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Popular reads
Product updatesGet forward visibility into your project pipeline with Rocketlane's Capacity Planning Dashboard!
Rocketlane makes it easy for professional services teams to plan, hire, and keep all your projects on track, without missing deadlines.
Expert AdviceBuilding a client-centric culture: Six key pillars for professional services teams
Learn the best practices to ensure client-centricity among your customer-facing and professional services teams.
Expert AdviceIs it time to establish a Customer Success Operations team?
Learn how to know it's time to create a CS Ops team at your organization. Discover the signs, signals, strategies to optimize your CS org.
Resources Strategies for improving your project's profit margin
Discover effective strategies for enhancing project profitability, increasing project margin, maximizing revenue, and boosting your revenue
Preflight ConversationsShould CS and PS org teams report to the same leader?
Explore best practices, leadership insights on customer success and professional services for effective organizational structure
Best Practices8 things you need to have in place for solid project governance
Here are the 8 must-haves for establishing good project governance across your projects and to improve overall project efficiency.
Deep Dives4 tips to ensure a smooth SMB implementation and onboarding
Learn effective strategies for SMB customer onboarding and implementation to ensure a seamless process. Get expert guidance now!
BlogsTop 20 PSA tools for resource management and project management
Discover the best professional services automation software for resource management and project management with list of top 20 PSA tools.
5
MIN READ
Turning strategic priorities into measurable KPIs
Discover how CS Ops teams can turn strategic value delivery goals into actionable KPIs. Learn how to measure success through these KPIs.
Discover how CS Ops teams can turn strategic value delivery goals into actionable KPIs. Learn how to measure success through these KPIs.
6
MIN READ
6 steps to foolproof project planning: A comprehensive project plan guide
Learn how to create a project plan in 6 easy steps. This guide provides tips and techniques for successful project execution.
Learn how to create a project plan in 6 easy steps. This guide provides tips and techniques for successful project execution.
7
MIN READ
4 ways to use technology to level up your project management
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
5
MIN READ
The ultimate resource planning and management guide 2023
Everything you need to know about resource planning & resource management in 2023. Discover strategies, tips, and insights for your business
Everything you need to know about resource planning & resource management in 2023. Discover strategies, tips, and insights for your business
5
MIN READ
Adapting to a strategic mindset for CS Ops: Gunjan Nichani
Gunjan shares tips on how CS Ops teams and professionals can adapt to a strategic mindset and uncover valuable insights for success.
Gunjan shares tips on how CS Ops teams and professionals can adapt to a strategic mindset and uncover valuable insights for success.
5
MIN READ
Designing, mapping, and optimizing post-sale processes
Jeff Beaumont shares insights on how to design, map, and optimize post-sale operations through documentation and repeatable processes.
Jeff Beaumont shares insights on how to design, map, and optimize post-sale operations through documentation and repeatable processes.
4
MIN READ
9 tips and tricks from CS Ops leaders
Discover tips and tricks from CS Ops leaders to optimize your operations and drive better outcomes. Learn key strategies in this guide.
Discover tips and tricks from CS Ops leaders to optimize your operations and drive better outcomes. Learn key strategies in this guide.
7
MIN READ
Retainers for professional services
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
7
MIN READ
A introduction to project management metrics
Learn how to effectively utilize project management metrics for project success and improved performance.
Learn how to effectively utilize project management metrics for project success and improved performance.
5
MIN READ
Building early customer onboarding and implementation teams
Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption.
Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption.
7
MIN READ
A guide to project-based accounting
Learn all about project-based accounting and project management to optimize project profitability. Discover tips on how to implement it.
Learn all about project-based accounting and project management to optimize project profitability. Discover tips on how to implement it.
5
MIN READ
How to create a Gantt chart for your project
Learn how to create a Gantt chart for effective project management and planning in this step-by-step guide.
Learn how to create a Gantt chart for effective project management and planning in this step-by-step guide.
5
MIN READ
10 implementation best practices from industry leaders
Industry leaders share ten best practices for creating and delivering a successful implementation and customer onboarding process.
Industry leaders share ten best practices for creating and delivering a successful implementation and customer onboarding process.
5
MIN READ
5 ways capacity planning benefits resource and project management
Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that
Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that
5
MIN READ
5 key elements of project management and planning
Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project.
Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project.
7
MIN READ
Tips for overcoming objections to time tracking in the workplace
Discover effective strategies to address common objections to time tracking and successfully gain team buy-in to enhance productivity
Discover effective strategies to address common objections to time tracking and successfully gain team buy-in to enhance productivity
7
MIN READ
How to build a workload management plan that boosts efficiency
Learn how to build a workload management plan to improve productivity. Discover how workload management improves employee satisfaction.
Learn how to build a workload management plan to improve productivity. Discover how workload management improves employee satisfaction.
5
MIN READ
3 different project management goals to boost success
Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success.
Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success.
5
MIN READ
Aligning your PSA with your resource management model
Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency.
Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency.
4
MIN READ
Maximizing impact: Lean teams in large client rollouts
Learn to maximize impact with lean implementation teams and the process of scaling documentation and training for larger implementations.
Learn to maximize impact with lean implementation teams and the process of scaling documentation and training for larger implementations.
6
MIN READ
Mastering resource allocation: A 6-step guide to success
Wondering how to track resource allocation for your organization? Here is a guide to resource allocation and steps to track it effectively.
Wondering how to track resource allocation for your organization? Here is a guide to resource allocation and steps to track it effectively.
5
MIN READ
Your ultimate guide to project assumptions
A quick guide to project assumptions: Identify, document, and manage assumptions effectively with best practices to improve project delivery
A quick guide to project assumptions: Identify, document, and manage assumptions effectively with best practices to improve project delivery
7
MIN READ
Choosing the best project management tool for your business
A comprehensive guide on project management software, their must-have features, and everything you need to find the best PM tool.
A comprehensive guide on project management software, their must-have features, and everything you need to find the best PM tool.
7
MIN READ
How to become a resource manager: A complete guide
Learn how to start your career, develop essential skills, and excel in this role of resource manager with our comprehensive guide.
Learn how to start your career, develop essential skills, and excel in this role of resource manager with our comprehensive guide.
7
MIN READ
Tips for effective communication during customer onboarding
Discover how effective communication positively impacts business growth and 10 best practices for customer onboarding communication.
Discover how effective communication positively impacts business growth and 10 best practices for customer onboarding communication.
5
MIN READ
The 5 best time tracking apps to take into 2024
Streamline resource management with the best time tracking software and tools. Enhance productivity and team efficiency. Prevent burnout!
Streamline resource management with the best time tracking software and tools. Enhance productivity and team efficiency. Prevent burnout!
5
MIN READ
Top 5 communication techniques to improve and foster strong client relationships
Changes and best practices you will need to ace your client communication game and improve your client management strategy.
Changes and best practices you will need to ace your client communication game and improve your client management strategy.
7
MIN READ
Can time tracking software boost your bottom line?
Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity.
Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity.
5
MIN READ
How to create a project roadmap in 6 simple steps
Explore the importance, rationale, and practical steps in creating a project roadmap, enabling you to maximize your project's success.
Explore the importance, rationale, and practical steps in creating a project roadmap, enabling you to maximize your project's success.
5
MIN READ
PPM vs PSA software: What's the difference?
Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs.
Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs.
5
MIN READ
7 telltale signs of employee burnout
Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late.
Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late.
7
MIN READ
What is resource underutilization and how to fix it
Understand what resource underutilization is, and learn effective strategies to optimize resource utilization for maximum efficiency.
Understand what resource underutilization is, and learn effective strategies to optimize resource utilization for maximum efficiency.
5
MIN READ
A RACI chart for effective cross-functional collaboration
Explore how the strategic use of RACI charts boosts cross-functional collaboration and optimizes overall project execution
Explore how the strategic use of RACI charts boosts cross-functional collaboration and optimizes overall project execution
7
MIN READ
Using the pre-sales phase as groundwork for customer onboarding
Alex Laverty, Director - CS @ People.ai, talks about ensuring high user adoption post customer onboarding, and the Discovery Scorecard.
Alex Laverty, Director - CS @ People.ai, talks about ensuring high user adoption post customer onboarding, and the Discovery Scorecard.
7
MIN READ
Resource forecasting: The secret to project profitability
Resource forecasting best practices for project profitability and how to get resource planning and resource management right.
Resource forecasting best practices for project profitability and how to get resource planning and resource management right.
7
MIN READ
5 capacity planning tricks to avoid project management nightmares
Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares.
Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares.
5
MIN READ
7 ways to improve resource utilization in the next 30 days
Discover seven effective strategies to improve resource utilization and maximize efficiency for your business in just 30 days.
Discover seven effective strategies to improve resource utilization and maximize efficiency for your business in just 30 days.
5
MIN READ
7 reasons your company needs to implement PSA software
Want to break free from a thousand applications for your project management? Here are 7 reasons your company should invest in PSA software.
Want to break free from a thousand applications for your project management? Here are 7 reasons your company should invest in PSA software.
7
MIN READ
Tips for tracking and analyzing billable utilization
Learn effective tips and techniques to track, measure, and optimize billable utilization for increased profitability.
Learn effective tips and techniques to track, measure, and optimize billable utilization for increased profitability.
5
MIN READ
Top 5 consulting pricing models for unlocking maximum profits
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
5
MIN READ
CCO Masterclass with Rod Cherkas: Strategies and skills to develop into a successful CCO
Learn how to build relevant skills for your career and how to harness various tools and resources to enhance your work-life balance.
Learn how to build relevant skills for your career and how to harness various tools and resources to enhance your work-life balance.
7
MIN READ
How you can improve project profitability with Rocketlane's PSA capabilities
Discover key strategies for improving project profitability by maximizing efficiency and resource utilization with Rocketlane's PSA feature
Discover key strategies for improving project profitability by maximizing efficiency and resource utilization with Rocketlane's PSA feature
7
MIN READ
How PSA helps drive project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
8
MIN READ
Optimizing billable utilization for success (+3 other valuable metrics)
Learn how to measure, optimize, and improve your company’s billable utilization rate. Our comprehensive guide explains all the points.
Learn how to measure, optimize, and improve your company’s billable utilization rate. Our comprehensive guide explains all the points.
5
MIN READ
Unlock operational excellence with PSA software
Discover how PSA software drives operational excellence in professional services automation. Learn from successful implementations.
Discover how PSA software drives operational excellence in professional services automation. Learn from successful implementations.
7
MIN READ
Leveraging the benefits of professional services automation to maximize efficiency and profitability
Leverage the benefits of PSA for project profitability and increased efficiency. Unlock your business's full potential.
Leverage the benefits of PSA for project profitability and increased efficiency. Unlock your business's full potential.
5
MIN READ
5 key benefits of adopting PSA software for professional services firms
Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business.
Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business.
5
MIN READ
Project risk management for professional services businesses
Learn how Professional Services use PSA to manage project risks efficiently. Improve project outcomes.
Learn how Professional Services use PSA to manage project risks efficiently. Improve project outcomes.
7
MIN READ
PSA Software vs. Project Management Software: Key Differences
Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs.
Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs.
5
MIN READ
PSA vs. CRM: Which is right for your business?
Learn the key differences between PSA and CRM systems and discover which one is the best fit for your business needs.
Learn the key differences between PSA and CRM systems and discover which one is the best fit for your business needs.
7
MIN READ
A guide to implementing PSA software for services business
Increase productivity and billable utilization with the help of PSA software. Learn how to implement one for your services deliveries.
Increase productivity and billable utilization with the help of PSA software. Learn how to implement one for your services deliveries.
