Guided Setup Wizard
Interactive setup wizard using Intercom Checklists that guides new users through initial configuration with per-step validation, persona-specific variants, and autonomous AI optimization to sustain completion rates.
npx gtm-skills add product/onboard/setup-wizardOutcome
≥65% complete
Leading Indicators
- Wizard completion
- Setup time
- Config success
Instructions
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Define success metric and pass threshold (≥65% complete).
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In PostHog, create events for key actions; ensure app tracks all interactions.
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Instrument critical path with clear PostHog event names.
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Build minimum viable version with simple UI.
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Launch to 10-20 users via PostHog feature flag.
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Track progression in PostHog; create funnels for drop-off analysis.
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After 7 days, compute metrics vs. threshold.
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Review PostHog data for patterns and friction.
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If passed, document and proceed to Baseline; if not, iterate.
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Record observations for optimization.
Recommendations
Time
5 hours over 1 week
Play-specific cost
Free