GuidesHow 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!)
Kirthika Soundararajan
Content Marketer @ Rocketlane

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7
MIN READ
Inflexion: Darwinbox’s Six-Step 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
Kirthika Soundararajan
Content Marketer @ Rocketlane
3
MIN READ
Deep Dives: Cracking Pre-sale Engagement for Enterprise 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
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
5
MIN READ
Transitioning to a CS Ops Role: Interview with Soumitra Joshi, CS Ops Manager, Trifacta
Soumitra tells us what made him want to transition to CS Ops, how he made it, and the skills required to make the transition.
Soumitra tells us what made him want to transition to CS Ops, how he made it, and the skills required to make the transition.
Kirthika Soundararajan
Content Marketer @ Rocketlane
3
MIN READ
Krishna Kant on Nailing 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
Kirthika Soundararajan
Content Marketer @ Rocketlane
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
Lakshmi Venugopal
Content Marketer @ Rocketlane
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
Kirthika Soundararajan
Content Marketer @ Rocketlane
5
MIN READ
Customer Success and 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
Srikrishnan Ganesan
Co-founder, Rocketlane
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
Srikrishnan Ganesan
Co-founder, Rocketlane
3
MIN READ
Deep Dives: Handling Expectation Management & Escalations During the Customer Journey
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
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
3
MIN READ
Remote Customer Onboarding: The New Bottleneck 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.
Kirthika Soundararajan
Content Marketer @ Rocketlane
8
MIN READ
The Importance of Data, Tools, Process in CS Ops: Karen Werner
Karen Werner, a seasoned CS Ops professional, talks about the function, and things to consider when buiilding the function at your company
Karen Werner, a seasoned CS Ops professional, talks about the function, and things to consider when buiilding the function at your company
Kirthika Soundararajan
Content Marketer @ Rocketlane
5
MIN READ
Alex Farmer on the Role of the CSM in Successful Onboarding
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to the customer's onboarding journey
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to the customer's onboarding journey
Kirthika Soundararajan
Content Marketer @ Rocketlane
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
Srikrishnan Ganesan
Co-founder, Rocketlane
7
MIN READ
Ten Mistakes You Could Be Making in Your Implementations
Ten reasons your customer onboarding projects/implementations aren't succeeding.
Ten reasons your customer onboarding projects/implementations aren't succeeding.
Srikrishnan Ganesan
Co-founder, Rocketlane
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!)
Saranya Udayamohan
Content Marketer @ Rocketlane
5
MIN READ
Jeff Kushmerek on Creating Specialized Implementation Teams
Jeff Kushmerek shares lessons on implementation processes and methodologies from his extensive implementation experience
Jeff Kushmerek shares lessons on implementation processes and methodologies from his extensive implementation experience
Kirthika Soundararajan
Content Marketer @ Rocketlane
5
MIN READ
Brittany Lockwood on 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
Varun Singh
Product Evangelist @ Rocketlane
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
Srikrishnan Ganesan
Co-founder, Rocketlane
2
MIN READ
Rituals of Connection For A Fully Remote Team
We've been a fully remote team since Day One, and we've figured out ways to help the team stay connected. Check them out.
We've been a fully remote team since Day One, and we've figured out ways to help the team stay connected. Check them out.
Srikrishnan Ganesan
Co-founder, Rocketlane
5
MIN READ
Building A CS Ops Function From Scratch: Arundhati Balachandran & Saranya Narayana Swamy, Chargebee
The two talk about setting up the function at Chargebee, the skills required for a CS Ops role, and potential career path
The two talk about setting up the function at Chargebee, the skills required for a CS Ops role, and potential career path
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
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.
Srikrishnan Ganesan
Co-founder, Rocketlane
3
MIN READ
How To Create A Winning Sales-to-Customer-Success Handoff Document [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.
Saranya Udayamohan
Content Marketer @ Rocketlane
2
MIN READ
Preflight Conversations: 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
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
3
MIN READ
Announcing: Rocketlane, a one-of-its-kind, collaborative workspace for customer onboarding
Get ready to chuck your spreadsheets, documents, email reminders, and poor onboarding!
