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.

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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.

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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.

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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
May 13, 2026

Product Update: Form Reminders, Cleaner Notification Settings & Smarter Workflows

Forms get due dates and reminder emails so customers actually submit on time. Email notification settings have been reworked into a single, clear flow. And workflows gain new triggers, a Webhook action, and dynamic placeholders in email subjects and bodies.

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Lennart
February 26, 2026

Product Update: AI Agent Upgrades, Use Case Collection & Gantt Chart Scheduling

Our AI agent gets file uploads, an "Add to Chat" button, and Help Center access. Plus: schedule and move tasks directly in the Gantt Chart block, and browse a new collection of AI agent use cases.

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Lennart
October 28, 2025

Comment Threads, Next Step Block, HubSpot Updates

Introducing a redesigned comment system with a global sidebar, threaded discussions, and @mentions to keep collaboration organized. Plus a Next Step block to keep customers focused, and improvements to HubSpot integration and action plan visibility.

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Lennart
October 19, 2025

Advanced Forms with Conditional Logic & Tables – October 2025 Update

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.

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Persona Template
Lennart
May 11, 2022

How to Create Your B2B Buyer Personas [7-Step Guide & Free Template]

Imagine you could have any customer in the world. The perfect firm. The perfect role. The perfect budget and scope. Who comes to mind?

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Lennart
May 9, 2022

Mapping the New Buyer's Journey: How to Speak to Modern-Day Customers

What’s the last big purchase you’ve made? Was it a computer, a car, or a house? How long did it take you to ultimately make a decision and purchase? From realising you have a problem with your current solution, to considering alternatives. This process is commonly called the buyer’s journey.

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Sales Acronyms Guide
Lennart
April 19, 2022

Sales Acronyms: The 26 Terms You NEED To Know

Sales is full of acronyms. You probably have no problem with that if you're a sales pro. However, it can be a bit confusing for newbies and outsiders. If you have ever wondered what MEDDIC, AiDA, ABC etc. stand for, we've got you covered. Here's a guide to over 20 sales acronyms with definitions and visuals. :)

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Jan Niklas
February 22, 2022

How to Handle Objections in the Sales Process

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.

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