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
Lennart
May 6, 2025

Product Update: Multi-Submit Forms, Workflow Enhancements, and a Smarter Dashboard

April updates include a new dashboard sidebar, multi-submit forms, improved workflows, and several quality-of-life enhancements to boost automation and usability in Valuecase.

Read more
Lennart
April 1, 2025

Product Update: Valuecase Workflows, Templated E-Mail Notifications & More

Valuecase unveils powerful Automation Workflows and Templated Emails, enhancing customer engagement through streamlined actions and consistent communication, perfect for tech sales and onboarding professionals seeking efficient solutions.

Read more
Niclas
February 27, 2025

Product Update: AI Template and Block Creator

Our AI Template and Block Creator are now live, making it easier for you to create Valuecase templates quickly. Furthermore, we overhauled our block picker for a sleeker, more scalable user experience.

Read more
Forms Block
Niclas
February 5, 2025

Product Update: Forms Block

Our Forms are ideal for gathering customer data–whether it’s intake forms, customer feedback, KYC, anti-money laundering questionnaires, or any other data.

Read more
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

Try Valuecase for 14 days – No strings attached

No more juggling between tools, spreadsheets,
or constant follow-ups.
No credit card required
14-day free trial
Test ALL features
Start free trial ->