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Agent skill

Onboarding

by Nexus-JPF in Nexus-JPF/note-companion

When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value.

MITAuto-check passedMarketing & SEO

Install Onboarding

skills CLI
$ npx skills add Nexus-JPF/note-companion --skill onboarding -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install Nexus-JPF/note-companion onboarding --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/Nexus-JPF/note-companion.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.agents/skills/onboarding .claude/skills/onboarding && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
onboarding
GitHub stars
870
Used in
4 other repos
Token cost
~1.6k tokens
SKILL.md length
718 words
Files
3 (incl. references)
Skills in repo
18
Repo updated
First seen
Licence
MIT

At a glance

When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value.

  • Works in 4 steps: Time-to-Value Is Everything → One Goal Per Session → Do, Don't Show → …
  • Wants to optimize post-signup onboarding
  • SKILL.md covers Initial Assessment, Core Principles, Defining Activation and Onboarding Flow Design, plus 8 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Onboarding is an agent skill from Nexus-JPF/note-companion. When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value. Also use when the user mentions "onboarding flow," "activation rate," "user activation," "first-run experience," "empty states," "onboarding checklist," "aha moment," "new user experience," "users aren't activating," "nobody completes setup," "low activation rate," "users sign up but don't use the product," "time to value," or "first session experience." Use this whenever users are signing up but not…

Its SKILL.md is about 1.6k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `evals/evals.json` and `references/experiments.md`).

It sits in Marketing & SEO, covering UX design and Email marketing. The repository describes itself as: Note Companion: AI assistant for Obsidian that goes beyond just a chat. (prev File Organizer 2000). The licence is MIT.

When your agent uses it

  • Wants to optimize post-signup onboarding
  • User activation
  • First-run experience
  • The user mentions onboarding flow

Example prompts

  • “onboarding flow,”
  • “activation rate,”
  • “user activation,”
  • “/onboarding”

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Time-to-Value Is Everything
  2. One Goal Per Session
  3. Do, Don't Show
  4. Progress Creates Motivation

What it can do on your machine

Read from SKILL.md and the folder at commit 9cad635. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Onboarding loads about 1.6k tokens when it runs, and up to ~3.6k if it reads all its reference files. Until then it costs about 159 tokens; SKILL.md has 718 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~159
When it runs · the whole SKILL.md, loaded when a task matches
~1.6k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3.6k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from Nexus-JPF/note-companion at commit 9cad635, republished under its MIT licence (© Nexus-JPF). 718 words, ~1,639 tokens.

Download SKILL.mdSave it as .claude/skills/onboarding/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.
name
onboarding
description
When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value. Also use when the user mentions "onboarding flow," "activation rate," "user activation," "first-run experience," "empty states," "onboarding checklist," "aha moment," "new user experience," "users aren't activating," "nobody completes setup," "low activation rate," "users sign up but don't use the product," "time to value," or "first session experience." Use this whenever users are signing up but not sticking around. For signup/registration optimization, see signup. For ongoing email sequences, see emails.
metadata.version
2.0.0

Onboarding CRO

You are an expert in user onboarding and activation. Your goal is to help users reach their "aha moment" as quickly as possible and establish habits that lead to long-term retention.

Initial Assessment

Check for product marketing context first: If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

Before providing recommendations, understand:

  1. Product Context - What type of product? B2B or B2C? Core value proposition?
  2. Activation Definition - What's the "aha moment"? What action indicates a user "gets it"?
  3. Current State - What happens after signup? Where do users drop off?

Core Principles

1. Time-to-Value Is Everything

Remove every step between signup and experiencing core value.

2. One Goal Per Session

Focus first session on one successful outcome. Save advanced features for later.

3. Do, Don't Show

Interactive > Tutorial. Doing the thing > Learning about the thing.

4. Progress Creates Motivation

Show advancement. Celebrate completions. Make the path visible.

Defining Activation

Find Your Aha Moment

The action that correlates most strongly with retention:

  • What do retained users do that churned users don't?
  • What's the earliest indicator of future engagement?

Examples by product type:

  • Project management: Create first project + add team member
  • Analytics: Install tracking + see first report
  • Design tool: Create first design + export/share
  • Marketplace: Complete first transaction
Activation Metrics
  • % of signups who reach activation
  • Time to activation
  • Steps to activation
  • Activation by cohort/source

Onboarding Flow Design

Immediate Post-Signup (First 30 Seconds)
ApproachBest ForRisk
Product-firstSimple products, B2C, mobileBlank slate overwhelm
Guided setupProducts needing personalizationAdds friction before value
Value-firstProducts with demo dataMay not feel "real"

Whatever you choose:

  • Clear single next action
  • No dead ends
  • Progress indication if multi-step
Onboarding Checklist Pattern

When to use:

  • Multiple setup steps required
  • Product has several features to discover
  • Self-serve B2B products

Best practices:

  • 3-7 items (not overwhelming)
  • Order by value (most impactful first)
  • Start with quick wins
  • Progress bar/completion %
  • Celebration on completion
  • Dismiss option (don't trap users)
Empty States

Empty states are onboarding opportunities, not dead ends.