7
MIN READ
Crafting an effective billable utilization plan for your team
Discover how to create a successful billable utilization plan for your professional services business.
Discover how to create a successful billable utilization plan for your professional services business.
7
MIN READ
Improving your business’s bottom line through effective project profitability management
Discover how effective project profitability management can help boost your business's bottomline.
Discover how effective project profitability management can help boost your business's bottomline.
7
MIN READ
PSA vs. ERP software: Key differences, features, and benefits
Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits
Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits
5
MIN READ
Balancing client satisfaction and billable utilization: What you need to know
Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!
Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!
5
MIN READ
How professional services automation tools boost efficiency
Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.
Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.
5
MIN READ
How to write an effective project mission statement
Explore what a project mission statement is. Also, learn its purpose, when to draft it, and how to draft it effectively.
Explore what a project mission statement is. Also, learn its purpose, when to draft it, and how to draft it effectively.
5
MIN READ
Analyzing the impact of non-billable time on overall billable utilization
Understand how non-billable time affects overall billable utilization for improved productivity.
Understand how non-billable time affects overall billable utilization for improved productivity.
5
MIN READ
How professional services automation can help streamline business processes
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
5
MIN READ
Exploring the benefits of implementing professional services automation (PSA) software for your business
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
5
MIN READ
How to maximize the ROI of PSA software: Benefits and key metrics
Stop contemplating whether or not to invest in a PSA tool. Here's a guide on maximizing the ROI of PSA, benefits, and key metrics to track.
Stop contemplating whether or not to invest in a PSA tool. Here's a guide on maximizing the ROI of PSA, benefits, and key metrics to track.
7
MIN READ
Strategies for maximizing billable utilization for your professional services firm
Learn more about billable utilization, the benchmark, and the strategies for maximizing billable utilization in professional services firms
Learn more about billable utilization, the benchmark, and the strategies for maximizing billable utilization in professional services firms
5
MIN READ
How to boost customer experience with high-touch onboarding
Discover high-touch onboarding, its benefits, an 8-step guide, and the ultimate tool for a quality, high-touch onboarding experience.
Discover high-touch onboarding, its benefits, an 8-step guide, and the ultimate tool for a quality, high-touch onboarding experience.
5
MIN READ
Automatically track and measure Time-to-Value with Rocketlane's Interval IQ
Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.
Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.
5
MIN READ
A 5-stage customer onboarding process and flow chart (with templates)
See what a customer onboarding process flow chart is and why you need one. Also, discover the five essential stages with templates for each.
See what a customer onboarding process flow chart is and why you need one. Also, discover the five essential stages with templates for each.
6
MIN READ
Introducing Rocketlane's Partner Central: Seamlessly collaborate with all your partners in one central tool
Supercharge cross-org collaboration, gain visibility, and drive business growth with Rocketlane's new Partner Central.
Supercharge cross-org collaboration, gain visibility, and drive business growth with Rocketlane's new Partner Central.
5
MIN READ
What is a price quote (and how do you write up a good one?)
A step-by-step guide on how to make a quote and some essential tips for developing an efficient quoting process.
A step-by-step guide on how to make a quote and some essential tips for developing an efficient quoting process.
5
MIN READ
Pre-onboarding for customers: The what, why, and how
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
7
MIN READ
Project billing: A complete guide to all stages and types
Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool
Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool
5
MIN READ
The beginner's guide to PSA software: All your questions answered
Discover everything about professional services automation software — its features, why you need one, how to choose one, and who can benefit
Discover everything about professional services automation software — its features, why you need one, how to choose one, and who can benefit
5
MIN READ
Meet SmartFill: Access project information within seconds!
Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!
Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!
5
MIN READ
Customer success qualified lead (CSQL) revenue begins at "I do"
All about the different types of revenue, what it costs to acquire them, CSQLs, and the impact of customer onboarding on the revenue stream.
All about the different types of revenue, what it costs to acquire them, CSQLs, and the impact of customer onboarding on the revenue stream.
5
MIN READ
Scaling customer onboarding at a hyper-growth startup
At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup.
At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup.
4
MIN READ
3 key customer onboarding areas to level up in 2023
Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023.
Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023.
5
MIN READ
The critical role of CS Ops in evolving and maturing the customer journey
Sonam Dabholkar discusses the role of CS Ops in evolving the customer journey and gives some sound advice for CS Ops professionals.
Sonam Dabholkar discusses the role of CS Ops in evolving the customer journey and gives some sound advice for CS Ops professionals.
3
MIN READ
Selling the value of your professional services
Discover the art of delivering value through professional services. Gain insights from Pat Muirragui's talk at the Propel23 conference.
Discover the art of delivering value through professional services. Gain insights from Pat Muirragui's talk at the Propel23 conference.
5
MIN READ
Building the business case for investing in client onboarding
Learn how to justify your investment in client onboarding to boost business growth, and maximize ROI.
Learn how to justify your investment in client onboarding to boost business growth, and maximize ROI.
5
MIN READ
Crafting a customer onboarding program your customers will love
Learn from Kristi Faltorusso how to create a customer-centric onboarding program that not only scales but also amazes your customers.
Learn from Kristi Faltorusso how to create a customer-centric onboarding program that not only scales but also amazes your customers.
5
MIN READ
Creating an organization-wide culture of customer success
Jyo Shukla shares tips on creating an organization-wide focus on customer-centricity and adopting customer success as a strategy.
Jyo Shukla shares tips on creating an organization-wide focus on customer-centricity and adopting customer success as a strategy.
4
MIN READ
2023 Customer onboarding - Myths and trends
At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023.
At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023.
4
MIN READ
5 easy ways to scale customer onboarding
At Propel23, Jan Young shares 5 easy ways to scale and optimize your customer onboarding process.
At Propel23, Jan Young shares 5 easy ways to scale and optimize your customer onboarding process.
5
MIN READ
Planning your career path to Chief Customer Officer
Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer.
Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer.
5
MIN READ
A consultative approach to customer onboarding
Learn how onboarding and CS teams can go beyond simply checking the box and making sure that customers are reaching their desired outcomes.
Learn how onboarding and CS teams can go beyond simply checking the box and making sure that customers are reaching their desired outcomes.
4
MIN READ
A data-driven approach to customer onboarding
Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources.
Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources.
3
MIN READ
Onboarding 2.0: Goals, challenges, and learnings from implementing a new system for customer onboarding
Learn all about the process of implementing a new system for your customer onboarding in this blog.
Learn all about the process of implementing a new system for your customer onboarding in this blog.
3
MIN READ
Strategies for change management during customer onboarding
At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding.
At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding.
5
MIN READ
Setting expectations during customer onboarding
At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding.
At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding.
4
MIN READ
Carving out Onboarding from CS: Why, when, and how
At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS.
At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS.
5
MIN READ
Moving from Customer Onboarding to Professional Services
Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction.
Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction.
3
MIN READ
How to set your kickoff meeting up for success
Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey.
Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey.
5
MIN READ
Champion Engagement Model: Best practices for identifying your customer champion
Learn how to spot your customer champion and discover some best practices on how to enhance your customer champion engagement.
Learn how to spot your customer champion and discover some best practices on how to enhance your customer champion engagement.
5
MIN READ
How to improve customer ROI through onboarding
At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey.
At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey.
5
MIN READ
The world of persona-based customer onboarding with Jarvis Harris
A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience.
A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience.
4
MIN READ
How to reduce time-to-value for your customers
Learn more about time-to-value and spot the signs of dissatisfaction in your customers. Discover 5 ideas to improve TTV for your customers.
Learn more about time-to-value and spot the signs of dissatisfaction in your customers. Discover 5 ideas to improve TTV for your customers.
5
MIN READ
Partner-led customer onboarding: Scaling faster, smarter
Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience.
Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience.
4
MIN READ
Accelerate adoption with customer-centric onboarding
Learn more about the principles of customer-centric onboarding and gain insights into implementing a customer-focused onboarding strategy.
Learn more about the principles of customer-centric onboarding and gain insights into implementing a customer-focused onboarding strategy.
5
MIN READ
Building a global implementation function - first-year focus areas to ensure you see results
Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth.
Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth.
5
MIN READ
F1 X Airbnb: Rev up your post-sales org
Learn how to design an exceptional customer onboarding process and optimize customer journeys. Gain inspiration from Airbnb and F1.
Learn how to design an exceptional customer onboarding process and optimize customer journeys. Gain inspiration from Airbnb and F1.
3
MIN READ
Expert strategies for effective implementation and service packaging
Discover Jeff Kushamerek's proven methods for successful implementations and packaging. Read more!
Discover Jeff Kushamerek's proven methods for successful implementations and packaging. Read more!
5
MIN READ
Build trust with customers during the onboarding phase
The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle!
The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle!
7
MIN READ
4 ways to use technology to level up your project management
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
7
MIN READ
Retainers for professional services
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
6
MIN READ
Rocketlane TV: Unveiling a new era of knowledge sharing
Explore Rocketlane TV, an OTT platform for expert insights in Customer Success & Professional Services. Why should Netflix have all the fun?
Explore Rocketlane TV, an OTT platform for expert insights in Customer Success & Professional Services. Why should Netflix have all the fun?
5
MIN READ
5 key elements of project management and planning
Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project.
Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project.
5
MIN READ
5 ways capacity planning benefits resource and project management
Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that
Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that
5
MIN READ
Aligning your PSA with your resource management model
Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency.
Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency.
5
MIN READ
3 different project management goals to boost success
Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success.
Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success.
7
MIN READ
Can time tracking software boost your bottom line?
Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity.
Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity.
5
MIN READ
PPM vs PSA software: What's the difference?
Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs.
Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs.
5
MIN READ
7 telltale signs of employee burnout
Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late.
Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late.
7
MIN READ
5 capacity planning tricks to avoid project management nightmares
Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares.
Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares.
5
MIN READ
7 reasons your company needs to implement PSA software
Want to break free from a thousand applications for your project management? Here are 7 reasons your company should invest in PSA software.
Want to break free from a thousand applications for your project management? Here are 7 reasons your company should invest in PSA software.
5
MIN READ
Top 5 consulting pricing models for unlocking maximum profits
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
7
MIN READ
How PSA helps drive project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
7
MIN READ
PSA Software vs. Project Management Software: Key Differences
Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs.
Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs.
5
MIN READ
5 key benefits of adopting PSA software for professional services firms
Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business.
Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business.
7
MIN READ
Crafting an effective billable utilization plan for your team
Discover how to create a successful billable utilization plan for your professional services business.
Discover how to create a successful billable utilization plan for your professional services business.
8
MIN READ
Top 20 PSA tools for resource management and project management
Discover the best professional services automation software for resource management and project management with list of top 20 PSA tools.
Discover the best professional services automation software for resource management and project management with list of top 20 PSA tools.
5
MIN READ
How professional services automation tools boost efficiency
Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.
Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.
5
MIN READ
Balancing client satisfaction and billable utilization: What you need to know
Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!
Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!
7
MIN READ
PSA vs. ERP software: Key differences, features, and benefits
Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits
Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits
5
MIN READ
Analyzing the impact of non-billable time on overall billable utilization
Understand how non-billable time affects overall billable utilization for improved productivity.
Understand how non-billable time affects overall billable utilization for improved productivity.
5
MIN READ
Exploring the benefits of implementing professional services automation (PSA) software for your business
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
5
MIN READ
How professional services automation can help streamline business processes
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
5
MIN READ
How to boost customer experience with high-touch onboarding
Discover high-touch onboarding, its benefits, an 8-step guide, and the ultimate tool for a quality, high-touch onboarding experience.
