We’re thrilled to announce the next milestone: our SOC 2 Type 2 certification.

Resource Tracking in Optimum Resource Management and a free-to-use resource tracker template

Project delivery tips and a free-to-use template

Meg Lovell of Everbridge on her learnings from high-stress, high impact onboarding journeys

Why escalations happen during customer onboarding and how you can avoid them

Learn how Customer Success teams can smoothly handle the account transition between CSMs

Read on to know how Joveo's CSAT score have been consistently high since they started using Rocketlane for their customer onboarding

Recommendations from Preflighters on what resources to share during customer onboarding.

Sisira Mallampalli, Manager - Customer Success Enablement & Training @ Whatfix, how a dedicated CS Enablement function can support CS teams

Is invoicing a touchy subject when you're building customer relationships?

Rocketlane’s unique onboarding approach helps Comsense build customer collaboration, accountability, and transparency into its onboarding

We asked our community members to send in their scariest onboarding stories for Halloween. You won't believe what happens in the last story!

Why you need to track time for your projects and all about Rocketlane's time tracking module

Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.

Observations from our journey so far

Asia and Phil talk about how they got into CS Ops, the must-have skills to succeed in the function, and more.

Using the right tool can go a long way in ensuring that your customers see value in what you have to offer

With a lot at stake, the customer onboarding phase can be daunting. Fret not, we have you covered. Read on for some invaluable solutions

Signs your company needs a customer onboarding tool and the steps to invest in a good one

Read on to know why, and alternatives to spreadsheets for customer onboarding

These are the top reasons a customer might churn during the onboarding phase

And how to make sure you keep them in mind while onboarding your customers

How Rocketlane helps CLARA Analytics up their CX during their onboarding phase.

Project Trackers 101 and a free-to-use project tracker template.

Onboarding has been mostly a reactive process for SaaS businesses. Here's how you can change that for yours.

The Director of Client Services Strategy & Operations @ AppsFlyer talks about skills to look for, how to structure CS Ops, and more

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

So the sales team should’ve said “NO”, but ended up saying “YES!”. What now?

Read on to know how Rocketlane solves customer onboarding issues using four key elements

Good Customer Success isn’t about what it is, but what it does.

Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process

Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers

Soumitra tells us what made him want to transition to CS Ops, how he made it, and the skills required to make the transition.

How using project management principles to your onboarding projects makes the experience better for customers

What an SOW is, why you need it, how to create one, and a free customizable template

And how to use the customer onboarding phase to sell value

A closer look at customer acquisition and churn helped us find answers to seemingly daunting problems

Objectives, tasks, tools, and metrics to ensure value realization

We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic

To make remote customer onboarding successful, customers must feel they’re a priority for your business.

Karen Werner, a seasoned CS Ops professional, talks about the function, and things to consider when buiilding the function at your company

Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to the customer's onboarding journey

Ten reasons your customer onboarding projects/implementations aren't succeeding.

A gratitude note to members of the Preflight community for making it a great avenue for learning and knowledge exchange

Your onboarding platform can make or break your customer experience. Here's how to ensure you choose the right one (plus a free RFP!)

A project communication plan enables smooth project execution. Here's how to create one (plus free template!)

Jeff Kushmerek shares lessons on implementation processes and methodologies from his extensive implementation experience

Brittany Lockwood, CSM at Dealpath, walks us through her experiences and learnings from her CS and CE journey

Insights and learnings from things that went right and things that didn't, as we built Rocketlane

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.

The two talk about setting up the function at Chargebee, the skills required for a CS Ops role, and potential career path

How it all began, how far we have come, and the way forward.

A smooth Sales-to-Customer-Success Handoff is crucial to preventing ruptures in the customer relationship. Here's how to nail it.

Tips from Preflight members on how to handle it when your customer's team is slow to adopt your product

Get ready to chuck your spreadsheets, documents, email reminders, and poor onboarding!

Collaborate with your customer to make their onboarding journey a success.

Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers

Jennie Li & Allastair Meffen of Definitive Healthcare talk about how they set up a CS Ops function at their organization

Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.

Tips, best practices, and a fully customizable, easy-to-use Project Risk Register template that is a perfect fit for any project

Tips, tricks, best practices to create the best customer onboarding process

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

What a stakeholder register is, why you need it, and a 100% customizable template

Five factors that decide the success of your customer onboarding project, and how to set yourself up for success

If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point.

Everything you need to know about the RACI chart, complete with best practices, and a free, ready-to-use template

Hint: It has to do with the tools you use.

How your sales-to-service handoff happens sets the tone for your customer onboarding projects. Here's how to nail it (plus free template!)

A 100% customizable Project Status Report template to communicate the progress of your project efficiently and effectively. Download now.

Members of the Preflight community share stress management tips

Customer onboarding does not have to be fraught with escalations and uncertainty.

How to create a project charter that everyone on your team will love. Plus a free template!

...and why customer onboarding is your trump card

Richard shared his experiences with onboarding, the reasons for Crew’s switch to a low-touch customer onboarding model, and more

Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track

What's missing in your onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.

Apoorva shares how she designs differentiated onboarding journeys for different customer segments

Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey

Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey

Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach, its focus on transparency

Alex talks about implementation and onboarding success in a multi-geography environment having cultural barriers

Why those emails and calls went unanswered and how to prevent that in the future

How to bring a project back to life when there's radio silence from the customer

Everything you need to know to come out of that kickoff meeting looking like a star

Nigamanth Srivatsan, Director - Customer Success, at Pando, a freight management SaaS company, shares the lessons learnt from onboarding

Best practices and tips for running the ultimate kickoff meeting

The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years

Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise

Here's what it means for you.