The Working Approach
Onboarding Design covers the first-run experience from registration through a meaningful action. It distinguishes required setup from optional information gathering, and compares progressive guidance, setup wizards, sample data and short product tours according to what the product needs before it can deliver value.
A particularly practical part of the source is its treatment of empty states as onboarding. The first blank workspace should explain its purpose and offer a clear starting action, not simply display an empty table. The Skill also proposes measurement definitions, but does not supply activation or retention results.
Expected Deliverables
- A first-value path with required and deferrable setup steps.
- A pattern choice covering guidance, sample data, and empty states.
- A measurement plan for activation, timing, and step abandonment.
From Brief to Review
- 01Define First Value
Agree on the action or insight that represents an initial useful outcome rather than treating account creation as sufficient.
- 02Reduce Prerequisites
Keep necessary configuration, defer optional details, and provide skip or later paths where the product permits.
- 03Design Guidance in Context
Use empty states, sample content, or limited tours at the moment they help. Specify what to measure and test with actual new users.