Discover high-touch onboarding, its benefits, an 8-step guide, and the ultimate tool for a quality, high-touch onboarding experience.
5
MIN READ
Automatically track and measure Time-to-Value with Rocketlane's Interval IQ
Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.
Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.
5
MIN READ
A 5-stage customer onboarding process and flow chart (with templates)
See what a customer onboarding process flow chart is and why you need one. Also, discover the five essential stages with templates for each.
See what a customer onboarding process flow chart is and why you need one. Also, discover the five essential stages with templates for each.
5
MIN READ
What is a price quote (and how do you write up a good one?)
A step-by-step guide on how to make a quote and some essential tips for developing an efficient quoting process.
A step-by-step guide on how to make a quote and some essential tips for developing an efficient quoting process.
7
MIN READ
Project billing: A complete guide to all stages and types
Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool
Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool
5
MIN READ
Pre-onboarding for customers: The what, why, and how
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
5
MIN READ
Meet SmartFill: Access project information within seconds!
Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!
Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!
7
MIN READ
Client Management 101: Strategies to build strong client relationships
Learn all about client management, and discover the strategies and tools to deploy for building strong client relationships.
Learn all about client management, and discover the strategies and tools to deploy for building strong client relationships.
5
MIN READ
5 best user onboarding software: features, pros and cons
Learn all about user onboarding software, its importance, and 5 best options. Also discover the ultimate tool for smooth customer onboarding
Learn all about user onboarding software, its importance, and 5 best options. Also discover the ultimate tool for smooth customer onboarding
5
MIN READ
Customer Onboarding Software: Best Features + Tools
Pick the best customer onboarding software for your business. Also, explore what features to look for in a customer onboarding platform.
Pick the best customer onboarding software for your business. Also, explore what features to look for in a customer onboarding platform.
5
MIN READ
Keeping customers accountable and engaged during onboarding
Donna Weber, customer onboarding expert, shares best practices on how to drive customer engagement by building trust, delivering value early
Donna Weber, customer onboarding expert, shares best practices on how to drive customer engagement by building trust, delivering value early
5
MIN READ
7 great client onboarding templates (+ A 23-point checklist)
Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.
Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.
5
MIN READ
The 10 steps to executing a flawless kickoff meeting
Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.
Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.
5
MIN READ
The importance of hiring a customer onboarding specialist
Customer onboarding specialists are crucial for successful customer onboarding and avoiding churn. Find out about their skills and more
Customer onboarding specialists are crucial for successful customer onboarding and avoiding churn. Find out about their skills and more
7
MIN READ
7 client onboarding best practices (+ a tool to boost results)
Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.
Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.
5
MIN READ
Decoding the State of Customer Onboarding 2023
Customer onboarding expert and author of 'Onboarding Matters' Donna Weber released Rocketlane's 2023 survey report on all things onboarding.
Customer onboarding expert and author of 'Onboarding Matters' Donna Weber released Rocketlane's 2023 survey report on all things onboarding.
5
MIN READ
4 critical customer onboarding challenges and how to overcome them
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
6
MIN READ
Customer Onboarding to Customer Success Handoff
Learn how to successfully transition customers from the onboarding team to the customer success team with our comprehensive handoff guide.
Learn how to successfully transition customers from the onboarding team to the customer success team with our comprehensive handoff guide.
6
MIN READ
How to plan rewards for your customer-facing teams
Want to keep your team motivated? Giving credit where it is due is the bare minimum. There is more you can do!
Want to keep your team motivated? Giving credit where it is due is the bare minimum. There is more you can do!
5
MIN READ
Drive customer adoption through shared KPIs for CS and Product
Shared KPIs for the product and the CS teams? The community discussed how cross-functional goal alignment can drive adoption.
Shared KPIs for the product and the CS teams? The community discussed how cross-functional goal alignment can drive adoption.
4
MIN READ
Pre-implementation and why it might be relevant for your business
Preflighters discussed how customer onboarding and implementations become more impactful if you have already laid the runway for your teams.
Preflighters discussed how customer onboarding and implementations become more impactful if you have already laid the runway for your teams.
5
MIN READ
10 insightful customer onboarding statistics for 2023
Explore 10 incredible customer onboarding statistics and eight important metrics to measure customer onboarding experience.
Explore 10 incredible customer onboarding statistics and eight important metrics to measure customer onboarding experience.
5
MIN READ
What is Customer Onboarding? (+6 Steps You Need to Follow)
Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.
Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.
5
MIN READ
4 critical customer onboarding challenges and how to overcome them
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
5
MIN READ
Track time off for resource planning & scheduling with Rocketlane
Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.
Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.
6
MIN READ
The 4 stages of a world-class customer onboarding process
Find out how to set a customer onboarding process for your onboarding team that can be easily customized for each of your unique customers.
Find out how to set a customer onboarding process for your onboarding team that can be easily customized for each of your unique customers.
5
MIN READ
Top 5 videos on customer onboarding from Rocketlane
Discover best practices, unique insights, and new perspectives for customer onboarding through our top 5 video resources of 2022!
Discover best practices, unique insights, and new perspectives for customer onboarding through our top 5 video resources of 2022!
8
MIN READ
Ten ways to supercharge your implementation plan
We take you through 10 tried and tested ways to fortify your implementation process.
We take you through 10 tried and tested ways to fortify your implementation process.
10
MIN READ
Customer Onboarding: Best Practices Guide
Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.
Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.
7
MIN READ
Signs that your customer onboarding process needs an overhaul
Five critical signs that point towards rethinking your customer onboarding process entirely.
Five critical signs that point towards rethinking your customer onboarding process entirely.
7
MIN READ
Resource Management: Best Practices Guide
Six best practices to help you get the most out of your team and deliver projects on time.
Six best practices to help you get the most out of your team and deliver projects on time.
6
MIN READ
Common Reasons Why Your Customers Leave During Onboarding
Top five reasons why your customers churn or ghost you during the onboarding process.
Top five reasons why your customers churn or ghost you during the onboarding process.
6
MIN READ
7 ways to transform your Customer Onboarding process
Learn some of the best practices to take your customer onboarding game to a whole new level!
Learn some of the best practices to take your customer onboarding game to a whole new level!
3
MIN READ
The Mystery of the Changing Task Status
One customer onboarding platform, a vendor who manages customer projects on it, and task statuses that change because they can.
One customer onboarding platform, a vendor who manages customer projects on it, and task statuses that change because they can.
5
MIN READ
Rocketlane Forms: For smooth customer onboarding
Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects
Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects
5
MIN READ
Client onboarding playbook for marketing and design agencies
Learn what goes into creating a playbook that sets up the rules of engagement and increases your clients’ retainership with you
Learn what goes into creating a playbook that sets up the rules of engagement and increases your clients’ retainership with you
5
MIN READ
RocketlaneXSalesforce = Smooth customer onboarding process
Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.
Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.
9
MIN READ
5 easy ways to improve your customer onboarding process
Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.
Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.
7
MIN READ
A customer-centric framework for onboarding
A five-point customer onboarding framework to put the spotlight on the people who matter the most: your customers!
A five-point customer onboarding framework to put the spotlight on the people who matter the most: your customers!
5
MIN READ
Customer onboardings and how to nail them
Members of the Preflight community discuss effective strategies to nail customer onboarding
Members of the Preflight community discuss effective strategies to nail customer onboarding
5
MIN READ
10 project management tools you can use for customer onboarding
Find out which tool suits your onboarding needs, including delegating tasks, mapping dependencies, and providing visibility to stakeholders.
Find out which tool suits your onboarding needs, including delegating tasks, mapping dependencies, and providing visibility to stakeholders.
5
MIN READ
Setting up your first customer onboarding team
Do you need a dedicated onboarding team? Who’s the best fit? What kind of skills will they need?
Do you need a dedicated onboarding team? Who’s the best fit? What kind of skills will they need?
6
MIN READ
Proof of Concept: Definition, Benefits, Best Practices
Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept
Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept
5
MIN READ
Project visibility: The secret to great customer onboarding
Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!
Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!
7
MIN READ
Measure performance across projects with Operations Insights reports
Understand how well you’re executing projects with key insights on overall performance.
Understand how well you’re executing projects with key insights on overall performance.
6
MIN READ
Rocketlane: Custom built for a reason
Rocketlane is an incredibly versatile tool that you can customize to suit a number of different use cases. See how.
Rocketlane is an incredibly versatile tool that you can customize to suit a number of different use cases. See how.
5
MIN READ
How Rocketlane makes customer onboarding delightful
Customer experience now made a 5-star affair, each time, every time with Rocketlane.
Customer experience now made a 5-star affair, each time, every time with Rocketlane.
9
MIN READ
How Rocketlane Does Customer Onboarding: People, Process, Tools
An insider view of how Rocketlane onboards its customers and how we use Rocketlane to ensure a seamless customer experience
An insider view of how Rocketlane onboards its customers and how we use Rocketlane to ensure a seamless customer experience
5
MIN READ
On Rocketlane's Love for Collaborative Customer Onboarding
We realize customer onboarding is no single-player game. And that's why we have collaboration ingrained in each feature we build.
We realize customer onboarding is no single-player game. And that's why we have collaboration ingrained in each feature we build.
10
MIN READ
An Introduction to Project Management
A starting point if you're new to project management, or maybe just want to refresh your memory
A starting point if you're new to project management, or maybe just want to refresh your memory
10
MIN READ
The 7 pillars of project management
How you manage project execution is a predictor of how well you deliver on the desired outcomes.
How you manage project execution is a predictor of how well you deliver on the desired outcomes.
7
MIN READ
Customer onboarding: Types, steps, and best practices
Which customer onboarding model should you choose for your company?
Which customer onboarding model should you choose for your company?
6
MIN READ
Common Reasons Why Your Customers Leave During Onboarding
Are you experiencing churn while onboarding new customers? Find out what's going wrong.
Are you experiencing churn while onboarding new customers? Find out what's going wrong.
8
MIN READ
7 Client Onboarding Best Practices
Your client onboarding could be as simple or as complicated as making a sandwich.
Your client onboarding could be as simple or as complicated as making a sandwich.
7
MIN READ
The Six Pillars of Effective Client Onboarding
Client onboarding sets the tone for your client relationships. Here’s how you can make the most of this phase.
Client onboarding sets the tone for your client relationships. Here’s how you can make the most of this phase.
5
MIN READ
Top 5 benefits to having a dedicated platform for customer onboarding
Do you often find yourself relying on multiple tools to conduct your customer onboarding and implementation process? Think again.
Do you often find yourself relying on multiple tools to conduct your customer onboarding and implementation process? Think again.
4
MIN READ
How to showcase value to your customers right from the very beginning
Setting up timely milestones and a well-designed onboarding process could go a long way in helping you showcase value to your customers.
Setting up timely milestones and a well-designed onboarding process could go a long way in helping you showcase value to your customers.
7
MIN READ
User onboarding vs. customer onboarding - Rocketlane
The two terms are used interchangeably. To ensure good CX, it's important to distinguish between user onboarding and customer onboarding
The two terms are used interchangeably. To ensure good CX, it's important to distinguish between user onboarding and customer onboarding
5
MIN READ
Why invest in customer onboarding?
Industry leaders weigh in on why they chose to invest in customer onboarding and talk about the ROI
Industry leaders weigh in on why they chose to invest in customer onboarding and talk about the ROI
10
MIN READ
Top customer onboarding metrics for SaaS products
Metrics you can use to assess engagement, adoption, and progress through the onboarding phase.
Metrics you can use to assess engagement, adoption, and progress through the onboarding phase.
3
MIN READ
Developers moving slowly? Here’s why
Iteration speed matters. And so does developer productivity.
