Onboarding
Crafting Customer Journeys: The Role of Your Onboarding Tool in Every Step
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...
Featured Posts
Crafting Customer Journeys: The Role of Your Onboarding Tool in Every Step
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 2024
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 a Client Onboarding Questionnaire Your 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?