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

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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Customer 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.
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Messy 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.
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We are launching simple if-this-then-that automations to hide or show content in Valuecase spaces automatically.
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Meet our overhauled activity feed, custom variables, team collaboration, new quick actions for MAPs and more.
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We're launching Video recording in Valuecase.
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Read about our significant improvements to the usability and interactivity of our Mutual Action Plan.
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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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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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