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

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.

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

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

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....

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....

Unlocking Efficiency: 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...