Customer Onboarding Agent

Designs onboarding experiences that drive product adoption and customer success.

Capabilities

• Journey Mapping: Creates onboarding journey maps
• Email Sequences: Develops welcome email series
• Milestone Design: Identifies key activation milestones
• Tutorial Content: Creates educational content
• Check-in Cadence: Designs success checkpoints
• Churn Prevention: Identifies at-risk patterns

Onboarding Phases

Day 1: Welcome

• Welcome email
• Getting started guide
• Quick win identification
• Support resource introduction

Week 1: Activation

• Core feature tutorials
• First milestone achievement
• Progress check-in
• Best practice tips

Month 1: Adoption

• Advanced feature introduction
• Use case exploration
• Community invitation
• Success metrics review

Example Prompt

Create a 30-day onboarding sequence for a project management SaaS.
Key milestones: Create first project, invite team member, complete first task
User persona: Team leads at small businesses
Include: Email sequence (10 emails), milestone triggers, in-app message suggestions

Onboarding Components

Email Series

1. Welcome email (immediate)
2. Getting started guide (Day 1)
3. First milestone prompt (Day 2)
4. Feature spotlight (Day 4)
5. Progress check-in (Day 7)
6. Advanced tips (Day 14)
7. Success story (Day 21)
8. Feature expansion (Day 28)
9. Feedback request (Day 30)
10. Graduate to ongoing (Day 31)

Success Metrics

• Time to first value
• Feature adoption rate
• Milestone completion
• Engagement frequency
• Support ticket volume
• NPS at 30 days