{ "schemaVersion": "1.0", "item": { "slug": "customer-onboarding-2", "name": "Customer Onboarding", "source": "tencent", "type": "skill", "category": "效率提升", "sourceUrl": "https://clawhub.ai/JK-0001/customer-onboarding-2", "canonicalUrl": "https://clawhub.ai/JK-0001/customer-onboarding-2", "targetPlatform": "OpenClaw" }, "install": { "downloadMode": "redirect", "downloadUrl": "/downloads/customer-onboarding-2", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=customer-onboarding-2", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "installMethod": "Manual import", "extraction": "Extract archive", "prerequisites": [ "OpenClaw" ], "packageFormat": "ZIP package", "includedAssets": [ "SKILL.md" ], "primaryDoc": "SKILL.md", "quickSetup": [ "Download the package from Yavira.", "Extract the archive and review SKILL.md first.", "Import or place the package into your OpenClaw setup." ], "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. 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Summarize what changed and any follow-up checks I should run." } ] }, "sourceHealth": { "source": "tencent", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-23T16:43:11.935Z", "expiresAt": "2026-04-30T16:43:11.935Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=4claw-imageboard", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=4claw-imageboard", "contentDisposition": "attachment; filename=\"4claw-imageboard-1.0.1.zip\"", "redirectLocation": null, "bodySnippet": null }, "scope": "source", "summary": "Source download looks usable.", "detail": "Yavira can redirect you to the upstream package for this source.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/customer-onboarding-2" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] }, "downloadPageUrl": "https://openagent3.xyz/downloads/customer-onboarding-2", "agentPageUrl": "https://openagent3.xyz/skills/customer-onboarding-2/agent", "manifestUrl": "https://openagent3.xyz/skills/customer-onboarding-2/agent.json", "briefUrl": "https://openagent3.xyz/skills/customer-onboarding-2/agent.md" }, "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run." } ] }, "documentation": { "source": "clawhub", "primaryDoc": "SKILL.md", "sections": [ { "title": "Overview", "body": "Onboarding is where you keep or lose customers. The first 7-30 days determine whether they stay or churn. Most solopreneurs focus on acquisition and ignore onboarding — then wonder why churn is high. This playbook builds an onboarding system that gets users to their first win fast, builds confidence, and sets them up for long-term success." }, { "title": "Step 1: Define Your Activation Metric", "body": "Onboarding isn't about completing a checklist. It's about getting users to experience value — the \"aha moment\" where the product clicks.\n\nYour activation metric is the action that predicts retention.\n\nExamples:\n\nSlack: Sent 2,000 messages as a team\nDropbox: Uploaded and shared at least one file\nSaaS analytics tool: Connected a data source and viewed their first report\nProject management tool: Created a project and added 3 tasks\n\nHow to find your activation metric:\n\nLook at retained customers (those who stuck around 90+ days)\nIdentify what they did in their first 7 days that non-retained customers didn't do\nThat action (or set of actions) is your activation metric\n\nRule: Onboarding is successful when a user completes your activation metric. Everything in your onboarding should drive toward this." }, { "title": "Step 2: Map Your Onboarding Journey", "body": "Before designing tactics, map the full journey from signup to activation.\n\nOnboarding journey template:\n\nSIGNUP\n ↓ (What happens immediately after signup?)\nSETUP / CONFIGURATION\n ↓ (What do they need to configure? Integrations? Settings? Profile?)\nFIRST VALUE MOMENT\n ↓ (What's the simplest, fastest way they can experience value?)\nACTIVATION\n ↓ (They complete the activation metric)\nONGOING ENGAGEMENT\n ↓ (They use the product regularly)\n\nFor each stage, ask:\n\nWhat does the user need to do?\nWhat's blocking them from doing it? (friction, confusion, missing information)\nHow can we make this easier or faster?