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How to Choose the Best Customer Onboarding Solutions: The Ultimate Guide

How to Choose the Best Customer Onboarding Solutions: The Ultimate Guide

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 2024

The Top 10 Customer Success Automation Trends To Expect in 2024

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

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...

Customer Calls End, First Impressions Are Forever: How to Use the First 5 Minutes of Every Call

Customer Calls End, First Impressions Are Forever: How to Use the First 5 Minutes of Every Call

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

The Power of First Impressions: The Guide to Onboarding Clients for Professional Services

The Power of First Impressions: 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

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

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...

Mastering Enterprise Onboarding: A Strategic Guide for Account Team Success

Mastering Enterprise Onboarding: A Strategic Guide for Account Team Success

In the fast-paced world of enterprise sales, the success of your customer onboarding process hinges on the organization,...

Setup for a Successful 2024: A New Year Onboarding Guide for Customer Success Leaders

Setup for a Successful 2024: A New Year Onboarding Guide for 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....