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....