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
Read about our significant improvements to the usability and interactivity of our Mutual Action Plan.
Read moreWe're thrilled to launch our Engagement Score. It'll make it easy to identify your most (or least) active Spaces. We've also updated our dashboard to better track your Action Plans.
Read moreWe've upgraded our activity feed for more stakeholder insights, launched deeper reporting and workflows for Hubspot as well as Salesforce, and made the mutual action plan milestone block much more interactive.
Read moreWe launched new features to make it easier to engage large buying centers, improve central overview of mutual action plans, and more!
Read moreValuecase's new task dashboard helps you keep all your tasks in one place. If you're working with our onboarding plans / mutual success plans a lot, this is a huge boost for your workflow.
Read moreWe just released our Chrome extension, designed to integrate seamlessly into your daily routine on Google Chrome.
Read moreOver 15 hours of videos have already been recorded on Valuecase. And today, our video recording feature leaves beta and gets a big upgrade.
Read moreWe are launching simple if-this-then-that automations to hide or show content in Valuecase spaces automatically.
Read moreSmart 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 more