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Read about customer onboarding and implementation best practices, strategy and data surrounding the latest trends for the modern customer success organizations.

All Customer Success Customer Onboarding Product & Company SaaS Metrics & Strategy Templates & Playbooks
Onboard Blog
Product & Company

Onboard.io Wins Six G2 Awards for Customer Onboarding

Onboard.io earned six G2 badges in the Winter 2026 Rankings. High Performer, Easiest to Use, Best Support, and more, based entirely on verified reviews from real users.

Feb 28, 2026
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Time-to-Value Isn’t Enough: How to Measure Whether Customers Are Actually “Living in Value”
Customer Success Customer Onboarding SaaS Metrics & Strategy
Apr 22, 2026

Time-to-Value Isn’t Enough: How to Measure Whether Customers Are Actually “Living in Value”

by Jason
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Security Questions Every Onboarding Buyer Should Ask
Customer Onboarding Product & Company
Mar 12, 2026

Security Questions Every Onboarding Buyer Should Ask

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Fix Onboarding to Fix Your Software Churn Problem
Customer Success SaaS Metrics & Strategy
Feb 27, 2026

Fix Onboarding to Fix Your Software Churn Problem

by Jay Levy
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Not Ready? Why Delaying Customer Onboarding Software Hurts
Customer Onboarding
Nov 26, 2025

Not Ready? Why Delaying Customer Onboarding Software Hurts

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The New UX Era: The Prompt Is the Product
SaaS Metrics & Strategy
Nov 19, 2025

The New UX Era: The Prompt Is the Product

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Announcing Dependent Due Dates: Keep every task in lockstep
Product & Company
Oct 17, 2025

Announcing Dependent Due Dates: Keep every task in lockstep

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The Evolution of the Modern Customer Success Team
Customer Success
Jun 27, 2024

The Evolution of the Modern Customer Success Team

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Onboard Launches HubSpot Integration for Customer Onboarding and Implementation
Product & Company
May 11, 2023

Onboard Launches HubSpot Integration for Customer Onboarding and Implementation

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How To Become The Best Director Of Customer Success You Can Be
Customer Success
Feb 6, 2023

How To Become The Best Director Of Customer Success You Can Be

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Gross Retention vs Net Retention: Comparison & Improving Retention Metrics for SaaS
SaaS Metrics & Strategy Customer Success
Feb 3, 2023

Gross Retention vs Net Retention: Comparison & Improving Retention Metrics for SaaS

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Renewal Management 101: A Guide To Managing SaaS Renewals
Customer Success SaaS Metrics & Strategy
Feb 1, 2023

Renewal Management 101: A Guide To Managing SaaS Renewals

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Customer Health Score Key Metrics For SaaS Companies In 2023
SaaS Metrics & Strategy Customer Success
Jan 30, 2023

Customer Health Score Key Metrics For SaaS Companies In 2023

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10 Retention Metrics to Track & Improve Customer Loyalty
SaaS Metrics & Strategy Customer Success
Jan 11, 2023

10 Retention Metrics to Track & Improve Customer Loyalty

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How To Fix A Customer Onboarding Process That Costs You Money
Customer Onboarding
Dec 21, 2022

How To Fix A Customer Onboarding Process That Costs You Money

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Top 10 SaaS Customer Onboarding Best Practices To Consider
Customer Onboarding
Dec 16, 2022

Top 10 SaaS Customer Onboarding Best Practices To Consider

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The Tactical Guide To SaaS Customer Success For B2B Companies
Customer Success
Dec 13, 2022

The Tactical Guide To SaaS Customer Success For B2B Companies

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Top 10 Make Or Break SaaS Customer Success Metrics To Monitor
SaaS Metrics & Strategy Customer Success
Dec 9, 2022

Top 10 Make Or Break SaaS Customer Success Metrics To Monitor

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Customer Success Operations 101: The Right Way To Do CS Ops
Customer Success
Oct 27, 2022

