Lennart
January 30, 2025
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
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.
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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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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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We're launching seven new features, including enhanced email reminders and streamlined Space settings, along with useful improvements like content automation by Space owner, and permissions for action plans to optimize customer interactions.
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Our Asset Library is your central hub to store, control, and manage all assets in one place.
Read moreAfter 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.
Read moreValuecase'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.
Read moreDiscover 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.
Read moreMeasuring 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.
Read moreMost 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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