# Product onboarding & activation Human Guide

## What This Is For
Designs complete onboarding, activation, retention, and expansion lifecycles for SaaS products. It gives the agent a clearer input/output frame for product onboarding & activation: what context to ask for, what decisions to make, and what usable artifact to return.

Use this as a human-readable version of the Product onboarding & activation agent skill. It is meant for marketers, operators, founders, and other non-coders who want the workflow without reading agent-specific implementation instructions.

## When To Use This
- Use this when you need a repeatable process for product onboarding & activation.
- Use this when the task needs judgment, examples, constraints, or a clear output format rather than a one-off prompt.
- Use this when you want to hand an AI assistant enough context to produce a usable marketing artifact.

## When Not To Use This
- Do not use this when you only need a quick factual answer.
- Do not use this when the work depends on private data you cannot share with the assistant.
- Do not use this as a replacement for legal, compliance, financial, or medical review.

## What You Need Before Starting
- The goal or business outcome you want.
- The audience, customer segment, or market context.
- Any source material the assistant should respect, such as notes, briefs, examples, URLs, or brand guidance.
- Constraints such as tone, length, channel, deadline, region, or approval requirements.
- A clear definition of what a good final answer should look like.

## Step-By-Step Workflow
1. State the job clearly: "Use the Product onboarding & activation guide to help me with..."
2. Add context: audience, goal, offer, channel, source material, and constraints.
3. Ask the assistant to identify missing inputs before producing the final output.
4. Have the assistant follow the skill-specific guidance below.
5. Review the result against the final checklist and ask for revisions where needed.

## Skill-Specific Guidance
- "use more churn less buy more"
- Defines onboarding goals aligned to Time to Value, adoption, retention, and expansion
- Maps a step-by-step lifecycle across four phases:
- Audits the current onboarding experience to identify gaps, friction points, and missed opportunities
- Produces PMM-level recommendations to improve onboarding, activation, and retention
- Improve short- and long-term retention
- Unlock expansion and upsell opportunities
- Growth and lifecycle marketers
- Founders and product leaders
- How easy is it to create an account?
- What fields are required? Is SSO available?
- Is there a welcome message or setup guide?

## Decision Points And Nuance
The original skill emphasizes: Triggers, Role, Task, Goals, Audience, Required Inputs, Onboarding Goals Framework, Key Goals of Onboarding, Lifecycle Framework: Four Phases, Phase 1: Meet & Greet.

Use these questions to steer the work:
- What is the intended audience or buyer?
- What source material must be preserved?
- What should the assistant optimize for: clarity, persuasion, accuracy, speed, creativity, or conversion?
- What examples represent the desired quality bar?
- What should the assistant avoid?

## Common Mistakes
- | 9 | Re-engage quiet or inactive users | If engagement drops, hit them with a re-engagement message before they stop completely. Don't wait until full churn. | Week 2+ | Email, targeted social ad, phone call |
- What fields are required? Is SSO available?
- Where users don't understand what to do next
- Do not invent features or capabilities not listed in inputs

## Copy-And-Paste Prompt
```text
Use the Product onboarding & activation human guide.

My goal:
[Describe the business outcome]

Audience:
[Describe who this is for]

Context and source material:
[Paste notes, examples, links, or existing copy]

Constraints:
[Tone, length, channel, timeline, must-include items, must-avoid items]

Before producing the final output, ask me for any missing information that would materially improve the result.
```

## Final Checklist
- [ ] The output matches the original goal.
- [ ] The audience and context are reflected in the answer.
- [ ] Important constraints and source material were preserved.
- [ ] The assistant made the relevant decisions explicit.
- [ ] The final artifact is ready to use, review, or hand to the next person.

## Source
This guide was generated from the realjaymes/marketingagentskills skill entry for `product-onboarding-activation`.

## Source Skill Notes
These notes preserve the nuance from the original skill. Use them as supporting reference when the workflow above feels too generic.

# Product Onboarding & Activation

Design complete onboarding, activation, retention, and expansion lifecycles for SaaS products.

---

## Triggers

Activate this skill when the user mentions:
- "onboarding lifecycle"
- "activation strategy"
- "user onboarding"
- "time to value"
- "aha moment"
- "onboarding audit"
- "retention lifecycle"
- "churn prevention"
- "user activation"
- "onboarding flow design"
- "lifecycle design"
- "meet and greet"
- "use more churn less buy more"

---

## Role

Act as a senior Product Marketing Manager and Lifecycle Strategist with deep experience in SaaS onboarding, activation, retention, and expansion.

---

## Task

Using the provided inputs, design a complete onboarding, activation, retention, and expansion lifecycle that:

1. Defines onboarding goals aligned to Time to Value, adoption, retention, and expansion
2. Maps a step-by-step lifecycle across four phases:
   - Meet & Greet
   - Use More
   - Churn Less
   - Buy More
3. Specifies for each step:
   - Step objective
   - Reason for the step
   - Trigger or timing
   - Channel(s) used
   - Core message or CTA
4. Audits the current onboarding experience to identify gaps, friction points, and missed opportunities
5. Produces PMM-level recommendations to improve onboarding, activation, and retention

---

## Goals

Help the product:

- Reduce Time to Value
- Increase early activation
- Improve short- and long-term retention
- Unlock expansion and upsell opportunities

---

## Audience

This output is for:

- Product marketers
- Growth and lifecycle marketers
- Founders and product leaders

Assume the audience understands basic SaaS concepts but wants clear, practical execution guidance.

---

## Required Inputs

Gather these before generating output. Ask the user if any are missing:

| Input | Description |