\n\nExample (SaaS automation tool):\n\nSIGNUP → Email confirmation\n\nSETUP → Connect first data source (e.g., Google Sheets)\n Friction: Don't know which source to start with\n Solution: Pre-select most common source, add \"why start here?\" tooltip\n\nFIRST VALUE MOMENT → See automated workflow run successfully\n Friction: Don't know what workflow to build\n Solution: Provide 3 templates, one-click to activate\n\nACTIVATION → Run 10 workflows successfully\n Friction: Forget to check back after first success\n Solution: Email reminder after 24 hours with progress + next step\n\nONGOING ENGAGEMENT → Use weekly, add more workflows" }, { "title": "Step 3: Reduce Friction at Every Step", "body": "Friction = anything that slows down or confuses the user. Every friction point increases the chance they abandon.\n\nCommon friction points and fixes:\n\nFrictionImpactFixToo many fields on signupUsers abandon mid-signupCollect only email + password. Get everything else later.Unclear next stepUsers sign up, then stare at a blank screenShow a clear \"Start here\" CTA immediately after signupComplex setupUsers get overwhelmed and leaveBreak setup into 3-5 small steps with progress bar. Let them skip non-essential steps.Jargon or unclear labelsUsers don't understand what to doUse plain language. Replace \"Configure API endpoint\" with \"Connect your account\"Long time-to-valueTakes 30+ min to see resultsCreate a fast \"quick win\" path — even if it's a simplified version of the full value\n\nRule: Every step in onboarding should take < 2 minutes. If it takes longer, break it into smaller steps or defer it until later." }, { "title": "Step 4: Build Your Onboarding Sequence", "body": "Onboarding is not just in-app. It's a multi-channel experience: in-app guidance + email + (optionally) human touch." }, { "title": "In-App Onboarding", "body": "Tactics:\n\nWelcome modal: Appears immediately after signup. \"Welcome! Here's how to get started in 3 steps.\"\nTooltips/hotspots: Highlight key features as users explore (\"This is where you create a new project\")\nChecklist: Show progress toward activation (\"2 of 5 steps complete — you're almost there!\")\nEmpty states: When a user sees a blank page, show helpful prompts (\"No projects yet? Start your first one here.\")\n\nTools: Intercom, Appcues, Userflow, or custom-built with plain JavaScript.\n\nRule: Don't overwhelm. Show 1-2 tips at a time, not 10." }, { "title": "Email Onboarding", "body": "Email sequence (5-7 emails over 14 days):\n\nEMAIL 1 (Day 0, immediately after signup):\n Subject: \"Welcome to [Product]! Let's get you started.\"\n Body: Confirm signup, set expectations, link to first step or template\n\nEMAIL 2 (Day 1, if activation metric not hit):\n Subject: \"Quick question — stuck on anything?\"\n Body: Address common blockers, offer help, link to docs or support\n\nEMAIL 3 (Day 3, if activation metric not hit):\n Subject: \"Here's the fastest way to see results\"\n Body: Share a quick-win template or walkthrough video\n\nEMAIL 4 (Day 5, if activation metric HIT):\n Subject: \"Nice work! Here's what to do next\"\n Body: Celebrate their first win, suggest next feature or use case\n\nEMAIL 5 (Day 7, if activation metric not hit):\n Subject: \"Need a hand? Let's jump on a quick call\"\n Body: Offer a personal onboarding call (manual touch for high-value prospects)\n\nEMAIL 6 (Day 10):\n Subject: \"3 pro tips from our best users\"\n Body: Share advanced tips or lesser-known features\n\nEMAIL 7 (Day 14):\n Subject: \"How's it going? We'd love your feedback\"\n Body: Ask how onboarding went, request feedback, link to survey\n\nPersonalization triggers: Send different emails based on behavior:\n\nIf they completed activation → send \"here's what to do next\" content\nIf they didn't complete activation → send troubleshooting or offer help" }, { "title": "Human Touch (Optional, for High-Value Customers)", "body": "For high-ticket SaaS or service businesses, add a human layer:\n\nOnboarding call: Schedule a 15-30 min call to walk them through setup\nCheck-in emails: Personal email (not automated) asking how it's going\nSlack/community access: Invite them to