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Playbook · Activation

Onboarding Conversation Template

A reusable structure for a first-value onboarding conversation, with variants by business type. Core 7-beat structure: (1) understand the user's…

Piece 11 of 13·Activation chapter

A reusable structure for a first-value onboarding conversation, with variants by business type. Core 7-beat structure: (1) understand the user's actual goal, not the generic one; (2) confirm the single most important first outcome; (3) guide to that outcome live, adapting to their setup; (4) surface the one feature that most accelerates their goal; (5) check for the specific obstacle they're hitting; (6) confirm they reached value; (7) set the next milestone. Variants: PLG (self-serve, fast, goal-first), B2B SaaS (implementation-aware, stakeholder-aware), marketplace (supply vs. demand paths), ecommerce (purchase-confidence framing). Build notes: provide as a clean downloadable plus on-page; include sample phrasing per beat; link to the D30 Activation Calculator.

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