Writing Onboarding Steps
Quick start
Collect or infer:
- •Onboarding type (setup wizard, feature tour, contextual tip)
- •Total number of steps
- •Goal of each step
- •User's prior knowledge level
Then produce output using TEMPLATES.md. Validate with RUBRIC.md.
Workflow
- •Define the onboarding goal and step count
- •For each step, identify the single action or concept
- •Write step headline (what to do or learn)
- •Write step body (why it matters or how to do it)
- •Write action label (if step requires user action)
- •Run the rubric check. Revise until it passes.
Degrees of freedom
- •Low: One concept per step is mandatory
- •Medium: Tone can be enthusiastic for welcome, focused for setup
- •Allowed variation: Body text length varies by step complexity
Constraints
- •Step headline: max 50 characters
- •Step body: max 150 characters
- •Action label: max 25 characters
- •Maximum 7 steps per wizard (recommend 3-5)
- •Each step must have exactly one focus
References
- •Templates: TEMPLATES.md
- •Rubric: RUBRIC.md
- •Examples: EXAMPLES.md