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Refactor remaining skills for progressive disclosure

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Phase 2 refactoring of skills >500 lines and medium-sized skills:

- paid-ads: 553 → 297 lines
  - Extract ad-copy-templates.md, audience-targeting.md, platform-setup-checklists.md

- analytics-tracking: 541 → 292 lines
  - Extract ga4-implementation.md, gtm-implementation.md, event-library.md

- ab-test-setup: 510 → 264 lines
  - Extract test-templates.md, sample-size-guide.md

- copywriting: 458 → 248 lines
  - Extract copy-frameworks.md (headline formulas, section types)

- page-cro: 336 → 180 lines
  - Extract experiments.md (experiment ideas by page type)

- onboarding-cro: 435 → 218 lines
  - Extract experiments.md (onboarding experiment ideas)

All skills now use progressive disclosure with references/ folders,
keeping SKILL.md files focused on core workflow while detailed
content is available when needed.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Corey Haines
2026-01-26 16:59:23 -08:00
parent c29ee7e6db
commit 98e74b79d7
17 changed files with 3356 additions and 1721 deletions
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307
skills/onboarding-cro/SKILL.md
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@@ -14,60 +14,40 @@ If `.claude/product-marketing-context.md` exists, read it before asking question
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?
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
- How quickly can someone experience the core value?
- Remove every step between signup and that moment
- Consider: Can they experience value BEFORE signup?
Remove every step between signup and experiencing core value.
### 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
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
Interactive > Tutorial. Doing the thing > Learning about the thing.
### 4. Progress Creates Motivation
- Show advancement
- Celebrate completions
- Make the path visible
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
@@ -82,18 +62,11 @@ The action that correlates most strongly with retention:
### 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"
| 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
@@ -115,19 +88,6 @@ The action that correlates most strongly with retention:
- 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.
@@ -138,44 +98,14 @@ Empty states are onboarding opportunities, not dead ends.
- 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
**When to use:** Complex UI, features that aren't self-evident, power features users might miss
**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
---
@@ -188,83 +118,40 @@ Empty states are onboarding opportunities, not dead ends.
- 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
- Reinforce in-app actions, not duplicate them
- 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
Define "stalled" criteria (X days inactive, incomplete setup)
### 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
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
- **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
| 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
@@ -278,142 +165,38 @@ 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
For each issue: Finding → Impact → Recommendation → Priority
### 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
- Activation goal
- Step-by-step flow
- Checklist items (if applicable)
- Empty state copy
- Tooltip content
- Email sequence copy
- Milestone celebration copy
- Email sequence triggers
- Metrics plan
---
## 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
| 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
### Flow Simplification Experiments
When recommending experiments, consider tests for:
- Flow simplification (step count, ordering)
- Progress and motivation mechanics
- Personalization by role or goal
- Support and help availability
**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
**For comprehensive experiment ideas**: See [references/experiments.md](references/experiments.md)
---

