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Check new customer onboarding progress using HubSpot and Postgres, identify stalled or overdue milestones, and prepare emails tailored to the missed step. Notify the customer success manager while leaving customer communication to human review.
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Generates four audience-tailored onboarding guides in an onboarding/ folder — Contributor, Staff Engineer, Executive, and Product Manager. Use when the user wants onboarding documentation for a codebase.
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When the user wants to design or optimize the funnel that takes web visitors into installing and onboarding the app — including smart app banners, web-to-app deep links, deferred deep links, web onboarding (Stripe-paid web flow before app install), QR codes, "open in app" CTAs, and the trade-off between paying on web vs in-app. Use when the user mentions "web to app", "smart app banner", "Stripe before app", "web paywall before install", "Branch web SDK", "web funnel for app", "AppsFlyer OneLink web", "Universal Links", "App Links", "QR code to app", "open in app", "deferred deep link from web", or "should I sell on web first then push to app". For pure in-app onboarding, see onboarding-optimization. For deep link infra, see attribution-setup.
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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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Build a smooth client-onboarding process that starts projects on the right foot — clear expectations, the info you need, and a professional first impression that prevents problems later. Use when asked to onboard a new client, create an onboarding process, kick off a client project, or client welcome packet. Produces a welcome and kickoff flow, the intake you need to start, expectation-setting on scope/comms/timeline/payment, a kickoff-meeting agenda, and the templates to reuse — so onboarding is consistent, not improvised, and prevents the scope and communication problems that sink projects.
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onboarding workflow for creating datasets and applications in Viking AI Search. Supports one-time import from local files (JSON, JSONL, CSV) and MySQL databases, plus scheduled incremental sync for append-only JSONL files and MySQL. All sources are first exported to a bootstrap JSONL file; backend-driven schema inference handles detection, and optional background sync keeps the dataset up to date as new data arrives.
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Post-signup user onboarding optimization covering activation metrics, time-to-value reduction, onboarding flow design, empty state optimization, multi-channel coordination, and stalled user recovery.
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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 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," or "new user experience." For signup/registration optimization, see signup-flow-cro. For ongoing email sequences, see email-sequence.
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メールシーケンス、ステップメール、ドリップキャンペーンの設計・最適化を行うスキル。 「メール設計」「ステップメール作成」「ウェルカムメール」等のリクエストで発動。 For in-app onboarding, see onboarding-cro.
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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.
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Design and improve product user onboarding (first-time user experience) to drive activation and early retention. Produces an Onboarding & Activation Pack (aha moment spec, first 30 seconds + first mile plan, onboarding journey map, experiment backlog, measurement plan). Use for Growth teams.
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Onboarding-and-switching playbook for SMB Product-Builder products. Defines the first-run experience that turns a prospect leaving an incumbent (ServiceTitan/Toast/Mindbody/Shopify/QuickBooks) into an activated user — import-first onboarding, the activation milestone, sample-data fallback, and the time-to-first-value target. Applied by migration-import-engineer and architect/pm so onboarding is designed as a funnel, not an afterthought. Our whole wedge is "low switching cost"; this skill makes that real on day one.
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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 signup/registration optimization, see signup. For ongoing email sequences, see emails.
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Survey existing onboarding docs and developer portal — find gaps and structural issues. Use when asked to "survey our onboarding docs", "find developer portal gaps", or "review our onboarding structure".
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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," or "new user experience." For signup/registration optimization, see signup-flow-cro. For ongoing email sequences, see email-sequence.
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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.
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Quando o usuário quer otimizar onboarding pós-signup, ativação de usuários, experiência de primeira execução ou time-to-value. Use também quando o usuário menciona "fluxo de onboarding", "taxa de ativação", "ativação de usuários", "experiência de primeira execução", "empty states", "checklist de onboarding", "aha moment" ou "experiência do novo usuário". Para otimização de signup/registro, veja signup-flow-cro. Para sequências de email contínuas, veja email-sequence.
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Standard procedure for onboarding new software projects: Feature analysis, code quality review, onboarding checklist, and task creation.
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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 signup/registration optimization, see signup. For ongoing email sequences, see emails.
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扫描当前工作区代码库，自动生成两份新人上手文档（快速上手 + 架构详解）， 含架构全景图（Mermaid）、模块职责表、代码阅读路径、开发流程速查、 关键设计决策与常见坑点。触发：onboarding、新人上手、代码导读、 项目架构、codebase guide、onboarding guide、快速上手、项目全景。
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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.
中文简介正在准备中。当前显示原文说明。
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.
中文简介正在准备中。当前显示原文说明。
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.
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