@hienlh/ppm 0.9.81 → 0.9.83

package/.opencode/skills/onboarding-cro/SKILL.md

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----
-name: ckm:onboarding-cro
-description: 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.
-argument-hint: "[flow-url or description]"
-metadata:
-  author: claudekit
-  version: "1.0.0"
----
-
-# 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
-
-Before providing recommendations, understand:
-
-1. **Product Context**
-   - What type of product? (SaaS tool, marketplace, app, etc.)
-   - B2B or B2C?
-   - What's the core value proposition?
-
-2. **Activation Definition**
-   - What's the "aha moment" for your product?
-   - What action indicates a user "gets it"?
-   - What's your current activation rate?
-
-3. **Current State**
-   - What happens immediately after signup?
-   - Is there an existing onboarding flow?
-   - Where do users currently drop off?
-
----
-
-## Core Principles
-
-### 1. Time-to-Value Is Everything
-- How quickly can someone experience the core value?
-- Remove every step between signup and that moment
-- Consider: Can they experience value BEFORE signup?
-
-### 2. One Goal Per Session
-- Don't try to teach everything at once
-- 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
-- Show UI in context of real tasks
-
-### 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?
-- What action demonstrates they "got it"?
-
-**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
-- Collaboration: Invite first teammate
-- 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)
-
-**Options:**
-1. **Product-first**: Drop directly into product
-   - Best for: Simple products, B2C, mobile apps
-   - Risk: Blank slate overwhelm
-
-2. **Guided setup**: Short wizard to configure
-   - Best for: Products needing personalization
-   - Risk: Adds friction before value
-
-3. **Value-first**: Show outcome immediately
-   - Best for: Products with demo data or samples
-   - Risk: 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)
-
-**Checklist item structure:**
-- Clear action verb
-- Benefit hint
-- Estimated time
-- Quick-start capability
-
-Example:
-```
-☐ Connect your first data source (2 min)
-  Get real-time insights from your existing tools
-  [Connect Now]
-```
-
-### 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
-
-**Structure:**
-1. Illustration or preview
-2. Brief explanation of value
-3. Primary CTA to add first item
-4. Optional: Secondary action (import, template)
-
-### Tooltips and Guided Tours
-
-**When to use:**
-- Complex UI that benefits from orientation
-- Features that aren't self-evident
-- Power features users might miss
-
-**When to avoid:**
-- Simple, intuitive interfaces
-- Mobile apps (limited screen space)
-- When they interrupt important flows
-
-**Best practices:**
-- Max 3-5 steps per tour
-- Point to actual UI elements
-- Dismissable at any time
-- Don't repeat for returning users
-- Consider user-initiated tours
-
-### Progress Indicators
-
-**Types:**
-- Checklist (discrete tasks)
-- Progress bar (% complete)
-- Level/stage indicator
-- Profile completeness
-
-**Best practices:**
-- Show early progress (start at 20%, not 0%)
-- Quick early wins (first items easy to complete)
-- Clear benefit of completing
-- Don't block features behind completion
-
----
-
-## 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)
-- Stalled user re-engagement
-
-**Email should:**
-- Reinforce in-app actions
-- Not duplicate in-app messaging
-- Drive back to product with specific CTA
-- Be personalized based on actions taken
-
-### Push Notifications (Mobile)
-
-- Permission timing is critical (not immediately)
-- Clear value proposition for enabling
-- Reserve for genuine value moments
-- Re-engagement for stalled users
-
----
-
-## Engagement Loops
-
-### Building Habits
-- What regular action should users take?
-- What trigger can prompt return?
-- What reward reinforces the behavior?
