Customer Onboarding Process Strategies to Drive ROI and Retention
Master the customer onboarding process with actionable strategies,...
Blog & Resources
Customer Experience Statistics: What the Numbers Reveal About CX in 2025
Customer experience statistics to inform your customer success strategy with data-driven insights on CX strategies, AI, onboarding, and...Dec 19, 2024
Latest Articles
Customer Onboarding
Building Customer Onboarding Experiences: Lessons from TurboTax
Crafting a Seamless Customer Onboarding Experience
May 02, 2024
Customer Onboarding
How Digitizing Customer Experience Builds Better Businesses
Enhancing your digitization efforts now sets you up for success. The...
May 02, 2024
Client Portal
What is a B2B Customer Portal?
Discover what a B2B customer portal is and how it empowers businesses...
May 02, 2024
Onboarding Template
Scaling Customer Onboarding: 7 Free Customer Onboarding Templates
Free customer onboarding templates to streamline your customer...
May 01, 2024
Customer Success
Customer Success vs Account Management: What's the Difference?
Explore the difference between the roles of Account Managers and...
April 30, 2024
Customer Onboarding
Crafting Customer Journeys: The Role of Your Onboarding Tool
Every customer goes through their own journey when deciding to buy a...
April 30, 2024
2025 Customer Onboarding Checklist: Step-by-Step Guide for Success
Onboarding is critical for customer satisfaction and retention in the...
April 30, 2024
Customer Onboarding
Customer Onboarding vs. User Onboarding: What's the difference?
Onboarding is a catch-all term that describes a company's processes...
April 30, 2024
Customer Onboarding
6 Steps to Create an Amazing Customer Onboarding Experience in 2025
Introducing customers to your software or service and guiding them...
April 30, 2024
Customer Onboarding
The 7 Most Common Customer Onboarding Mistakes & How to Fix Them
Your sales team pulled out the stops to close your newest logo. Now,...
April 30, 2024
Customer Onboarding
The Secret to Success: What is Customer Success Enablement?
Closing a sale can feel like crossing a finish line. But it also...
April 30, 2024
Customer Onboarding
9 Key Customer Onboarding Metrics to Prioritize in 2025
Customer onboarding is a competitive advantage that keeps on giving....
April 30, 2024
Customer Onboarding
Creating Effective Customer Success Playbooks: A Step-by-Step Guide
Learn how to create effective customer success playbooks to...
April 30, 2024
Customer Onboarding
What is Customer Onboarding Project Management Software?
You already know that customer onboarding is one of the most crucial...
April 30, 2024
Customer Onboarding
Designing Client Onboarding Questionnaires Customers Actually Complete
You've just acquired a new client, and your customer success team is...
April 30, 2024
Customer Onboarding
How to Choose the Best Customer Onboarding Solutions for Your Team
Onboarding new customers can be a critical moment that determines the...
April 30, 2024
Customer Onboarding
The Top 10 Customer Success Automation Trends To Expect in 2025
Customer success is more important than ever in the world of B2B...
April 30, 2024
Customer Onboarding
The Art and Science of Designing a Client Onboarding Portal
A client onboarding portal is the gateway for welcoming new customers...
April 30, 2024
Customer Onboarding
The Guide to Onboarding Clients for Professional Services
Making a strong first impression with new clients is critical in...
April 30, 2024
Customer Onboarding
Why New Customers Should Take a Pre-Kickoff Survey
Why a pre-kickoff survey can help get the working relationship with...
April 30, 2024
From Welcome to Wow: A Guide to Customer Onboarding Software
More than 50% of customers will switch to another brand after a...
April 30, 2024
Customer Onboarding
Setup for Success in 2025: Guide for New Customer Success Leaders
If you’re a new customer success leader in 2025, the new year is a...
April 30, 2024
How To Get Your Customer Onboarding Team Away From Spreadsheets
No offense to Google Sheets, but when it comes to delivering a...
April 30, 2024
The Hidden Costs of Inefficient B2B Customer Onboarding
B2B software is only getting more powerful and, therefore,...
April 30, 2024
Maximizing Onboarding with 8 Customer Onboarding Statistics
Customer onboarding statistics
April 10, 2024
Client Portal
8 Best Client Portal Softwares for 2025
8 Best Client Portal Softwares of 2025 - Explore the different client...
March 07, 2024
Customer Onboarding
5 Ways to Get Leadership On Board + Invested in Onboarding
Learn how to secure leadership buy-in for customer onboarding by...
March 01, 2024
OnRamp Updates
New Year, New Look: OnRamp’s Portal Makeover is Here 💄🎨
Drumroll, please... 🥁 It's live! Introducing OnRamp’s...
February 01, 2024