Persona-Based Onboarding
Personalize onboarding paths by user role and persona. Detect role at signup, route to persona-specific product tours and email sequences, and measure per-persona activation rates from a small smoke test through autonomous AI optimization.
npx gtm-skills add product/onboard/role-based-onboardingOutcome
≥45% activation for at least one persona in 20-50 user test
Leading Indicators
- Activation rate by persona
- Tour completion rate by persona
- Time to activation by persona
Instructions
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Analyze existing activated users in PostHog to identify 2-3 distinct persona segments by role, use case, company size, and signup source. Each persona needs a different activation action.
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For each persona, build a 3-5 step product tour in Intercom focused on reaching that persona's specific activation action.
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Create a PostHog feature flag 'onboarding-tour-persona' with variants matching your personas. Route users based on persona_type property.
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Instrument per-persona PostHog events: tour_started, tour_step_completed, tour_completed, tour_dismissed, activation_reached — all with persona_type property.
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Build per-persona activation funnels in PostHog: tour_started → tour_completed → activation_reached.
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Enable the feature flag for 20-50 new signups. Monitor Live Events for the first 5 users.
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After 7 days, pull per-persona metrics. Pass threshold: ≥45% activation for at least one persona.
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If PASS, document the winning persona path and proceed to Baseline. If FAIL, check tour completion rate (low = simplify tour) and activation rate vs tour completion (high completion but low activation = wrong activation metric).
Recommendations
Time
6 hours over 1 week
Play-specific cost
Free