Customer Onboarding Plan Template (Free, B2B SaaS)
Onboarding Plan Template
Lennart
June 3, 2026

Customer Onboarding Plan Template (Free, B2B SaaS)

A free, ready-to-use customer onboarding plan template for B2B SaaS – the five phases every onboarding moves through, with owners and dates, plus how to customize it, a worked example, and the questions that usually come up.

Read more
The Customer Success Tech Stack in 2026: Where Every Tool Fits
Customer Success Stack
Lennart
June 3, 2026

The Customer Success Tech Stack in 2026: Where Every Tool Fits

Map the modern customer success tech stack by the job each layer does – CS platform, customer-facing onboarding layer, product analytics, and CRM – and see exactly where onboarding fits relative to the CS platforms it's so often confused with.

Read more
How to Onboard B2B SaaS Customers: The Complete 2026 Guide
B2B SaaS Onboarding
Lennart
June 2, 2026

How to Onboard B2B SaaS Customers: The Complete 2026 Guide

The complete 2026 guide to onboarding B2B SaaS customers – the five phases every onboarding moves through, how to build a repeatable process, the tools you actually need, the mistakes that kill momentum, and the metrics that prove it's working.

Read more
5 Best Arrows Alternatives for Customer Onboarding (2026)
Arrows Alternatives
Lennart
June 2, 2026

5 Best Arrows Alternatives for Customer Onboarding (2026)

The five strongest Arrows alternatives for customer onboarding in 2026 – Valuecase (AI-native, deep in-Space features, MCP, from €59/mo), Dock, Rocketlane, GUIDEcx, and general-purpose tools – plus a quick framework for choosing the right fit.

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Lennart
August 6, 2025

Content Analytics, Asset Library Upgrade & HubSpot Automation – August 2025 Update

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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Lennart
July 16, 2025

Product Update: Email Notifications, Multi-Select Properties, Rich Forms, and More Productivity Improvements

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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Lennart
June 29, 2025

Product Update: AI Visuals, Embed Tracking, Smarter Due Dates, and more

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.

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Lennart
June 13, 2025

Product Update: Dashboard Views, Anchor Menu, Custom Link Previews & More

We shipped a major update to the Valuecase dashboard, a new anchor menu for your Spaces, custom link previews and more.

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Customer Onboarding Plan Template (Free, B2B SaaS)
Onboarding Plan Template
Lennart
June 3, 2026

Customer Onboarding Plan Template (Free, B2B SaaS)

A free, ready-to-use customer onboarding plan template for B2B SaaS – the five phases every onboarding moves through, with owners and dates, plus how to customize it, a worked example, and the questions that usually come up.

Read more
The Customer Success Tech Stack in 2026: Where Every Tool Fits
Customer Success Stack
Lennart
June 3, 2026

The Customer Success Tech Stack in 2026: Where Every Tool Fits

Map the modern customer success tech stack by the job each layer does – CS platform, customer-facing onboarding layer, product analytics, and CRM – and see exactly where onboarding fits relative to the CS platforms it's so often confused with.

Read more
How to Onboard B2B SaaS Customers: The Complete 2026 Guide
B2B SaaS Onboarding
Lennart
June 2, 2026

How to Onboard B2B SaaS Customers: The Complete 2026 Guide

The complete 2026 guide to onboarding B2B SaaS customers – the five phases every onboarding moves through, how to build a repeatable process, the tools you actually need, the mistakes that kill momentum, and the metrics that prove it's working.

Read more
5 Best Arrows Alternatives for Customer Onboarding (2026)
Arrows Alternatives
Lennart
June 2, 2026

5 Best Arrows Alternatives for Customer Onboarding (2026)

The five strongest Arrows alternatives for customer onboarding in 2026 – Valuecase (AI-native, deep in-Space features, MCP, from €59/mo), Dock, Rocketlane, GUIDEcx, and general-purpose tools – plus a quick framework for choosing the right fit.

Read more

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