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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Lennart
May 27, 2025

Clay x Valuecase: How to Create & Use Personalized Microsites for Outbound Sequences

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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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.

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Sharing Spaces, Explained
Lennart
June 30, 2023

How to share a Valuecase space (+ 5 e-mail templates)

The scenario is all too common. You send something to your prospect, but they don’t quite know what it is or why they're getting it. The result? Zero engagement. So, how do you prevent this from happening to your Valuecase spaces? We share our favorite tips in this article.

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Lennart
June 28, 2023

Introducing the new Valuecase dashboard

We're thrilled to announce the launch of the new Valuecase dashboard, now available to all users. This revamp not only brings a fresh look, but it's also designed to make your user experience easier, faster, and more streamlined. Here's a brief rundown of the most important upgrades.

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13 Product Tips 💡
Lennart
June 23, 2023

13 quick tips to get the most out of Valuecase

In this article we are sharing 13 of our favorite - but sometimes overlooked - features and functionalities to unleash Valuecase's full power.

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Series Part 2: Kick-Off Customer Onboarding
Lennart
May 3, 2025

Kick-Off Like a Pro: 4 Ways to Create Immediate Momentum After the Deal Closes

Customer onboarding stalls most often right after the deal closes. Creating a strong Day-1 experience locks in momentum, drives engagement, and reduces churn. Here are four practical moves founders can implement immediately after signing.

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Series Part 1: Customer Onboarding Process Design
Lennart
May 2, 2025

Process Design that Scales: 6 Building Blocks for Friction-Free Onboarding

Messy onboarding threatens long-term customer success and retention. To set your users up for success, build scalable onboarding processes that remove friction, establish clarity, and deliver measurable outcomes.

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New Series: 27 Customer Onboarding Hacks
Lennart
May 1, 2025

New Post Series: Customer Onboarding Hacks, Tactics, and Best Practices

Customer onboarding is no longer just a cost center—it's a key revenue driver. By accelerating your customers' time-to-value, you boost retention, reduce churn, and unlock faster growth.

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Lennart
July 3, 2023

Mutual Action Plan Blueprint - A Proven Guide To Make MAPs Work

Mutual Action Plans (MAPs) can be a game-changing tool in the realm of complex sales. This comprehensive guide will help you understand the intricacies of MAPs, the potential roadblocks, and how to leverage their benefits.

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