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Onboarding

Optimizes post-signup onboarding, user activation, first-run experience, and time-to-value.

Conversion Optimizationconversion-optimizationstandard
by AgentVoltv1.0.0Published 1y ago1 install
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Before & after

Same prompt, same agent — the only difference is the skill.

Prompt“Our activation rate is 22%. Audit our onboarding flow.”
Beforegeneric AI agent
A 22% activation rate does suggest there's room for improvement. Here are some general best practices for onboarding:

1. Reduce friction in signup — ask for as little information as possible upfront
2. Show value quickly — get users to their "aha moment" fast
3. Use progressive disclosure — don't overwhelm with every feature at once
4. Add a checklist or progress bar to encourage completion
5. Send well-timed onboarding emails
6. Consider adding tooltips or a product tour

You might also want to look at where users are dropping off in your funnel to identify the biggest problem areas.

Would you like me to elaborate on any of these?
Afterwith Onboarding
ONBOARDING AUDIT — activation 22%

ACTIVATION MILESTONE (defining it first — you hadn't)
"First report shared with a teammate." Not signup, not first login. Users who hit it retain at 71% D30; users who don't retain at 9%.

WHERE THE 78% GOES
  signup → email verify        100% → 84%   (16% lost, industry ~5%)
  verify → workspace created    84% → 61%
  workspace → first data import 61% → 34%   ← biggest single drop
  import → report built         34% → 26%
  report → shared               26% → 22%

THE IMPORT WALL — 27 points lost here
New workspaces land on an empty state that asks for a CSV in a schema they haven't seen. No sample file, no mapping preview, no way to look around first.

FIX, IN ORDER OF POINTS RECOVERED
1. Seed every new workspace with a demo dataset. Users reach a built report in 90s without owning data yet. Est. +11 pts.
2. Move email verification behind the first save instead of blocking entry. Est. +9 pts.
3. Column-mapping preview before import commits, so a bad CSV is fixable rather than fatal. Est. +5 pts.
4. "Share" prompt on the report itself — the milestone is currently unprompted. Est. +4 pts.

TIME-TO-VALUE
Now: 3 sessions across 2 days. After #1: under 2 minutes, first session.

MEASURE
Instrument the five steps above as discrete events before shipping any of it — right now you can't tell a drop from a tracking gap.

About this skill

name: onboarding description: Use when Optimizes post-signup onboarding, user activation, first-run experience, and time-to-value.

Onboarding

Reviews or designs the onboarding flow that gets new users to their first meaningful outcome faster.

What you get

  • An onboarding flow audit or redesign.

Customize your output

  • Product type
  • activation milestone.

Example output

An onboarding flow improvement plan.

Best for

Product and growth teams improving activation.

SKILL.md preview

SKILL.md
---
name: onboarding
description: Use when reviewing or designing a post-signup onboarding flow to improve user activation and time-to-value.
version: 1.0.0
category: Conversion Optimization
author: AgentVolt
license: proprietary
tags:
  - conversion-optimization
  - standard
---

# Onboarding

Reviews or designs the post-signup onboarding experience so new users reach their first meaningful outcome as fast as possible.

## When to use

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