a private Slack or Circle community for direct support\n\nWhen to use: When LTV > $500 or when the product is complex." }, { "title": "Step 5: Measure Onboarding Performance", "body": "Track these metrics to know if onboarding is working:\n\nMetricWhat It MeansHealthy BenchmarkActivation rate% of signups who hit activation metric30-60% (varies by product)Time to activationMedian days/hours from signup to activationUnder 24 hours is idealDay 7 retention% of signups still active after 7 days40-60%Day 30 retention% of signups still active after 30 days25-40%Onboarding email open/click ratesEngagement with onboarding emailsOpens: 40-60%, Clicks: 10-20%\n\nWhere to track: Use your analytics tool (Mixpanel, Amplitude, or simple event tracking in Google Analytics) + email tool (ConvertKit, Mailchimp).\n\nDiagnose issues:\n\nLow activation rate? Too much friction in setup, or unclear value prop. Simplify first steps.\nLong time to activation? Too many steps or too complex. Create a faster \"quick win\" path.\nHigh activation but low Day 30 retention? They got initial value but didn't build a habit. Improve ongoing engagement (notifications, email reminders, new features)." }, { "title": "Step 6: Iterate on Onboarding", "body": "Onboarding is never \"done.\" Continuously improve based on data and feedback.\n\nMonthly onboarding review:\n\nCheck activation rate — is it improving?\nReview user feedback from surveys or support tickets — where are people getting stuck?\nWatch 2-3 user session recordings (tools: Hotjar, FullStory) — what confuses people?\nTest one improvement per month (e.g., simplify signup, add a tooltip, rewrite an email)\n\nA/B testing ideas:\n\nDifferent welcome email subject lines\nChecklist vs no checklist in-app\nVideo walkthrough vs text instructions\nLength of signup form (fewer fields vs more upfront info)\n\nRule: Focus on the biggest drop-off point first. If 50% of users abandon during setup, fixing that is 10x more valuable than optimizing a later step." }, { "title": "Onboarding Mistakes to Avoid", "body": "Dumping everything on Day 1. Don't explain every feature upfront. Guide them to one quick win, then introduce more over time.\nNo clear next step after signup. A blank screen or \"Welcome!\" with no guidance kills activation. Always show a clear \"Do this first\" CTA.\nIgnoring non-activated users. If someone signs up and doesn't activate, don't give up. Re-engage them with helpful emails or a manual outreach.\nMaking setup mandatory when it's optional. Let users skip non-essential steps. Forcing them to fill out a profile or connect integrations before they see value creates friction.\nNo human touch for high-value customers. If your LTV is $1,000+, a 15-minute onboarding call is worth it. Don't over-automate at the high end.\nNot measuring time to activation. If it takes 2 weeks for users to see value, you'll lose most of them. Aim for value in < 24 hours." } ], "body": "Customer Onboarding\nOverview\n\nOnboarding is where you keep or lose customers. The first 7-30 days determine whether they stay or churn. Most solopreneurs focus on acquisition and ignore onboarding — then wonder why churn is high. This playbook builds an onboarding system that gets users to their first win fast, builds confidence, and sets them up for long-term success.\n\nStep 1: Define Your Activation Metric\n\nOnboarding isn't about completing a checklist. It's about getting users to experience value — the \"aha moment\" where the product clicks.\n\nYour activation metric is the action that predicts retention.\n\nExamples:\n\nSlack: Sent 2,000 messages as a team\nDropbox: Uploaded and shared at least one file\nSaaS analytics tool: Connected a data source and viewed their first report\nProject management tool: Created a project and added 3 tasks\n\nHow to find your activation metric:\n\nLook at retained customers (those who stuck around 90+ days)\nIdentify what they did in their first 7 days that non-retained customers didn't do\nThat action (or set of actions) is your activation metric\n\nRule: Onboarding is successful when a user completes your activation metric. Everything in your onboarding should drive toward this.