RevOpsCustomer · Success

Onboarding Blueprint

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

by GTM Agents·Apache-2.0·230 on GitHub·updated 2026-04-03
claude plugin marketplace add gtmagents/gtm-agents

What this skill does

  1. 1Maps each persona's goals, motivations, blockers, and success definition before designing touchpoints.
  2. 2Builds a milestone ladder from aha moment through activation, stickiness, and expansion triggers.
  3. 3Specifies channel mix (in-app, email, docs, community, human assist) with triggers per milestone.
  4. 4Defines required telemetry events, activation metrics, and retention guardrails.
  5. 5Produces an experiment backlog linked to each milestone for systematic iteration.

When to use

  • Creating persona-specific onboarding for a new product tier or customer segment.
  • Refreshing an existing onboarding journey after a major product or UX change.
  • Aligning product, CS, and marketing teams on shared activation milestones and owners.
  • Identifying which onboarding steps are causing drop-off based on telemetry gaps.

Best for

Revenue OperationsCustomer Success Manager

Format

FrameworkTemplateTracker

Frequently asked questions

What is Onboarding Blueprint?

Onboarding Blueprint is a Claude Code skill for revops by GTM Agents. Template for designing onboarding journeys, milestones, and measurement plans.

When should I use Onboarding Blueprint?

Creating persona-specific onboarding for a new product tier or customer segment. Refreshing an existing onboarding journey after a major product or UX change.

How do I install Onboarding Blueprint?

Run the install command (claude plugin marketplace add gtmagents/gtm-agents). Once the skill is in place, Claude Code loads it automatically whenever a task matches what it does.

Is Onboarding Blueprint free to use?

Yes. Onboarding Blueprint is open source under the Apache-2.0 license, published in the gtmagents/gtm-agents repository on GitHub.

Source repository

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