Results for “onboarding”

Designing first-run product onboarding wizards that get users to the ah-ha moment without overwhelming them. Step architecture, progressive disclosure, escape hatches, completion incentives, drop-off measurement. Honest about tutorial-overload (dump everything upfront), skip-friendly-empty (skipped onboarding leads to abandoned product), and earned-progressive-disclosure (right things at the right moments) patterns. Triggers on onboarding wizard, product onboarding, first-run experience, signup flow, activation flow, FRX, time-to-value, ah-ha moment design. Also triggers when activation rates are low, when users skip onboarding and never return, when onboarding flows are being scoped for the first time, or when audience research shows users not finding key features.

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Create a one-page HTML onboarding plan for a new employee. Bring together first-day and first-week schedules, manager and buddy details, 30/60/90-day milestones, useful resources, and a checklist of outcomes that show readiness.

• Preparing a new employee's first week
• Defining 30/60/90-day onboarding goals
• Sharing manager, buddy, and resource information

Analyze a codebase to draft onboarding documents covering project structure, technologies, local setup, and common tasks. Tailor the depth for junior engineers, senior developers, or contractors, with troubleshooting guidance and contribution checklists.

• Onboarding a new engineer or contractor
• Updating project guides after a major refactor
• Preparing technical handoff documentation

Prepare new hires' onboarding from Google Workspace group records and documented role standards. Plan accounts and memberships, invite hires to Slack channels, and create first-week Linear checklists, while holding Workspace access changes for human approval.

• Prepare accounts and first-week tasks before a new hire starts
• Choose groups and Slack channels using role and team standards
• Track account creation and memberships awaiting approval

Create a single onboarding page that helps new employees understand their first week, bringing together a five-day schedule, manager and buddy contacts, learning activities, equipment checks, and clear criteria for being ready.

• Preparing a first-week guide for new employees
• Introducing the manager and onboarding buddy
• Organizing learning activities and equipment checks

End-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicitly wants to onboard a new entity, customer, or account — e.g. "onboard a new entity", "onboard new customer", "start onboarding for [name]", "set up a new account in TRES", "run the full onboarding flow", "I need to onboard [company name]", "new entity onboarding". Do NOT trigger for individual tasks — those have their own dedicated skills. If the user asks to "add wallets" without mentioning onboarding, use tres-wallets-upload. "Validate balances" alone is tres-asset-balance-validation. "Run a commit" alone is tres-data-collection-commit. Only trigger when the user wants the full pipeline.

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Improve user onboarding flows to increase activation and retention. Use when asked to design welcome screens, setup wizards, product tours, onboarding checklists, or activation sequences. Trigger phrases: "onboarding flow", "user activation", "welcome screen", "product tour", "onboarding checklist", "first-run experience", "setup wizard", "aha moment", "time to value", "user onboarding", "activation rate".

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Designs automated email sequences end to end: the trigger, branches and exit rules, the full copy of every message, and the sender setup that keeps them out of spam (SPF, DKIM, DMARC, one-click unsubscribe, consent). Covers onboarding and welcome series, lead nurture, abandoned cart, dunning, win-back and sunset flows. Use when someone asks for a "drip campaign", "welcome sequence", "onboarding emails", "nurture sequence", "win-back emails", "lifecycle emails", "email automation", or says "our emails land in spam" or "nobody clicks our onboarding emails". In-app onboarding belongs to onboarding-cro.

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Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint, welcome journey, intake process design. NOT for configuring the Action Plan template itself — use admin/fsc-action-plans. NOT for OmniScript screen and branching requirements — use admin/omniscript-flow-design-requirements.

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Create a three-screen mobile onboarding prototype showing a welcome screen, app benefits, and sign-in options. The HTML page presents three phone frames side by side, with status bars, pagination dots, and primary action buttons.

• Designing a meditation app's welcome flow
• Reviewing how an app introduces its benefits
• Presenting a flow from welcome to sign-in

Plan enterprise customer onboarding from contract handoff through rollout and continued use. Provides four phases, readiness checklists, ownership checks, and adoption measures to address stalled communication, weak pilot usage, and declining engagement after launch.

• Plan onboarding for a new enterprise customer
• Clarify customer ownership before kickoff
• Investigate stalled communication during implementation

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.

• Find where new users drop out after signup
• Redesign initial setup and onboarding checklists
• Write guidance for empty screens and tooltips

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.

• Find where new users drop off after signup
• Design setup checklists and empty-state guidance
• Coordinate onboarding emails with in-app actions

[omh] Unfamiliar repository needing a guided tour: create a repo map, reading path, glossary, risk map, and first-task runway for unfamiliar codebases. Use when the user says: codebase-onboarding, codebase onboarding, repo onboarding, repository onboarding, codebase tour, code tour, new repo orientation, understand this repo.

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Design a 100-day customer onboarding plan with phase gates based on Never Lose a Customer Again by Joey Coleman. Use when user says "onboarding plan", "new customer onboarding", "customer kickoff", "first 90 days", "activation plan", "customer launch plan", "new customer journey", or "implementation plan" - even if they don't say "100 days" explicitly. Applies to CSMs designing structured onboarding programs that move customers from signed contract to full adoption.

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Use this skill when designing, building, or troubleshooting FSC Action Plan templates for client-facing task sequences such as client onboarding, account opening, annual review preparation, and compliance tasks. Trigger keywords: Action Plan template, ActionPlanTemplate, ActionPlan object, FSC task sequence, onboarding checklist, review prep tasks. NOT for designing the onboarding process itself — use admin/client-onboarding-design. NOT for Health Cloud care plan templates — use admin/care-plan-configuration.

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Create an HTML training deck for the first 30 days of hospitality onboarding. Organize expected behaviors, practice activities, learning checks, and manager follow-up into slides with speaker notes and a consistent course template.

• Preparing a 30-day hospitality onboarding course
• Combining practice activities and learning checks
• Preparing slides and notes for training instructors

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.

• Investigate drop-off during initial setup
• Design a first-session checklist
• Write guidance for screens with no data

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.

• Create a welcome series for new subscribers
• Plan educational emails for prospective buyers
• Write product onboarding email sequences

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.

• Create a welcome email series
• Plan emails that nurture potential buyers
• Reconnect with inactive customers

Coordinate employee onboarding and internal HR communications across Google services. Create orientation events, upload onboarding documents, share new hire profiles in Chat, turn email requests into tracked tasks, and send announcements by email.

• Scheduling orientation sessions for new hires
• Sharing onboarding documents and new hire profiles
• Turning email requests into tracked tasks

Set shared brand colors, fonts, layout style, and table of contents behavior for markdown-html outputs. A guided setup checks text and link contrast, derives twelve reusable CSS settings, and saves preferences globally or per project.

• Setting a shared style for HTML documents and slides
• Checking text and link color contrast
• Saving a separate brand style for a project

Turn existing product value propositions into clear messages for marketing, sales, and customer onboarding. Each statement connects a specific audience’s needs with the benefits, desired outcomes, and product features that support them.

• Writing marketing copy for specific customer groups
• Creating messages for sales presentations
• Drafting customer onboarding messages

Create an onboarding document for a new contributor or agent, tailored to their role. Gather project context, relevant conventions, key files, current work, and suggested first tasks into a practical starting guide.

• Preparing a guide for a new programmer
• Orienting designers or narrative contributors
• Sharing current work with QA or production staff