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Optimize skill files for AI agent use with progressive disclosure

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- Fix marketplace.json: add 2 missing skills (content-strategy, product-marketing-context)
- Refactor 10 skills over 500 lines to use references/ folders:
  - email-sequence: 926 → 291 lines
  - social-content: 809 → 276 lines
  - competitor-alternatives: 750 → 253 lines
  - pricing-strategy: 712 → 226 lines
  - programmatic-seo: 628 → 235 lines
  - referral-program: 604 → 239 lines
  - schema-markup: 598 → 175 lines
  - free-tool-strategy: 576 → 176 lines
  - paywall-upgrade-cro: 572 → 224 lines
  - marketing-ideas: 566 → 165 lines

Each skill now has core workflow in SKILL.md (<500 lines) with detailed
content in references/ folder for progressive disclosure.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Corey Haines
2026-01-26 16:39:45 -08:00
parent becdd54cf9
commit c29ee7e6db
28 changed files with 4381 additions and 5100 deletions
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skills/paywall-upgrade-cro/SKILL.md
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@@ -14,23 +14,11 @@ If `.claude/product-marketing-context.md` exists, read it before asking question
Before providing recommendations, understand:
1. **Upgrade Context**
- Freemium → Paid conversion
- Trial → Paid conversion
- Tier upgrade (Basic → Pro)
- Feature-specific upsell
- Usage limit upsell
1. **Upgrade Context** - Freemium → Paid? Trial → Paid? Tier upgrade? Feature upsell? Usage limit?
2. **Product Model**
- What's free forever?
- What's behind the paywall?
- What triggers upgrade prompts?
- What's the current conversion rate?
2. **Product Model** - What's free? What's behind paywall? What triggers prompts? Current conversion rate?
3. **User Journey**
- At what point does this appear?
- What have they experienced already?
- What are they trying to do when blocked?
3. **User Journey** - When does this appear? What have they experienced? What are they trying to do?
---
@@ -38,7 +26,7 @@ Before providing recommendations, understand:
### 1. Value Before Ask
- User should have experienced real value first
- The upgrade should feel like a natural next step
- Upgrade should feel like natural next step
- Timing: After "aha moment," not before
### 2. Show, Don't Just Tell
@@ -49,7 +37,6 @@ Before providing recommendations, understand:
### 3. Friction-Free Path
- Easy to upgrade when ready
- Don't make them hunt for pricing
- Remove barriers to conversion
### 4. Respect the No
- Don't trap or pressure
@@ -69,84 +56,45 @@ When user clicks a paid-only feature:
### Usage Limits
When user hits a limit:
- Clear indication of what limit was reached
- Clear indication of limit reached
- Show what upgrading provides
- Option to buy more without full upgrade
- Don't block abruptly
### Trial Expiration
When trial is ending:
- Early warnings (7 days, 3 days, 1 day)
- Early warnings (7, 3, 1 day)
- Clear "what happens" on expiration
- Easy re-activation if expired
- Summarize value received
### Time-Based Prompts
After X days/sessions of free use:
After X days of free use:
- Gentle upgrade reminder
- Highlight unused paid features
- Not intrusive—banner or subtle modal
- Easy to dismiss
### Context-Triggered
When behavior indicates upgrade fit:
- Power users who'd benefit
- Teams using solo features
- Heavy usage approaching limits
- Inviting teammates
---
## Paywall Screen Components
### 1. Headline
Focus on what they get, not what they pay:
- "Unlock [Feature] to [Benefit]"
- "Get more [value] with [Plan]"
- Not: "Upgrade to Pro for $X/month"
1. **Headline** - Focus on what they get: "Unlock [Feature] to [Benefit]"
### 2. Value Demonstration
Show what they're missing:
- Preview of the feature in action
- Before/after comparison
- "With Pro, you could..." examples
- Specific to their use case if possible
2. **Value Demonstration** - Preview, before/after, "With Pro you could..."