Get ready to chuck your spreadsheets, documents, email reminders, and poor onboarding!
Kirthika Soundararajan
Content Marketer @ Rocketlane
2
MIN READ
Why You Should Invite Your Customer To Your Project
Collaborate with your customer to make their onboarding journey a success.
Collaborate with your customer to make their onboarding journey a success.
Kirthika Soundararajan
Content Marketer @ Rocketlane
5
MIN READ
Delivering a Mindblowing Customer Onboarding Program With Aditya Maheshwari (AppsFlyer)
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
Kirthika Soundararajan
Content Marketer @ Rocketlane
7
MIN READ
Transitioning to a CS Ops Function: Interview with Jennie Li & Allastair Meffen, Definitive Healthcare
Jennie Li & Allastair Meffen of Definitive Healthcare talk about how they set up a CS Ops function at their organization
Jennie Li & Allastair Meffen of Definitive Healthcare talk about how they set up a CS Ops function at their organization
Kirthika Soundararajan
Content Marketer @ Rocketlane
7
MIN READ
Introducing The Customer Onboarding Maturity Model: An Easy Way To Measure & Up Your Onboarding Game
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.
Kirthika Soundararajan
Content Marketer @ Rocketlane
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
Lakshmi Venugopal
Content Marketer @ Rocketlane
3
MIN READ
Getting The Scope of Your Customer Onboarding & Implementation Project Right
Scoping right is walking a fine line between ambition and moderation, but it’s a line you can walk well if you focus on value delivery
Scoping right is walking a fine line between ambition and moderation, but it’s a line you can walk well if you focus on value delivery
Kirthika Soundararajan
Content Marketer @ Rocketlane
15
MIN READ
The Ultimate Guide to SaaS Customer Onboarding (2021)
Tips, tricks, best practices to create the best customer onboarding process
Tips, tricks, best practices to create the best customer onboarding process
Kirthika Soundararajan
Content Marketer @ Rocketlane
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
Saranya Udayamohan
Content Marketer @ Rocketlane
3
MIN READ
How to Design Your Customer Onboarding Methodology
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
Kirthika Soundararajan
Content Marketer @ Rocketlane
3
MIN READ
Creating an onboarding journey for your product? This checklist can help you nail it
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.
Kirthika Soundararajan
Content Marketer @ Rocketlane
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
Lakshmi Venugopal
Content Marketer @ Rocketlane
2
MIN READ
This Simple Tweak in Your SaaS Onboarding Process Can Reduce Your Time to Value
Hint: It has to do with the tools you use.
Hint: It has to do with the tools you use.
Kirthika Soundararajan
Content Marketer @ Rocketlane
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!)
Saranya Udayamohan
Content Marketer @ Rocketlane
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.
Saranya Udayamohan
Content Marketer @ Rocketlane
2
MIN READ
Preflight Conversations: Maintaining Mental Wellness Through Stressful Workweeks
Members of the Preflight community share stress management tips
Members of the Preflight community share stress management tips
Varun Singh
Product Evangelist @ Rocketlane
2
MIN READ
How to Craft and Sustain Delightful SaaS Onboarding Experiences
Customer onboarding does not have to be fraught with escalations and uncertainty.
Customer onboarding does not have to be fraught with escalations and uncertainty.
Kirthika Soundararajan
Content Marketer @ Rocketlane
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!
