116 skills · sorted by relevance
Guide a new entity, customer, or account through setup in TRES Finance. The skill coordinates wallet uploads, data collection, balance checks, reconciliation, cost basis calculation, contact imports, and transaction aggregation, with options to pause or skip steps.
Improve the experience after signup so new users reach a useful result sooner. Review setup steps, checklists, empty screens, and email triggers, then produce a prioritized audit or a redesigned flow with a measurement plan.
Improve the experience after signup so new users reach their first useful result sooner. The skill reviews setup steps, checklists, empty screens, and follow-up messages, then proposes prioritized changes and metrics for measuring activation and retention.
Improve the experience after signup by identifying where new users drop off and helping them reach their first useful result. Develop setup flows, checklists, guidance, email triggers, and prioritized experiments based on activation metrics.
Design and improve welcome flows, empty screens, and guided tours that help new users complete their first useful task. Includes contextual hints, optional guidance, completion tracking, and ways to assess whether users understand what to do next.
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," "new user experience," "users aren't activating," "nobody completes setup," "low activation rate," "users sign up but don't use the product," "time to value," or "first session experience." Use this whenever users are signing up but not sticking around. For signup/registration optimization, see signup. For ongoing email sequences, see emails.
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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," "new user experience," "users aren't activating," "nobody completes setup," "low activation rate," "users sign up but don't use the product," "time to value," or "first session experience." Use this whenever users are signing up but not sticking around. For ongoing email sequences, see emails.
The English summary is being prepared. Showing the original 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," "new user experience," "users aren't activating," "nobody completes setup," "low activation rate," "users sign up but don't use the product," "time to value," or "first session experience." Use this whenever users are signing up but not sticking around. For signup/registration optimization, see signup. For ongoing email sequences, see emails.
The English summary is being prepared. Showing the original 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," "new user experience," "users aren't activating," "nobody completes setup," "low activation rate," "users sign up but don't use the product," "time to value," or "first session experience." Use this whenever users are signing up but not sticking around. For signup/registration optimization, see signup. For ongoing email sequences, see emails.
The English summary is being prepared. Showing the original 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," "new user experience," "users aren't activating," "nobody completes setup," "low activation rate," "users sign up but don't use the product," "time to value," or "first session experience." Use this whenever users are signing up but not sticking around. For signup/registration optimization, see signup-flow-cro. For ongoing email sequences, see email-sequence.
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Research current user problems with a named digital product using public sources and permitted internal sources. Group evidence into usability issues, rank their importance, and produce a concise brief with citations and recommended improvements.
Guide new Kortix users from a vague idea to a concrete task and a finished deliverable. Introduce relevant connections, memory, parallel agents, or scheduled follow-ups as useful next steps after completing the first result.
Set up Wren Engine through guided steps covering environment checks, installation, database connection, and project creation. Prepare data definitions and validate the setup, then suggest initial questions to help the user begin exploring their data.
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.
The English summary is being prepared. Showing the original 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.
The English summary is being prepared. Showing the original 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.
The English summary is being prepared. Showing the original 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.
The English summary is being prepared. Showing the original description.
Design automated email sequences for new subscribers, prospective buyers, product users, and inactive customers. Get a flow with entry triggers, timing, exit conditions, subject lines, full email copy, clear next steps, and a measurement plan.
When the user wants to improve their app's onboarding experience, increase activation rate, reduce Day 1 drop-off, or optimize the first-run flow. Use when the user mentions "onboarding", "first-run", "activation", "tutorial", "day 1 retention", "new user flow", "permission prompts", "sign-up conversion", "onboarding funnel", or "users dropping off early". For overall retention strategy, see retention-optimization. For paywall placement, see monetization-strategy.
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Audit and generate in-app user guidance — onboarding flows, empty states, tooltips, feature tours, contextual help, defaults, and inline hints. Browses the app to find where new users would get stuck, then produces the actual content and code to fix it. Pairs with ux-audit: audit finds problems, this skill builds the solutions. Triggers: 'onboarding', 'help content', 'empty states', 'user guidance', 'first run experience', 'feature tour', 'app is confusing', 'new user experience', 'make the app welcoming'.
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Generates a complete, professional client onboarding package for AI consultants, AI auditors, and solopreneurs working in the AI space (AI strategy, automation, AI readiness audits, implementation, training, etc.). Use this skill whenever a user asks to onboard a new client, set up a client folder, write a welcome email, generate a discovery questionnaire, draft a service agreement, or create a project brief — especially in an AI consulting context. Also trigger when the user says things like "I have a new client", "prepare onboarding docs", "create a client package", or "set up a new project". Produces four ready-to-use deliverables: intake questionnaire, welcome email, service agreement, and project brief.
The English summary is being prepared. Showing the original description.
When the user wants to improve their app's onboarding experience, increase activation rate, reduce Day 1 drop-off, or optimize the first-run flow. Use when the user mentions "onboarding", "first-run", "activation", "tutorial", "day 1 retention", "new user flow", "permission prompts", "sign-up conversion", "onboarding funnel", or "users dropping off early". For overall retention strategy, see retention-optimization. For paywall placement, see monetization-strategy.
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Create an HTML workshop deck for new users of a project management app. Organize training around first useful results and ongoing habits, using a warm pastel template with hand-drawn decorations.
Plan and improve automated email series for new users, potential buyers, and inactive customers. Develop send schedules, subject lines, complete messages, and clear next steps, with audience targeting and a plan for measuring results.