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

We're thrilled to announce the launch of the new Valuecase dashboard, now available to all users. This revamp not only brings a fresh look, but it's also designed to make your user experience easier, faster, and more streamlined. Here's a brief rundown of the most important upgrades.
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In this article we are sharing 13 of our favorite - but sometimes overlooked - features and functionalities to unleash Valuecase's full power.
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We are incredibly excited to unveil our new branding! While Valuecase has grown tremendously over the last months, our corporate identity still felt like an MVP (which it was..). Now, it finally reflects the great company and product we’ve built.
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Modern 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.
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We'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.
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We'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.
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We launched new features to make it easier to engage large buying centers, improve central overview of mutual action plans, and more!
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In one of our most important updates yet, we enable Valuecase to send automated notifications about due tasks, new comments and more to your prospects or customers.
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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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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.
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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.
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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.
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