Lakshmi Venugopal
Content Marketer @ Rocketlane
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
Kirthika Soundararajan
Content Marketer @ Rocketlane
3
MIN READ
Richard Benavides on How Crew Reinvented Its SMB Onboarding From High-Touch to Self-serve
Richard shared his experiences with onboarding, the reasons for Crew’s switch to a low-touch customer onboarding model, and more
Richard shared his experiences with onboarding, the reasons for Crew’s switch to a low-touch customer onboarding model, and more
Kirthika Soundararajan
Content Marketer @ Rocketlane
2
MIN READ
Preflight Pointers: 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
Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track
Srikrishnan Ganesan
Co-founder, Rocketlane
3
MIN READ
Data, the Secret Ingredient For Consistently Delightful Customer Onboarding Experiences
What's missing in your onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
What's missing in your onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
Kirthika Soundararajan
Content Marketer @ Rocketlane
3
MIN READ
Apoorva, Branch.io on 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
Kirthika Soundararajan
Content Marketer @ Rocketlane
3
MIN READ
Alex, Freshworks on the Impact of Culture on Project Execution
Alex talks about implementation and onboarding success in a multi-geography environment having cultural barriers
Alex talks about implementation and onboarding success in a multi-geography environment having cultural barriers
Varun Singh
Product Evangelist @ Rocketlane
3
MIN READ
How WebEngage's Onboarding Approach Adds To Their Customer Experience
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
Kirthika Soundararajan
Content Marketer @ Rocketlane
3
MIN READ
Nimesh of Rockmetric on working with enterprise clients 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
Varun Singh
Product Evangelist @ Rocketlane
3
MIN READ
How Innovaccer’s Customer Engineering Team Handles Implementation & Onboarding
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach, its focus on transparency
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach, its focus on transparency
Kirthika Soundararajan
Content Marketer @ Rocketlane
5
MIN READ
Why Customers Ghost You and How to Avoid It
Why those emails and calls went unanswered and how to prevent that in the future
Why those emails and calls went unanswered and how to prevent that in the future
Srikrishnan Ganesan
Co-founder, Rocketlane
3
MIN READ
Reviving a project when you’ve been ghosted
How to bring a project back to life when there's radio silence from the customer
How to bring a project back to life when there's radio silence from the customer
Srikrishnan Ganesan
Co-founder, Rocketlane
4
MIN READ
How Pando's implementation team onboarded 20 enterprise clients in two years
Nigamanth Srivatsan, Director - Customer Success, at Pando, a freight management SaaS company, shares the lessons learnt from onboarding
Nigamanth Srivatsan, Director - Customer Success, at Pando, a freight management SaaS company, shares the lessons learnt from onboarding
Srikrishnan Ganesan
Co-founder, Rocketlane
5
MIN READ
The Ultimate Kickoff Meeting for an Onboarding Project: Planning and Prepping
Everything you need to know to come out of that kickoff meeting looking like a star
Everything you need to know to come out of that kickoff meeting looking like a star
Srikrishnan Ganesan
Co-founder, Rocketlane
6
MIN READ
Pulling off the Ultimate Kickoff Meeting for an Onboarding Project
Best practices and tips for running the ultimate kickoff meeting
Best practices and tips for running the ultimate kickoff meeting
Srikrishnan Ganesan
Co-founder, Rocketlane
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
Kirthika Soundararajan
Content Marketer @ Rocketlane
5
MIN READ
Deepa Vembu on Getting 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
Srikrishnan Ganesan
Co-founder, Rocketlane
2
MIN READ
Rocketlane is now SOC 2 Compliant!
Here's what it means for you.
Here's what it means for you.
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsTransitioning to a CS Ops Role: Interview with Soumitra Joshi, CS Ops Manager, Trifacta
Soumitra tells us what made him want to transition to CS Ops, how he made it, and the skills required to make the transition.
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsA Guide to Value Selling for SaaS
And how to use the customer onboarding phase to sell value
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsCustomer Success and Value Realization: Lessons from our Freshchat journey
A closer look at customer acquisition and churn helped us find answers to seemingly daunting problems
Srikrishnan Ganesan
Co-founder, Rocketlane
BlogsValue Realization for SaaS Businesses: Framework and Tools
Objectives, tasks, tools, and metrics to ensure value realization
Srikrishnan Ganesan
Co-founder, Rocketlane
BlogsRemote Customer Onboarding: The New Bottleneck for Fast-Growing SaaS Companies
To make remote customer onboarding successful, customers must feel they’re a priority for your business.