-
-**Loop structure:**
-Trigger → Action → Variable Reward → Investment
-
-**Examples:**
-- Trigger: Email digest of activity
-- Action: Log in to respond
-- Reward: Social engagement, progress, achievement
-- Investment: Add more data, connections, content
-
-### Milestone Celebrations
-- Acknowledge meaningful achievements
-- Show progress relative to journey
-- Suggest next milestone
-- Shareable moments (social proof generation)
-
----
-
-## Handling Stalled Users
-
-### Detection
-- Define "stalled" criteria (X days inactive, incomplete setup)
-- Monitor at cohort level
-- Track recovery rate
-
-### Re-engagement Tactics
-1. **Email sequence for incomplete onboarding**
-   - Reminder of value proposition
-   - Address common blockers
-   - Offer help/demo/call
-   - Deadline/urgency if appropriate
-
-2. **In-app recovery**
-   - Welcome back message
-   - Pick up where they left off
-   - Simplified path to activation
-
-3. **Human touch**
-   - For high-value accounts: personal outreach
-   - Offer live walkthrough
-   - Ask what's blocking them
-
----
-
-## Measurement
-
-### Key Metrics
-- **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
-- **Feature adoption**: Which features get used
-
-### 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**: What's happening
-- **Impact**: Why it matters
-- **Recommendation**: Specific fix
-- **Priority**: High/Medium/Low
-
-### Onboarding Flow Design
-- **Activation goal**: What they should achieve
-- **Step-by-step flow**: Each screen/state
-- **Checklist items**: If applicable
-- **Empty states**: Copy and CTA
-- **Email sequence**: Triggers and content
-- **Metrics plan**: What to measure
-
-### Copy Deliverables
-- Welcome screen copy
-- Checklist items with microcopy
-- Empty state copy
-- Tooltip content
-- Email sequence copy
-- Milestone celebration copy
-
----
-
-## Common Patterns by Product Type
-
-### B2B SaaS Tool
-1. Short setup wizard (use case selection)
-2. First value-generating action
-3. Team invitation prompt
-4. Checklist for deeper setup
-
-### Marketplace/Platform
-1. Complete profile
-2. First search/browse
-3. First transaction
-4. Repeat engagement loop
-
-### Mobile App
-1. Permission requests (strategic timing)
-2. Quick win in first session
-3. Push notification setup
-4. Habit loop establishment
-
-### Content/Social Platform
-1. Follow/customize feed
-2. First content consumption
-3. First content creation
-4. Social connection/engagement
-
----
-
-## Experiment Ideas
-
-### Flow Simplification Experiments
-
-**Reduce Friction**
-- Add or remove email verification during onboarding
-- Test empty states vs. pre-populated dummy data
-- Provide pre-filled templates to accelerate setup
-- Add OAuth options for faster account linking
-- Reduce number of required onboarding steps
-
-**Step Sequencing**
-- Test different ordering of onboarding steps
-- Lead with highest-value features first
-- Move friction-heavy steps later in flow
-- Test required vs. optional step balance
-
-**Progress & Motivation**
-- Add progress bars or completion percentages
-- Test onboarding checklists (3-5 items vs. 5-7 items)
-- Gamify milestones with badges or rewards
-- Show "X% complete" messaging
-
----
-
-### Guided Experience Experiments
-
-**Product Tours**
-- Add interactive product tours (Navattic, Storylane)
-- Test tooltip-based guidance vs. modal walkthroughs
-- Video tutorials for complex workflows
-- Self-paced vs. guided tour options
-
-**CTA Optimization**
-- Test CTA text variations during onboarding
-- Test CTA placement within onboarding screens
-- Add in-app tooltips for advanced features
-- Sticky CTAs that persist during onboarding
-
----
-
-### Personalization Experiments
-
-**User Segmentation**
-- Segment users by role to show relevant features
-- Segment by goal to customize onboarding path
-- Create role-specific dashboards
-- Ask use-case question to personalize flow
-
-**Dynamic Content**
-- Personalized welcome messages
-- Industry-specific examples and templates
-- Dynamic feature recommendations based on answers
-
----
-
-### Quick Wins & Engagement Experiments
-
-**Time-to-Value**
-- Highlight quick wins early ("Complete your first X")
-- Show success messages after key actions
-- Display progress celebrations at milestones
-- Suggest next steps after each completion
-
-**Support & Help**
-- Offer free onboarding calls for complex products
-- Add contextual help throughout onboarding
-- Test chat support availability during onboarding
-- Proactive outreach for stuck users
-
----
-
-### Email & Multi-Channel Experiments
-
-**Onboarding Emails**
-- Personalized welcome email from founder
-- Behavior-based emails (triggered by actions/inactions)
-- Test email timing and frequency
-- Include quick tips and video content
-
-**Feedback Loops**
-- Add NPS survey during onboarding
-- Ask "What's blocking you?" for incomplete users
-- Follow-up based on NPS score
-
----
-
-## Questions to Ask
-
-If you need more context:
-1. What action most correlates with retention?
-2. What happens immediately after signup?
-3. Where do users currently drop off?
-4. What's your activation rate target?
-5. 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