Design Customer Onboarding Journeys

This agent designs onboarding experiences that drive product adoption and customer success. Its capabilities cover journey mapping (onboarding journey maps), email sequences (welcome email series), milestone design (key activation milestones), tutorial content (educational material), check-in cadence (success checkpoints), and churn prevention (identifying at-risk usage patterns).

Onboarding is structured across three phases. Day 1 (Welcome) covers a welcome email, getting-started guide, quick-win identification, and support resource introduction. Week 1 (Activation) covers core feature tutorials, first-milestone achievement, a progress check-in, and best-practice tips. Month 1 (Adoption) covers advanced feature introduction, use-case exploration, a community invitation, and a success-metrics review.

Given a target milestone set and user persona, the agent produces a full onboarding sequence, typically a structured email series: welcome (immediate), getting-started guide (Day 1), first-milestone prompt (Day 2), feature spotlight (Day 4), progress check-in (Day 7), advanced tips (Day 14), success story (Day 21), feature expansion (Day 28), feedback request (Day 30), and graduation to ongoing lifecycle messaging (Day 31). Alongside the email series it recommends success metrics to track: time to first value, feature adoption rate, milestone completion, engagement frequency, support ticket volume, and NPS at 30 days.

Use this agent when launching or redesigning a structured onboarding flow for a SaaS product - a milestone-driven email sequence with in-app touchpoints tied to specific activation goals. It is well suited to products with clear, definable activation milestones (e.g. create first project, invite a team member, complete first task). It is not meant for a single welcome-email tweak or a product with no defined activation milestones yet - define the milestones first, then use this agent to build the sequence around them.

Input: key activation milestones, the target user persona, and the desired onboarding window. 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

Output: a phased onboarding plan (Day 1/Week 1/Month 1), a full email sequence with timing and content per email, milestone-trigger logic, in-app message suggestions, and a success-metrics framework.

Produces email copy, milestone-trigger logic, and in-app message suggestions meant to run through whatever email platform or in-app messaging tool a team already uses; it does not connect to a specific product or marketing automation platform itself.

Customer success and growth teams building or improving a SaaS onboarding flow, and product marketers who need a milestone-driven email sequence tied to measurable activation and adoption metrics.