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsThe Importance of Data, Tools, Process in CS Ops: Karen Werner
Karen Werner, a seasoned CS Ops professional, talks about the function, and things to consider when buiilding the function at your company
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsTen Mistakes You Could Be Making in Your Implementations
Ten reasons your customer onboarding projects/implementations aren't succeeding.
Srikrishnan Ganesan
Co-founder, Rocketlane
BlogsRituals of Connection For A Fully Remote Team
We've been a fully remote team since Day One, and we've figured out ways to help the team stay connected. Check them out.
Srikrishnan Ganesan
Co-founder, Rocketlane
BlogsBuilding A CS Ops Function From Scratch: Arundhati Balachandran & Saranya Narayana Swamy, Chargebee
The two talk about setting up the function at Chargebee, the skills required for a CS Ops role, and potential career path
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
BlogsWhy You Should Invite Your Customer To Your Project
Collaborate with your customer to make their onboarding journey a success.
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsTransitioning to a CS Ops Function: Interview with Jennie Li & Allastair Meffen, Definitive Healthcare
Jennie Li & Allastair Meffen of Definitive Healthcare talk about how they set up a CS Ops function at their organization
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsGetting The Scope of Your Customer Onboarding & Implementation Project Right
Scoping right is walking a fine line between ambition and moderation, but it’s a line you can walk well if you focus on value delivery
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsThis Simple Tweak in Your SaaS Onboarding Process Can Reduce Your Time to Value
Hint: It has to do with the tools you use.
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsHow to Craft and Sustain Delightful SaaS Onboarding Experiences
Customer onboarding does not have to be fraught with escalations and uncertainty.
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsData, the Secret Ingredient For Consistently Delightful Customer Onboarding Experiences
What's missing in your onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsWhy Customers Ghost You and How to Avoid It
Why those emails and calls went unanswered and how to prevent that in the future
Srikrishnan Ganesan
Co-founder, Rocketlane
BlogsReviving a project when you’ve been ghosted
How to bring a project back to life when there's radio silence from the customer
Srikrishnan Ganesan
Co-founder, Rocketlane
BlogsThe Ultimate Kickoff Meeting for an Onboarding Project: Planning and Prepping
Everything you need to know to come out of that kickoff meeting looking like a star
Srikrishnan Ganesan
Co-founder, Rocketlane
BlogsPulling off the Ultimate Kickoff Meeting for an Onboarding Project
Best practices and tips for running the ultimate kickoff meeting
Srikrishnan Ganesan
Co-founder, Rocketlane
ResourcesHow 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
Lakshmi Venugopal
Content Marketer @ Rocketlane
ResourcesHow 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!)
Saranya Udayamohan
Content Marketer @ Rocketlane
ResourcesHow To Create A Winning Sales-to-Customer-Success Handoff Document [Free Template]
A smooth Sales-to-Customer-Success Handoff is crucial to preventing ruptures in the customer relationship. Here's how to nail it.
Saranya Udayamohan
Content Marketer @ Rocketlane
ResourcesIntroducing The Customer Onboarding Maturity Model: An Easy Way To Measure & Up Your Onboarding Game
Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.
Kirthika Soundararajan
Content Marketer @ Rocketlane
ResourcesHow 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
Lakshmi Venugopal
Content Marketer @ Rocketlane
ResourcesHow To Create A Stakeholder Register [Free Template]
What a stakeholder register is, why you need it, and a 100% customizable template
Saranya Udayamohan
Content Marketer @ Rocketlane
ResourcesCreating an onboarding journey for your product? This checklist can help you nail it
If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point.
Kirthika Soundararajan
Content Marketer @ Rocketlane
ResourcesHow 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
Lakshmi Venugopal
Content Marketer @ Rocketlane
ResourcesA 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!)
Saranya Udayamohan
Content Marketer @ Rocketlane
ResourcesHow 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.
Saranya Udayamohan
Content Marketer @ Rocketlane
ResourcesHow to Create a Project Charter [Free Template]
How to create a project charter that everyone on your team will love. Plus a free template!
