How Digitizing Customer Experience Builds Better Businesses

Maintaining customer engagement is a critical factor of success in today’s globalized and hyper-connected business environment. Modern consumers have more options than ever before for nearly every...

What is a B2B Customer Portal?

Customer relationships matter. It's that simple. Research shows that 59% of people will walk away from a brand after several bad experiences—even if they love that company or its products.

Scaling Customer Onboarding: 7 Free Customer Onboarding Templates

Unlocking the potential of your business begins with establishing a seamless onboarding process for new clients. Whether you're a growing startup or a seasoned enterprise, crafting an experience that...

Customer Success vs Account Management: What's the Difference?

For most tech companies, two roles often serve at the forefront of client engagement: the account manager and the customer success manager. While both are pivotal in driving customer satisfaction and...

Crafting Customer Journeys: The Role of Your Onboarding Tool

Every customer goes through their own journey when deciding to buy a new product or service, but the key stages of the process tend to remain the same. This means that if you can excel at...

2025 Customer Onboarding Checklist: Step-by-Step Guide for Success

Onboarding is critical for customer satisfaction and retention in the B2B space, with 50% of businesses more likely to stay loyal to a company that familiarizes them with a product. Creating a...

Customer Onboarding vs. User Onboarding: What's the difference?

Onboarding is a catch-all term that describes a company's processes to get new customers and users acclimated to their products. Many businesses offer tailored onboarding experiences to deliver...

6 Steps to Create an Amazing Customer Onboarding Experience in 2025

Introducing customers to your software or service and guiding them through a personalized onboarding journey improves satisfaction and long-term loyalty. Research shows that customers are 50% more...

The 7 Most Common Customer Onboarding Mistakes & How to Fix Them

Your sales team pulled out the stops to close your newest logo. Now, it's time for your customer onboarding team to introduce your newest customer to your software or service. This is one of the most...

The Secret to Success: What is Customer Success Enablement?

Closing a sale can feel like crossing a finish line. But it also marks the beginning of your efforts to retain the customer as a long-term client. 73% of consumers will switch to a competitor after...

9 Key Customer Onboarding Metrics to Prioritize in 2025

Look, phenomenal customer onboarding is a competitive advantage that keeps on giving. It's crucial for driving user activation, engagement, retention, and growth. However, many customer success teams...

Customer Onboarding Playbooks: A Blueprint for Success

Customer onboarding playbooks are guides that companies follow when onboarding new customers. They outline a repeatable process that ensures every new client has an excellent onboarding experience....

What is Customer Onboarding Project Management Software? 

You already know that customer onboarding is one of the most crucial stages of project management! It helps customers familiarize themselves with your product and get more value from it.

Designing Client Onboarding Questionnaires Customers Actually Complete

You've just acquired a new client, and your customer success team is ready to introduce them to your product. This is the perfect time to introduce a client onboarding questionnaire or intake form....

How to Choose the Best Customer Onboarding Solutions for Your Team

Onboarding new customers can be a critical moment that determines the success or failure of the relationship. So, as you look to scale your customer base, having the right 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 SaaS. The average SaaS company spends 6% of its revenue on customer success, and more than 90% of B2B SaaS companies have a customer...

The Art and Science of Designing a Client Onboarding Portal

A client onboarding portal is the gateway for welcoming new customers to your business. An intuitive, user-friendly portal makes a stellar first impression, setting the foundation for a great ongoing...

The Guide to Onboarding Clients for Professional Services

Making a strong first impression with new clients is critical in professional services. As you onboard new clients, the initial experience often sets the tone for the entire relationship. An...

Why New Customers Should Take a Pre-Kickoff Survey

But just diving into the implementation headfirst can hurt a lot more than it helps.

From Welcome to Wow: A Guide to Customer Onboarding Software

More than 50% of customers will switch to another brand after a single negative customer service interaction. It's important to nail a new customer’s onboarding experience to lay a strong foundation...

Setup for Success in 2025: Guide for New Customer Success Leaders

If you’re a customer success leader, the new year is a perfect time to map out what you hope to accomplish over the next 12 months. Whether that’s eliminating efficiencies in your onboarding process...

How To Get Your Customer Onboarding Team Away From Spreadsheets

No offense to Google Sheets, but when it comes to delivering a customer onboarding experience, it’s not where spreadsheets excel. Spreadsheets were built for complex calculations, not complex...

The Hidden Costs of Inefficient B2B Customer Onboarding

B2B software is only getting more powerful and, therefore, complicated. That’s why the average onboarding time for a new corporate client is now up to 100 days.

Maximizing Onboarding with 8 Customer Onboarding Statistics

You've worked hard to acquire new customers for your business. But the real challenge begins after they sign on the dotted line. How do you ensure they have a smooth, efficient onboarding experience...

8 Best Client Portal Softwares for 2025

Are you looking for the best client portal software to streamline your customer onboarding, provide exceptional support, and foster strong client relationships? If you are looking for a way to stand...

5 Ways to Get Leadership On Board + Invested in Onboarding

You’ve heard it over and over again - customer onboarding is the number one indicator of churn.

New Year, New Look: OnRamp’s Portal Makeover is Here 💄🎨

Drumroll, please... 🥁