\n\nStep 2: Map Your Onboarding Journey\n\nBefore designing tactics, map the full journey from signup to activation.\n\nOnboarding journey template:\n\nSIGNUP\n ↓ (What happens immediately after signup?)\nSETUP / CONFIGURATION\n ↓ (What do they need to configure? Integrations? Settings? Profile?)\nFIRST VALUE MOMENT\n ↓ (What's the simplest, fastest way they can experience value?)\nACTIVATION\n ↓ (They complete the activation metric)\nONGOING ENGAGEMENT\n ↓ (They use the product regularly)\n\n\nFor each stage, ask:\n\nWhat does the user need to do?\nWhat's blocking them from doing it? (friction, confusion, missing information)\nHow can we make this easier or faster?\n\nExample (SaaS automation tool):\n\nSIGNUP → Email confirmation\n\nSETUP → Connect first data source (e.g., Google Sheets)\n Friction: Don't know which source to start with\n Solution: Pre-select most common source, add \"why start here?\" tooltip\n\nFIRST VALUE MOMENT → See automated workflow run successfully\n Friction: Don't know what workflow to build\n Solution: Provide 3 templates, one-click to activate\n\nACTIVATION → Run 10 workflows successfully\n Friction: Forget to check back after first success\n Solution: Email reminder after 24 hours with progress + next step\n\nONGOING ENGAGEMENT → Use weekly, add more workflows\n\nStep 3: Reduce Friction at Every Step\n\nFriction = anything that slows down or confuses the user. Every friction point increases the chance they abandon.\n\nCommon friction points and fixes:\n\nFriction\tImpact\tFix\nToo many fields on signup\tUsers abandon mid-signup\tCollect only email + password. Get everything else later.\nUnclear next step\tUsers sign up, then stare at a blank screen\tShow a clear \"Start here\" CTA immediately after signup\nComplex setup\tUsers get overwhelmed and leave\tBreak setup into 3-5 small steps with progress bar. Let them skip non-essential steps.\nJargon or unclear labels\tUsers don't understand what to do\tUse plain language. Replace \"Configure API endpoint\" with \"Connect your account\"\nLong time-to-value\tTakes 30+ min to see results\tCreate a fast \"quick win\" path — even if it's a simplified version of the full value\n\nRule: Every step in onboarding should take < 2 minutes. If it takes longer, break it into smaller steps or defer it until later.\n\nStep 4: Build Your Onboarding Sequence\n\nOnboarding is not just in-app. It's a multi-channel experience: in-app guidance + email + (optionally) human touch.\n\nIn-App Onboarding\n\nTactics:\n\nWelcome modal: Appears immediately after signup. \"Welcome! Here's how to get started in 3 steps.\"\nTooltips/hotspots: Highlight key features as users explore (\"This is where you create a new project\")\nChecklist: Show progress toward activation (\"2 of 5 steps complete — you're almost there!\")\nEmpty states: When a user sees a blank page, show helpful prompts (\"No projects yet? Start your first one here.\")\n\nTools: Intercom, Appcues, Userflow, or custom-built with plain JavaScript.\n\nRule: Don't overwhelm. Show 1-2 tips at a time, not 10.\n\nEmail Onboarding\n\nEmail sequence (5-7 emails over 14 days):\n\nEMAIL 1 (Day 0, immediately after signup):\n Subject: \"Welcome to [Product]! Let's get you started.\"\n Body: Confirm signup, set expectations, link to first step or template\n\nEMAIL 2 (Day 1, if activation metric not hit):\n Subject: \"Quick question — stuck on anything?\"\n Body: Address common blockers, offer help, link to docs or support\n\nEMAIL 3 (Day 3, if activation metric not hit):\n Subject: \"Here's the fastest way to see results\"\n Body: Share a quick-win template or walkthrough video\n\nEMAIL 4 (Day 5, if activation metric HIT):\n Subject: \"Nice work! Here's what to do next\"\n Body: Celebrate their first win, suggest next feature or use case\n\nEMAIL 5 (Day 7, if activation metric not hit):\n Subject: \"Need a hand? Let's jump on a quick call\"\n Body: Offer a personal onboarding call (manual touch for high-value prospects)\n\nEMAIL 6 (Day 10):\n Subject: \"3 pro tips from our best users\"\n Body: Share advanced tips or lesser-known features\n\nEMAIL 7 (Day 14):\n Subject: \"How's it going? We'd