Onboarding Checklist Workflow
Step-by-step checklist guiding users through activation milestones with progress tracking and celebration to increase completion rate.
npx gtm-skills add product/onboard/activation-checklistOutcome
≥60% checklist completion within 7d from ≥20 signups
Leading Indicators
- Checklist completion rate (target ≥60%)
- Per-step completion rate
- Time to activation (median days)
Instructions
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Run onboarding-sequence-design drill to define activation metric, 4-6 milestone ladder, and 5-7 behavioral email sequence with timing and skip conditions.
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Run onboarding-flow drill: build Intercom product tours for each milestone, persistent checklist widget with progress indicator, and celebration messages.
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Instrument PostHog events: checklist_shown, checklist_step_completed, checklist_completed, checklist_dismissed. Build onboarding funnel.
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Deploy to 20-50 new signups. Human reviews checklist copy and tour flows before launch.
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After 7 days, run threshold-engine drill: measure completion rate, per-step drop-off, median time-to-activation.
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PASS ≥60% from ≥20 users: proceed to Baseline. MARGINAL 40-59%: fix worst drop-off step, re-run. FAIL <40%: diagnose root cause.
Recommendations
Time
5 hours over 1 week
Play-specific cost
Intercom Essential: $29/seat/mo. PostHog, Loops, Attio on free tiers.