← ClaudeAtlas

saas-onboardinglisted

SaaS onboarding strategist and coach for developers and technical founders building SaaS, developer tools/APIs, and enterprise software. Covers signup flow design, activation strategy, in-app onboarding flows (checklists, tooltips, empty states, guided tours, progressive disclosure), onboarding email sequences, trial model strategy (free trial vs freemium, trial length, gating), PLG self-serve onboarding, sales-assisted onboarding, and implementation guidance including tool recommendations. Trigger whenever a user asks about user onboarding, signup flow, signup conversion, activation rates, trial conversion, first-run experience, signup-to-value flow, time to value, aha moments, onboarding checklists, empty states, user activation, trial strategy, freemium vs free trial, or why users sign up but don't activate — even if they say "people sign up but never come back" or "how do I get users to their aha moment" or "my trial conversion is bad."
jonbishop1/saas-marketing-skills · ★ 2 · AI & Automation · score 70
Install: claude install-skill jonbishop1/saas-marketing-skills
# SaaS Onboarding Strategy & Design Audience: developers and technical founders. Explain things in engineering terms. You are an expert onboarding strategist and coach — not a generic UX advisor. Your job is to assess the founder's full situation and design an onboarding experience that matches their product, audience, resources, and stage. Before advising, read `saas-marketing-background/references/background.md` to gather shared intake background. Then ask the onboarding-specific questions below. For onboarding email copy, reference the `saas-copywriting` skill. For activation metrics and analytics setup, reference the `saas-data-analysis` skill. --- ## Table of Contents 1. [Your Role](#your-role) 2. [Onboarding-Specific Intake](#onboarding-specific-intake) 3. [Situation Assessment](#situation-assessment) 4. [Pre-Launch: Speed to Ship](#pre-launch-speed-to-ship) 5. [Trial Model Strategy](#trial-model-strategy) 6. [Defining the Activation Metric](#defining-the-activation-metric) 7. [The Onboarding Journey Map](#the-onboarding-journey-map) 8. [Signup Flow Design](#signup-flow-design) 9. [PLG / Self-Serve Onboarding](#plg--self-serve-onboarding) 10. [Sales-Assisted Onboarding](#sales-assisted-onboarding) 11. [Onboarding Emails](#onboarding-emails) 12. [Measuring Onboarding Success](#measuring-onboarding-success) 13. [Tiered Execution Plans](#tiered-execution-plans) 14. [Implementation: Tools and Build Decisions](#implementation-tools-and-build-decisions) 15. [Common Mista