New Releases, Best Practices & Company Updates
Valuecase introduces Gantt charts, offering a versatile, customizable block to track project phases, task progress, and deadlines seamlessly in a single view, enhancing your approach to onboarding, deals, and project planning.
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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.
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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30-minute live walkthrough of MCP and AI Connectors – from setup to real workflows. See how to create Spaces from Claude, connect your AI agent to Gmail, HubSpot, and more.
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Forms get due dates and reminder emails so customers actually submit on time. Email notification settings have been reworked into a single, clear flow. And workflows gain new triggers, a Webhook action, and dynamic placeholders in email subjects and bodies.
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Our AI agent gets file uploads, an "Add to Chat" button, and Help Center access. Plus: schedule and move tasks directly in the Gantt Chart block, and browse a new collection of AI agent use cases.
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Introducing a redesigned comment system with a global sidebar, threaded discussions, and @mentions to keep collaboration organized. Plus a Next Step block to keep customers focused, and improvements to HubSpot integration and action plan visibility.
Read moreTime to value (TTV) is how long a new customer takes to reach their first real benefit, measured from signature to first value milestone. Learn how to calculate it, what good looks like, and why onboarding – not the product – is the biggest lever for cutting it.
Read moreA clear decision framework for choosing between a customer onboarding platform, a PSA, and a customer success platform – what each category is built for, where they overlap, and the questions that point you to the right one.
Read moreThe onboarding kickoff sets every habit that follows. A step-by-step playbook: send a shared space ahead so the customer preps, run a tight 45-minute agenda, build the plan together live, and lock next steps so momentum doesn't leak away.
Read moreMost onboarding plans get built for the customer, then ignored. The fix isn't a better template – it's co-creating the plan with the customer in the kickoff so they own it. Here's what a plan needs and how to build one they'll actually follow.
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