Crafting Customer Onboarding Welcome Emails (Free Templates)
Two types of customer onboarding welcome emails pave the way for a...
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
Client Portal
Customer Success Platform, CRM or Client Portal: Which Do You Need?
Customer Success Platform, CRM, or Onboarding Portal: Which Do You...
May 20, 2024
Customer Onboarding
How to Build a Self-Serve Customer Onboarding Process
How to Build Self-Serve Customer Onboarding Process by giving users...
May 20, 2024
Customer Onboarding
What Is Time to Value? How To Track, Measure, and Reduce TTV
Simply put, time to value measures how quickly customers can derive...
May 15, 2024
Customer Onboarding
SaaS Implementation: Best Practices to Maximize Your ROI
Learn best practices for onboarding, tracking usage, and customizing...
May 13, 2024
Customer Onboarding
The 12 Best Client Onboarding Software for 2025
The 12 Best Customer Onboarding Software Solutions of 2025 to...
May 03, 2024
Customer Onboarding
Unlocking Success: The Pivotal Role of Customer Onboarding Specialists
Customer Onboarding Specialists
May 03, 2024
A Comprehensive Guide to Conquering Customer Onboarding
Streamline your customer onboarding process. Discover best practices...
May 02, 2024
Customer Onboarding
Everything You Need to Know About B2B SaaS Onboarding Software
Optimize your B2B SaaS customer onboarding with software that...
May 02, 2024
Customer Onboarding
Customer Onboarding Process Strategies to Drive ROI and Retention
Master the customer onboarding process with actionable strategies,...
May 02, 2024
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
You Don’t Have to Choose Between Tech-Touch and White-Glove Onboarding
When paired with tech-enabled processes, a white-glove onboarding...
April 30, 2024
Customer Onboarding
How to Scale White-Glove Onboarding and Do More With Less
Deliver effortless white-glove onboarding to every customer, without...
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