27 Proven Tactics for Faster Customer Onboarding: A Preview
Great onboarding stops churn at the source. We've collected 27 battle tested tactics to help you improve your customer onboarding process.
New Releases, Best Practices & Company Updates
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 moreMeasuring 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 moreMost 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 moreCustomer 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.
Read moreOur AI Template and Block Creator are now live, making it easier for you to create Valuecase templates quickly. Furthermore, we overhauled our block picker for a sleeker, more scalable user experience.
Read moreOur Forms are ideal for gathering customer data–whether it’s intake forms, customer feedback, KYC, anti-money laundering questionnaires, or any other data.
Read moreOur latest release includes a major dashboard revamp and several quality-of-life improvements.
Read moreValuecase introduces a powerful Time to Completion Analytics dashboard, featuring reports that track progress, reveal bottlenecks, provide detailed insights, and allow flexible data filtering to enhance project understanding and efficiency.
Read moreObjections are a natural part of the selling process. Some might even argue that objections are actually a good sign - it means that your prospect is interested enough to dig deeper into your product.
Read moreThe B2B sales ecosystem is ever-evolving. Sellers now understand that their buyers are in the driver's seat: they demand valuable, accessible materials to make the right decision for their business. We decided to explore this idea further and found 5 key trends to bear in mind in 2022.
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