posthog-onboarding

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Translated

Help existing PostHog customers improve their PostHog instance. Triggers on "help [customer] improve their PostHog setup", "audit [company]'s PostHog instance", "create tracking plan for [company]", "design data schema for [customer]", or requests to improve analytics coverage, fix instrumentation gaps, expand PostHog usage, or build better insights for customers already using PostHog. Use when working with a customer who already has PostHog installed.

6installs

Sourceposthog/skills

Added on2026-05-01

NPX Install

npx skill4agent add posthog/skills posthog-onboarding

SKILL.md Content

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PostHog CS Improvement Skill

Help existing PostHog customers get more value from their instance. This skill is for Customer Success, not sales — the customer already has PostHog installed, something isn't working well, and your job is to diagnose the gaps and give them a clear path forward.

Core assumption: Their current implementation is probably underinstrumented, inconsistently named, or not being used by the right people. Start from that baseline.

Workflow

Research – Understand what the company builds
Current State – Ask the customer to describe their setup and pain points
Customer Profile – Synthesize into a structured profile
Ideal Schema – Design best-in-class events and properties for their business type
Insights Plan – Prescribe insights by problem + maturity (see
```
references/insights-plan.md
```
)
Improvement Plan – Prioritized, actionable recommendations
Output – Customer-facing improvement plan

Writing Style: Follow

references/writing-style.md

for all outputs. Conversational and direct — not corporate, not salesy.

Step 1: Research

When triggered with a company name or domain, research:

What they build (product/service)
Their customers (B2B/B2C, market)
Business model (pricing, signup flow)
Tech signals (job postings, docs, stack)

Determine business type: B2B SaaS, B2C SaaS, E-commerce, Marketplace, Developer Tools, Fintech, Healthcare, Content/Media

See

references/business-types.md

for events and metrics by type.

Step 2: Current State

The goal here is to understand what's broken, missing, or ignored — not to validate what's working. Ask questions that surface problems.

Ask 2–3 questions max per message. Skip anything already known from research or context.

Must-Have

Context	Why	Question
Primary pain point	Drives everything	"What's the #1 thing PostHog isn't giving you right now?"
Key user journeys	Core of any tracking plan	"What are the 2–3 most important flows in your product?"
Current events	Identifies gaps	"What events are you tracking today? What do you wish you were tracking?"
Who uses PostHog	Shapes recommendations	"Which teams actually open PostHog — and which ones should but don't?"
Products in use	Finds expansion areas	"Which PostHog products are you actively using vs. ignoring?"

Should-Have

How long they've had PostHog
Whether engineers are engaged or if CS/PM are blocked waiting for instrumentation
Any previous attempts to fix the problem that didn't stick
Compliance constraints

Step 3: Customer Profile

markdown

## Customer Profile: [Company]

### Overview
- **Business Type:** [type]
- **What They Build:** [1–2 sentences]
- **Their Customers:** [B2B/B2C, who]
- **Revenue Model:** [subscription/usage/etc]
- **Stage:** [Seed/A/B, employee count]

### PostHog Setup
- **Time Using PostHog:** [months/years]
- **Products Active:** [Analytics, Replay, Flags, Experiments, Surveys, etc]
- **Analytics Maturity:** [Beginner/Intermediate/Advanced]
- **Who Uses PostHog:** [roles]
- **Who Doesn't (But Should):** [roles being left out]

### Current State
- **What They Think Is Working:** [their perception]
- **Primary Pain Point:** [the #1 problem, in their words]
- **Likely Gaps:** [based on what they told you — missing events, underused products, no dashboards, wrong people]

### Technical Context
- **Stack:** [web/mobile/backend, frameworks]
- **User Volume:** [DAU/MAU or events/month if known]
- **Compliance:** [requirements if any]

### Their Product
- **Key Journeys:** [1] [2] [3]
- **Activation Metric:** [what success looks like for their users]

Step 4: Ideal Schema

Don't try to audit what they have — you don't have visibility into their data. Instead, design the best-in-class schema for their business type and key journeys, then use it as a benchmark. The customer can map their current tracking against it.

See

references/data-schema.md

for full property lists, group schemas, and AARRR event templates. See

references/business-types.md

for events and metrics specific to their business type.

What to design

Person properties — what you'd want to know about every user (role, plan, signup source, activation status, etc.)

Group properties — for B2B: org name, plan, seat count, MRR, health score

Core events — cover the full AARRR journey for their product type:

Acquisition: how users arrive and sign up
Activation: the moment they first get value
Retention: the actions that predict they'll come back
Referral: sharing, inviting, expanding
Revenue: upgrade, purchase, renewal

Key properties on each event — include context that makes the event useful:

source

method

plan

is_first_time

duration_seconds

, etc.

Naming conventions

```
snake_case
```
for everything
```
is_
```
prefix for booleans
```
_count
```
suffix for numbers
```
_at
```
suffix for timestamps
Be specific:
```
subscription_upgraded
```
not
```
upgrade
```

Present this as: "Here's what great looks like for a company like yours — let's figure out how close you are."

Step 5: Insights Plan

Prescribe insights based on their pain point and maturity. See

references/insights-plan.md

for full detail.

Maturity Levels

Beginner: No analytics or just GA, no custom events, no dashboards Intermediate: Some events, knows funnels/cohorts, has used Mixpanel or Amplitude Advanced: Mature tracking, warehouse integration, running experiments

By Problem

Problem	Beginner	Intermediate	Advanced
Churn	Retention chart, replays of churned users	Behavioral cohorts, correlation analysis	LTV analysis, churn prediction experiments
Trial conversion	Signup funnel, replays	Breakdown by source/plan	Exit surveys, A/B test CTAs
Onboarding	Step funnel, replays	Paths, device breakdown	A/B test flows, in-product surveys
Feature adoption	Usage trends, stickiness	Feature retention, power users	Correlation with retention
PMF	12-week retention, WAU/MAU	Power user cohorts	Sean Ellis survey

Always suggest 2–3 capabilities they're probably not using:

Session Replay with filters (most underused)
Correlation analysis
Feature flags for safe rollouts
In-product surveys
User paths
Group analytics for B2B accounts

Step 6: Improvement Plan

Prioritize by what unblocks the most value fastest. Frame as three phases:

Fix first (Days 1–7): Broken or missing events that are blocking any meaningful analysis. Naming fixes. Enabling products they already have access to.

Strengthen (Week 2–3): Add tracking for key journeys identified in Step 2. Build 2–3 core dashboards tied directly to their pain point. Get the right people in PostHog.

Expand (Week 3+): Add PostHog products they're not using (Flags, Experiments, Surveys). Deepen with group analytics or warehouse if relevant.

SDK reference (for instrumentation fixes)

Stack	SDK	Notes
React/Next.js	`posthog-js` + Provider	Use `PostHogProvider`
Vue/Nuxt	`posthog-js`	Manual init
React Native	`posthog-react-native`	Handles persistence
Flutter	`posthog-flutter`	Dart
iOS	`posthog-ios`	Swift/ObjC
Android	`posthog-android`	Kotlin/Java
Node.js	`posthog-node`	Server-side
Python	`posthog-python`	Django/Flask/FastAPI

Watch-outs

No engineering bandwidth to implement fixes — flag this early, don't build a plan that requires it
Pain point is vague — keep asking until it's specific and measurable
Tracking exists but no one looks at it — this is an insights gap, not a data gap; solve differently
The champion isn't actually using PostHog — whoever you're talking to needs to be a real user

Step 7: Output — Customer Improvement Plan

One document, shared with the customer. Conversational and direct — written like a PostHog doc, not a sales deck.