### 3. Feature Comparison
If showing tiers:
- Highlight key differences
- Current plan clearly marked
- Recommended plan emphasized
- Focus on outcomes, not feature lists
3. **Feature Comparison** - Highlight key differences, current plan marked
### 4. Pricing
- Clear, simple pricing
- Annual vs. monthly options
- Per-seat clarity if applicable
- Any trials or guarantees
4. **Pricing** - Clear, simple, annual vs. monthly options
### 5. Social Proof (Optional)
- Customer quotes about the upgrade
- "X teams use this feature"
- Success metrics from upgraded users
5. **Social Proof** - Customer quotes, "X teams use this"
### 6. CTA
- Specific: "Upgrade to Pro" not "Upgrade"
- Value-oriented: "Start Getting [Benefit]"
- If trial: "Start Free Trial"
6. **CTA** - Specific and value-oriented: "Start Getting [Benefit]"
### 7. Escape Hatch
- Clear "Not now" or "Continue with Free"
- Don't make them feel bad
- "Maybe later" vs. "No, I'll stay limited"
7. **Escape Hatch** - Clear "Not now" or "Continue with Free"
---
## Specific Paywall Types
### Feature Lock Paywall
When clicking a paid feature:
```
[Lock Icon]
This feature is available on Pro
@@ -154,120 +102,57 @@ This feature is available on Pro
[Feature preview/screenshot]
[Feature name] helps you [benefit]:
• [Specific capability]
• [Specific capability]
• [Specific capability]
• [Capability]
• [Capability]
[Upgrade to Pro - $X/mo]
[Maybe Later]
```
### Usage Limit Paywall
When hitting a limit:
```
You've reached your free limit
[Visual: Progress bar at 100%]
[Progress bar at 100%]
Free plan: 3 projects
Pro plan: Unlimited projects
Free: 3 projects | Pro: Unlimited
You're active! Upgrade to keep building.
[Upgrade to Pro] [Delete a project]
[Upgrade to Pro] [Delete a project]
```
### Trial Expiration Paywall
When trial is ending:
```
Your trial ends in 3 days
What you'll lose:
• [Feature they've used]
• [Feature they've used]
• [Data/work they've created]
• [Feature used]
• [Data created]
What you've accomplished:
• Created X projects
• [Specific value metric]
[Continue with Pro - $X/mo]
[Remind me later] [Downgrade to Free]
[Continue with Pro]
[Remind me later] [Downgrade]
```
### Soft Upgrade Prompt
Non-blocking suggestion:
```
[Banner or subtle modal]
You've been using [Product] for 2 weeks!
Teams like yours get X% more [value] with Pro.
[See Pro Features] [Dismiss]
```
### Team/Seat Upgrade
When adding users:
```
Invite your team
Your plan: Solo (1 user)
Team plans start at $X/user
• Shared projects
• Collaboration features
• Admin controls
[Upgrade to Team] [Continue Solo]
```
---
## Mobile Paywall Patterns
### iOS/Android Conventions
- System-like styling builds trust
- Standard paywall patterns users recognize
- Free trial emphasis common
- Subscription terminology they expect
### Mobile-Specific UX
- Full-screen often acceptable
- Swipe to dismiss
- Large tap targets
- Plan selection with clear visual state
### App Store Considerations
- Clear pricing display
- Subscription terms visible
- Restore purchases option
- Meet review guidelines
---
## Timing and Frequency
### When to Show
- **Best**: After value moment, before frustration
- After value moment, before frustration
- After activation/aha moment
- When hitting genuine limits
- When using adjacent-to-paid features
### When NOT to Show
- During onboarding (too early)
- When they're in a flow
- Repeatedly after dismissal
- Before they understand the product
### Frequency Rules
- Limit to X per session
- Limit per session
- Cool-down after dismiss (days, not hours)
- Escalate urgency appropriately (trial end)
- Track annoyance signals (rage clicks, churn)
- Track annoyance signals
---
@@ -275,101 +160,34 @@ Team plans start at $X/user
### From Paywall to Payment
- Minimize steps
- Keep them in-context if possible
- Keep in-context if possible
- Pre-fill known information
