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 are immensely proud to announce that we closed our €3.5 million pre-seed funding round to help B2B sales teams increase conversion rates and shorten sales cycles.
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Imagine you could have any customer in the world. The perfect firm. The perfect role. The perfect budget and scope. Who comes to mind?
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What’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.
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Sales 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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We have the most powerful API on the market – and with Zapier and Make.com it's now much more accessible.
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Introducing 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.
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We'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.
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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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