-cro?
It is published by coreyhaines31 in coreyhaines31/marketingskills. It has 53,642 recorded installs.
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