Agent skill
Onboarding Flows
Comprehensive guide to designing and writing effective user onboarding experiences that drive activation and retention
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SKILL.md
Onboarding Flows
Why Onboarding Matters
Goal: Get users to "aha moment" as quickly as possible
Without Good Onboarding
User signs up → Confused → Abandons → Never returns
With Good Onboarding
User signs up → Guided setup → Achieves first success → Becomes active user
Onboarding Goals
1. Show Value Quickly
Don't: 10-step setup before user sees product
Do: Show core value in first 30 seconds
2. Reduce Time to First Success
Measure: Time from signup to first "aha moment"
Goal: Minimize this time
3. Build Habit
Get user to complete key action 3 times in first week
Types of Onboarding
Welcome Tour
Step 1: "Welcome to [Product]!"
Step 2: "This is your dashboard"
Step 3: "Create your first project here"
Progressive Disclosure
Show features as user needs them
Don't overwhelm with everything at once
Empty State Onboarding
"No projects yet"
"Create your first project to get started"
[Create Project]
Checklist Onboarding
Getting Started:
☐ Create your profile
☐ Invite team members
☐ Create your first project
☑ Complete setup
Onboarding Flow Structure
1. Welcome Screen
"Welcome to [Product]!"
"[Product] helps you [core value proposition]"
[Get Started]
2. Account Setup (Minimal)
"Create your account"
Email: ___________
Password: ___________
[Create Account]
Already have an account? [Log in]
3. Personalization (Optional)
"Tell us about yourself"
What's your role?
○ Designer
○ Developer
○ Product Manager
○ Other
[Continue]
4. Quick Wins
"Let's create your first project"
Project name: ___________
[Create Project]
5. Success State
"You're all set! 🎉"
"Your project is ready. Start adding tasks."
[Go to Dashboard]
Writing Onboarding Copy
Welcome Message
Bad: "Welcome to our platform"
Good: "Welcome to Acme! Let's get you set up."
Bad: "Please complete the following steps"
Good: "We'll have you up and running in 2 minutes"
Progress Indicators
"Step 1 of 3"
"Almost there! One more step"
"You're 50% done"
Instructions
Bad: "Enter your information below"
Good: "Tell us a bit about yourself so we can personalize your experience"
Bad: "Click next to continue"
Good: "Ready? Let's create your first project"
Success Messages
"Great! Your account is ready"
"Perfect! You've created your first project"
"You're all set! Start exploring"
Onboarding Best Practices
1. Keep It Short
Bad: 10 steps
Good: 3-5 steps maximum
2. Show Progress
"Step 2 of 4"
Progress bar: ▓▓▓▓░░░░ 50%
3. Allow Skipping
[Skip for now]
[I'll do this later]
4. Provide Context
"Why we need this:"
"We use your email to send order updates"
5. Celebrate Wins
"🎉 You did it!"
"Great job! Your first project is live"
Onboarding Patterns
Blank Slate
[Illustration of empty state]
"No projects yet"
"Projects help you organize your work. Create your first one to get started."
[Create Your First Project]
Tooltips
[Highlight button]
"Click here to create a new project"
[Next] [Skip Tour]
Modal Walkthrough
[Modal overlay]
"This is your dashboard"
"Here you'll see all your projects and recent activity"
[Next] [Skip] [1 of 5]
Checklist
Getting Started (2/5 complete)
☑ Create account
☑ Set up profile
☐ Invite team members
☐ Create first project
☐ Complete first task
Video Tutorial
"Watch a quick 2-minute intro"
[▶ Play Video]
[Skip and explore on my own]
Personalization
Ask About Role
"What's your role?"
○ Designer
○ Developer
○ Product Manager
○ Marketing
○ Other
[Continue]
Ask About Goals
"What do you want to accomplish?"
☐ Manage projects
☐ Track time
☐ Collaborate with team
☐ Generate reports
[Continue]
Ask About Team Size
"How big is your team?"
