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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

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 scale your customer base, having the right customer onboarding...

The Top 10 Customer Success Automation Trends To Expect in 2024 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 success, and more than 90% of B2B SaaS companies have a customer...

The Art and Science of Designing a Client Onboarding Portal 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 stellar first impression, setting the foundation for a great ongoing...

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

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 bring your A-game: being on time, solid communication and listening...

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

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

Why New Customers Should Take a Pre-Kickoff Survey 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.

Mastering Enterprise Onboarding: A Strategic Guide for Account Team Success 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, goal-setting, and methodical accountability of your Account Team. OnRamp’s...

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

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

Write an Introductory Email That Kicks Off Your Customer Partnership Right Write an Introductory Email That Kicks Off Your Customer Partnership Right

Write an Introductory 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 How to Use Slack Connect to Create Your Best Client Relationships Ever

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,...