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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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.
Read more
We're launching Video recording in Valuecase.
Read more
Read about our significant improvements to the usability and interactivity of our Mutual Action Plan.
Read more
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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