○ Just me
○ 2-10 people
○ 11-50 people
○ 50+ people
[Continue]
Activation Metrics
Track Key Actions
- Account created
- Profile completed
- First project created
- First task added
- First team member invited
- First report generated
Measure Time to Value
Time from signup to:
- First project created
- First task completed
- First collaboration
Monitor Drop-off
Where do users abandon?
- Step 1: 100 users
- Step 2: 80 users (20% drop-off)
- Step 3: 60 users (25% drop-off)
- Completed: 50 users (17% drop-off)
Email Onboarding
Welcome Email
Subject: Welcome to [Product]! 🎉
Hi [Name],
Thanks for signing up! We're excited to have you.
Here's what to do next:
1. Complete your profile
2. Create your first project
3. Invite your team
Need help? Reply to this email.
[Get Started]
Activation Email (Day 2)
Subject: Quick question about [Product]
Hi [Name],
I noticed you haven't created a project yet. Is there anything I can help with?
Here's a quick guide to get started: [Link]
[Create Your First Project]
Tips Email (Day 7)
Subject: 3 tips to get the most out of [Product]
Hi [Name],
Here are 3 things most users find helpful:
1. Use templates to save time
2. Invite your team for collaboration
3. Set up integrations with your tools
[Learn More]
In-App Messaging
Contextual Tips
[User hovers over button]
Tooltip: "Create a new project here"
Hotspots
[Pulsing dot on feature]
"New! Try our AI assistant"
[Learn More] [Dismiss]
Banners
"👋 Welcome! Complete your profile to get personalized recommendations"
[Complete Profile] [Dismiss]
Onboarding for Different User Types
New Users
Full onboarding flow
Show all features
Provide tutorials
Returning Users
Skip basic setup
Highlight what's new
Quick refresher
Power Users
Skip onboarding
Provide advanced tips
Keyboard shortcuts
Testing Onboarding
A/B Test
Test A: 5-step onboarding
Test B: 3-step onboarding
Measure:
- Completion rate
- Time to complete
- Activation rate
User Testing
Ask users:
- Was onboarding clear?
- Did you understand what to do?
- What was confusing?
- What would you change?
Analytics
Track:
- Drop-off by step
- Time per step
- Completion rate
- Activation rate
Common Mistakes
❌ Too Long
10+ steps before user sees value
❌ Too Much Information
Explaining every feature upfront
❌ Forced Linear Flow
Can't skip steps
Can't go back
❌ No Progress Indicator
User doesn't know how many steps left
❌ No Value Shown
Setup without showing what they'll get
Onboarding Checklist
☐ Shows value quickly (< 30 seconds)
☐ Minimal steps (3-5 max)
☐ Progress indicator shown
☐ Can skip steps
☐ Personalized to user
☐ Celebrates wins
☐ Provides help/support
☐ Tested with users
☐ Tracked with analytics
☐ Optimized based on data
Examples
Slack
1. Create workspace
2. Invite team members
3. Create first channel
4. Send first message
Quick, focused on core action (messaging)
Duolingo
1. Choose language
2. Set daily goal
3. Take placement test
4. Start first lesson
Personalized, shows value immediately
Notion
1. Choose template
2. Customize workspace
3. Invite team
Flexible, lets users explore
Summary
Onboarding Goal: Get users to "aha moment" quickly
Structure:
- Welcome
- Minimal setup
- Personalization (optional)
- Quick win
- Success state
Best Practices:
- Keep it short (3-5 steps)
- Show progress
- Allow skipping
- Provide context
- Celebrate wins
Types:
- Welcome tour
- Progressive disclosure
- Empty state
- Checklist
- Video tutorial
Measure:
- Completion rate
- Time to value
- Activation rate
- Drop-off points
Avoid:
- Too long
- Too much info
- Forced flow
- No progress indicator
- No value shown
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