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

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.
Read more
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.
Read more
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.
Read 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.
Read more
After 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 more
Valuecase'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 more
We just released our Chrome extension, designed to integrate seamlessly into your daily routine on Google Chrome.
Read more
Over 15 hours of videos have already been recorded on Valuecase. And today, our video recording feature leaves beta and gets a big upgrade.
Read more
Objections are a natural part of the selling process. Some might even argue that objections are actually a good sign - it means that your prospect is interested enough to dig deeper into your product.
Read more
The B2B sales ecosystem is ever-evolving. Sellers now understand that their buyers are in the driver's seat: they demand valuable, accessible materials to make the right decision for their business. We decided to explore this idea further and found 5 key trends to bear in mind in 2022.
Read more