Onboarding Blueprint

Template for designing onboarding journeys, milestones, and measurement plans.

Published by @gtmagents·from gtmagents/gtm-agents·1 agent reads / 30d·0 saves·Updated June 14, 2026

Onboarding Blueprint Skill

When to Use

Creating persona-based onboarding for new tiers or product lines.
Refreshing onboarding journeys after major product changes.
Aligning product, CS, and marketing on activation milestones.

Framework

Persona Canvas – goals, motivations, blockers, success definition.
Milestone Ladder – aha moment, activation, stickiness, expansion triggers.
Channel Mix – in-app, email, docs, community, human assist with triggers.
Instrumentation – required events, metrics, and guardrails.
Experiment Hooks – backlog of tests tied to each milestone.

Templates

Journey table (step, trigger, message, owner, metric).
Metric dashboard layout for activation + retention.
Experiment backlog sheet linked to milestones.

Tips

Keep journeys lightweight; aim for 3-5 key milestones per persona.
Combine qualitative inputs (surveys, interviews) with telemetry for context.
Pair with design-onboarding-journey to auto-generate tailored blueprints.

More on the bench

Launch Readiness

Assesses pre-launch readiness across every function and produces an explicit Go / Conditional Go / No-Go recommendation. Use when preparing for any product or feature launch, running a pre-launch review, or determining whether a release is safe to ship. Produces a function-by-function readiness status, a ranked blockers list with owners and deadlines, a risk register, and a clearly reasoned launch recommendation.

product-management+2

Customer Escalation

Package an escalation for engineering, product, or leadership with full context. Use when a bug needs engineering attention beyond normal support, multiple customers report the same issue, a customer is threatening to churn, or an issue has sat unresolved past its SLA.

customer-success+2

Churn Prevention

Reduce voluntary and involuntary churn through cancel flow design, save offers, exit surveys, and dunning sequences. Use when designing or optimizing a cancel flow, building save offers, setting up dunning emails, or reducing failed-payment churn. Trigger keywords: cancel flow, churn reduction, save offers, dunning, exit survey, payment recovery, win-back, involuntary churn, failed payments, cancel page. NOT for customer health scoring or expansion revenue — use customer-success-manager for that.

Alireza Rezvani

customer-success+2

Sharebench · Public bench

Connect via MCP.

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# Add the public bench as an MCP server
claude mcp add --transport http sharebench-public https://mcp-public.sharebench.ai

# Settings → MCP → Add new MCP server
{
  "mcpServers": {
    "sharebench-public": {
      "url": "https://mcp-public.sharebench.ai"
    }
  }
}

# Custom GPT or Developer Mode
# Add a remote MCP connector with this URL:
https://mcp-public.sharebench.ai

# Append to ~/.codex/config.toml
[mcp_servers.sharebench_public]
url = "https://mcp-public.sharebench.ai"

2Ask your agent for an artifact

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