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@@ -0,0 +1,248 @@
# Onboarding Experiment Ideas
Comprehensive list of A/B tests and experiments for user onboarding and activation.
## Flow Simplification Experiments
### Reduce Friction
| Test | Hypothesis |
|------|------------|
| Email verification timing | During vs. after onboarding |
| Empty states vs. dummy data | Pre-populated examples |
| Pre-filled templates | Accelerate setup with templates |
| OAuth options | Faster account linking |
| Required step count | Fewer required steps |
| Optional vs. required fields | Minimize requirements |
| Skip options | Allow bypassing non-critical steps |
### Step Sequencing
| Test | Hypothesis |
|------|------------|
| Step ordering | Test different sequences |
| Value-first ordering | Highest-value features first |
| Friction placement | Move hard steps later |
| Required vs. optional balance | Ratio of required steps |
| Single vs. branching paths | One path vs. personalized |
| Quick start vs. full setup | Minimal path to value |
### Progress & Motivation
| Test | Hypothesis |
|------|------------|
| Progress bars | Show completion percentage |
| Checklist length | 3-5 items vs. 5-7 items |
| Gamification | Badges, rewards, achievements |
| Completion messaging | "X% complete" visibility |
| Starting point | Begin at 20% vs. 0% |
| Celebration moments | Acknowledge completions |
---
## Guided Experience Experiments
### Product Tours
| Test | Hypothesis |
|------|------------|
| Interactive tours | Tools like Navattic, Storylane |
| Tooltip vs. modal guidance | Subtle vs. attention-grabbing |
| Video tutorials | For complex workflows |
| Self-paced vs. guided | User control vs. structured |
| Tour length | Shorter vs. comprehensive |
| Tour triggering | Automatic vs. user-initiated |
### CTA Optimization
| Test | Hypothesis |
|------|------------|
| CTA text variations | Action-oriented copy testing |
| CTA placement | Position within screens |
| In-app tooltips | Feature discovery prompts |
| Sticky CTAs | Persist during onboarding |
| CTA contrast | Visual prominence |
| Secondary CTAs | "Learn more" vs. primary only |
### UI Guidance
| Test | Hypothesis |
|------|------------|
| Hotspot highlights | Draw attention to key features |
| Coachmarks | Contextual tips |
| Feature announcements | New feature discovery |
| Contextual help | Help where users need it |
| Search vs. guided | Self-service vs. directed |
---
## Personalization Experiments
### User Segmentation
| Test | Hypothesis |
|------|------------|
| Role-based onboarding | Different paths by role |
| Goal-based paths | Customize by stated goal |
| Role-specific dashboards | Relevant default views |
| Use-case question | Personalize based on answer |
| Industry-specific paths | Vertical customization |
| Experience-based | Beginner vs. expert paths |
### Dynamic Content
| Test | Hypothesis |
|------|------------|
| Personalized welcome | Name, company, role |
| Industry examples | Relevant use cases |
| Dynamic recommendations | Based on user answers |
| Template suggestions | Pre-filled for segment |
| Feature highlighting | Relevant to stated goals |
| Benchmark data | Industry-specific metrics |
---
## Quick Wins & Engagement Experiments
### Time-to-Value
| Test | Hypothesis |
|------|------------|
| First quick win | "Complete your first X" |
| Success messages | After key actions |
| Progress celebrations | Milestone moments |
| Next step suggestions | After each completion |
| Value demonstration | Show what they achieved |
| Outcome preview | What success looks like |
### Motivation Mechanics
| Test | Hypothesis |
|------|------------|
| Achievement badges | Gamification elements |
| Streaks | Consecutive day engagement |
| Leaderboards | Social comparison (if appropriate) |
| Rewards | Incentives for completion |
| Unlock mechanics | Features revealed progressively |
### Support & Help
| Test | Hypothesis |
|------|------------|
| Free onboarding calls | For complex products |
| Contextual help | Throughout onboarding |
| Chat support | Availability during onboarding |
| Proactive outreach | For stuck users |
| Self-service resources | Help docs, videos |
| Community access | Peer support early |
---
## Email & Multi-Channel Experiments
### Onboarding Emails
| Test | Hypothesis |
|------|------------|
| Founder welcome email | Personal vs. generic |
| Behavior-based triggers | Action/inaction based |
| Email timing | Immediate vs. delayed |
| Email frequency | More vs. fewer touches |
| Quick tips format | Short actionable content |
| Video in email | More engaging format |
### Email Content
| Test | Hypothesis |
|------|------------|
| Subject lines | Open rate optimization |
| Personalization depth | Name vs. behavior-based |
| CTA prominence | Single clear action |
| Social proof inclusion | Testimonials in email |
| Urgency messaging | Trial reminders |
| Plain text vs. designed | Format testing |
### Feedback Loops
| Test | Hypothesis |
|------|------------|
| NPS during onboarding | When to ask |
| Blocking question | "What's stopping you?" |
| NPS follow-up | Actions based on score |
| In-app feedback | Thumbs up/down on features |
| Survey timing | When to request feedback |
| Feedback incentives | Reward for completing |
---
## Re-engagement Experiments
### Stalled User Recovery
| Test | Hypothesis |
|------|------------|
| Re-engagement email timing | When to send |
| Personal outreach | Human vs. automated |
| Simplified path | Reduced steps for returners |
| Incentive offers | Discount or extended trial |
| Problem identification | Ask what's blocking |
| Demo offer | Live walkthrough |
### Return Experience
| Test | Hypothesis |
|------|------------|
| Welcome back message | Acknowledge return |
| Progress resume | Pick up where left off |
| Changed state | What happened while away |
| Re-onboarding | Fresh start option |
| Urgency messaging | Trial time remaining |
---
## Technical & UX Experiments
### Performance
| Test | Hypothesis |
|------|------------|
| Load time optimization | Faster = higher completion |
| Progressive loading | Perceived performance |
| Offline capability | Mobile experience |
| Error handling | Graceful failure recovery |
### Mobile Onboarding
| Test | Hypothesis |
|------|------------|
| Touch targets | Size and spacing |
| Swipe navigation | Mobile-native patterns |
| Screen count | Fewer screens needed |
| Input optimization | Mobile-friendly forms |
| Permission timing | When to ask |
### Accessibility
| Test | Hypothesis |
|------|------------|
| Screen reader support | Accessibility impact |
| Keyboard navigation | Non-mouse users |
| Color contrast | Visibility |
| Font sizing | Readability |
---
## Metrics to Track
For all experiments, measure:
| Metric | Description |
|--------|-------------|
| Activation rate | % reaching activation event |
| Time to activation | Hours/days to first value |
| Step completion rate | % completing each step |
| Drop-off points | Where users abandon |
| Return rate | Users who come back |
| Day 1/7/30 retention | Engagement over time |
| Feature adoption | Which features get used |
| Support requests | Volume during onboarding |