- Show security signals
### Plan Selection
- Default to recommended plan
- Annual vs. monthly clear trade-off
- Feature comparison if helpful
- FAQ or objection handling nearby
### Checkout
- Minimal fields
- Multiple payment methods
- Trial terms clear
- Easy cancellation visible (builds trust)
### Post-Upgrade
- Immediate access to features
- Confirmation and receipt
- Guide to new features
- Celebrate the upgrade
---
## A/B Testing Paywalls
## A/B Testing
### What to Test
- Trigger timing (earlier vs. later)
- Trigger type (feature gate vs. soft prompt)
- Trigger timing
- Headline/copy variations
- Price presentation
- Trial length
- Feature emphasis
- Social proof presence
- Design/layout
### Metrics to Track
- Paywall impression rate
- Click-through to upgrade
- Upgrade completion rate
- Completion rate
- Revenue per user
- Churn rate post-upgrade
- Time to upgrade
---
## Output Format
### Paywall Design
For each paywall:
- **Trigger**: When it appears
- **Context**: What user was doing
- **Type**: Feature gate, limit, trial, etc.
- **Copy**: Full copy with headline, body, CTA
- **Design notes**: Layout, visual elements
- **Mobile**: Mobile-specific considerations
- **Frequency**: How often shown
- **Exit path**: How to dismiss
### Upgrade Flow
- Step-by-step screens
- Copy for each step
- Decision points
- Success state
### Metrics Plan
What to measure and expected benchmarks
---
## Common Patterns by Business Model
### Freemium SaaS
- Generous free tier to build habit
- Feature gates for power features
- Usage limits for volume
- Soft prompts for heavy free users
### Free Trial
- Trial countdown prominent
- Value summary at expiration
- Grace period or easy restart
- Win-back for expired trials
### Usage-Based
- Clear usage tracking
- Alerts at thresholds (75%, 100%)
- Easy to add more without plan change
- Volume discounts visible
### Per-Seat
- Friction at invitation
- Team feature highlights
- Volume pricing clear
- Admin value proposition
**For comprehensive experiment ideas**: See [references/experiments.md](references/experiments.md)
---
@@ -378,179 +196,14 @@ What to measure and expected benchmarks
### Dark Patterns
- Hiding the close button
- Confusing plan selection
- Buried downgrade option
- Misleading urgency
- Guilt-trip copy
### Conversion Killers
- Asking before value delivered
- Too frequent prompts
- Blocking critical flows
- Unclear pricing
- Complicated upgrade process
### Trust Destroyers
- Surprise charges
- Hard-to-cancel subscriptions
- Bait and switch
- Data hostage tactics
---
## Experiment Ideas
### Trigger & Timing Experiments
**When to Show**
- Test trigger timing: after aha moment vs. at feature attempt
- Early trial reminder (7 days) vs. late reminder (1 day before)
- Show after X actions completed vs. after X days
- Test soft prompts at different engagement thresholds
- Trigger based on usage patterns vs. time-based only
**Trigger Type**
- Hard gate (can't proceed) vs. soft gate (preview + prompt)
- Feature lock vs. usage limit as primary trigger
- In-context modal vs. dedicated upgrade page
- Banner reminder vs. modal prompt
- Exit-intent on free plan pages
---
### Paywall Design Experiments
**Layout & Format**
- Full-screen paywall vs. modal overlay
- Minimal paywall (CTA-focused) vs. feature-rich paywall
- Single plan display vs. plan comparison
- Image/preview included vs. text-only
- Vertical layout vs. horizontal layout on desktop
**Value Presentation**
- Feature list vs. benefit statements
- Show what they'll lose (loss aversion) vs. what they'll gain
- Personalized value summary based on usage
- Before/after demonstration
- ROI calculator or value quantification
**Visual Elements**
- Add product screenshots or previews
- Include short demo video or GIF
- Test illustration vs. product imagery
- Animated vs. static paywall
