Customer Onboarding Hub

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Everything you need to know about customer onboarding: content, UX, emails, high-touch contact points, case studies, tools, glossary, and Q&A.

Table of Contents

There is a lot to say about customer onboarding.

So much so that it's hard to grasp everything there is to be done to improve the onboarded rate.

This growing playbook assembles the most important strategies.

Fundamentals

How to reduce friction even in complex B2B products

Copywriting strategies to improve conversion and retention

9 email best practices

High-touch contact points deliver the most value

Customer Survey Guide (including onboarding and NPS surveys)

Customer Success Guide (with onboarding tips)

Tools

Essentials

For Early Stage Startups

For Series A Startups

For Series B and Beyond Startups

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