# Customer Onboarding Automation > Use when designing automated customer onboarding flows. - Skill: `loopyluci/customer-onboarding-automation` (Agent Skill) - Install (CLI): `npx skillmds@latest add loopyluci/customer-onboarding-automation` - Raw SKILL.md: https://api.skillmd.com/api/skills/loopyluci/customer-onboarding-automation/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - License: MIT - Author: LoopyLuci (https://skillmd.com/u/loopyluci) - Updated: 2026-09-08 - Page: https://skillmd.com/skills/loopyluci/customer-onboarding-automation --- # Customer Onboarding Automation Designing automated customer onboarding experiences that drive activation, adoption, and time-to-value. ## When to Use - Designing a customer onboarding flow for a SaaS product - Automating welcome sequences and guided tours - Measuring and improving time-to-value - Reducing churn in the first 90 days - Building product-led growth onboarding ## Onboarding Funnel ``` Sign Up → Activation → First Value → Habit → Expansion ↓ ↓ ↓ ↓ ↓ Welcome Setup First Success Regular Upgrade Email Complete Milestone Usage ``` ## Onboarding Automation Engine ```python from typing import Dict, List, Optional from datetime import datetime, timedelta class OnboardingAutomation: """Design automated onboarding flows.""" def __init__(self, product: str, ttv_target_days: int = 14): self.product = product self.ttv_target = ttv_target_days self.steps = [] self.triggers = [] self.templates = {} def add_step(self, name: str, delay_hours: int, action_type: str, config: Dict, condition: str = None) -> 'OnboardingAutomation': self.steps.append({ 'id': len(self.steps) + 1, 'name': name, 'delay': delay_hours, 'action': action_type, 'config': config, 'condition': condition, }) return self def build_welcome_sequence(self, company_name: str) -> 'OnboardingAutomation': """Build standard welcome onboarding.""" self.add_step('Welcome Email', 0, 'email', { 'subject': f'Welcome to {company_name}!', 'template': 'welcome', 'goal': 'Deliver login info, set expectations', }) self.add_step('Quick Start Guide', 24, 'email', { 'subject': 'Your first 5 steps to get started', 'template': 'quickstart', 'goal': 'Drive first login and setup action', }) self.add_step('Account Setup Call', 72, 'task', { 'assign_to': 'customer_success', 'priority': 'high', 'goal': 'Schedule 30-min onboarding call', }, condition='not_started_setup') self.add_step('First Value Milestone', 168, 'check', { 'milestone': 'completed_core_action', 'goal': 'Ensure customer reaches first value milestone', }) return self def generate_onboarding_timeline(self) -> str: timeline = f"🚀 {self.product} Onboarding ({self.ttv_target}d to value)\n" timeline += "=" * 50 + "\n" cumulative = 0 for step in self.steps: cumulative += step['delay'] days = cumulative // 24 hours = cumulative % 24 timeline += f"\n+{days}d {hours}h: {step['name']}" timeline += f"\n → {step['config'].get('goal', '')}" if step['condition']: timeline += f"\n ⚡ Only if: {step['condition']}" return timeline # Standard Day-0-30 onboarding template def standard_onboarding(product: str) -> OnboardingAutomation: o = OnboardingAutomation(product) o.add_step('Welcome & Login Instructions', 0, 'email', {'subject': f'Welcome to {product}!', 'template': 'welcome'}) o.add_step('Account Setup Guide', 2, 'email', {'template': 'setup_guide'}) o.add_step('Success Call Reminder', 48, 'task', {'type': 'call', 'assignee': 'CS'}, condition='has_not_booked_call') o.add_step('First Core Action Reminder', 72, 'in_app', {'message': 'Complete your first [action]!'}) o.add_step('Best Practices Guide', 168, 'email', {'template': 'best_practices'}) o.add_step('30-Day Check-in', 720, 'email', {'template': '30_day_review'}) return o ``` ## Activation Metrics ```python ACTIVATION_METRICS = { 'signup_to_activation': 'Time from signup to first core action (hours)', 'activation_rate': '% of signups completing activation in first 7 days', 'ttv_time': 'Time-to-value: days to first success milestone', 'setup_completion': '% completing setup wizard', 'feature_adoption_d30': 'Avg features used by day 30', 'onboarding_nps': 'NPS score after onboarding completes', } def calculate_activation_rate(signups: int, activated: int) -> float: return round(activated / max(signups, 1) * 100, 1) def find_dropoff_points(step_completion: List[Dict]) -> List[Dict]: """Find where users drop off in the onboarding flow.""" dropoffs = [] for i in range(1, len(step_completion)): prev = step_completion[i-1] curr = step_completion[i] if prev['count'] > 0: drop_pct = round((1 - curr['count'] / prev['count']) * 100, 1) if drop_pct > 20: dropoffs.append({ 'step': curr['name'], 'dropoff_pct': drop_pct, 'suggestion': f"Investigate friction at {curr['name']} step" }) return dropoffs ``` ## Common Pitfalls 1. **One-size-fits-all onboarding** — different user segments need different paths 2. **Information overload** — dumping all features in the first email overwhelms users 3. **Not measuring time-to-value** — if users don't see value quickly, they churn 4. **Passive onboarding** — waiting for users to take action; be proactive with reminders 5. **No human touch for high-touch segments** — enterprise customers need CS calls, not just emails ## Verification Checklist - [ ] Welcome email sequence configured (Day 0) - [ ] Activation milestone defined and tracked - [ ] Time-to-value measured and optimized - [ ] Automated reminders for stalled users - [ ] Human touch point for high-value segments - [ ] Drop-off points identified in funnel - [ ] Onboarding NPS survey triggered at completion ## See Also - customer-success-retention — retention post-onboarding - email-marketing-campaigns — email sequences for onboarding - marketing-automation-workflows — trigger-based onboarding - crm-sales-pipeline — handoff from sales to onboarding