- Progress visualization (what they've accomplished)
---
### Pricing Presentation Experiments
**Price Display**
- Show monthly vs. annual vs. both with toggle
- Highlight savings for annual ($ amount vs. % off)
- Price per day framing ("Less than a coffee")
- Show price after trial vs. emphasize "Start Free"
- Display price prominently vs. de-emphasize until click
**Plan Options**
- Single recommended plan vs. multiple tiers
- Add "Most Popular" badge to target plan
- Test number of visible plans (2 vs. 3)
- Show enterprise/custom tier vs. hide it
- Include one-time purchase option alongside subscription
**Discounts & Offers**
- First month/year discount for conversion
- Limited-time upgrade offer with countdown
- Loyalty discount based on free usage duration
- Bundle discount for annual commitment
- Referral discount for social proof
---
### Copy & Messaging Experiments
**Headlines**
- Benefit-focused ("Unlock unlimited projects") vs. feature-focused ("Get Pro features")
- Question format ("Ready to do more?") vs. statement format
- Urgency-based ("Don't lose your work") vs. value-based
- Personalized headline with user's name or usage data
- Social proof headline ("Join 10,000+ Pro users")
**CTAs**
- "Start Free Trial" vs. "Upgrade Now" vs. "Continue with Pro"
- First person ("Start My Trial") vs. second person ("Start Your Trial")
- Value-specific ("Unlock Unlimited") vs. generic ("Upgrade")
- Add urgency ("Upgrade Today") vs. no pressure
- Include price in CTA vs. separate price display
**Objection Handling**
- Add money-back guarantee messaging
- Show "Cancel anytime" prominently
- Include FAQ on paywall
- Address specific objections based on feature gated
- Add chat/support option on paywall
---
### Trial & Conversion Experiments
**Trial Structure**
- 7-day vs. 14-day vs. 30-day trial length
- Credit card required vs. not required for trial
- Full-access trial vs. limited feature trial
- Trial extension offer for engaged users
- Second trial offer for expired/churned users
**Trial Expiration**
- Countdown timer visibility (always vs. near end)
- Email reminders: frequency and timing
- Grace period after expiration vs. immediate downgrade
- "Last chance" offer with discount
- Pause option vs. immediate cancellation
**Upgrade Path**
- One-click upgrade from paywall vs. separate checkout
- Pre-filled payment info for returning users
- Multiple payment methods offered
- Quarterly plan option alongside monthly/annual
- Team invite flow for solo-to-team conversion
---
### Personalization Experiments
**Usage-Based**
- Personalize paywall copy based on features used
- Highlight most-used premium features
- Show usage stats ("You've created 50 projects")
- Recommend plan based on behavior patterns
- Dynamic feature emphasis based on user segment
**Segment-Specific**
- Different paywall for power users vs. casual users
- B2B vs. B2C messaging variations
- Industry-specific value propositions
- Role-based feature highlighting
- Traffic source-based messaging
---
### Frequency & UX Experiments
**Frequency Capping**
- Test number of prompts per session
- Cool-down period after dismiss (hours vs. days)
- Escalating urgency over time vs. consistent messaging
- Once per feature vs. consolidated prompts
- Re-show rules after major engagement
**Dismiss Behavior**
- "Maybe later" vs. "No thanks" vs. "Remind me tomorrow"
- Ask reason for declining
- Offer alternative (lower tier, annual discount)
- Exit survey on dismiss
- Friendly vs. neutral decline copy
---
## Task-Specific Questions
@@ -569,4 +222,3 @@ What to measure and expected benchmarks
- **page-cro**: For public pricing page optimization
- **onboarding-cro**: For driving to aha moment before upgrade
- **ab-test-setup**: For testing paywall variations
- **analytics-tracking**: For measuring upgrade funnel