Lennart
January 30, 2025
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
Our 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.
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Our 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.
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Valuecase 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 moreIntroducing Valuecase's latest updates: automate action plan timelines with Relative Due Dates, drive visibility and progress with new Action Plan Layout Options, and tailor content with Item-Level Content Automation for a personalized customer experience.
Read moreWe're launching seven new features, including enhanced email reminders and streamlined Space settings, along with useful improvements like content automation by Space owner, and permissions for action plans to optimize customer interactions.
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Our Asset Library is your central hub to store, control, and manage all assets in one place.
Read moreAfter our big releases of the chrome extension and our task management in the last weeks, we're following up with 6 small but nonetheless very useful new features in Valuecase.
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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.
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