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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 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
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