Iteration speed matters. And so does developer productivity.
10
MIN READ
Overlooked elements in the customer onboarding process
And how to make sure you keep them in mind while onboarding your customers
And how to make sure you keep them in mind while onboarding your customers
7
MIN READ
The best customer onboarding tool for your product
Using the right tool can go a long way in ensuring that your customers see value in what you have to offer
Using the right tool can go a long way in ensuring that your customers see value in what you have to offer
3
MIN READ
5 ways your customer onboarding can go wrong
These are the top reasons a customer might churn during the onboarding phase
These are the top reasons a customer might churn during the onboarding phase
5
MIN READ
Spreadsheets are killing your customer onboarding process
Read on to know why, and alternatives to spreadsheets for customer onboarding
Read on to know why, and alternatives to spreadsheets for customer onboarding
3
MIN READ
Is your organization ready to invest in a customer onboarding tool?
Signs your company needs a customer onboarding tool and the steps to invest in a good one
Signs your company needs a customer onboarding tool and the steps to invest in a good one
3
MIN READ
The scariest thing about customer onboarding
With a lot at stake, the customer onboarding phase can be daunting. Fret not, we have you covered. Read on for some invaluable solutions
With a lot at stake, the customer onboarding phase can be daunting. Fret not, we have you covered. Read on for some invaluable solutions
5
MIN READ
The frightening side of customer onboarding and implementations
We asked our community members to send in their scariest onboarding stories for Halloween. You won't believe what happens in the last story!
We asked our community members to send in their scariest onboarding stories for Halloween. You won't believe what happens in the last story!
5
MIN READ
The right time to invest in customer onboarding software
Observations from our journey so far
Observations from our journey so far
3
MIN READ
Customer Onboarding and the Customer Success Equation
Good Customer Success isn’t about what it is, but what it does.
Good Customer Success isn’t about what it is, but what it does.
3
MIN READ
4 ways Rocketlane makes customer onboarding smoother, simpler, smarter
Read on to know how Rocketlane solves customer onboarding issues using four key elements
Read on to know how Rocketlane solves customer onboarding issues using four key elements
5
MIN READ
A Guide to Value Selling for SaaS
And how to use the customer onboarding phase to sell value
And how to use the customer onboarding phase to sell value
5
MIN READ
Value realization for SaaS businesses: Framework and tools
Objectives, tasks, tools, and metrics to ensure value realization
Objectives, tasks, tools, and metrics to ensure value realization
5
MIN READ
Value realization lessons from our Freshchat journey
A closer look at customer acquisition and churn helped us find answers to seemingly daunting problems
A closer look at customer acquisition and churn helped us find answers to seemingly daunting problems
3
MIN READ
Remote customer onboarding for fast-growing SaaS companies
To make remote customer onboarding successful, customers must feel they’re a priority for your business.
To make remote customer onboarding successful, customers must feel they’re a priority for your business.
7
MIN READ
Ten mistakes you could be making in your customer implementations
Ten reasons your customer onboarding projects and implementations aren't succeeding.
Ten reasons your customer onboarding projects and implementations aren't succeeding.
5
MIN READ
The 5 best time tracking apps to take into 2024
Streamline resource management with the best time tracking software and tools. Enhance productivity and team efficiency. Prevent burnout!
Streamline resource management with the best time tracking software and tools. Enhance productivity and team efficiency. Prevent burnout!
5
MIN READ
A RACI chart for effective cross-functional collaboration
Explore how the strategic use of RACI charts boosts cross-functional collaboration and optimizes overall project execution
Explore how the strategic use of RACI charts boosts cross-functional collaboration and optimizes overall project execution
5
MIN READ
Unlock operational excellence with PSA software
Discover how PSA software drives operational excellence in professional services automation. Learn from successful implementations.
Discover how PSA software drives operational excellence in professional services automation. Learn from successful implementations.
5
MIN READ
PSA vs. CRM: Which is right for your business?
Learn the key differences between PSA and CRM systems and discover which one is the best fit for your business needs.
Learn the key differences between PSA and CRM systems and discover which one is the best fit for your business needs.
5
MIN READ
How to write an effective project mission statement
Explore what a project mission statement is. Also, learn its purpose, when to draft it, and how to draft it effectively.
Explore what a project mission statement is. Also, learn its purpose, when to draft it, and how to draft it effectively.
7
MIN READ
Strategies for improving your project's profit margin
Discover effective strategies for enhancing project profitability, increasing project margin, maximizing revenue, and boosting your revenue
Discover effective strategies for enhancing project profitability, increasing project margin, maximizing revenue, and boosting your revenue
5
MIN READ
How to maximize the ROI of PSA software: Benefits and key metrics
Stop contemplating whether or not to invest in a PSA tool. Here's a guide on maximizing the ROI of PSA, benefits, and key metrics to track.
Stop contemplating whether or not to invest in a PSA tool. Here's a guide on maximizing the ROI of PSA, benefits, and key metrics to track.
5
MIN READ
What to include in your implementation-to-customer-success handoff
Discover key tips and best practices for a successful implementation-to-customer success handoff and set up customers for long-term success.
Discover key tips and best practices for a successful implementation-to-customer success handoff and set up customers for long-term success.
7
MIN READ
What is a retainer and how does it work? (+types and benefits)
A retainer agreement involves paying a recurring fee for ongoing services. Discover its different types, benefits, and best practices.
A retainer agreement involves paying a recurring fee for ongoing services. Discover its different types, benefits, and best practices.
5
MIN READ
A customer onboarding template for every step of onboarding
Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process.
Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process.
5
MIN READ
The 10-step client onboarding checklist every business needs
Learn how to start your projects perfectly with this 10-step client onboarding checklist. Plus, meet a tool that simplifies the process.
Learn how to start your projects perfectly with this 10-step client onboarding checklist. Plus, meet a tool that simplifies the process.
6
MIN READ
New customer onboarding for B2B fintech companies
Abhishek Vora, Head of Customer Success at Mosaic.tech, shares their success formula for implementations, and onboarding best practices
Abhishek Vora, Head of Customer Success at Mosaic.tech, shares their success formula for implementations, and onboarding best practices
5
MIN READ
20+ questions to ask while onboarding your customer
A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience.
A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience.
5
MIN READ
How to leverage customer onboarding to reduce churn
Learn how you can significantly reduce churn with a better customer onboarding experience
Learn how you can significantly reduce churn with a better customer onboarding experience
7
MIN READ
Getting to the root cause of problems in project management
The 'why' comes first, and the 'how' comes later.
The 'why' comes first, and the 'how' comes later.
5
MIN READ
Customer onboarding templates for every stage of your onboarding journey
Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process.
Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process.
5
MIN READ
Project Management Basics: Innovation Management
Traditional project management models focused almost exclusively on delivery have made way for problem-solving.
Traditional project management models focused almost exclusively on delivery have made way for problem-solving.
7
MIN READ
Everything you need to know about Agile Project Management
Learn how you can adopt the Agile framework to deliver high-velocity projects without compromising on quality
Learn how you can adopt the Agile framework to deliver high-velocity projects without compromising on quality
10
MIN READ
Project Management Basics: Risk Management
To manage risk, it’s essential to have a clear and precise definition of what the project is tasked to deliver.
To manage risk, it’s essential to have a clear and precise definition of what the project is tasked to deliver.
10
MIN READ
The quick client onboarding checklist every business needs
Getting a client onboard shouldn't feel like rocket science. Here's a handy checklist that'll help you provide them with a smooth ride.
Getting a client onboard shouldn't feel like rocket science. Here's a handy checklist that'll help you provide them with a smooth ride.
10
MIN READ
The ultimate checklist for a successful go-live [free template]
Go-live implementations and a best practices checklist for a triumphant go-live every single time.
Go-live implementations and a best practices checklist for a triumphant go-live every single time.
5
MIN READ
What is a project kickoff meeting? (+ free template)
Project kickoff meetings and a free-to-use template
Project kickoff meetings and a free-to-use template
5
MIN READ
What is a resource tracker? (+ a free template)
Resource tracking for optimum resource management and a free-to-use resource tracker template
Resource tracking for optimum resource management and a free-to-use resource tracker template
5
MIN READ
How to nail your project delivery [free template]
Project delivery tips and a free-to-use template
Project delivery tips and a free-to-use template
5
MIN READ
Creating the perfect project tracker [+ free template]
Project Trackers 101 and a free-to-use project tracker template.
Project Trackers 101 and a free-to-use project tracker template.
3
MIN READ
How to write a Statement of Work [Free Template]
What an SOW is, why you need it, how to create one, and a free customizable template
What an SOW is, why you need it, how to create one, and a free customizable template
3
MIN READ
How to create a project communication plan [free template]
A project communication plan enables smooth project execution. Here's how to create one (plus free template!)
A project communication plan enables smooth project execution. Here's how to create one (plus free template!)
3
MIN READ
What is a Sales-to-Customer-Success handoff? [+Free Template]
A smooth Sales-to-Customer-Success Handoff is crucial to preventing ruptures in the customer relationship. Here's how to nail it.
A smooth Sales-to-Customer-Success Handoff is crucial to preventing ruptures in the customer relationship. Here's how to nail it.
7
MIN READ
Introducing The Customer Onboarding Maturity Model
Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.
Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.
2
MIN READ
How to Create a Project Risk Register [Free Template]
Tips, best practices, and a fully customizable, easy-to-use Project Risk Register template that is a perfect fit for any project
Tips, best practices, and a fully customizable, easy-to-use Project Risk Register template that is a perfect fit for any project
3
MIN READ
How to create a stakeholder register [free template]
What a stakeholder register is, why you need it, and a 100% customizable template
What a stakeholder register is, why you need it, and a 100% customizable template
5
MIN READ
A checklist for creating customer onboarding journeys
If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point.
If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point.
3
MIN READ
How to Make A RACI Chart for A Project [Free Template]
Everything you need to know about the RACI chart, complete with best practices, and a free, ready-to-use template
Everything you need to know about the RACI chart, complete with best practices, and a free, ready-to-use template
3
MIN READ
A Guide to perfecting your Sales-to-Service handoff [Free Template]
How your sales-to-service handoff happens sets the tone for your customer onboarding projects. Here's how to nail it (plus free template!)
How your sales-to-service handoff happens sets the tone for your customer onboarding projects. Here's how to nail it (plus free template!)
3
MIN READ
How to create a project status report [Free Template]
A 100% customizable Project Status Report template to communicate the progress of your project efficiently and effectively. Download now.
A 100% customizable Project Status Report template to communicate the progress of your project efficiently and effectively. Download now.
5
MIN READ
How to Create a Project Charter [Free Template]
How to create a project charter that everyone on your team will love. Plus a free template!
How to create a project charter that everyone on your team will love. Plus a free template!
5
MIN READ
How value delivery is a game changer for SaaS businesses
...and why customer onboarding is your trump card
...and why customer onboarding is your trump card
4
MIN READ
Maximizing impact: Lean teams in large client rollouts
Learn to maximize impact with lean implementation teams and the process of scaling documentation and training for larger implementations.
Learn to maximize impact with lean implementation teams and the process of scaling documentation and training for larger implementations.
7
MIN READ
Using the pre-sales phase as groundwork for customer onboarding
Alex Laverty, Director - CS @ People.ai, talks about ensuring high user adoption post customer onboarding, and the Discovery Scorecard.
Alex Laverty, Director - CS @ People.ai, talks about ensuring high user adoption post customer onboarding, and the Discovery Scorecard.
