The Onboard Blog

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

Data Onboarding: A Key Step When Onboarding New Customers

A key step in the onboarding process is onboarding the data. Check out this guest post from our friends at FlatFile, the leader in data onboarding software!

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

Is your customer onboarding strategy set? Learn the secrets of customer churn reduction to onboard your customers: Work faster, smarter, better and reduce churn.

4 Tips for Hiring Your Next Customer Onboarding Specialist

Read these 4 Tips for hiring your next customer onboarding specialist. Leverage our experience from the hundreds of customer success hired over the past dozen years.

Talking Customer Onboarding: Will Stevenson, from Onboard, talks Onboarding Matters with Donna Weber

Talking Customer Onboarding: Our founder Will Stevenson chats with Donna Weber, author of "Onboarding Matters"

The Ultimate Customer Onboarding Launch Kit

We've taken several documents from our proven process and made them available for you -- our favorite people! Check out the ultimate customer onboarding asset checklist here!

Customer Handoff: Customer Success to Customer Support

Check out our free download for customer handoff email template - from customer success to customer support

Customer Surveys: Post-Kickoff & Post-Launch

Leverage Customer Onboarding and Implementation Surveys to continuously improve your customer onboarding process -- check out this free download

Customer Onboarding Kickoff Call Script

Onboard your customers with the perfect Customer Onboarding Kickoff call script. Utilize this customer kickoff script for future success on kickoff calls

Visual Customer Onboarding Process Document

Check out our free download for a visual customer onboarding process document

Customer Onboarding Preparedness Plan

Use this Customer Onboarding Preparedness Plan to Ensure Your Client Implementation Starts Smoothly

Customer Handoff: Customer Success Email Response

Check out our free download for a customer onboarding handoff email template - initial response from your customer success manager

Customer Handoff: Sales to Success

Check out our free download for a customer onboarding handoff email template - from sales to customer success

Lower Churn With Customer Onboarding Surveys

Reduce customer churn with Customer Onboarding Surveys. Identify churn indicators before it's too late. Optimize your customer onboarding experience today

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

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

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

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

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

Manage what you measure with critical Customer Onboarding Metrics! Days to Launch, Time to Value and everything you need to know for guaranteed success