Onboarding Flow Optimization
Your AI audits and redesigns onboarding flows to boost user activation and retention. Get activation funnel analysis, step-by-step onboarding plans, checklist patterns, empty state copy, and re-engagement tactics for any SaaS or app.
Try asking: “Audit our onboarding flow and recommend ways to improve activation”
alirezarezvani on GitHub
Curated by PromptsEdge from a public repo · MIT license. All credit goes to the author.
What is this skill?
Turning new signups into activated, retained users is a critical challenge for SaaS and app teams. With this skill, your AI becomes an onboarding and activation specialist: it audits your onboarding funnel, identifies drop-off points, and delivers actionable redesigns to accelerate time-to-value and build habits. Product managers, growth teams, and UX designers aiming to improve activation and retention will see the biggest gains.
What you can do
- Audit your onboarding flow and activation funnel, pinpointing the biggest drop-off steps and activation bottlenecks.
- Get a prioritized list of issues and recommendations: each includes impact, fix, and urgency.
- Receive a redesigned onboarding flow: activation goal, step-by-step plan, checklist items, empty state copy, and email triggers.
- Explore onboarding patterns by product type (B2B, B2C, analytics, marketplaces, etc.).
- Generate re-engagement tactics for stalled users: email sequences, in-app prompts, and personalized outreach.
How it works
Your AI starts by gathering product context, activation definitions, and current funnel data. It runs an activation funnel analyzer to compute drop-off by step and scores your onboarding health. Based on findings, it prioritizes fixes and redesigns the flow—optimizing for the fastest path to the "aha moment." You get a detailed onboarding plan, including progress indicators, checklists, empty state copy, and multi-channel re-engagement tactics.
Good to know
- For best results, provide your onboarding steps, activation event, and funnel metrics.
- Some analysis scripts can be run locally for detailed drop-off data.
- Signup/registration optimization is handled by a separate skill (signup-flow-cro).
Install this skill
- 1
Get the skill — it’s free
Use the Get this skill panel. Unlocked skills stay in My skills. - 2
Download or clone the files
Download the zip, or clone the repo and copy themarketing-skill/skills/onboarding-crofolder. - 3
Put it where your agent looks for skills
For Claude Code, use your personal skills folder (every project) or a project’s own folder:~/.claude/skills/onboarding-cro/SKILL.md # all projects .claude/skills/onboarding-cro/SKILL.md # this project only
- 4
Just ask
No command needed. The agent reads the skill’s description and loads it on its own when your request matches.
Heads up: this skill ships scripts the agent can run on your machine. Read them before installing.
SKILL.md frontmatter
What your agent reads to decide when to load this skill.
--- name: 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. ---
Files
Open any Markdown file to read it here.
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