Onboarding Flow Spec · Activation
Prepared for
Autonomic Technologies Inc

The onboarding flow: a quiz that personalizes, measures, and converts

A 21-screen flow adapted from the proven direct-response quiz pattern into a science-backed, duty-of-care standard. Every screen does one of four jobs: build trust, capture a signal that personalizes the plan, protect the member's wellbeing, or move toward a confident paid decision. The five-dimension baseline doubles as both the activation moment and the measurement baseline.

~18–21
screens
long enough to personalize, short enough to finish
5
dimensions
Sleep · Mood · Stress · Focus · Energy baseline
>70%
completion target
completers convert ~5x better
Day 0
first win
deliver value before the paywall
Design principles

Four jobs, every screen

Trust before data

Establish legitimate, substantiated authority before asking the member to reveal anything.

Personalize visibly

Each answer should visibly shape the plan. Visible personalization is what makes the quiz feel worth finishing.

Capture the signal

The baseline and behavioral inputs feed the personalization that calibrates and adapts the plan over time.

Care by design

Sensitive wellbeing questions require a distress-aware response and a supportive off-ramp, not pure agitation.

The flow

Screen-by-screen specification

Grouped into five phases. Each screen lists what it shows or asks, why it earns its place, and where relevant, the signal the response feeds into the member's plan.

Phase 1 · Authority & Entry

Earn credibility before asking for anything. Every claim on these screens must be substantiated.

1

Splash — “Train your performance. Lower your stress.”

Builds trust

Shows / asks: A calm neural/biometric motif and a single prominent “Get started” call to action.

Why: Hooks attention and initiates a tiny first commitment (one tap) to start the momentum.

2

Credibility interstitial — science-backed

Builds trust

Shows / asks: App-store rating, “grounded in peer-reviewed behavioral science,” and named methods. Use only real, verifiable figures.

Why: Establishes legitimate authority and lowers skepticism before any data is requested. Replaces invented stats with substantiated proof.

Phase 2 · Goals & Context

Macro segmentation that sets which of the five dimensions the plan will prioritize.

3

Core objectives — “What do you want to improve?”

Signal captured

Shows / asks: Multi-select across Sleep, Mood, Stress, Focus, Energy and Productivity.

Why: Primary segmentation. Tells the app which dimensions and content templates to lead with.

→ Feeds: Priority dimensions → plan emphasis and first-session content.

4

Life context — age range (identity optional)

Signal captured

Shows / asks: Age bands and an optional, inclusive identity question that can be skipped.

Why: Lets the plan weight life-stage stressors (early-career load vs. mid-life vitality) without forcing sensitive disclosure.

→ Feeds: Life-stage weighting for problem-set prioritization.

5

Validation — “You’re in the right place”

Builds trust

Shows / asks: An honest aggregate outcome (substantiated, e.g. “members report measurable change in their tracked dimensions”).

Why: Gives a small reward to combat early drop-off using real, defensible proof rather than fabricated numbers.

Phase 3 · Baseline Self-Assessment

The quantitative core. This is both the activation moment and the measurement baseline the plan is built on.

6

Dimension baseline — rate Sleep, Mood, Stress, Focus, Energy

Signal capturedDrives conversion

Shows / asks: Five quick 1–10 sliders capturing the member’s current state on each dimension.

Why: The single most important screen: it personalizes everything downstream and sets the baseline future progress is measured against. Visible personalization raises perceived value.

→ Feeds: Quantitative baseline across the five dimensions → personalized plan + progress tracking.

7

Current state — “What best describes how you’ve felt lately?”

Signal captured

Shows / asks: Supportive, non-clinical options describing recent experience (e.g. “stretched thin,” “running on empty”).

Why: Qualitative context plus gentle self-reflection, which increases the perceived value of a structured solution.

→ Feeds: Qualitative context to tune tone and first recommendations.

8

Habits & blockers — “What’s getting in the way?”

Signal captured

Shows / asks: Checkboxes for common levers: inconsistent sleep, late screen time, skipped meals, low movement.

Why: Identifies the concrete behaviors the plan can target first for early wins.

→ Feeds: Behavioral inputs that map to specific interventions.

9

Frequency check — focus & overwhelm

Signal capturedDuty of care

Shows / asks: How often focus slips or things feel overwhelming, on a simple frequency scale. Non-diagnostic language, no self-labeling.

Why: Captures severity for prioritization while deliberately avoiding clinical self-diagnosis framing.

→ Feeds: Severity weighting for sequencing the plan.

10

Care checkpoint (adaptive)

Duty of care

Shows / asks: If responses suggest high distress, a brief, non-salesy screen offering support resources and a gentler path. Otherwise, a short reassurance and continue.

Why: Duty of care. Because the app collects sensitive wellbeing signals, the flow must respond to distress with support before continuing to sell. This protects members and the brand.

→ Feeds: Distress-aware branching with a supportive off-ramp.

