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Customer Onboarding Automation

How To Scale Efficiently With Customer Onboarding Automation

Technology powered by artificial intelligence (AI) is all the buzz in every industry this year. In 2025, we expect automation to go...

Onboarding New Customers: Why Time-to-Value Has to Start from Day One

Onboarding New Customers: Why Time-to-Value Has to Start from Day One

Onboarding is a critical time, but time always runs out Customer Onboarding. The part of the customer lifecycle that starts with a...

How to Run a Successful Customer Kick Off Meeting

How to Run a Successful Customer Kick Off Meeting

In the past few years, the cost of winning new customers has skyrocketed—nearly doubling since 2013. That’s why starting off every...

Customer Success for Non-SaaS Companies

The Guide to Customer Success for Non-SaaS Companies

We talk often about customer success for software-as-a-service (SaaS) businesses due to the recurring nature of subscription-based...

The Top 4 Customer Success Podcasts to Listen to in 2025

The Top 4 Customer Success Podcasts to Listen to in 2025

If you're like most customer success professionals, you want to stay on top of the game by learning the best practices in the...

Customer Health Score Explained: How To Drive Retention

Customer Health Score Explained: How To Drive Retention

How healthy are your customers? If that’s difficult to answer, it could be because you’re not tracking customer health scores. Just...

Ready to Disrupt B2B Onboarding, OnRamp Announces $14.2M in Funding

Ready to Disrupt B2B Onboarding, OnRamp Announces $14.2M in Funding

Four years ago, we founded OnRamp to eliminate friction in B2B customer onboarding. Today, we’re excited to announce that OnRamp has...

measure the roi of customer onboarding

How To Measure the ROI of Customer Onboarding

You already see the value of a customer onboarding solution, but you just don't know how to convince decision-makers to pull the...

Customer Expansion

Maximizing Customer Growth: Strategies for Customer Expansion

Growing your business isn’t just about bringing in new customers — it’s also about getting more value from the ones you already...

How to Write a Great Customer Satisfaction Survey

How to Write a Great Customer Satisfaction Survey

Customer satisfaction surveys are a game-changer if your business wants to improve its services and build loyal customer...

 SaaS Retention Rate Metrics

A Guide to Calculating SaaS Retention Metrics

Picture this: your SaaS company’s product is solid, marketing is on point, and new customers are signing up left and right. You’re...

Customer Success Plan

How to Create a Customer Success Plan

Customer success should top the priority list for any B2B SaaS business. After all, your customers' success is your success. A...

scale customer success

How To Scale Customer Success Without Increasing Headcount

When most SaaS companies acquire a large army of clients, they usually expand their onboarding teams to ensure new customers derive...

new client onboarding form

How to Create a New Client Onboarding Form (Free Templates)

The success of the customer onboarding process hinges on clear communication and setting the right expectations from the start. A...

Vendor Onboarding Process

Navigating the Vendor Onboarding Process

Let’s face it — getting new vendors on board can be a make-or-break situation. When you nail the vendor onboarding process, you lay...

Churn Prevention

Churn Prevention: 5 Strategies to Prevent Customer Churn

Your sales and marketing team has a full-blown system for generating leads and acquiring new customers. They are crushing their...

Customer Success Tools

The Top 7 Customer Success Tools for 2025

Customer success tools help companies manage the customer experience — from pre-sales to renewals. Admins or CS leaders typically...

How To Adapt Onboarding Strategies To Meet Customers’ Learning Style

How To Adapt Onboarding Strategies To Meet Customers’ Learning Style

Originally shared on Forbes Business Council

Customer Success Manager

What is a Customer Success Manager (CSM)?

The heart of modern customer engagement strategies lies with the Customer Success Manager (CSM) — a role dedicated to helping...

Enhancing Customer Engagement With a Customer Onboarding Framework

Enhancing Customer Engagement With a Customer Onboarding Framework

First impressions are crucial. This is where the customer onboarding framework comes into play, acting as the linchpin for turning...

Crafting Customer Onboarding Welcome Emails (Free Templates)

Crafting Customer Onboarding Welcome Emails (Free Templates)

A customer’s first impression can significantly influence their customer journey and eventual lifetime value. As your first...

Customer Success Platform, CRM or Client Portal: Which Do You Need?

Customer Success Platform, CRM or Client Portal: Which Do You Need?

With so many business enablement tools today, it can be tough to decide which are worth the investment. You want to have the best...

Self-Serve Customer Onboarding

How to Build a Self-Serve Customer Onboarding Process

Did you know it takes 100 days to onboard the average corporate client?

What Is Time to Value? How To Track, Measure, and Reduce TTV

What Is Time to Value? How To Track, Measure, and Reduce TTV

Ever wonder why some SaaS companies hook you right from the get-go while others take forever to show their worth? That difference...

SaaS Implementation

SaaS Implementation: Best Practices to Maximize Your ROI

SaaS tools can make your entire company more efficient and profitable, but only if your team actually uses them. That’s not always...

The 12 Best Client Onboarding Software for 2025

The 12 Best Client Onboarding Software for 2025

An efficient customer onboarding process is crucial for retaining clients and ensuring their success. However, implementing it is...

Customer Onboarding Best Practices: A Comprehensive Guide

Customer Onboarding Best Practices: A Comprehensive Guide

Onboarding new customers is crucial for the long-term success of your software-as-a-service (SaaS) business. An optimized onboarding...

Unlocking Success: The Pivotal Role of Customer Onboarding Specialists

Unlocking Success: The Pivotal Role of Customer Onboarding Specialists

Who exactly should take the reins when it comes to customer onboarding?

Guide to customer onboarding

A Comprehensive Guide to Conquering Customer Onboarding

Are you ready to elevate your customer onboarding game? Buckle up because we're about to embark on a journey that will transform the...