5
MIN READ
Customer onboarding best practices from Rocketlane
Vishnu Prasad, Solutions and Onboarding Lead at Rocketlane, shares all the details on the four-pillar approach to customer onboarding.
Vishnu Prasad, Solutions and Onboarding Lead at Rocketlane, shares all the details on the four-pillar approach to customer onboarding.
5
MIN READ
Tactics for complex customer onboarding journeys
Mahesh Motiramani, Director of Customer Success at Dataiku, shares insights and inputs to help you navigate complicated customer onboarding
Mahesh Motiramani, Director of Customer Success at Dataiku, shares insights and inputs to help you navigate complicated customer onboarding
5
MIN READ
Using EBRs to build strong customer relationships
Alisha Hardoon, CSM at Robin, shares how you can make the most of executive business reviews (EBRs) and build a strong foundation for them.
Alisha Hardoon, CSM at Robin, shares how you can make the most of executive business reviews (EBRs) and build a strong foundation for them.
5
MIN READ
What it takes for CS and Product teams to collaborate successfully
Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session
Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session
5
MIN READ
Supercharging customer onboarding with a consultative approach
Brittany (Yandura) Preseau, Senior Customer Success Manager at Fieldguide, shares how you can have consultative customer onboarding journeys
Brittany (Yandura) Preseau, Senior Customer Success Manager at Fieldguide, shares how you can have consultative customer onboarding journeys
5
MIN READ
Using data to digitize customer success at your organization
Daria, Senior Customer Journey Manager at Amplitude, on how they leveraged data to improve their customer journeys across segments
Daria, Senior Customer Journey Manager at Amplitude, on how they leveraged data to improve their customer journeys across segments
5
MIN READ
BombBomb’s prescriptive approach to product adoption
On BombBomb's iterative approach to developing a mind-blowing onboarding experience for their customers
On BombBomb's iterative approach to developing a mind-blowing onboarding experience for their customers
5
MIN READ
Making data-driven customer onboarding decisions
Katie Clark on the importance of onboarding metrics, their impact on decision-making, and more
Katie Clark on the importance of onboarding metrics, their impact on decision-making, and more
7
MIN READ
Samantha Wong on Scaling Customer Onboarding at Front
How onboarding evolved at Front, and lessons from their CS journey
How onboarding evolved at Front, and lessons from their CS journey
10
MIN READ
Effective change management during customer onboarding
The CS Head at Ada Health talked about how change management can aid in getting users to adopt your product before go-live
The CS Head at Ada Health talked about how change management can aid in getting users to adopt your product before go-live
10
MIN READ
GetResponse’s customer onboarding playbook
Learn how to choose the right customer onboarding model for your product.
Learn how to choose the right customer onboarding model for your product.
3
MIN READ
When lives are on the line: Customer onboarding under pressure
Meg Lovell of Everbridge on her learnings from high-stress, high impact customer onboarding journeys
Meg Lovell of Everbridge on her learnings from high-stress, high impact customer onboarding journeys
7
MIN READ
The right tech stack for high-touch customer onboarding
Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.
Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.
7
MIN READ
Inflexion: Darwinbox’s six-step customer implementation framework
Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process
Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process
5
MIN READ
Delivering a mindblowing customer onboarding program
Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers
Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers
3
MIN READ
Decoding customer onboarding at Insent
The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years
The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years
3
MIN READ
Nailing customer onboarding using the Project Management approach
How using project management principles to your onboarding projects makes the experience better for customers
How using project management principles to your onboarding projects makes the experience better for customers
5
MIN READ
Getting effort estimation right and winning over customer expectations
Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise
Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise
5
MIN READ
Alex Farmer on the role of the CSM in successful customer onboarding
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to your customer onboarding journey
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to your customer onboarding journey
5
MIN READ
How quality customer education enhances value delivery
Brittany Lockwood, CSM at Dealpath, walks us through her experiences and learnings from her CS and CE journey
Brittany Lockwood, CSM at Dealpath, walks us through her experiences and learnings from her CS and CE journey
5
MIN READ
Jeff Kushmerek on creating specialized customer implementation teams
Jeff Kushmerek shares lessons on customer implementation processes and methodologies from his extensive implementation experience
Jeff Kushmerek shares lessons on customer implementation processes and methodologies from his extensive implementation experience
3
MIN READ
High-touch vs. self-serve customer onboarding for SMBs
Richard shared his experiences with customer onboarding, the reasons for Crew’s switch to a low-touch onboarding model, and more
Richard shared his experiences with customer onboarding, the reasons for Crew’s switch to a low-touch onboarding model, and more
3
MIN READ
Branch.io's High-touch Onboarding for Experienced Customers
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
3
MIN READ
The impact of culture on customer project execution
In this session, Alex spoke to us about customer onboarding execution and success in a multi-geography environment having cultural barriers.
In this session, Alex spoke to us about customer onboarding execution and success in a multi-geography environment having cultural barriers.
3
MIN READ
Nimesh of Rockmetric on onboarding enterprise customers in finance
Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey
Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey
3
MIN READ
How Innovaccer does customer onboarding and implementation
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach and more
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach and more
3
MIN READ
WebEngage's approach to complex customer onboarding journeys
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
4
MIN READ
How Pando onboarded 20 enterprise clients in two years
Nigamanth Srivatsan, Director - CS @ Pando, a freight management SaaS company, shares the lessons learnt from onboarding enterprise clients
Nigamanth Srivatsan, Director - CS @ Pando, a freight management SaaS company, shares the lessons learnt from onboarding enterprise clients
5
MIN READ
The ultimate resource planning and management guide 2023
Everything you need to know about resource planning & resource management in 2023. Discover strategies, tips, and insights for your business
Everything you need to know about resource planning & resource management in 2023. Discover strategies, tips, and insights for your business
6
MIN READ
6 steps to foolproof project planning: A comprehensive project plan guide
Learn how to create a project plan in 6 easy steps. This guide provides tips and techniques for successful project execution.
Learn how to create a project plan in 6 easy steps. This guide provides tips and techniques for successful project execution.
7
MIN READ
A introduction to project management metrics
Learn how to effectively utilize project management metrics for project success and improved performance.
Learn how to effectively utilize project management metrics for project success and improved performance.
5
MIN READ
How to create a Gantt chart for your project
Learn how to create a Gantt chart for effective project management and planning in this step-by-step guide.
Learn how to create a Gantt chart for effective project management and planning in this step-by-step guide.
7
MIN READ
A guide to project-based accounting
Learn all about project-based accounting and project management to optimize project profitability. Discover tips on how to implement it.
Learn all about project-based accounting and project management to optimize project profitability. Discover tips on how to implement it.
7
MIN READ
How to build a workload management plan that boosts efficiency
Learn how to build a workload management plan to improve productivity. Discover how workload management improves employee satisfaction.
Learn how to build a workload management plan to improve productivity. Discover how workload management improves employee satisfaction.
5
MIN READ
Your ultimate guide to project assumptions
A quick guide to project assumptions: Identify, document, and manage assumptions effectively with best practices to improve project delivery
A quick guide to project assumptions: Identify, document, and manage assumptions effectively with best practices to improve project delivery
6
MIN READ
Mastering resource allocation: A 6-step guide to success
Wondering how to track resource allocation for your organization? Here is a guide to resource allocation and steps to track it effectively.
Wondering how to track resource allocation for your organization? Here is a guide to resource allocation and steps to track it effectively.
7
MIN READ
Tips for effective communication during customer onboarding
Discover how effective communication positively impacts business growth and 10 best practices for customer onboarding communication.
Discover how effective communication positively impacts business growth and 10 best practices for customer onboarding communication.
7
MIN READ
How to become a resource manager: A complete guide
Learn how to start your career, develop essential skills, and excel in this role of resource manager with our comprehensive guide.
Learn how to start your career, develop essential skills, and excel in this role of resource manager with our comprehensive guide.
7
MIN READ
Choosing the best project management tool for your business
A comprehensive guide on project management software, their must-have features, and everything you need to find the best PM tool.
A comprehensive guide on project management software, their must-have features, and everything you need to find the best PM tool.
5
MIN READ
How to create a project roadmap in 6 simple steps
Explore the importance, rationale, and practical steps in creating a project roadmap, enabling you to maximize your project's success.
Explore the importance, rationale, and practical steps in creating a project roadmap, enabling you to maximize your project's success.
7
MIN READ
How you can improve project profitability with Rocketlane's PSA capabilities
Discover key strategies for improving project profitability by maximizing efficiency and resource utilization with Rocketlane's PSA feature
Discover key strategies for improving project profitability by maximizing efficiency and resource utilization with Rocketlane's PSA feature
8
MIN READ
Optimizing billable utilization for success (+3 other valuable metrics)
Learn how to measure, optimize, and improve your company’s billable utilization rate. Our comprehensive guide explains all the points.
Learn how to measure, optimize, and improve your company’s billable utilization rate. Our comprehensive guide explains all the points.
5
MIN READ
Project risk management for professional services businesses
Learn how Professional Services use PSA to manage project risks efficiently. Improve project outcomes.
Learn how Professional Services use PSA to manage project risks efficiently. Improve project outcomes.
7
MIN READ
A guide to implementing PSA software for services business
Increase productivity and billable utilization with the help of PSA software. Learn how to implement one for your services deliveries.
Increase productivity and billable utilization with the help of PSA software. Learn how to implement one for your services deliveries.
5
MIN READ
The beginner's guide to PSA software: All your questions answered
Discover everything about professional services automation software — its features, why you need one, how to choose one, and who can benefit
Discover everything about professional services automation software — its features, why you need one, how to choose one, and who can benefit
5
MIN READ
How to build an effective customer onboarding playbook
Discover everything about what a customer onboarding playbook is, why you need one, and six critical onboarding plays to include.
Discover everything about what a customer onboarding playbook is, why you need one, and six critical onboarding plays to include.
5
MIN READ
The Ultimate Guide to Client Onboarding in 2023
Discover the steps and best practices for efficient client onboarding. Also, explore a powerful tool that makes client onboarding a breeze.
Discover the steps and best practices for efficient client onboarding. Also, explore a powerful tool that makes client onboarding a breeze.
5
MIN READ
The Ultimate Guide to Client Onboarding in 2023
Discover the steps and best practices for efficient client onboarding. Also, explore a powerful tool that makes client onboarding a breeze.
Discover the steps and best practices for efficient client onboarding. Also, explore a powerful tool that makes client onboarding a breeze.
5
MIN READ
Tips to build an effective customer onboarding playbook
A customer onboarding playbook brings consistency to your onboardings and helps provide delightful and collaborative customer experiences
A customer onboarding playbook brings consistency to your onboardings and helps provide delightful and collaborative customer experiences
10
MIN READ
Client Onboarding 101: Day One and Beyond
The 'what' and 'why' of client onboarding
The 'what' and 'why' of client onboarding
10
MIN READ
A guide to client onboarding for marketing and content agencies
The only guide you'll ever need, plus tools you can use to up your client onboarding game.
The only guide you'll ever need, plus tools you can use to up your client onboarding game.
5
MIN READ
A guide to handling escalations during customer onboarding
Why escalations happen during customer onboarding and how you can avoid them
Why escalations happen during customer onboarding and how you can avoid them
3
MIN READ
Tips for crafting an effective customer onboarding methodology
Customer onboarding has been mostly a reactive process for businesses. Here's how you can change that for yours.
Customer onboarding has been mostly a reactive process for businesses. Here's how you can change that for yours.
4
MIN READ
How to pick the right customer onboarding software [Free RFP]
Your onboarding platform can make or break your customer experience. Here's how to ensure you choose the right one (plus a free RFP!)
