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 to remain the same. This means that if you can excel at...

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. Many businesses offer tailored onboarding experiences to deliver...

The 7 Most Common Customer Onboarding Mistakes & How to Fix Them

Your sales team pulled out the stops to close your newest logo. Now, it's time for your customer onboarding team to introduce your newest customer to your software or service. This is one of the most...

The Secret to Success: What is Customer Success Enablement?

Closing a sale can feel like crossing a finish line. But it also marks the beginning of your efforts to retain the customer as a long-term client. 73% of consumers will switch to a competitor after...

9 Key Customer Onboarding Metrics to Prioritize in 2025

Look, phenomenal customer onboarding is a competitive advantage that keeps on giving. It's crucial for driving user activation, engagement, retention, and growth. However, many customer success teams...

Customer Onboarding Playbooks: A Blueprint for Success

Customer onboarding playbooks are guides that companies follow when onboarding new customers. They outline a repeatable process that ensures every new client has an excellent onboarding experience....

What is Customer Onboarding Project Management Software? 

You already know that customer onboarding is one of the most crucial stages of project management! It helps customers familiarize themselves with your product and get more value from it.

Designing Client Onboarding Questionnaires Customers Actually Complete

You've just acquired a new client, and your customer success team is ready to introduce them to your product. This is the perfect time to introduce a client onboarding questionnaire or intake form....

You Don’t Have to Choose Between Tech-Touch and White-Glove Onboarding

Tech-Touch Onboarding 101 From a bird’s-eye view, tech-touch onboarding can seem like the most streamlined, straightforward way to bring new buyers into your circle of influence. Creating an...

How to Scale White-Glove Onboarding and Do More With Less

‍Sounds great, right?

How to Choose the Best Customer Onboarding Solutions for Your Team

Onboarding new customers can be a critical moment that determines the success or failure of the relationship. So, as you look to scale your customer base, having the right 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 SaaS. The average SaaS company spends 6% of its revenue on customer success, and more than 90% of B2B SaaS companies have a customer...

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 stellar first impression, setting the foundation for a great ongoing...

How to Use the First 5 Minutes of Every Customer Call Effectively

The first five minutes of that kickoff call are the most important five minutes of this new team-customer relationship. You gotta bring your A-game: being on time, solid communication and listening...

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 experience often sets the tone for the entire relationship. An...

Why New Customers Should Take a Pre-Kickoff Survey

But just diving into the implementation headfirst can hurt a lot more than it helps.

Mastering Enterprise Onboarding: A Strategic Guide for Account Success

In the fast-paced world of enterprise sales, the success of your customer onboarding process hinges on the organization, goal-setting, and methodical accountability of your Account Team. OnRamp’s...

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. Whether that’s eliminating efficiencies in your onboarding process...

Write a Welcome Email That Kicks Off Your Customer Partnership Right

After all, it’s the first onboarding communication you have with them. Like all first impressions, what you say and how you say it could make the difference between whether or not your customer is...

How to Use Slack Connect to Create Your Best Client Relationships Ever

Shared Slack channels don’t look or function differently than the ones your team chats away in every day. The difference is that they’re built to connect Slack users across organizational boundaries,...

3 Things Customers Want From Your Onboarding Program

But it turns out this may not work as well for your customers.

Effective Customer Onboarding Programs Start with Efficiency Metrics

Did you picture a value-filled process sans any friction points? It might seem like a dream, but it doesn’t have to be. However, it is impossible to realize a smooth, efficient onboarding experience...