DiscoverIn Demand: How to Grow Your SaaS and Stay In DemandEP45: The onboarding and activation playbook
EP45: The onboarding and activation playbook

EP45: The onboarding and activation playbook

Update: 2025-07-15
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Description

In this episode of In Demand, Asia and Kim take a deep dive into one of the most overlooked revenue levers in SaaS: activation. 


They walk through their activation playbook, breaking down how to define activation for your product and sharing tactical strategies for improving onboarding experiences. 


Whether you're PLG or sales-assisted, this episode offers clear steps to uncover where users get stuck and how to fix it.


Got a question you’d like Asia to unpack on the podcast? Record a voicemail here.


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Chapters


  • (00:00:55 ) - Why most founders overlook activation, and why that’s a huge mistake.
  • (00:02:25 ) - What activation actually means and how to define it for your SaaS.
  • (00:03:30 ) - Trial-to-paid is not the only way to think about activation, and may be missing a big part of the story.
  • (00:06:15 ) - How to discover activation metrics using a new user retention report.
  • (00:12:30 ) - Why session recordings fall short and what to use instead.
  • (00:14:35 ) - The power of UX interviews and how to run them properly.
  • (00:23:00 ) - What to watch for in interviews: pauses, furrowed brows, and “it was easy” lies.
  • (00:25:55 ) - Looking for friction and where people get stuck.
  • (00:27:30 ) - How to map your onboarding flow and prioritize product fixes once you've done UX interviews.
  • (00:30:30 ) - Why valuable activation work can fail in organizations where there isn't a clear decision maker (avoiding the problems of compromise land)
  • (00:33:45 ) - How does activation change in product led vs. sales led organizations?
  • (00:38:15 ) - Onboarding for high complexity products.
  • (00:43:45 ) - Book and other recommendations for mastering activation.
  • (00:51:30 ) - A final reminder about survivor bias. Remember that just because your customers made it, does not mean that your onboarding activation is perfect.
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EP45: The onboarding and activation playbook

EP45: The onboarding and activation playbook

Asia Orangio & Kim Talarczyk