onboarding

onboarding

Lifecycle & Email
Corey Haines
An activation audit that makes you define the aha moment as a single action, then removes every step standing between signup and reaching it.
REPO
coreyhaines31/marketingskills
INSTALL
npx skills add
NEEDS
Your signup flow
Last updated
August 4, 2026

Preview

onboarding

What it is.

It makes you define activation as one named action, then walks your current post-signup flow screen by screen against where users drop, and returns a shorter path to that action.

Four principles shape the output: remove every step between signup and core value, one goal per first session, make the user do the thing and not read about it, then show progress. Empty states change the most.

What you get.

  • A single named activation action, agreed before anything gets redesigned
  • A step-by-step read on the current post-signup flow and where it leaks
  • Empty-state and checklist recommendations tied to the activation action
  • A first-session scope, so advanced features get deferred to a later session
  • A time-to-value reduction list, ordered by what removes the most friction
HOW TO USE IT

How to set it up.

1

Install with npx skills add coreyhaines31/marketingskills --skill onboarding -a claude-code.

2

Run product-marketing first so the skill has your product and audience context on file.

3

Define the aha moment as one action a user takes, not as a feeling or a page view.

4

Walk it through the current flow screen by screen, and say where users stop. Drop-off location is the input the recommendations key off.

5

Cut to one goal for the first session. Anything that fails to lead toward the activation action gets deferred to a later session.

6

Replace tutorials with the action itself wherever you can. Doing beats learning about is a stated rule, and it changes empty states most of all.

Pricing Plans

Free. MIT license.

Checked against the repo in July 2026.

Use cases

Pinning down the aha moment

The team can't agree on what activation means. Bring the candidate definitions and it forces the choice to one action a user takes, and everything after gets designed backwards from it.

Walking a leaking flow

Signups stall somewhere after the welcome screen. Walk it through the flow screen by screen with your drop-off data, and it returns a shorter path keyed to where people stop.

Empty states that start work

Your empty states are pictures of a finished workspace. Hand them over and each one comes back as a first action the user performs, following the doing-beats-reading rule.

Defending a short first session

A stakeholder wants four features in the product tour. The one-goal-per-session rule gives you a stated reason to defer them, with the deferred items assigned to later sessions.

Best for

Signups that never become users

This is the exact case the skill is scoped to, and it separates the signup problem from the activation problem.

Rebuilding empty states

The do-not-show principle turns an empty state into a first action instead of a screenshot of what the product could look like.

Deciding what to cut from the first session

One goal per session gives you a stated reason to defer three features a stakeholder wants in the tour.

Read the source

Published by Corey Haines. Opens in a new tab.
Open the Tool

Questions about onboarding

What is the difference from the signup skill?
Do I need analytics in place?
Will it write the onboarding emails?
What counts as an aha moment?

Questions about Lifecycle & Email

What should onboarding be measured against?
Should onboarding be a tour or a task?
Strengths
  • It blocks until activation is a single named action, which is the decision most onboarding projects skip.
  • Recommendations key off where users drop off today instead of off a generic best-practice list.
  • Splits cleanly from the signup and emails skills, so each covers one surface.
  • Reads shared product context, so the audit knows your audience without a re-brief.
Limitations
  • It advises, and someone still has to build. There is no tracking setup or experiment framework inside it.
  • Without drop-off data the recommendations get generic, so pull the funnel numbers first.
  • Last touched in May 2026.
Skip this if
  • Skip it if your activation moment is already defined and measured.

The team behind these plays.

We build inbound GTM engines for B2B software teams, and these are the plays we build from. Tell us the pipeline target and we'll show the plan under it.