onboarding · 스킬 지원 에이전트
가입 이후의 첫 사용 흐름을 점검하고 사용자가 핵심 기능을 경험하는 순서를 설계합니다.
가입은 했지만 무엇부터 해야 할지 몰라 떠나는 사용자가 있을 때 활용합니다. 모든 기능을 소개하기보다 첫 번째 유용한 결과를 받는 데 필요한 행동을 정리합니다.
현재 흐름을 화면 순서로 알려주고 필수 설정과 나중에 해도 되는 설정을 나누어보세요. 빈 화면에 넣을 예시와 짧은 도움말도 만들 수 있습니다. 초보 사용자에게 단계가 실제로 이해되는지 관찰하며 조정하는 방식이 좋습니다.
onboarding으로 자료 저장 서비스의 첫 사용 흐름을 점검해줘. 첫 목표는 관심 자료 하나를 찾고 저장하는 거야. 3단계 안내와 빈 화면 문구를 제안해줘.
받을 수 있는 결과첫 사용 단계·빈 화면·안내 문구
스킬 지원 에이전트가 필요합니다. 실제 사용자 행동이나 화면 자료가 있으면 검토 근거를 보완할 수 있습니다.
현재 사용 중인 스킬 지원 에이전트에 아래 요청을 붙여넣으세요. SKILL.md만 복사하면 보조 파일이 빠질 수 있어요.
https://github.com/coreyhaines31/marketingskills 에서 skills/onboarding 스킬을 현재 에이전트의 스킬 폴더에 설치해줘. SKILL.md와 이 스킬이 참조하는 scripts·references·assets와 공통 파일을 함께 유지하고, 필요한 실행 환경과 추가 연결을 확인한 뒤 알려줘. 설치가 끝나면 onboarding 스킬을 인식하는지 확인해줘.
“onboarding 스킬을 사용해줘. 입력 자료: 가입 후 흐름·핵심 기능·이탈 지점”처럼 요청하세요. 위의 예시를 내 자료에 맞게 바꿔도 좋아요.
예상 결과는 ‘첫 사용 단계·빈 화면·안내 문구’입니다. 필요한 내용이 포함됐는지 확인하세요. 입력 자료의 사실·숫자와 결과를 대조하고, 부족한 부분을 이어서 요청하세요.
제작자 원본 2026-10-04 확인 · 설치 안내 2026-10-04 확인 · 실제 설치·실행 미검증
모델 사용 요금과 연결 앱 요금은 이용 중인 서비스의 정책을 따릅니다.
설치 안내 출처--- name: onboarding 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," "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. For ongoing email sequences, see emails. metadata: version: 2.0.1 --- # 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.md` exists (or `.claude/product-marketing.md`, or the legacy `product-marketing-context.md` filename, 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: 1. **Product Context** - What type of product? B2B or B2C? Core value proposition? 2. **Activation Definition** - What's the "aha moment"? What action indicates a user "gets it"? 3. **Current State** - What happens after signup? Where do users drop off? --- ## Core Principles--- name: onboarding 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," "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. For ongoing email sequences, see emails. metadata: version: 2.0.1 --- # 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.md` exists (or `.claude/product-marketing.md`, or the legacy `product-marketing-context.md` filename, 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: 1. **Product Context** - What type of product? B2B or B2C? Core value proposition? 2. **Activation Definition** - What's the "aha moment"? What action indicates a user "gets it"? 3. **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. Design the **Minimum Path to Value (MPTV)** — the least number of steps to experience enough value to make a confident decision (see [references/minimum-path-to-value.md](references/minimum-path-to-value.md)). ### 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. (See onboarding psychology below for the mechanisms.) --- ## Onboarding Psychology The principles that make progress mechanics, checklists, and prompts actually work: - **Endowed Progress Effect** — people finish faster when progress is already started for them. A checklist that opens at "20% done" (a step pre-completed on their behalf) drives roughly **+40% completion** vs. starting at 0%. Give users a head start, don't make them start from nothing. - **Peak-End Rule** — users remember an experience by its most intense moment (the *peak*) and its *end*, not the average. Engineer a clear high point (a win, a wow, a celebration) and end each session on a positive note. - **Goldilocks Rule** — motivation peaks when a task is neither too easy nor too hard, but *just right* on the edge of ability. Tune early steps so they're achievable but not trivial. - **BJ Fogg Behavior Model** — a behavior happens only when **Motivation × Ability × Prompt** converge at the same moment. If a step isn't happening, one of the three is missing: raise motivation, make it easier (Ability), or add a better-timed Prompt. - **Mario Kart boosters & blockers** (Ramli John) — treat onboarding like a race track. Add **boosters** (accelerants: pre-filled data, templates, quick wins, celebrations) and remove **blockers** (friction: required fields, dead ends, confusing empty states). Speed users toward value and clear obstacles from the lane. ## Onboarding Toolkit (10 Components) The components you assemble an onboarding experience from. Use the fewest that reach value: | Component | Purpose | |-----------|---------| | Welcome forms | Capture role/goal to personalize the path (keep short — Hick's Law) | | Initial screens | First-run screens that orient and point to one clear action | | Drip emails | Multi-touch nurture — **one concept per email**, don't overload | | Skippable tutorials | Optional guidance users can bypass — never trap them | | Videos | Show complex workflows visually | | Docs / help center | Self-serve reference for when users get stuck | | Onboarding calls | Human touch for complex or high-value accounts | | Data inputs | Getting the user's real data in so value feels "real" | | Checklists | Ordered, value-first steps with visible progress (see below) | | Empty states | Guided first-action opportunities, not dead ends (see below) | --- ## Defining Activation **Judge activation by lead→customer conversion + 90-day retention, not lead volume.** More signups mean nothing if they don't convert and stick. Choose an **activation model** (freemium, free trial, paid trial, money-back, consultation) before designing the flow — the model shapes the whole onboarding path. See [references/activation-models.md](references/activation-models.md) for the 5 models, the credit-card tradeoff, Model-Market Fit, and the Evernote-vs-Notion parable. ### 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 1. **Email sequence** - Reminder of value, address blockers, offer help 2. **In-app recovery** - Welcome back, pick up where left off 3. **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](references/experiments.md) --- ## References - **[references/minimum-path-to-value.md](references/minimum-path-to-value.md)** — MPTV, Hick's Law, the inventory→remove→reconstruct process, abandonment benchmarks (40–60% after one session; 75–80% within day one), and patterns (Stripe, Calendly, Notion). - **[references/activation-models.md](references/activation-models.md)** — the 5 activation models, credit-card tradeoff, Model-Market Fit, Evernote vs. Notion. - **[references/experiments.md](references/experiments.md)** — comprehensive A/B test and experiment ideas. --- ## Task-Specific Questions 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**: For optimizing the signup before onboarding - **emails**: For onboarding email series - **paywalls**: For converting to paid during/after onboarding - **ab-testing**: For testing onboarding changes
Original skill: coreyhaines31/marketingskills/skills/onboarding/SKILL.md Source: https://github.com/coreyhaines31/marketingskills/blob/dda3841f0b294e01e93b1541486beefbfab0915e/skills/onboarding/SKILL.md License: MIT MIT License Copyright (c) 2025 Corey Haines Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
SKILL.md 본문입니다. 원문에서 참조하는 스크립트·보조 파일은 원본 패키지에 포함되어 있습니다.