How Ops is Turning Customer Onboarding Into a Retention & Growth Lever

For most COOs and operations leaders today, the role has evolved far beyond managing internal efficiency to an increasing focus on...

The Future of CS: 2025 Customer Success Trends and Predictions

Acquiring new customers in 2025 looks different than what you've been doing. The flood of competitors in SaaS and outdated marketing...

How Outcome-Based Onboarding Scales Renewals & NRR Growth

The push for scale goes by many names If you lead a post-sales Customer Management team you are likely looking for ways to improve...

From Chaos to Clarity: How CS Ops is Shaping the Future of Onboarding

Just as Sales Ops streamlined sales pipelines and Rev Ops aligned revenue-generating departments to drive predictable growth,...

7 Step Client Onboarding Checklist to Increase Retention in 2025

Surveys show that 86% of clients will remain loyal to companies that provide onboarding and education services. That makes...

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 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

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

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

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

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

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

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...

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

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

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...

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...

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...

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...

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: 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...

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

Originally shared on Forbes Business Council

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

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)

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?

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

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

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