Series Part 5: Commercial Tactics to Improve Customer Onboarding
Lennart
May 6, 2025

Commercial Levers that Accelerate Onboarding

Smart onboarding incentives trump persistent nagging. Here’s how to structure contracts, pricing, and processes to ensure smoother, faster customer onboarding—without risking long-term relationships.

Read more
Series Part 4: Customer Onboarding Tracking
Lennart
May 5, 2025

Data-Driven Onboarding: How to Track Progress, Surface Bottlenecks, and Prove ROI

Measuring onboarding isn't optional—it’s critical for consistent improvement. By tracking tangible metrics and using targeted tools, you can quickly pinpoint issues, align stakeholders clearly, and demonstrate the onboarding ROI.

Read more
Series Part 3: Customer collaboration in Customer Onboarding
Lennart
May 4, 2025

Collaboration Hacks: 9 Communication Tricks that Keep Customers (and Teams) Aligned

Most onboarding complications aren't about missing meetings–they're about tasks slipping through the cracks between touchpoints. Using clear, tactical collaboration methods prevents this and keeps everyone aligned.

Read more
Series Part 2: Kick-Off Customer Onboarding
Lennart
May 3, 2025

Kick-Off Like a Pro: 4 Ways to Create Immediate Momentum After the Deal Closes

Customer onboarding stalls most often right after the deal closes. Creating a strong Day-1 experience locks in momentum, drives engagement, and reduces churn. Here are four practical moves founders can implement immediately after signing.

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Lennart
June 29, 2025

Product Update: AI Visuals, Embed Tracking, Smarter Due Dates, and more

Create visuals with AI prompts, track client engagement with embedded content, and manage project timelines with target date-based scheduling. Also, use the new CMD / CTRL + K menu to quickly search in the dashboard.

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Lennart
June 13, 2025

Product Update: Dashboard Views, Anchor Menu, Custom Link Previews & More

We shipped a major update to the Valuecase dashboard, a new anchor menu for your Spaces, custom link previews and more.

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Lennart
May 6, 2025

Product Update: Multi-Submit Forms, Workflow Enhancements, and a Smarter Dashboard

April updates include a new dashboard sidebar, multi-submit forms, improved workflows, and several quality-of-life enhancements to boost automation and usability in Valuecase.

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Lennart
April 1, 2025

Product Update: Valuecase Workflows, Templated E-Mail Notifications & More

Valuecase unveils powerful Automation Workflows and Templated Emails, enhancing customer engagement through streamlined actions and consistent communication, perfect for tech sales and onboarding professionals seeking efficient solutions.

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Lennart
May 27, 2025

Clay x Valuecase: How to Create & Use Personalized Microsites for Outbound Sequences

Discover how to use personalized microsites in outbound sales. Learn how to create and track tailored landing pages for each prospect, get actionable engagement insights, and increase demo bookings – all without risking email deliverability issues.

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Series Part 5: Commercial Tactics to Improve Customer Onboarding
Lennart
May 6, 2025

Commercial Levers that Accelerate Onboarding

Smart onboarding incentives trump persistent nagging. Here’s how to structure contracts, pricing, and processes to ensure smoother, faster customer onboarding—without risking long-term relationships.

Read more
Series Part 4: Customer Onboarding Tracking
Lennart
May 5, 2025

Data-Driven Onboarding: How to Track Progress, Surface Bottlenecks, and Prove ROI

Measuring onboarding isn't optional—it’s critical for consistent improvement. By tracking tangible metrics and using targeted tools, you can quickly pinpoint issues, align stakeholders clearly, and demonstrate the onboarding ROI.

Read more
Series Part 3: Customer collaboration in Customer Onboarding
Lennart
May 4, 2025

Collaboration Hacks: 9 Communication Tricks that Keep Customers (and Teams) Aligned

Most onboarding complications aren't about missing meetings–they're about tasks slipping through the cracks between touchpoints. Using clear, tactical collaboration methods prevents this and keeps everyone aligned.

Read more

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