How Ops is Turning Customer Onboarding Into a Retention & Growth Lever

For most COOs and operations leaders today, the role has evolved far beyond managing internal efficiency to an increasing focus on shaping customer outcomes and driving revenue. Especially in SaaS,...

How To Scale Efficiently With Customer Onboarding Automation

Technology powered by artificial intelligence (AI) is all the buzz in every industry this year. In 2025, we expect automation to go from being a nice-to-have to a must-have for software as a service...

Onboarding New Customers: Why Time-to-Value Has to Start from Day One

Onboarding is a critical time, but time always runs out Customer Onboarding. The part of the customer lifecycle that starts with a well-intended handoff and enthusiastic kickoff call but too often...

How to Run a Successful Customer Kick Off Meeting

In the past few years, the cost of winning new customers has skyrocketed—nearly doubling since 2013. That’s why starting off every client relationship the right way is so critical for your business....

How To Measure the ROI of Customer Onboarding

You already see the value of a customer onboarding solution, but you just don't know how to convince decision-makers to pull the trigger. Without the right language and data to position your choice...

How to Create a New Client Onboarding Form (Free Templates)

The success of the customer onboarding process hinges on clear communication and setting the right expectations from the start. A client onboarding form plays a pivotal role in this, acting as a...

How To Adapt Onboarding Strategies To Meet Customers’ Learning Style

Originally shared on Forbes Business Council

Crafting Customer Onboarding Welcome Emails (Free Templates)

A customer’s first impression can significantly influence their customer journey and eventual lifetime value. As your first touchpoint with new customers, emails set the tone for their entire...

How to Build a Self-Serve Customer Onboarding Process

Did you know it takes 100 days to onboard the average corporate client?

What Is Time to Value? How To Track, Measure, and Reduce TTV

Ever wonder why some SaaS companies hook you right from the get-go while others take forever to show their worth? That difference often comes down to Time to Value (TTV) — a key metric that can make...

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 easier said than done. As a customer success (CS) leader, you need a...

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 process allows you to set the right expectations, provide...

Unlocking Success: The Pivotal Role of Customer Onboarding Specialists

Who exactly should take the reins when it comes to customer onboarding?

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 often struggle to onboard new business customers to their products,...

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 for long-term success. It helps align expectations, open...

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 or dread it, you have to admit that TurboTax has nailed the user...

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. Modern consumers have more options than ever before for nearly every...

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 growing startup or a seasoned enterprise, crafting an experience that...

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 and long-term loyalty. Research shows that customers are 50% more...

5 Ways to Get Leadership On Board + Invested in Onboarding

You’ve heard it over and over again - customer onboarding is the number one indicator of churn.