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5 Ways to Transform Client Onboarding with Interactive Software Why Interactive Onboarding Matters First impressions during client onboarding are critical. When onboarding is neglected, teams spend more time firefighting than adding value. On the other hand, investing creativity and effort early helps with faster acceptance, happier users, and longer retention. Traditional methods—static PDFs, lengthy checklists, or kickoff calls—often leave clients feeling lost or under-supported. Interactive onboarding software transforms that by guiding users step-by-step, surfacing relevant content when needed, and automating repetitive tasks. The result: clients find value sooner, support overhead drops, and usage becomes more meaningful. What to Look for in “Smart Onboarding Process Software” When selecting onboarding tools, flashy dashboards are less important than outcomes. Key outcomes include faster activation, fewer support tickets, and behavior changes in users. Good software should help so...