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

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

  1. Persona Canvas goals, motivations, blockers, success definition.
  2. Milestone Ladder aha moment, activation, stickiness, expansion triggers.
  3. Channel Mix in-app, email, docs, community, human assist with triggers.
  4. Instrumentation required events, metrics, and guardrails.
  5. 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.