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 The flood of competitors in SaaS and outdated marketing techniques are costing you more money each year with fewer results...

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, Customer Success Operations (CS Ops) is transforming how companies...

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 onboarding worth prioritizing — especially since acquiring a new client can...

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 from being a nice-to-have to a must-have for software as a service...

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 client relationship the right way is so critical for your business....

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 revenue models and the need to maximize customer lifetime value....

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 42% of customer success teams do, which means the majority have...

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 trigger. Without the right language and data to position your choice...

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 have. By focusing on customer expansion strategies, you can drive...

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 feeling pretty invincible.

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 well-crafted customer success plan guides customers to achieve their...

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 the most value from their products. The problem is that you can’t...

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 client onboarding form plays a pivotal role in this, acting as 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 the groundwork to make sure everyone is on the same page and things...

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 goals and new customers are being onboarded everyday. It seems like you...

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 manage them, but your entire team benefits from implementing customer...

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 clients succeed and fostering strong, long-term relationships. As...

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 new sign-ups into lifelong customers. But what exactly is a customer...

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 touchpoint with new customers, emails set the tone for their entire...

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 tools to succeed, but you don’t want to overwhelm your team or...

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 often comes down to Time to Value (TTV) — a key metric that can make...

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 guaranteed, as your team is likely more comfortable with your...

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 easier said than done. As a customer success (CS) leader, you need a...

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 process allows you to set the right expectations, provide...

Unlocking Success: The Pivotal Role of Customer Onboarding Specialists

Who exactly should take the reins when it comes 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 way you welcome new clients and set them up for long-term success.

Everything You Need to Know About B2B SaaS Onboarding Software

The global SaaS market is booming, with experts predicting it to be worth a massive $1.016 trillion by 2032. However, SaaS vendors often struggle to onboard new business customers to their products,...

Mastering the Customer Onboarding Process: Key Stages & Best Practices

Whether it's your first or fiftieth time, onboarding kicks off an exciting new partnership. When done right, it sets the foundation for long-term success. It helps align expectations, open...

Building Customer Onboarding Experiences: Lessons from TurboTax

It's that time of year again — tax day is looming, and millions are flocking to everyone's favorite tax software, TurboTax. Love it or dread it, you have to admit that TurboTax has nailed the user...