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Product
Products
Workspaces
Create personalized workspaces for buyers and customers.
Pricing Quotes & Order Forms
Build accurate pricing quotes and get them signed.
Sales Content Management
Organize sales collateral and track customer engagement.
Client-Facing Project Plans
Keep customers aligned with tasks, due dates, and notifications.
Integrations
Hubspot
Salesforce
All integrations
Solutions
Digital sales rooms
Transform the buyer experience
Customer onboarding
Onboard customers with dynamic plans
Client portals
Manage projects and ongoing relationships
Virtual data rooms
Raise money from investors
Pricing
Customers
Resources
Dock
Product Updates
Get the latest updates about Dock
Templates
Explore templates for sales, customer success, and agencies.
Learn
Grow & Tell Show
Revenue leaders tell their growth stories
The Revenue Lab Blog
Best practices for revenue teams
Topics
Sales
Customer Success
Marketing
Product
Workspaces
Collaborate with buyers & customers
Content Management
Manage content for teams
Quotes & Order Forms
Close deals fast with order forms
Security Profiles
Streamline security reviews
Solutions
Digital sales rooms
Transform the buyer experience
Customer onboarding
Onboard customers with dynamic plans
Client portals
Manage projects and ongoing relationships
Virtual data rooms
Raise money from investors
Pricing
Resources
Dock
Product Updates
Get the latest updates about Dock
Templates
Explore templates for sales, customer success, and agencies.
Learn
Grow & Tell Show
Revenue leaders tell their growth stories
The Revenue Lab Blog
Best practices for revenue teams
Topics
Sales
Customer Success
Marketing
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The Revenue Lab /
Customer Success
Sales
Customer Success
Marketing
Customer Stories
Dock Updates
Customer Onboarding Guide: High-touch vs. low-touch
Guide
Written for high-performing customer success teams
Latest Grow & Tell
VIEW ALL
Sales Enablement at Algolia & Sigma Computing with Lish Barber
Relationship management for Customer Success managers
Marketing & Customer Success Alignment
Building Success Programs: How Brittany Soinski overhauled onboarding at Loom
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Articles
How Two Front's founder achieved 30% MoM growth with Dock
Article
The complete customer onboarding checklist (free template)
Guide
5 ways to speed up value realization for your customers
Guide
How to nail the Sales-to-Customer-Success handoff
Guide
How Assistantly saves 5 hours of customer follow-up with Dock
Article
Customer Success Team Structures: 3 org chart examples
Guide
Sales & Customer Success Alignment: A collaboration guide
Guide
Asynchronous Customer Onboarding: A guide for CS leaders
Guide
Our 17 favorite customer success podcasts (and episodes!)
Article
Churn Analysis: How to calculate, identify & reduce churn
Guide
How to introduce your customers to Dock
Guide
Scaled Customer Success: The new high-growth approach
Guide
How Assignar reduced onboarding overwhelm with Dock
Article
Customer Expansion: How to win more expansion revenue
Guide
Customer Onboarding Metrics: 14 metrics, KPIs & benchmarks
Guide
Customer Success Enablement: Tips, tools & strategies
Guide
Customer Collaboration Guide: Tips for smooth B2B relationships
Guide
Customer Success Software: 6 tools for your tech stack
Guide
Customer Success Metrics: 22 goals & KPIs for CS teams
Guide
How Loom saves 2 hours onboarding each customer with Dock
Article
8 must-haves for your customer success plan [+ templates]
Guide
Customer Enablement: How to help customers help themselves
Guide
What is net revenue retention (NRR)? A Guide for SaaS Startups
Guide
The New B2B Customer Journey: How to support all 6 stages
Guide
Client Dashboards: Tips, tools & examples for CS teams
Guide
Customer Renewals Guide: 5 ways to improve renewal rates
Guide
Time to Value Guide: 11 proven strategies to shorten TTV
Guide
It's Time for Revenue Enablement
Article
The Sales POC Playbook: How to run a sales pilot
Guide
Client Portal Software: 5 types of portals to know
Guide
Customer Onboarding Software Guide: 24 tools to consider
Guide
How to Use Slack Connect with Customers: 6 Expert Tips
Guide
Why Shaan Puri Thinks Dock Is a Genius Idea
Article
Customer Onboarding Guide: High-touch vs. low-touch
Guide
Revenue Operations Guide: The case for a centralized RevOps team
Guide
Quarterly Business Reviews (QBRs): A Quick-Fire Guide
Guide
SaaS Implementation Guide: 6 steps to slash software churn
Guide
Client Management: Your Guide to Happier Clients
Guide
What to include in a client onboarding form (+free template)
Guide
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GRow & TEll Episodes
VIEW ALL
How UpKeep segments customer tiers
Episode
CLIP
Inside Loom's Redesigned Onboarding Process
Episode
CLIP
What is the future of customer success?
Episode
CLIP
Should you separate professional services from customer success teams?
Episode
CLIP
How Customer Success Teams Can Close Sales
Episode
CLIP
How to Retain Top Talent at Startups
Episode
CLIP
Selling to Developers: Hector Hernandez on scaling LaunchDarkly & Teleport
Episode
CLIP
Loom's 3 Mantras for Customer Success
Episode
CLIP
How Loom Gamifies Customer Success
Episode
CLIP
How to Gamify CS to Drive Renewals
Episode
CLIP
Building Success Programs: How Brittany Soinski overhauled onboarding at Loom
Episode
CLIP
Customer Experience Teams: Gillian Heltai on building Lattice's CX program
Episode
CLIP
Why LinkedIn Built a Customer Advisory Board
Episode
CLIP
Relationship management for Customer Success managers
Episode
CLIP
How Loom Designs Human-Centered CS Teams
Episode
CLIP
Should you have separate Onboarding and Customer Success teams?
Episode
CLIP
Marketing & Customer Success Alignment
Episode
CLIP
How Delegation Changes from Manager to VP
Episode
CLIP
Why Customer Success teams should meet customers in person
Episode
CLIP
Renewals & Expansion: How to drive growth as a CSM
Episode
CLIP
How to Improve Customer Health Scores
Episode
CLIP
Sales Enablement at Algolia & Sigma Computing with Lish Barber
Episode
CLIP
How Lattice segments its Customer Success teams
Episode
CLIP
#1 Loom Tip from Loom's Onboarding Lead
Episode
CLIP
Why Facilitation is an Essential Skill for Every CSM
Episode
CLIP
Growing a CS Team: Joseph Schmitt on leading success at UpKeep
Episode
CLIP
How Lattice segments its customers
Episode
CLIP
Loom's "Aha" Moment for Customers
Episode
CLIP
Loom's Aha Moment for Sales Teams
Episode
CLIP
How to hire early-stage customer success teams
Episode
CLIP
How Loom Manages Onboarding and Customer Success
Episode
CLIP
The Secret to Loom's Customer Success
Episode
CLIP
AI for Customer Success
Episode
CLIP
Customer Success for Non-Technical Customers
Episode
CLIP
Delegation & Leadership: What's the difference between a VP and a Manager?
Episode
CLIP
Load more clips
Templates
Client Project Management Template
Client Portal Template
Joint Customer Success Plan
Software Implementation Template
Client Management Template
Customer Onboarding Template
Quarterly Business Review Template
Implementation Plan Template
Client-facing workspaces
that customers love
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