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AI PromptsCategoriesSAAS

🚀 Onboard New Customers Properly

Turn the app you built for yourself into something other people pay to use. These prompts add the parts that make a tool into a product: customer sign-in, plans and trials, limits that mean something, a billing lifecycle that handles the awkward cases, and an admin view so you can see who is actually using it. The unglamorous half nobody enjoys assembling.
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Onboard New Customers Properly

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People sign up for my product and never come back. Build me an onboarding app. Define the steps a new account must complete to reach a first real result, which I specify rather than a generic tour, with the order and whether each is required. Track each account's progress through those steps with timestamps, so I can see how far people get and where they stop. Show the customer their own remaining steps clearly inside the product. When an account stalls at a step for longer than a period I set, trigger help for that specific step rather than a generic reminder. Show me a funnel of how many accounts reach each step and the drop-off between them. Add an AI agent that identifies the step most people abandon, drafts a targeted message for accounts stuck there, and summarizes what stalled accounts have in common. Automate the stall-triggered help messages, a congratulation when the first result is reached, and a scheduled weekly funnel report to me. Two logins: a customer who sees their own progress, and an owner who sees the funnel.

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01 / Spark - intelligence awakens

Onboard New Customers Properly

Define a first real result, track each account's progress towards it, and trigger help exactly where people stall.

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// the spark catches · intelligence awakens · the answer unfolds

Most churn happens in the first week, before anyone has got value out of the product. This defines the first real result and measures how many people reach it.

What's Included

  • A defined first result rather than a tour of the features.
  • Progress tracked per account so stalls are visible.
  • Help that arrives at the stall not on a fixed schedule.
  • An assistant that names the step people abandon.

How To Use

  1. Define one first result and measure it. Feature tours are not activation.
  2. Trigger help when someone stalls, not on a timetable.
  3. Watch the drop-off step. It is usually one specific thing.
  4. Talk to people who stalled. It is the highest-value hour you will spend.

Pair it with trial management, and check the effect in revenue metrics.

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