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

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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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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After our big releases of the chrome extension and our task management in the last weeks, we're following up with 6 small but nonetheless very useful new features in Valuecase.
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Valuecase's new task dashboard helps you keep all your tasks in one place. If you're working with our onboarding plans / mutual success plans a lot, this is a huge boost for your workflow.
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We just released our Chrome extension, designed to integrate seamlessly into your daily routine on Google Chrome.
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Over 15 hours of videos have already been recorded on Valuecase. And today, our video recording feature leaves beta and gets a big upgrade.
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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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