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
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 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 moreMessy onboarding threatens long-term customer success and retention. To set your users up for success, build scalable onboarding processes that remove friction, establish clarity, and deliver measurable outcomes.
Read moreCustomer onboarding is no longer just a cost center—it's a key revenue driver. By accelerating your customers' time-to-value, you boost retention, reduce churn, and unlock faster growth.
Read moreValuecase launches powerful content analytics to track stakeholder engagement, major Asset Library improvements for managing content at scale, and native HubSpot workflow automation. These updates help teams make data-driven content decisions and automate their collaborative workflows.
Read moreTake control of who gets notified about what with task watchers, create more flexible automations with multi-select properties, and make forms clearer with rich descriptions. Plus productivity improvements across templates, workflows, and API monitoring.
Read moreCreate 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.
Read moreWe shipped a major update to the Valuecase dashboard, a new anchor menu for your Spaces, custom link previews and more.
Read moreModern buyers demand a virtual, seller-free, and streamlined buying experience. But sales tools fail to deliver. While sales enablement software pushed efficiency to the max, buyer-seller collaboration has not changed in the last 20 years.
Read moreImagine you could have any customer in the world. The perfect firm. The perfect role. The perfect budget and scope. Who comes to mind?
Read moreWhat’s the last big purchase you’ve made? Was it a computer, a car, or a house? How long did it take you to ultimately make a decision and purchase? From realising you have a problem with your current solution, to considering alternatives. This process is commonly called the buyer’s journey.
Read moreSales is full of acronyms. You probably have no problem with that if you're a sales pro. However, it can be a bit confusing for newbies and outsiders. If you have ever wondered what MEDDIC, AiDA, ABC etc. stand for, we've got you covered. Here's a guide to over 20 sales acronyms with definitions and visuals. :)
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