Onboarding Blueprint Skill

When to Use

• Creating persona-based onboarding for new tiers or product lines.
• Refreshing onboarding journeys after major product changes.
• Aligning product, CS, and marketing on activation milestones.

Framework

1. Persona Canvas – goals, motivations, blockers, success definition.
2. Milestone Ladder – aha moment, activation, stickiness, expansion triggers.
3. Channel Mix – in-app, email, docs, community, human assist with triggers.
4. Instrumentation – required events, metrics, and guardrails.
5. Experiment Hooks – backlog of tests tied to each milestone.

Templates

• Journey table (step, trigger, message, owner, metric).
• Metric dashboard layout for activation + retention.
• Experiment backlog sheet linked to milestones.

Tips

• Keep journeys lightweight; aim for 3-5 key milestones per persona.
• Combine qualitative inputs (surveys, interviews) with telemetry for context.
• Pair with design-onboarding-journey to auto-generate tailored blueprints.

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