New Releases, Best Practices & Company Updates
A 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.
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.
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Advanced forms arrive in Valuecase: conditional logic for intelligent branching, configurable table questions for repeating data, and smoother building & submission management. Plus improved accordion blocks, HubSpot custom objects & tickets, and persistent internal linking.
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Valuecase launches powerful content analytics to track stakeholder engagement, major Asset Library improvements for managing content at scale, and native HubSpot workflow automation. These updates help teams make data-driven content decisions and automate their collaborative workflows.
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Take control of who gets notified about what with task watchers, create more flexible automations with multi-select properties, and make forms clearer with rich descriptions. Plus productivity improvements across templates, workflows, and API monitoring.
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Create visuals with AI prompts, track client engagement with embedded content, and manage project timelines with target date-based scheduling. Also, use the new CMD / CTRL + K menu to quickly search in the dashboard.
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.
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 more