Your onboarding platform can make or break your customer experience. Here's how to ensure you choose the right one (plus a free RFP!)
7
MIN READ
The Ultimate Guide to SaaS Customer Onboarding
Tips, tricks, best practices to create the best customer onboarding process
Tips, tricks, best practices to create the best customer onboarding process
3
MIN READ
How to build a customer onboarding framework
Five factors that decide the success of your customer onboarding project, and how to set yourself up for success
Five factors that decide the success of your customer onboarding project, and how to set yourself up for success
5
MIN READ
Gainsight Pulse 2022: Our top 10 takeaways
Read all about the insights we took away from Gainsight Pulse 2022, the biggest Customer Success event of the year.
Read all about the insights we took away from Gainsight Pulse 2022, the biggest Customer Success event of the year.
3
MIN READ
Rocketlane Named a 2022 Gartner® Cool Vendor in Technology Go-to-Market
Can't keep calm, but definitely keeping our cool.
Can't keep calm, but definitely keeping our cool.
5
MIN READ
Propel22: The world’s only customer onboarding conference
Everything you need to know about Rocketlane's two-day, global customer onboarding event
Everything you need to know about Rocketlane's two-day, global customer onboarding event
3
MIN READ
Announcing Rocketlane’s $18M Series A Funding
This marks the start of an exciting new chapter not only for our team, but also for our customers
This marks the start of an exciting new chapter not only for our team, but also for our customers
3
MIN READ
Rocketlane advances to SOC 2 Type 2 Compliance and Certification
We’re thrilled to announce the next milestone: our SOC 2 Type 2 certification.
We’re thrilled to announce the next milestone: our SOC 2 Type 2 certification.
3
MIN READ
Decoding the State of Customer Onboarding in 2022 ft. Donna Weber
We had Donna Weber release our customer onboarding survey report. Read on for key takeaways from the webinar.
We had Donna Weber release our customer onboarding survey report. Read on for key takeaways from the webinar.
2
MIN READ
Lessons learnt from building a company through a pandemic
Insights and learnings from things that went right and things that didn't, as we built Rocketlane
Insights and learnings from things that went right and things that didn't, as we built Rocketlane
2
MIN READ
Rocketlane: The Origin Story
How it all began, how far we have come, and the way forward.
How it all began, how far we have come, and the way forward.
3
MIN READ
Meet Rocketlane: The all-in-one workspace for customer projects
Get ready to chuck your spreadsheets, documents, email reminders, and poor customer onboarding!
Get ready to chuck your spreadsheets, documents, email reminders, and poor customer onboarding!
5
MIN READ
Creating early wins with the first value delivery framework
Getting your customers to realize value during the onboarding phase can set you up for success
Getting your customers to realize value during the onboarding phase can set you up for success
10
MIN READ
Strategies for effective go-lives and solution adoption
Onboarding is more than just checklists and project management
Onboarding is more than just checklists and project management
7
MIN READ
Establishing successful KPIs: Meg Lovell for Propel22
Meg Lovell walks us through constructing and leveraging KPIs for onboarding success
Meg Lovell walks us through constructing and leveraging KPIs for onboarding success
7
MIN READ
How CS Ops helps drive smooth customer onboarding
Expectation gaps in onboarding and how CS Ops can bridge them
Expectation gaps in onboarding and how CS Ops can bridge them
8
MIN READ
Accelerating customer onboarding outcomes with value mapping
How to apply Matthew May's Value Gap Map for accelerated onboarding outcomes
How to apply Matthew May's Value Gap Map for accelerated onboarding outcomes
10
MIN READ
Why customer onboarding is tough - war room stories
Jeff tells us why we feel onboarding is challenging and how it can be made simple.
Jeff tells us why we feel onboarding is challenging and how it can be made simple.
12
MIN READ
Customer onboarding challenges from Seed to Series B
From real scenarios at Chili Piper, learn what to do and what not to do when scaling from Seed to Series B.
From real scenarios at Chili Piper, learn what to do and what not to do when scaling from Seed to Series B.
12
MIN READ
What no one tells you about scaling customer onboarding teams
How to think about scaling an onboarding team: metrics, hiring, and more
How to think about scaling an onboarding team: metrics, hiring, and more
18
MIN READ
Handling critical moments in the customer journey
The science behind customer experiences and how you can leverage it to increase renewals and expansions
The science behind customer experiences and how you can leverage it to increase renewals and expansions
10
MIN READ
QBRs are stupid, and OBRs are smart: Aaron Thompson for Propel22
Why you should favor OBRs over QBRs, and an auditing template to get you started
Why you should favor OBRs over QBRs, and an auditing template to get you started
12
MIN READ
Creating your first 15 training videos: Bill Cushard for Propel22
You don't have to be an exceptional designer to create your training videos. Do it simple. Learn from the expert, Bill Cushard.
You don't have to be an exceptional designer to create your training videos. Do it simple. Learn from the expert, Bill Cushard.
12
MIN READ
The Post-Sale SCALING™ Framework: Rod Cherkas for Propel22
How you can package your services offering to support fast growth.
How you can package your services offering to support fast growth.
10
MIN READ
Creating a customer onboarding motion that'll scale with you
Learnings and insights on setting up an onboarding motion that grows with the organization.
Learnings and insights on setting up an onboarding motion that grows with the organization.
8
MIN READ
Customer Onboarding and the company organizational chart
Wondering where in your org chart your onboarding team fits in? Read on.
Wondering where in your org chart your onboarding team fits in? Read on.
12
MIN READ
How to design and implement a customer onboarding process
How do you go about designing and implementing a solid onboarding process? Lincoln Murphy has a few pointers for you.
How do you go about designing and implementing a solid onboarding process? Lincoln Murphy has a few pointers for you.
10
MIN READ
Leveraging customer intelligence for onboarding success
The way forward is data driven. Learn how leveraging customer intelligence can help with onboarding success.
The way forward is data driven. Learn how leveraging customer intelligence can help with onboarding success.
10
MIN READ
Who thinks you're customer-centric? You or your customers?
How to turn the spotlight on your customers and deliver a superior customer experience, truly.
How to turn the spotlight on your customers and deliver a superior customer experience, truly.
7
MIN READ
Propel22: We're just getting started!
The world’s first-ever customer onboarding conference was a huge success!
The world’s first-ever customer onboarding conference was a huge success!
10
MIN READ
Scaling Onboarding at Hubspot: Aaron Jones for Propel22
Read on to understand how Hubspot has been scaling up its onboarding process to serve customers in 120 different countries
Read on to understand how Hubspot has been scaling up its onboarding process to serve customers in 120 different countries
12
MIN READ
What to do when you are delaying your customer's success
The key to customer success is preparing them for onboarding even before the phase has begun.
The key to customer success is preparing them for onboarding even before the phase has begun.
10
MIN READ
Starting the renewal at “Hello”: Emilia D'Anzica for Propel22
If you're not onboarding customers right within their first 100 days, then there's no way you can expect them to be repeat customers.
If you're not onboarding customers right within their first 100 days, then there's no way you can expect them to be repeat customers.
10
MIN READ
Using Customer Onboarding to Accelerate Expansion and NRR
Why is Net Retention Rate important, really?
Why is Net Retention Rate important, really?
8
MIN READ
Customer Onboarding: AHA! or WTF?: Lincoln Murphy for Propel22
What failed and great onboarding experiences look like.
What failed and great onboarding experiences look like.
Preflight ConversationsBuilding early customer onboarding and implementation teams
Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption.
5
MIN READ
Building early customer onboarding and implementation teams
Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption.
Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption.
Preflight ConversationsShould CS and PS org teams report to the same leader?
Explore best practices, leadership insights on customer success and professional services for effective organizational structure
5
MIN READ
Should CS and PS org teams report to the same leader?
Explore best practices, leadership insights on customer success and professional services for effective organizational structure
Explore best practices, leadership insights on customer success and professional services for effective organizational structure
Preflight ConversationsCCO Masterclass with Rod Cherkas: Strategies and skills to develop into a successful CCO
Learn how to build relevant skills for your career and how to harness various tools and resources to enhance your work-life balance.
5
MIN READ
CCO Masterclass with Rod Cherkas: Strategies and skills to develop into a successful CCO
Learn how to build relevant skills for your career and how to harness various tools and resources to enhance your work-life balance.
Learn how to build relevant skills for your career and how to harness various tools and resources to enhance your work-life balance.
Preflight ConversationsBuilding a Customer Success Center of Excellence
Lessons from the launch of Scaling CS: Building the CS Center of Excellence, a book by Chitra Madhwacharyula and Shreesha Ramdas.
5
MIN READ
Building a Customer Success Center of Excellence
Lessons from the launch of Scaling CS: Building the CS Center of Excellence, a book by Chitra Madhwacharyula and Shreesha Ramdas.
Lessons from the launch of Scaling CS: Building the CS Center of Excellence, a book by Chitra Madhwacharyula and Shreesha Ramdas.
Preflight ConversationsBuild trust with customers during the onboarding phase
The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle!
5
MIN READ
Build trust with customers during the onboarding phase
The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle!
The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle!
Preflight ConversationsCSM’s role in customer onboarding: Strategy vs. execution
Laura Kightlinger, VP of Customer Success - International at Seismic discusses CSMs balancing between onboarding strategy and execution
5
MIN READ
CSM’s role in customer onboarding: Strategy vs. execution
Laura Kightlinger, VP of Customer Success - International at Seismic discusses CSMs balancing between onboarding strategy and execution
Laura Kightlinger, VP of Customer Success - International at Seismic discusses CSMs balancing between onboarding strategy and execution
Preflight ConversationsResource allocation for long implementation cycles
Preflight Community discussed allocating the right resources to overcome inefficiencies during longer implementation cycles.
7
MIN READ
Resource allocation for long implementation cycles
Preflight Community discussed allocating the right resources to overcome inefficiencies during longer implementation cycles.
Preflight Community discussed allocating the right resources to overcome inefficiencies during longer implementation cycles.
Preflight ConversationsWho should own user training in the post-sales org?
In a recent conversation the Preflight Community discusses who should own end-user trainings when the product is complex.
5
MIN READ
Who should own user training in the post-sales org?
In a recent conversation the Preflight Community discusses who should own end-user trainings when the product is complex.
In a recent conversation the Preflight Community discusses who should own end-user trainings when the product is complex.
Preflight ConversationsTraining remote Customer Success and Support teams
Training remote Customer Success and Support teams can be tricky. Learn from these CS leaders on how to nail it
5
MIN READ
Training remote Customer Success and Support teams
Training remote Customer Success and Support teams can be tricky. Learn from these CS leaders on how to nail it
Training remote Customer Success and Support teams can be tricky. Learn from these CS leaders on how to nail it
Preflight ConversationsBuilding customer-centricity into your post-sale journeys
Rebecca Nerad, VP - CS @ FourKites, talked about lessons learnt from her CS career, best practices for post-sales functions, and more
5
MIN READ
Building customer-centricity into your post-sale journeys
Rebecca Nerad, VP - CS @ FourKites, talked about lessons learnt from her CS career, best practices for post-sales functions, and more
Rebecca Nerad, VP - CS @ FourKites, talked about lessons learnt from her CS career, best practices for post-sales functions, and more
Preflight ConversationsInternal metrics to track for customer onboarding teams
Preflighters share internal metrics you can track at your organization that will help you better your team's performance
5
MIN READ
Internal metrics to track for customer onboarding teams
Preflighters share internal metrics you can track at your organization that will help you better your team's performance
Preflighters share internal metrics you can track at your organization that will help you better your team's performance
Preflight ConversationsDelinquent customers in onboarding
Unresponsive, disengaged customers present a potential threat of churning in the long term.
