Resources

Practical writing on running customer and client onboarding.

• Client onboarding checklist: the 5 phases that actually matterA practical client onboarding checklist built around five phases — kickoff, setup, integration, training, and go-live — with the tasks that belong in each.Aug 27, 2026 · 6 min read
• How to cut customer onboarding time without adding headcountFive changes that reduce customer onboarding time — templated phases, clear task ownership, self-serve client access, async training, and time-in-phase tracking.Aug 27, 2026 · 5 min read
• Onboarding portal vs. spreadsheet-and-Slack: a practical comparisonWhen a spreadsheet and a Slack channel are enough for customer onboarding, and the specific points where a shared onboarding portal starts paying off.Aug 27, 2026 · 5 min read