Phase 4 · Motivation & Commitment

Capture the emotional why and remove the most common objections honestly.

11

Core drivers — “What’s motivating you?”

Signal captured

Shows / asks: Intrinsic motivators (perform at work, be present for family, feel in control again).

Why: Uncovers the emotional reason behind the download to personalize later messaging.

→ Feeds: Motivation theme → message framing.

12

Past approaches — “What have you tried before?”

Signal captured

Shows / asks: Books, courses, coaches, other apps. Framed respectfully, not as discreditation.

Why: Understands prior solutions and why they did not stick, positioning a measured, adaptive plan as the difference. Avoids attacking alternatives.

→ Feeds: Prior-solution context for positioning.

13

The structured promise

Drives conversion

Shows / asks: A clear, time-boxed framing (e.g. “first measured changes within a few weeks”) with the value checklist. Any timeframe must be qualified and honest.

Why: Makes the goal feel finite and structured, which increases follow-through, without overpromising.

14

Time capacity — “How much time per day?”

Signal capturedDrives conversion

Shows / asks: Small ranges (5–15, 16–30, 31+ minutes).

Why: Lowers the perceived barrier by proving the routine fits the member’s existing day.

→ Feeds: Daily time budget → plan sizing.

15

Reframe — small inputs compound

Drives conversion

Shows / asks: An honest framing that short, consistent actions outperform occasional big efforts.

Why: Neutralizes the “I don’t have time” objection with a true, evidence-aligned message.

16

Feature interest — “Which tools appeal to you?”

Signal capturedDrives conversion

Shows / asks: A menu of features (guided sessions, journaling, check-ins, insights).

Why: Surfaces the relevant feature set just before pricing so value feels tailored.

→ Feeds: Feature preferences → onboarding home and paywall emphasis.

Phase 5 · Plan Generation & Conversion

Deliver visible, personalized value before asking for payment.

17

Building your plan (real processing)

Drives conversion

Shows / asks: A short, honest calibration step that is genuinely computing the baseline and plan, with real member testimonials cycling.

Why: Signals that a bespoke plan is being assembled. The wait is real work, not a fake delay, which keeps it truthful.

18

Personalize — “What should we call you?”

Drives conversion

Shows / asks: A single name field.

Why: Endowment effect: the results become the member’s own, not abstract data.

→ Feeds: Name for a personalized experience.

19

Your baseline + first win

Drives conversionBuilds trust

Shows / asks: The member’s personalized five-dimension snapshot plus one quick, science-backed action they can do today.

Why: The aha moment. Delivering a real, useful result before the paywall is the single biggest driver of activation and trust.

→ Feeds: Baseline visualization → the value payoff and first habit.

20

Micro-commitment — “Can you commit 10 minutes a day?”

Drives conversion

Shows / asks: A simple yes confirmation.

Why: A small, explicit commitment makes the next step feel consistent with the member’s own choice.

21

Trial & plan — anchored annual, monthly fallback

Drives conversion

Shows / asks: Annual centered and badged “best value,” monthly as the alternative, with clear, honest trial and renewal terms.

Why: Converts at peak perceived value with transparent pricing. Feeds the plan-mix lever in the ROAS model.

What we changed and why

Adapted for a science-backed, regulated brand

No fabricated statistics

The reference flow invents precise numbers (member counts, success rates). For a science-backed app, every figure on screen must be real and substantiable, or it is removed. False stats are both a trust risk and a regulatory one.

Non-diagnostic language

Questions about focus and overwhelm avoid clinical self-labeling. We measure frequency and severity to personalize, never to imply a diagnosis.

Care, not just agitation

The reference flow agitates pain to raise urgency. We keep honest self-reflection but add an adaptive care checkpoint: if answers suggest distress, the flow offers support and a gentler path before anything is sold.

Respectful positioning

Rather than discrediting books, courses and coaches, we position a measured, adaptive plan as the difference, without attacking the alternatives the member already chose.

Real personalization payoff

The processing step does genuine calibration and the member sees a real baseline and a usable first action before the paywall. The value is delivered, not simulated.

Consent-aware data capture

Sensitive wellbeing inputs are collected with clear purpose and data minimization, and only de-identified, aggregate insight ever leaves the product for marketing use.

How it moves the ROAS model

This flow drives two levers in the economic model directly: onboarding completion and paid conversion. Trust and visible personalization protect completion, the first-win payoff lifts conversion, and the anchored paywall sets the plan mix that determines blended LTV. Test each screen, then feed the measured rates into the calculator.

Open the ROAS calculator →
Compliance & duty of care

Because onboarding collects sensitive wellbeing data, treat it as such: clear consent and purpose, data minimization, non-diagnostic framing, and a real support pathway for members in distress. Keep every on-screen claim substantiated and on-label, and ensure only de-identified, aggregate insight is ever used downstream for marketing. The credibility that converts is the same credibility regulators scrutinize.