Lakshmi Venugopal
Content Marketer @ Rocketlane
ResourcesHow Value Delivery is A Game Changer for SaaS Businesses
...and why customer onboarding is your trump card
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesInflexion: Darwinbox’s Six-Step Implementation Framework
Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesKrishna Kant on Nailing Onboarding Using The Project Management Approach
How using project management principles to your onboarding projects makes the experience better for customers
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesAlex Farmer on the Role of the CSM in Successful Onboarding
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to the customer's onboarding journey
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesJeff Kushmerek on Creating Specialized Implementation Teams
Jeff Kushmerek shares lessons on implementation processes and methodologies from his extensive implementation experience
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesBrittany Lockwood on 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
Varun Singh
Product Evangelist @ Rocketlane
Implementation StoriesDelivering a Mindblowing Customer Onboarding Program With Aditya Maheshwari (AppsFlyer)
Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesRichard Benavides on How Crew Reinvented Its SMB Onboarding From High-Touch to Self-serve
Richard shared his experiences with onboarding, the reasons for Crew’s switch to a low-touch customer onboarding model, and more
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesApoorva, Branch.io on High-touch Onboarding for Experienced Customers
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesAlex, Freshworks on the Impact of Culture on Project Execution
Alex talks about implementation and onboarding success in a multi-geography environment having cultural barriers
Varun Singh
Product Evangelist @ Rocketlane
Implementation StoriesHow WebEngage's Onboarding Approach Adds To Their Customer Experience
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesNimesh of Rockmetric on working with enterprise clients in finance
Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey
Varun Singh
Product Evangelist @ Rocketlane
Implementation StoriesHow Innovaccer’s Customer Engineering Team Handles Implementation & Onboarding
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach, its focus on transparency
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesHow Pando's implementation team onboarded 20 enterprise clients in two years
Nigamanth Srivatsan, Director - Customer Success, at Pando, a freight management SaaS company, shares the lessons learnt from onboarding
Srikrishnan Ganesan
Co-founder, Rocketlane
Implementation StoriesDecoding Customer Onboarding at Insent
The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesDeepa Vembu on Getting Estimation Right and Winning Over Customer Expectations
Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise
Srikrishnan Ganesan
Co-founder, Rocketlane
GuidesHow 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!)
Kirthika Soundararajan
Content Marketer @ Rocketlane
GuidesThe Ultimate Guide to SaaS Customer Onboarding (2021)
Tips, tricks, best practices to create the best customer onboarding process
Kirthika Soundararajan
Content Marketer @ Rocketlane
GuidesHow to Design Your Customer Onboarding Methodology
Five factors that decide the success of your customer onboarding project, and how to set yourself up for success
Kirthika Soundararajan
Content Marketer @ Rocketlane
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UpdatesLessons 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
Srikrishnan Ganesan
Co-founder, Rocketlane
UpdatesRocketlane: The Origin Story
How it all began, how far we have come, and the way forward.
Srikrishnan Ganesan
Co-founder, Rocketlane
UpdatesAnnouncing: Rocketlane, a one-of-its-kind, collaborative workspace for customer onboarding
Get ready to chuck your spreadsheets, documents, email reminders, and poor onboarding!
Kirthika Soundararajan
Content Marketer @ Rocketlane
UpdatesRocketlane is now SOC 2 Compliant!
Here's what it means for you.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Preflight ConversationsDeep Dives: Cracking Pre-sale Engagement for Enterprise Implementations
Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight ConversationsDeep Dives: Handling Expectation Management & Escalations During the Customer Journey
We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
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
Srikrishnan Ganesan
Co-founder, Rocketlane
Preflight ConversationsPreflight Conversations: 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
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight ConversationsPreflight Conversations: Maintaining Mental Wellness Through Stressful Workweeks
Members of the Preflight community share stress management tips
Varun Singh
Product Evangelist @ Rocketlane
Preflight ConversationsPreflight Pointers: 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
Srikrishnan Ganesan
Co-founder, Rocketlane

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