There are many different types of customer onboarding depending on your engagement model. From high-touch and low-touch to tech-touch or digital, there is a model for Onboarding that meets your business’s needs. Do you know what model is best for you? Learn more.

client onboarding checklist
Customer Onboarding

The Ultimate Client Onboarding Checklist for CS Teams

7 – min read A Customer Onboarding Checklist for Successful CS Teams A lot goes into crafting the ideal onboarding process for SaaS products. You need to clearly demonstrate …

client onboarding questionnaire
Customer Onboarding

How to Craft the Best Client Onboarding Questionnaire

6 – min read A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. Asking the right questions is key …

boost product adoption totango customer success platform
Customer Onboarding

How to Boost Slow Product Adoption After Onboarding Your Customer

4 – min read Knowing how to boost product adoption after onboarding is critical for customer retention. Onboarding is a crucial time to provide the training and resources that …

digital onboarding icon
Customer Onboarding

The Digital Onboarding Process Decreases Your Implementation Timeline

5 – min read It is critical that at each phase in the customer success lifecycle, you are engaging your customer with the goal of retaining them. Onboarding is …

Customer onboarding best practices
Customer Onboarding

7 Customer Onboarding Best Practices

6 – min read Onboarding is defined as the actions your company takes after a customer signs up to use your product. These actions are crucial to customer success, …

Customer onboarding checklist
Customer Onboarding

A Customer Onboarding Checklist for Successful CS Teams

3 – min read A lot goes into crafting the ideal onboarding process for SaaS products. You need to clearly demonstrate the ins and outs of your software to …

Customer onboarding should involve simple steps toward value.
Customer Onboarding

5 Tips to Deliver a Great SaaS Customer Onboarding Experience

4 – min read Customer onboarding is an introduction to a new way of working. Your customer has sought out your product because they hope it will bring them …

Speed up new user onboarding
Customer Onboarding

4 Ways to Speed Up New SaaS Customer Onboarding

6 – min read Customer retention is critical to success in today’s customer-centric economy. Onboarding sets the stage for customer retention by beginning a positive long-term relationship between you …

Customer Onboarding Rocketship Results
Customer Onboarding

How to Perfect Your Customer Onboarding Workflow

4 – min read Onboarding is an opportunity to set your customer up for success. It is the first glimpse they get of your product and your team, and …

By implementing customer education best practices that drive the onboarding process, you will set your customers—and your enterprise— up for success.
Customer Onboarding

Customer Education Best Practices for the Onboarding Phase

4 – min read Onboarding is an exciting, critical phase of introductions and potential. It defines how you and your customer communicate, establish common goals, and begin the customer …

You can beat these common onboarding challenges with the right software.
Customer Onboarding

The Top Five Customer Onboarding Challenges and How to Solve Them

4 – min read Some people think the most important moment in the customer relationship is when they make the initial decision to purchase. But the period after the …

Onboarding is a critical phase for customer success teams.
Customer Onboarding

How to Onboard New Clients in the Customer-Centered Economy

5 – min read Imagine you’re a customer who’s just subscribed to a service or purchased a new product. In a perfect world, what would happen next? You’d probably …

Customer Onboarding

The Top 5 Customer Onboarding Metrics and How to Leverage Them

4 – min read Onboarding isn’t just about introductions; it’s about acceleration. Customers expect to see value from your product as soon as possible, so customer success teams should …

Following these best practices will help make your onboarding process a success.
Customer Onboarding

A Customer Onboarding Checklist for the Digital Era

4 – min read When a customer buys your product or subscribes to your service, you need to impress them—fast. Customers form opinions based on their first experiences with …

The onboarding phase is a critical one, so be sure you follow these best practices.
Customer Onboarding

6 Customer Onboarding Strategies Your Success Team Must Implement

4 – min read It’s a familiar story. You’ve won a great new customer and it seems like it’s time to celebrate. But then they don’t fully adopt your …

Customer Onboarding

6 Steps to On Boarding Software-as-a-Service Customers

2 – min read It is more critical than ever to make sure customers get started and find value during the first days, weeks and months after signing up …

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