5
MIN READ
Delinquent customers in onboarding
Unresponsive, disengaged customers present a potential threat of churning in the long term.
Unresponsive, disengaged customers present a potential threat of churning in the long term.
Preflight ConversationsRepeatable templates for customer onboarding
How do you share onboarding tasks you need your customers to complete, like providing access, creating technical users, and the like?
5
MIN READ
Repeatable templates for customer onboarding
How do you share onboarding tasks you need your customers to complete, like providing access, creating technical users, and the like?
How do you share onboarding tasks you need your customers to complete, like providing access, creating technical users, and the like?
Preflight ConversationsAll things product-led growth and digital customer success
We hosted a panel of incredible leaders and experts on the Preflight Community Deep Dives to discuss product-led growth and digital CS
5
MIN READ
All things product-led growth and digital customer success
We hosted a panel of incredible leaders and experts on the Preflight Community Deep Dives to discuss product-led growth and digital CS
We hosted a panel of incredible leaders and experts on the Preflight Community Deep Dives to discuss product-led growth and digital CS
Preflight ConversationsCustomer onboarding roles and job titles
Is the title 'Onboarding Manager' evocative of employee onboarding more than customer onboarding? How do you deal with that?
5
MIN READ
Customer onboarding roles and job titles
Is the title 'Onboarding Manager' evocative of employee onboarding more than customer onboarding? How do you deal with that?
Is the title 'Onboarding Manager' evocative of employee onboarding more than customer onboarding? How do you deal with that?
Preflight ConversationsWhere in the org chart should you place Customer Support?
Members of the Preflight community discuss the ideal reporting structure for Customer Support teams.
5
MIN READ
Where in the org chart should you place Customer Support?
Members of the Preflight community discuss the ideal reporting structure for Customer Support teams.
Members of the Preflight community discuss the ideal reporting structure for Customer Support teams.
Preflight ConversationsBuilding a customer onboarding team? Start here
Preflight community discusses the foundational building blocks that helped them build a successful customer onboarding org at their company.
5
MIN READ
Building a customer onboarding team? Start here
Preflight community discusses the foundational building blocks that helped them build a successful customer onboarding org at their company.
Preflight community discusses the foundational building blocks that helped them build a successful customer onboarding org at their company.
Preflight ConversationsThe impact of budget changes on the post-sales org
With the economic downturn leading to organizations tightening their purse strings, how are their post-sales functions affected?
5
MIN READ
The impact of budget changes on the post-sales org
With the economic downturn leading to organizations tightening their purse strings, how are their post-sales functions affected?
With the economic downturn leading to organizations tightening their purse strings, how are their post-sales functions affected?
Preflight ConversationsCommon customer onboarding challenges and how to overcome them
CS and onboarding leaders discuss customer onboarding challenges and strategies to overcome them
5
MIN READ
Common customer onboarding challenges and how to overcome them
CS and onboarding leaders discuss customer onboarding challenges and strategies to overcome them
CS and onboarding leaders discuss customer onboarding challenges and strategies to overcome them
Preflight ConversationsCustomer onboarding and why it's hard
Jeff Kushmerek, CEO & Founder of Infinite Renewals, talked about the role of customer onboarding in helping retain your customers
5
MIN READ
Customer onboarding and why it's hard
Jeff Kushmerek, CEO & Founder of Infinite Renewals, talked about the role of customer onboarding in helping retain your customers
Jeff Kushmerek, CEO & Founder of Infinite Renewals, talked about the role of customer onboarding in helping retain your customers
Preflight ConversationsFour customer onboarding strategies for happy end users
Dana Soza, CEO of Dana Soza Consulting, shares with us tried and tested methods to onboard end users
5
MIN READ
Four customer onboarding strategies for happy end users
Dana Soza, CEO of Dana Soza Consulting, shares with us tried and tested methods to onboard end users
Dana Soza, CEO of Dana Soza Consulting, shares with us tried and tested methods to onboard end users
Preflight ConversationsCustomer onboarding and CS during the economic downturn
Snippets from the conversations at Preflight Huddle - New York
5
MIN READ
Customer onboarding and CS during the economic downturn
Snippets from the conversations at Preflight Huddle - New York
Snippets from the conversations at Preflight Huddle - New York
Preflight ConversationsData and metrics to track for post-sale processes
Snippets from the conversations at Preflight Huddle - San Francisco.
5
MIN READ
Data and metrics to track for post-sale processes
Snippets from the conversations at Preflight Huddle - San Francisco.
Snippets from the conversations at Preflight Huddle - San Francisco.
Preflight ConversationsThank you for believing in the Preflight Community
One of our first in-person events, and the resounding support we received for them.
5
MIN READ
Thank you for believing in the Preflight Community
One of our first in-person events, and the resounding support we received for them.
One of our first in-person events, and the resounding support we received for them.
Preflight ConversationsSales-to-customer-implementation handoff: Best practices
Preflighters discuss how to ensure your sales to onboarding handoffs go smoothly and plan seamless integrations
5
MIN READ
Sales-to-customer-implementation handoff: Best practices
Preflighters discuss how to ensure your sales to onboarding handoffs go smoothly and plan seamless integrations
Preflighters discuss how to ensure your sales to onboarding handoffs go smoothly and plan seamless integrations
Preflight ConversationsHow pre- and post-sales interactions impact your business
... and what you can do to make them work for you
5
MIN READ
How pre- and post-sales interactions impact your business
... and what you can do to make them work for you
... and what you can do to make them work for you
Preflight ConversationsDesigning your customer onboarding and adoption journey
Jan Young, Senior Consultant at The Success League, on implementing effective onboarding and adoption journeys
7
MIN READ
Designing your customer onboarding and adoption journey
Jan Young, Senior Consultant at The Success League, on implementing effective onboarding and adoption journeys
Jan Young, Senior Consultant at The Success League, on implementing effective onboarding and adoption journeys
Preflight ConversationsCustomer onboarding vs. customer implementation
Preflighters discuss whether a nuanced definition brings clarity and helps you communicate better to internal and external stakeholders
5
MIN READ
Customer onboarding vs. customer implementation
Preflighters discuss whether a nuanced definition brings clarity and helps you communicate better to internal and external stakeholders
Preflighters discuss whether a nuanced definition brings clarity and helps you communicate better to internal and external stakeholders
Preflight ConversationsHelping customers realize value with your product
On how customers can achieve value realization with your product, and how value realization can help find better solutions for customers.
5
MIN READ
Helping customers realize value with your product
On how customers can achieve value realization with your product, and how value realization can help find better solutions for customers.
On how customers can achieve value realization with your product, and how value realization can help find better solutions for customers.
Preflight ConversationsWho should own customer onboarding?
You want to ensure that your customers see value in your product or service. Who would you assign this mighty task to?
3
MIN READ
Who should own customer onboarding?
You want to ensure that your customers see value in your product or service. Who would you assign this mighty task to?
You want to ensure that your customers see value in your product or service. Who would you assign this mighty task to?
Preflight ConversationsBest practices for measuring time to value
For those who are curious about how other organizations measure their TTV.
5
MIN READ
Best practices for measuring time to value
For those who are curious about how other organizations measure their TTV.
For those who are curious about how other organizations measure their TTV.
Preflight ConversationsCollecting feedback on your customer onboarding process
What can your customer success teams use to strategize smooth onboarding?
5
MIN READ
Collecting feedback on your customer onboarding process
What can your customer success teams use to strategize smooth onboarding?
What can your customer success teams use to strategize smooth onboarding?
Preflight ConversationsAll About the Net Promoter Score (NPS)
How to tailor your NPS for your business and more
5
MIN READ
All About the Net Promoter Score (NPS)
How to tailor your NPS for your business and more
How to tailor your NPS for your business and more
Preflight ConversationsBerlin Office Hours: Driving PS and CS teams towards outcomes
Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes.
11
MIN READ
Berlin Office Hours: Driving PS and CS teams towards outcomes
Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes.
Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes.
Preflight ConversationsPreflight Conversations : How To Beat The Monday Blues
Monday might not be the busiest day of the week, yet the very idea that it’s a Monday evokes a sense of dread. Here's how to beat the blues
3
MIN READ
Preflight Conversations : How To Beat The Monday Blues
Monday might not be the busiest day of the week, yet the very idea that it’s a Monday evokes a sense of dread. Here's how to beat the blues
Monday might not be the busiest day of the week, yet the very idea that it’s a Monday evokes a sense of dread. Here's how to beat the blues
Preflight ConversationsGetting into Customer Success and what to do when you get there
Contemplating a career in CS? Start here
5
MIN READ
Getting into Customer Success and what to do when you get there
Contemplating a career in CS? Start here
Contemplating a career in CS? Start here
Preflight ConversationsUK Office Hours: Customer Success Metrics to Track in 2022
James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them.
12
MIN READ
UK Office Hours: Customer Success Metrics to Track in 2022
James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them.
James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them.
Preflight ConversationsKey customer onboarding metrics and how to measure them
Srinivasan Shanker of Freshworks and Srikrishnan Ganesan of Rocketlane demystify metrics for customer onboarding
10
MIN READ
Key customer onboarding metrics and how to measure them
Srinivasan Shanker of Freshworks and Srikrishnan Ganesan of Rocketlane demystify metrics for customer onboarding
Srinivasan Shanker of Freshworks and Srikrishnan Ganesan of Rocketlane demystify metrics for customer onboarding
Preflight ConversationsOn Creating Successful Customer Onboarding Plans
Leila Tan of Tessian and Kieran Bowker of SafetyCulture talk about creating successful plans and best practices for customer onboarding
10
MIN READ
On Creating Successful Customer Onboarding Plans
Leila Tan of Tessian and Kieran Bowker of SafetyCulture talk about creating successful plans and best practices for customer onboarding
Leila Tan of Tessian and Kieran Bowker of SafetyCulture talk about creating successful plans and best practices for customer onboarding
Preflight Conversations11 Takeaways on Customer Onboarding Strategy
Takeaways from Preflight Delhi's Office Hours with Varun Goel, Head of CS at Zendesk
8
MIN READ
11 Takeaways on Customer Onboarding Strategy
Takeaways from Preflight Delhi's Office Hours with Varun Goel, Head of CS at Zendesk
Takeaways from Preflight Delhi's Office Hours with Varun Goel, Head of CS at Zendesk
Preflight ConversationsCustomer onboarding trends to watch out for
Takeaways from Preflight Chennai's Office Hours with Srikrishnan Ganesan, CEO & Co-founder @ Rocketlane
7
MIN READ
Customer onboarding trends to watch out for
Takeaways from Preflight Chennai's Office Hours with Srikrishnan Ganesan, CEO & Co-founder @ Rocketlane
Takeaways from Preflight Chennai's Office Hours with Srikrishnan Ganesan, CEO & Co-founder @ Rocketlane
Preflight ConversationsSetting up a Customer Success Enablement function
Sisira Mallampalli, Manager - Customer Success Enablement & Training @ Whatfix, how a dedicated CS Enablement function can support CS teams
5
MIN READ
Setting up a Customer Success Enablement function
Sisira Mallampalli, Manager - Customer Success Enablement & Training @ Whatfix, how a dedicated CS Enablement function can support CS teams
Sisira Mallampalli, Manager - Customer Success Enablement & Training @ Whatfix, how a dedicated CS Enablement function can support CS teams
Preflight ConversationsTransitioning clients between CSMs
Learn how Customer Success teams can smoothly handle the account transition between CSMs
3
MIN READ
Transitioning clients between CSMs
Learn how Customer Success teams can smoothly handle the account transition between CSMs
Learn how Customer Success teams can smoothly handle the account transition between CSMs
Preflight ConversationsResources to share during the customer onboarding journey
Recommendations from Preflighters on what resources to share during customer onboarding.
