
Michael Ferry
Head of Product @Zeffy
Step 1 — Audit your PLG and Onboarding flows
We review your current business context onboarding end-to-end to identify friction, missed “aha” moments, and quick UX wins, using proven best practices from 100+ high-performing PLG products.
Step 2 — Define activation with data + user insights.
We combine product analytics with qualitative insights to map your activation funnel, align on the core outcome, and define the key activation metric that matters.
Step 3 — Prioritize the roadmap and test solutions.
We turn insights into a focused growth roadmap (Quick Wins to Big Bets), help you design and validate experiments, and iterate until you see measurable impact.
- End-to-end onboarding and activation audit
- UX teardown of key onboarding flows with clear friction points
- Defined activation goal and “aha moment”
- Prioritized list of UX and activation improvements
- Growth roadmap with quick wins and high-impact opportunities
- Access to a benchmark database of 30+ proven PLG onboarding flows
- Live and async working sessions with written and Loom feedback
- Weekly strategic advising sessions with your product and growth team
- Custom PLG roadmap covering Activation, Retention, and Monetization
- Ongoing UX and onboarding audits with async feedback via Loom and Slack
- Continuous iteration and validation of growth initiatives
- Support on product, growth, and leadership decision-making
- Clear progress tracking tied to activation and product outcomes