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

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

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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....

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...

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...

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...

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,...

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...

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...

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...

You Don’t Have to Choose Between Tech-Touch and White-Glove Onboarding

Tech-Touch Onboarding 101 From a bird’s-eye view, tech-touch onboarding can seem like the most streamlined, straightforward way to...

How to Scale White-Glove Onboarding and Do More With Less

‍Sounds great, right?

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...

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...

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...

How to Use the First 5 Minutes of Every Customer Call Effectively

The first five minutes of that kickoff call are the most important five minutes of this new team-customer relationship. You gotta...

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...

Why New Customers Should Take a Pre-Kickoff Survey

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