3
MIN READ
Resources to share during the customer onboarding journey
Recommendations from Preflighters on what resources to share during customer onboarding.
Recommendations from Preflighters on what resources to share during customer onboarding.
Preflight ConversationsWhen to start invoicing customers: before or after implementation?
Is invoicing a touchy subject when you're building customer relationships?
5
MIN READ
When to start invoicing customers: before or after implementation?
Is invoicing a touchy subject when you're building customer relationships?
Is invoicing a touchy subject when you're building customer relationships?
Preflight ConversationsBalancing the human touch and tech in customer onboarding
Renata Kashiwaya Pinheiro, VP-CS at WeGift tells us how CS teams can strike the right balance between tech and the human touch in onboarding
5
MIN READ
Balancing the human touch and tech in customer onboarding
Renata Kashiwaya Pinheiro, VP-CS at WeGift tells us how CS teams can strike the right balance between tech and the human touch in onboarding
Renata Kashiwaya Pinheiro, VP-CS at WeGift tells us how CS teams can strike the right balance between tech and the human touch in onboarding
Preflight ConversationsWhat to do when your sales team overpromises to a customer
So the sales team should’ve said “NO”, but ended up saying “YES!”. What now?
3
MIN READ
What to do when your sales team overpromises to a customer
So the sales team should’ve said “NO”, but ended up saying “YES!”. What now?
So the sales team should’ve said “NO”, but ended up saying “YES!”. What now?
Preflight ConversationsCracking pre-sale engagement for enterprise customer implementations
Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers
3
MIN READ
Cracking pre-sale engagement for enterprise customer implementations
Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers
Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers
Preflight ConversationsManaging customer expectations and escalations
We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic
3
MIN READ
Managing customer expectations and escalations
We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic
We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic
Preflight ConversationsThank You to Our Preflight Community Members!
A gratitude note to members of the Preflight community for making it a great avenue for learning and knowledge exchange
3
MIN READ
Thank You to Our Preflight Community Members!
A gratitude note to members of the Preflight community for making it a great avenue for learning and knowledge exchange
A gratitude note to members of the Preflight community for making it a great avenue for learning and knowledge exchange
Preflight ConversationsFour strategies to improve product adoption
Tips from Preflight members on how to handle it when your customer's team is slow to adopt your product
2
MIN READ
Four strategies to improve product adoption
Tips from Preflight members on how to handle it when your customer's team is slow to adopt your product
Tips from Preflight members on how to handle it when your customer's team is slow to adopt your product
Preflight ConversationsMaintaining Mental Wellness Through Stressful Workweeks
Members of the Preflight community share stress management tips
2
MIN READ
Maintaining Mental Wellness Through Stressful Workweeks
Members of the Preflight community share stress management tips
Members of the Preflight community share stress management tips
Preflight ConversationsTop Leading and Lagging Customer Success Metrics
Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track and how to use them to improve CX
2
MIN READ
Top Leading and Lagging Customer Success Metrics
Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track and how to use them to improve CX
Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track and how to use them to improve CX
Propel23Customer success qualified lead (CSQL) revenue begins at "I do"
All about the different types of revenue, what it costs to acquire them, CSQLs, and the impact of customer onboarding on the revenue stream.
5
MIN READ
Customer success qualified lead (CSQL) revenue begins at "I do"
All about the different types of revenue, what it costs to acquire them, CSQLs, and the impact of customer onboarding on the revenue stream.
All about the different types of revenue, what it costs to acquire them, CSQLs, and the impact of customer onboarding on the revenue stream.
Propel23Expert strategies for effective implementation and service packaging
Discover Jeff Kushamerek's proven methods for successful implementations and packaging. Read more!
3
MIN READ
Expert strategies for effective implementation and service packaging
Discover Jeff Kushamerek's proven methods for successful implementations and packaging. Read more!
Discover Jeff Kushamerek's proven methods for successful implementations and packaging. Read more!
Propel23F1 X Airbnb: Rev up your post-sales org
Learn how to design an exceptional customer onboarding process and optimize customer journeys. Gain inspiration from Airbnb and F1.
5
MIN READ
F1 X Airbnb: Rev up your post-sales org
Learn how to design an exceptional customer onboarding process and optimize customer journeys. Gain inspiration from Airbnb and F1.
Learn how to design an exceptional customer onboarding process and optimize customer journeys. Gain inspiration from Airbnb and F1.
Propel23Building a global implementation function - first-year focus areas to ensure you see results
Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth.
5
MIN READ
Building a global implementation function - first-year focus areas to ensure you see results
Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth.
Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth.
Propel23Accelerate adoption with customer-centric onboarding
Learn more about the principles of customer-centric onboarding and gain insights into implementing a customer-focused onboarding strategy.
4
MIN READ
Accelerate adoption with customer-centric onboarding
Learn more about the principles of customer-centric onboarding and gain insights into implementing a customer-focused onboarding strategy.
Learn more about the principles of customer-centric onboarding and gain insights into implementing a customer-focused onboarding strategy.
Propel23Partner-led customer onboarding: Scaling faster, smarter
Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience.
5
MIN READ
Partner-led customer onboarding: Scaling faster, smarter
Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience.
Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience.
Propel23How to reduce time-to-value for your customers
Learn more about time-to-value and spot the signs of dissatisfaction in your customers. Discover 5 ideas to improve TTV for your customers.
4
MIN READ
How to reduce time-to-value for your customers
Learn more about time-to-value and spot the signs of dissatisfaction in your customers. Discover 5 ideas to improve TTV for your customers.
Learn more about time-to-value and spot the signs of dissatisfaction in your customers. Discover 5 ideas to improve TTV for your customers.
Propel23The world of persona-based customer onboarding with Jarvis Harris
A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience.
5
MIN READ
The world of persona-based customer onboarding with Jarvis Harris
A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience.
A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience.
Propel23How to improve customer ROI through onboarding
At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey.
5
MIN READ
How to improve customer ROI through onboarding
At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey.
At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey.
Propel23Champion Engagement Model: Best practices for identifying your customer champion
Learn how to spot your customer champion and discover some best practices on how to enhance your customer champion engagement.
5
MIN READ
Champion Engagement Model: Best practices for identifying your customer champion
Learn how to spot your customer champion and discover some best practices on how to enhance your customer champion engagement.
Learn how to spot your customer champion and discover some best practices on how to enhance your customer champion engagement.
Propel23How to set your kickoff meeting up for success
Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey.
3
MIN READ
How to set your kickoff meeting up for success
Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey.
Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey.
Propel23Moving from Customer Onboarding to Professional Services
Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction.
5
MIN READ
Moving from Customer Onboarding to Professional Services
Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction.
Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction.
Propel23Carving out Onboarding from CS: Why, when, and how
At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS.
4
MIN READ
Carving out Onboarding from CS: Why, when, and how
At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS.
At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS.
Propel23Setting expectations during customer onboarding
At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding.
5
MIN READ
Setting expectations during customer onboarding
At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding.
At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding.
Propel23Strategies for change management during customer onboarding
At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding.
3
MIN READ
Strategies for change management during customer onboarding
At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding.
At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding.
Propel23Onboarding 2.0: Goals, challenges, and learnings from implementing a new system for customer onboarding
Learn all about the process of implementing a new system for your customer onboarding in this blog.
3
MIN READ
Onboarding 2.0: Goals, challenges, and learnings from implementing a new system for customer onboarding
Learn all about the process of implementing a new system for your customer onboarding in this blog.
Learn all about the process of implementing a new system for your customer onboarding in this blog.
Propel23 A data-driven approach to customer onboarding
Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources.
4
MIN READ
A data-driven approach to customer onboarding
Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources.
Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources.
Propel23A consultative approach to customer onboarding
Learn how onboarding and CS teams can go beyond simply checking the box and making sure that customers are reaching their desired outcomes.
5
MIN READ
A consultative approach to customer onboarding
Learn how onboarding and CS teams can go beyond simply checking the box and making sure that customers are reaching their desired outcomes.
Learn how onboarding and CS teams can go beyond simply checking the box and making sure that customers are reaching their desired outcomes.
Propel23Planning your career path to Chief Customer Officer
Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer.
5
MIN READ
Planning your career path to Chief Customer Officer
Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer.
Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer.
Propel235 easy ways to scale customer onboarding
At Propel23, Jan Young shares 5 easy ways to scale and optimize your customer onboarding process.
4
MIN READ
5 easy ways to scale customer onboarding
At Propel23, Jan Young shares 5 easy ways to scale and optimize your customer onboarding process.
At Propel23, Jan Young shares 5 easy ways to scale and optimize your customer onboarding process.
Propel232023 Customer onboarding - Myths and trends
At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023.
4
MIN READ
2023 Customer onboarding - Myths and trends
At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023.
At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023.
Propel23Creating an organization-wide culture of customer success
Jyo Shukla shares tips on creating an organization-wide focus on customer-centricity and adopting customer success as a strategy.
5
MIN READ
Creating an organization-wide culture of customer success
Jyo Shukla shares tips on creating an organization-wide focus on customer-centricity and adopting customer success as a strategy.
Jyo Shukla shares tips on creating an organization-wide focus on customer-centricity and adopting customer success as a strategy.
Propel23Crafting a customer onboarding program your customers will love
Learn from Kristi Faltorusso how to create a customer-centric onboarding program that not only scales but also amazes your customers.
5
MIN READ
Crafting a customer onboarding program your customers will love
Learn from Kristi Faltorusso how to create a customer-centric onboarding program that not only scales but also amazes your customers.
Learn from Kristi Faltorusso how to create a customer-centric onboarding program that not only scales but also amazes your customers.
Propel23Building the business case for investing in client onboarding
Learn how to justify your investment in client onboarding to boost business growth, and maximize ROI.
5
MIN READ
Building the business case for investing in client onboarding
Learn how to justify your investment in client onboarding to boost business growth, and maximize ROI.
Learn how to justify your investment in client onboarding to boost business growth, and maximize ROI.
Propel23Selling the value of your professional services
Discover the art of delivering value through professional services. Gain insights from Pat Muirragui's talk at the Propel23 conference.
3
MIN READ
Selling the value of your professional services
Discover the art of delivering value through professional services. Gain insights from Pat Muirragui's talk at the Propel23 conference.
Discover the art of delivering value through professional services. Gain insights from Pat Muirragui's talk at the Propel23 conference.
Propel23The critical role of CS Ops in evolving and maturing the customer journey
Sonam Dabholkar discusses the role of CS Ops in evolving the customer journey and gives some sound advice for CS Ops professionals.
5
MIN READ
The critical role of CS Ops in evolving and maturing the customer journey
Sonam Dabholkar discusses the role of CS Ops in evolving the customer journey and gives some sound advice for CS Ops professionals.
Sonam Dabholkar discusses the role of CS Ops in evolving the customer journey and gives some sound advice for CS Ops professionals.
Propel233 key customer onboarding areas to level up in 2023
Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023.
4
MIN READ
3 key customer onboarding areas to level up in 2023
Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023.
Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023.
Propel23Scaling customer onboarding at a hyper-growth startup
At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup.
5
MIN READ
Scaling customer onboarding at a hyper-growth startup
At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup.
At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup.
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