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Learn from our experience and best practices

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Lower Churn With Customer Onboarding Surveys
Customer Onboarding Strategy

Lower Churn With Customer Onboarding Surveys

Learn how to lower your churn and identify churn indicators by surveying your customers during the customer onboarding process

6 Steps To Onboard Customers Faster
Customer Onboarding Strategy

6 Steps To Onboard Customers Faster

Read our 6 steps to onboard your customers faster, based on our best practices and experience launching and implementing software over the last decade

7 Ways To Elevate Your Customer Onboarding Experience
Customer Onboarding Strategy

7 Ways To Elevate Your Customer Onboarding Experience

Learn the 7 ways to elevated your customer onboarding experience. Tips that should breathe life and substance into your customer onboarding process!

6 C’s for Customer Success and Onboarding Managers
Customer Success (CX)

6 C’s for Customer Success and Onboarding Managers

Read the 6 C's for Customer Success Professionals which are a proven framework of principles that will allow you to keep your clients on track and on time. Every time.

The Customer Onboarding Toolkit
Customer Onboarding Strategy

The Customer Onboarding Toolkit

Make sure you are leveraging as many tools in your toolkit as you can. Even the most experienced Customer Onboarding Specialist may learn about a few great tools in this 'handy' article (see what we did there?)

Customer Onboarding Strategy: Defining Customer Onboarding
Customer Onboarding Strategy

Customer Onboarding Strategy: Defining Customer Onboarding

In order to best onboard your customers, make sure everyone is on the same page. Start with understanding the frequently used terms in customer onboarding.

Customer Onboarding Metrics: Days To Launch and Time To Value
Customer Onboarding Metrics

Customer Onboarding Metrics: Days To Launch and Time To Value

They say you manage what you measure, ideally, you are measuring the time it takes clients to go through onboarding (days-to-launch) and the time it takes a client to get value (time-to-value). Learn about these crucial Customer Onboarding metrics here.

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