New Releases, Best Practices & Company Updates
Most 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.
Read moreChurned customers go quiet during onboarding long before renewal. Learn the leading signals – workspace engagement, product activity, meeting cadence – and how automated risk flags and nudges catch stalled onboardings weeks before silence turns into churn.
Read moreCustomer success software isn't one category – it's six different jobs. Strong 2026 picks per category: Gainsight for the CS platform, Valuecase for onboarding and QBRs, Intercom for support and feedback, Guidde for education, Mixpanel for analytics – and how to combine them into a stack.
Read more30-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.
Read more30-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.
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The SaaS customer onboarding KPIs that matter – time to value, time to first value, completion rate, activation rate, and cycle time – plus how to instrument them and act on stalled accounts before they churn at renewal.
Read moreA digital adoption platform guides individual users inside your product; a customer onboarding platform runs the high-touch work around it – plans, stakeholders, forms, and tasks from contract to go-live. Here's how they differ and which one you actually need.
Read moreWhat agencies actually need from client onboarding software, whether you need a dedicated tool at all, and the real options – from a branded, login-free client portal to the Notion, spreadsheet, PM-tool and disconnected-form stacks most agencies run today.
Read moreCustomer onboarding gets a paying account live in a shared workspace; user onboarding guides individual users to first value in-product. Here's the clean distinction, when each matters, and why most B2B SaaS teams need both.
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