Customer Success Operations 101: The Right Way To Do CS Ops

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Subscription Lifecycle Journey 101: A Guide To Understanding Your Customers
SaaS Metrics & Strategy
Oct 26, 2022

Subscription Lifecycle Journey 101: A Guide To Understanding Your Customers

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How to Streamline Your Enterprise Customer Onboarding Process
Customer Onboarding
Oct 20, 2022

How to Streamline Your Enterprise Customer Onboarding Process

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6 C’s for Customer Success and Onboarding Managers
Customer Success
Oct 13, 2022

6 C’s for Customer Success and Onboarding Managers

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The Definitive SaaS Customer Onboarding Template & Checklist
Templates & Playbooks
Oct 13, 2022

The Definitive SaaS Customer Onboarding Template & Checklist

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The Customer Onboarding Toolkit
Templates & Playbooks
Oct 13, 2022

The Customer Onboarding Toolkit

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The Definitive Guide To Customer Onboarding
Customer Onboarding
Oct 13, 2022

The Definitive Guide To Customer Onboarding

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The Secrets of Customer Churn Reduction: Onboarding your Customers Faster, Smarter, Better
Customer Onboarding Customer Success
Oct 13, 2022

The Secrets of Customer Churn Reduction: Onboarding your Customers Faster, Smarter, Better

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The Ultimate Customer Onboarding Launch Kit
Templates & Playbooks
Oct 13, 2022

The Ultimate Customer Onboarding Launch Kit

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Visual Customer Onboarding Process Document
Templates & Playbooks
Oct 13, 2022

Visual Customer Onboarding Process Document

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Why Poor Onboarding is Like a Bad Honeymoon (and What You Can Do About It)
Customer Onboarding
Oct 13, 2022

Why Poor Onboarding is Like a Bad Honeymoon (and What You Can Do About It)

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4 Tips for Hiring Your Next Customer Onboarding Specialist
Customer Onboarding Customer Success
Sep 26, 2022

4 Tips for Hiring Your Next Customer Onboarding Specialist

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6 Steps To Onboard Customers Faster
Customer Onboarding
May 12, 2022

6 Steps To Onboard Customers Faster

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7 Ways To Elevate Your Customer Onboarding Experience
Customer Onboarding
May 12, 2022

7 Ways To Elevate Your Customer Onboarding Experience

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Customer Handoff: Customer Success Email Response
Customer Onboarding
May 12, 2022

Customer Handoff: Customer Success Email Response

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Customer Handoff: Customer Success to Customer Support
Customer Onboarding
May 12, 2022

Customer Handoff: Customer Success to Customer Support

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Customer Handoff: Sales to Success
Customer Onboarding
May 12, 2022

Customer Handoff: Sales to Success

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Customer Onboarding Kickoff Call Script
Templates & Playbooks
May 12, 2022

Customer Onboarding Kickoff Call Script

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Customer Onboarding Preparedness Plan
Templates & Playbooks
May 12, 2022

Customer Onboarding Preparedness Plan

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Customer Surveys: Post-Kickoff & Post-Launch
Customer Onboarding
May 12, 2022

Customer Surveys: Post-Kickoff & Post-Launch

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Data Onboarding: A Key Step When Onboarding New Customers
Customer Onboarding
May 12, 2022

Data Onboarding: A Key Step When Onboarding New Customers

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Customer Onboarding Strategy: Defining Customer Onboarding
Customer Onboarding
May 12, 2022

Customer Onboarding Strategy: Defining Customer Onboarding

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Lower Churn With Customer Onboarding Surveys
Customer Success Customer Onboarding
May 12, 2022

Lower Churn With Customer Onboarding Surveys

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Onboarding Metrics: Days to Launch & Time to Value
SaaS Metrics & Strategy Customer Onboarding
Apr 22, 2022

Onboarding Metrics: Days to Launch & Time to Value

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Announcing Onboard's Salesforce Integration
Product & Company
Mar 2, 2020

Announcing Onboard's Salesforce Integration

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