The Onboard Blog

Learn from our experience and best practices

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Data Onboarding: A Key Step When Onboarding New Customers
Customer Onboarding Strategy

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
Customer Onboarding Strategy

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

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

4 Tips for Hiring Your Next Customer Onboarding Specialist
Customer Success (CX)

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
Customer Onboarding Strategy

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
Customer Onboarding Assets

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
Customer Onboarding Assets

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
Customer Onboarding Assets

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
Customer Onboarding Assets

Customer Onboarding Kickoff Call Script

Execute the perfect kickoff call with this Customer Onboarding Kickoff Call Script

Visual Customer Onboarding Process Document
Customer Onboarding Assets

Visual Customer Onboarding Process Document

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

Customer Onboarding Preparedness Plan
Customer Onboarding Assets

Customer Onboarding Preparedness Plan

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

Customer Handoff: Customer Success Email Response
Customer Onboarding Assets

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
Customer Onboarding Assets

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
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.

Everyone on the same page, starts now.
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