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.

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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 …

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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

How to Boost Slow Product Adoption After Onboarding Your Customer

2 – min read Onboarding is a crucial time to provide the training and resources that customers need to make the most out of your product. While many customers …

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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