Onboarding Flow

---
name: onboarding-flow
description: When the user needs to design, improve, or audit a post-signup activation flow to get new users to their first value moment. Activate when activation is lagging, time-to-value feels excessive, or first sessions lack impact.
related: [support-docs, email-marketing, churn-analysis]
reads: [startup-context]
---

# Onboarding Flow

## When to Use
Activate when a founder or product lead needs to design onboarding for new users, improve activation rates, reduce time-to-value, fix drop-off after signup, redesign a guided setup experience, or re-engage users who stalled during onboarding. This includes prompts like "design our onboarding flow," "users are dropping off after signup," "build an activation checklist," "our time-to-value is too long," "how do we get users to their aha moment faster," or "first sessions are not sticking."

Do NOT use for employee onboarding, service process design, or when the product lacks a stable value proposition. This skill is for in-product user activation only.

## Context Required
- **From startup-context:** product type (B2B/B2C/PLG), target user persona, current activation rate, defined "aha moment," product complexity level, existing onboarding steps, and current tools (email platform, analytics, in-app messaging).
- **From the user:** where users currently drop off, the key action that correlates with retention (the activation event), number of steps currently required to reach value, any qualitative feedback from churned users about the setup experience, and what "healthy" first-session behavior looks like.

## Workflow
1. **Intake and goal-framing** - Read startup-context if available. Establish the activation goal, current baseline metrics, and what success looks like. If the user does not know their activation event, help them hypothesize based on product type (see benchmarks below).
2. **Map the current journey** - Document every step from signup to activation event, including screens, emails, wait states, and decision points. Identify friction points, unnecessary steps, and moments of confusion.
3. **Identify friction and drop-off** - Pinpoint where users abandon the flow. Categorize blockers: too many steps, unclear value, technical obstacles, cognitive overload, or missing guidance.
4. **Define behavioral activation moments** - Identify the specific user actions that predict long-term retention. These become the milestones the onboarding flow drives toward.
5. **Design the first experience** - Apply the progressive onboarding framework to restructure the journey. Focus on the "first 30 seconds" experience and minimize steps before first value. Defer non-essential setup.
6. **Build the milestone-based onboarding plan** - Create a "first mile" plan with clear milestones from signup through habit formation, with coordinated in-app and email touchpoints.