love your feedback\"\n Body: Ask how onboarding went, request feedback, link to survey\n\n\nPersonalization triggers: Send different emails based on behavior:\n\nIf they completed activation → send \"here's what to do next\" content\nIf they didn't complete activation → send troubleshooting or offer help\nHuman Touch (Optional, for High-Value Customers)\n\nFor high-ticket SaaS or service businesses, add a human layer:\n\nOnboarding call: Schedule a 15-30 min call to walk them through setup\nCheck-in emails: Personal email (not automated) asking how it's going\nSlack/community access: Invite them to a private Slack or Circle community for direct support\n\nWhen to use: When LTV > $500 or when the product is complex.\n\nStep 5: Measure Onboarding Performance\n\nTrack these metrics to know if onboarding is working:\n\nMetric\tWhat It Means\tHealthy Benchmark\nActivation rate\t% of signups who hit activation metric\t30-60% (varies by product)\nTime to activation\tMedian days/hours from signup to activation\tUnder 24 hours is ideal\nDay 7 retention\t% of signups still active after 7 days\t40-60%\nDay 30 retention\t% of signups still active after 30 days\t25-40%\nOnboarding email open/click rates\tEngagement with onboarding emails\tOpens: 40-60%, Clicks: 10-20%\n\nWhere to track: Use your analytics tool (Mixpanel, Amplitude, or simple event tracking in Google Analytics) + email tool (ConvertKit, Mailchimp).\n\nDiagnose issues:\n\nLow activation rate? Too much friction in setup, or unclear value prop. Simplify first steps.\nLong time to activation? Too many steps or too complex. Create a faster \"quick win\" path.\nHigh activation but low Day 30 retention? They got initial value but didn't build a habit. Improve ongoing engagement (notifications, email reminders, new features).\nStep 6: Iterate on Onboarding\n\nOnboarding is never \"done.\" Continuously improve based on data and feedback.\n\nMonthly onboarding review:\n\nCheck activation rate — is it improving?\nReview user feedback from surveys or support tickets — where are people getting stuck?\nWatch 2-3 user session recordings (tools: Hotjar, FullStory) — what confuses people?\nTest one improvement per month (e.g., simplify signup, add a tooltip, rewrite an email)\n\nA/B testing ideas:\n\nDifferent welcome email subject lines\nChecklist vs no checklist in-app\nVideo walkthrough vs text instructions\nLength of signup form (fewer fields vs more upfront info)\n\nRule: Focus on the biggest drop-off point first. If 50% of users abandon during setup, fixing that is 10x more valuable than optimizing a later step.\n\nOnboarding Mistakes to Avoid\nDumping everything on Day 1. Don't explain every feature upfront. Guide them to one quick win, then introduce more over time.\nNo clear next step after signup. A blank screen or \"Welcome!\" with no guidance kills activation. Always show a clear \"Do this first\" CTA.\nIgnoring non-activated users. If someone signs up and doesn't activate, don't give up. Re-engage them with helpful emails or a manual outreach.\nMaking setup mandatory when it's optional. Let users skip non-essential steps. Forcing them to fill out a profile or connect integrations before they see value creates friction.\nNo human touch for high-value customers. If your LTV is $1,000+, a 15-minute onboarding call is worth it. Don't over-automate at the high end.\nNot measuring time to activation. If it takes 2 weeks for users to see value, you'll lose most of them. Aim for value in < 24 hours." }, "trust": { "sourceLabel": "tencent", "provenanceUrl": "https://clawhub.ai/JK-0001/customer-onboarding-2", "publisherUrl": "https://clawhub.ai/JK-0001/customer-onboarding-2", "owner": "JK-0001", "version": "0.1.0", "license": null, "verificationStatus": "Indexed source record" }, "links": { "detailUrl": "https://openagent3.xyz/skills/customer-onboarding-2", "downloadUrl": "https://openagent3.xyz/downloads/customer-onboarding-2", "agentUrl": "https://openagent3.xyz/skills/customer-onboarding-2/agent", "manifestUrl": "https://openagent3.xyz/skills/customer-onboarding-2/agent.json", "briefUrl": "https://openagent3.xyz/skills/customer-onboarding-2/agent.md" } }