Onboard Blog

Read about customer onboarding and implementation best practices, strategy and data surrounding the latest trends for the modern customer success organizations.

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Onboarding Strategy

Not Ready? Why Delaying Customer Onboarding Software Hurts

“Not ready” is usually risk aversion in disguise. This post shows why delaying customer onboarding software quietly increases TTV, adds manual work, and hurts retention. You’ll get a 10-day onboarding playbook, the core KPIs to track (TTV, DTL, capacity), and practical automation moves to go live quickly without disrupting your process. If you’re juggling spreadsheets, slipping deadlines, or rising enterprise deals, this is your signal to start small, ship fast, and iterate.

Onboard Blog

Not Ready? Why Delaying Customer Onboarding Software Hurts

4 Tips for Hiring Your Next Customer Onboarding Specialist

6 C’s for Customer Success and Onboarding Managers

6 Steps To Onboard Customers Faster

7 Ways To Elevate Your Customer Onboarding Experience

Announcing Dependent Due Dates: Keep every task in lockstep

Customer Handoff: Customer Success Email Response

Customer Handoff: Customer Success to Customer Support

Customer Handoff: Sales to Success

Customer Health Score Key Metrics For SaaS Companies In 2023

Top 10 SaaS Customer Onboarding Best Practices To Consider

Customer Onboarding Kickoff Call Script

Customer Onboarding Preparedness Plan

Customer Success Operations 101: The Right Way To Do CS Ops

Customer Surveys: Post-Kickoff & Post-Launch

Data Onboarding: A Key Step When Onboarding New Customers

Customer Onboarding Strategy: Defining Customer Onboarding

Announcing Dependent Due Dates: Keep every task in lockstep

Gross Retention vs Net Retention: Comparison & Improving Retention Metrics for SaaS

How To Become The Best Director Of Customer Success You Can Be

How To Fix A Customer Onboarding Process That Costs You Money

How to Streamline Your Enterprise Customer Onboarding Process

Lower Churn With Customer Onboarding Surveys

Renewal Management 101: A Guide To Managing SaaS Renewals

Onboard Launches HubSpot Integration for Customer Onboarding and Implementation

Customer Onboarding Metrics: Days To Launch and Time To Value

10 Retention Metrics to Track & Improve Customer Loyalty

The Definitive SaaS Customer Onboarding Template & Checklist

Announcing Onboard's Salesforce Integration

Subscription Lifecycle Journey 101: A Guide To Understanding Your Customers

The Tactical Guide To SaaS Customer Success For B2B Companies

Talking Customer Onboarding: Will Stevenson, from Onboard, talks Onboarding Matters with Donna Weber

The Customer Onboarding Toolkit

The Definitive Guide To Customer Onboarding

The Evolution of the Modern Customer Success Team

The New UX Era: The Prompt Is the Product

The Secrets of Customer Churn Reduction: Onboarding your Customers Faster, Smarter, Better

The Ultimate Customer Onboarding Launch Kit

Top 10 Make Or Break SaaS Customer Success Metrics To Monitor

Visual Customer Onboarding Process Document

Why Poor Onboarding is Like a Bad Honeymoon (and What You Can Do About It)