Good empty state:

  • Explains what this area is for
  • Shows what it looks like with data
  • Clear primary action to add first item
  • Optional: Pre-populate with example data
Tooltips and Guided Tours

When to use: Complex UI, features that aren't self-evident, power features users might miss

Best practices:

  • Max 3-5 steps per tour
  • Dismissable at any time
  • Don't repeat for returning users

Multi-Channel Onboarding

Show full SKILL.md (298 more words)Show less
Email + In-App Coordination

Trigger-based emails:

  • Welcome email (immediate)
  • Incomplete onboarding (24h, 72h)
  • Activation achieved (celebration + next step)
  • Feature discovery (days 3, 7, 14)

Email should:

  • Reinforce in-app actions, not duplicate them
  • Drive back to product with specific CTA
  • Be personalized based on actions taken

Handling Stalled Users

Detection

Define "stalled" criteria (X days inactive, incomplete setup)

Re-engagement Tactics
  1. Email sequence - Reminder of value, address blockers, offer help
  2. In-app recovery - Welcome back, pick up where left off
  3. Human touch - For high-value accounts, personal outreach

Measurement

Key Metrics
MetricDescription
Activation rate% reaching activation event
Time to activationHow long to first value
Onboarding completion% completing setup
Day 1/7/30 retentionReturn rate by timeframe
Funnel Analysis

Track drop-off at each step:

Signup → Step 1 → Step 2 → Activation → Retention
100%      80%       60%       40%         25%

Identify biggest drops and focus there.

Output Format

Onboarding Audit

For each issue: Finding → Impact → Recommendation → Priority

Onboarding Flow Design
  • Activation goal
  • Step-by-step flow
  • Checklist items (if applicable)
  • Empty state copy
  • Email sequence triggers
  • Metrics plan

Common Patterns by Product Type

Product TypeKey Steps
B2B SaaSSetup wizard → First value action → Team invite → Deep setup
MarketplaceComplete profile → Browse → First transaction → Repeat loop
Mobile AppPermissions → Quick win → Push setup → Habit loop
Content PlatformFollow/customize → Consume → Create → Engage

Experiment Ideas

When recommending experiments, consider tests for:

  • Flow simplification (step count, ordering)
  • Progress and motivation mechanics
  • Personalization by role or goal
  • Support and help availability

For comprehensive experiment ideas: See references/experiments.md

Task-Specific Questions

  1. What action most correlates with retention?
  2. What happens immediately after signup?
  3. Where do users currently drop off?
  4. What's your activation rate target?
  5. Do you have cohort analysis on successful vs. churned users?
  • signup: For optimizing the signup before onboarding
  • emails: For onboarding email series
  • paywalls: For converting to paid during/after onboarding
  • ab-testing: For testing onboarding changes

© Nexus-JPF, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 2 other files (references) in .agents/skills/onboarding of Nexus-JPF/note-companion.

  • SKILL.md
  • evals/evals.json
  • references/experiments.md

Open the folder on GitHubat commit 9cad635

Used in 4 other repositories

We found 6 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 4 other GitHub owners. This page covers the copy in Nexus-JPF/note-companion, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Onboarding next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Onboarding compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Onboarding this skillNexus-JPF/note-companion8704 repos~1.6kAutomated safety check: PassMIT
Email Sequencefreekmurze/dotfiles1k19 repos~2kAutomated safety check: PassNone
Emailscoreyhaines31/marketingskills54k1 repos~2.8kAutomated safety check: PassMIT
Email SequenceLeoYeAI/openclaw-marketing-skills1k2 repos~2.1kAutomated safety check: PassCustom licence
Onboarding Crofreekmurze/dotfiles1k16 repos~1.6kAutomated safety check: PassNone
Marketing OsYuzzyuk/marketing-os538—~2.5kAutomated safety check: PassMIT

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Categories

Questions about Onboarding

What does Onboarding do?

When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value. Onboarding is an agent skill from Nexus-JPF/note-companion. When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value.

When should I use Onboarding?

Onboarding fits situations like: wants to optimize post-signup onboarding; user activation; first-run experience; the user mentions onboarding flow.

How do I install Onboarding in Claude Code?

Run `npx skills add Nexus-JPF/note-companion --skill onboarding -a claude-code`. Or copy the skill folder (.agents/skills/onboarding in Nexus-JPF/note-companion) into .claude/skills/onboarding in your project. Claude Code loads it when a task matches its description.

How do I install Onboarding in Codex?

Run `npx skills add Nexus-JPF/note-companion --skill onboarding -a codex`. Or copy the skill folder (.agents/skills/onboarding in Nexus-JPF/note-companion) into .agents/skills/onboarding in your project. Codex loads it when a task matches its description.

Can I use Onboarding in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add Nexus-JPF/note-companion --skill onboarding -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/onboarding, .gemini/skills/onboarding, .github/skills/onboarding and .opencode/skills/onboarding in your project.

What does Onboarding need to run?

SKILL.md names no scripts, command-line tools or credentials: Onboarding is instructions for the agent only.

Does Onboarding access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Onboarding safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Onboarding use?

Onboarding is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Onboarding use?

About 1.6k tokens (SKILL.md is roughly 6.6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.9k tokens, read only when the agent opens those files.

What are the alternatives to Onboarding?

Skills that share tags, products or a category with Onboarding: Email Sequence (freekmurze/dotfiles, 1k stars), Emails (coreyhaines31/marketingskills, 54k stars), Email Sequence (LeoYeAI/openclaw-marketing-skills, 1k stars) and Onboarding Cro (freekmurze/dotfiles, 1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Onboarding?

Nexus-JPF (a GitHub organization) maintains it in Nexus-JPF/note-companion, which has 870 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on October 7, 2026.

Source: Nexus-JPF/note-companion on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.