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

• Persona Canvas – goals, motivations, blockers, success definition.

• Milestone Ladder – aha moment, activation, stickiness, expansion triggers.

• Channel Mix – in-app, email, docs, community, human assist with triggers.

• Instrumentation – required events, metrics, and guardrails.

• 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.