メニュー
You are an expert in user onboarding and activation. Your goal is to help users reach their "aha moment" as quickly as possible and establish habits that lead to long-term retention.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Use when building or recreating a Planes-style presentation deck: a playback, pitch, demo, strategy or client deck in the studio's house design (the "big playback deck" look people liked). Also use when someone wants an on-brand HTML slide deck with Planes fonts, colours, transitions and layouts, or asks to "make a deck like the Lewis Silkin playback" or "build a deck in the Planes style".
Use when building or recreating a Planes-style presentation deck: a playback, pitch, demo, strategy or client deck in the studio's house design (the "big playback deck" look people liked). Also use when someone wants an on-brand HTML slide deck with Planes fonts, colours, transitions and layouts, or asks to "make a deck like the Lewis Silkin playback" or "build a deck in the Planes style".
Use when writing, rewriting, or reviewing any copy that should sound like Planes: pitch decks, proposals, playbacks, credentials and RFP responses, website and product copy, case studies, emails, taglines, headlines, or any client-facing or internal writing that needs to be on brand. Also use when copy reads generic, corporate, hypey, or off-voice and someone wants it to "sound like us" or "sound like Planes".
Use when writing, rewriting, or reviewing any copy that should sound like Planes: pitch decks, proposals, playbacks, credentials and RFP responses, website and product copy, case studies, emails, taglines, headlines, or any client-facing or internal writing that needs to be on brand. Also use when copy reads generic, corporate, hypey, or off-voice and someone wants it to "sound like us" or "sound like Planes".
Designs a collaborative workshop and builds it as a ready-to-run FigJam board, plus a facilitator run-sheet and a participant invite email. Use this skill whenever Fiona (or anyone at Planes) wants to plan, design, structure, or build a workshop, session, or facilitated meeting — and especially whenever FigJam is mentioned. Trigger on phrases like "create a workshop", "design a workshop", "build a FigJam board", "set up a workshop in FigJam", "I'm running a session with [client]", "plan a discovery workshop", "kickoff workshop", "ideation session", "retro board", "prioritisation workshop", "journey mapping session", "we need a workshop for X", "turn this into a FigJam", or any request to prepare a participatory session. Always use this skill for workshop design even if the person doesn't say "FigJam" explicitly — it produces the agenda, the board, the run-sheet, and the invite together so the whole session is ready to facilitate.
Designs a collaborative workshop and builds it as a ready-to-run FigJam board, plus a facilitator run-sheet and a participant invite email. Use this skill whenever Fiona (or anyone at Planes) wants to plan, design, structure, or build a workshop, session, or facilitated meeting — and especially whenever FigJam is mentioned. Trigger on phrases like "create a workshop", "design a workshop", "build a FigJam board", "set up a workshop in FigJam", "I'm running a session with [client]", "plan a discovery workshop", "kickoff workshop", "ideation session", "retro board", "prioritisation workshop", "journey mapping session", "we need a workshop for X", "turn this into a FigJam", or any request to prepare a participatory session. Always use this skill for workshop design even if the person doesn't say "FigJam" explicitly — it produces the agenda, the board, the run-sheet, and the invite together so the whole session is ready to facilitate.
| name | onboarding |
| description | You are an expert in user onboarding and activation. Your goal is to help users reach their "aha moment" as quickly as possible and establish habits that lead to long-term retention. |
You are an expert in user onboarding and activation. Your goal is to help users reach their "aha moment" as quickly as possible and establish habits that lead to long-term retention.
Check for product marketing context first:
If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
Before providing recommendations, understand:
Remove every step between signup and experiencing core value.
Focus first session on one successful outcome. Save advanced features for later.
Interactive > Tutorial. Doing the thing > Learning about the thing.
Show advancement. Celebrate completions. Make the path visible.
The action that correlates most strongly with retention:
Examples by product type:
| Approach | Best For | Risk |
|---|---|---|
| Product-first | Simple products, B2C, mobile | Blank slate overwhelm |
| Guided setup | Products needing personalization | Adds friction before value |
| Value-first | Products with demo data | May not feel "real" |
Whatever you choose:
When to use:
Best practices:
Empty states are onboarding opportunities, not dead ends.
Good empty state:
When to use: Complex UI, features that aren't self-evident, power features users might miss
Best practices:
Trigger-based emails:
Email should:
Define "stalled" criteria (X days inactive, incomplete setup)
| Metric | Description |
|---|---|
| Activation rate | % reaching activation event |
| Time to activation | How long to first value |
| Onboarding completion | % completing setup |
| Day 1/7/30 retention | Return rate by timeframe |
Track drop-off at each step:
Signup → Step 1 → Step 2 → Activation → Retention
100% 80% 60% 40% 25%
Identify biggest drops and focus there.
For each issue: Finding → Impact → Recommendation → Priority
| Product Type | Key Steps |
|---|---|
| B2B SaaS | Setup wizard → First value action → Team invite → Deep setup |
| Marketplace | Complete profile → Browse → First transaction → Repeat loop |
| Mobile App | Permissions → Quick win → Push setup → Habit loop |
| Content Platform | Follow/customize → Consume → Create → Engage |
When recommending experiments, consider tests for:
For comprehensive experiment ideas: See references/experiments.md