Explore 10 incredible customer onboarding statistics and eight important metrics to measure customer onboarding experience.

Learn how to start your projects perfectly with this 10-step client onboarding checklist. Plus, meet a tool that simplifies the process

Preflighters share internal metrics you can track at your organization that will help you better your team's performance

Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.

Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.

Discover the steps and best practices for efficient client onboarding. Also, explore a powerful tool that makes client onboarding a breeze.

Unresponsive, disengaged customers present a potential threat of churning in the long term.

Find out how to set a customer onboarding process for your onboarding team that can be easily customized for each of your unique customers.

Discover best practices, unique insights, and new perspectives for customer onboarding through our top 5 video resources of 2022!

If the idea of using today’s data to solve tomorrow’s problems excites you, you’d love CS Ops, says Tony Macias in this interview with us

We take you through 10 tried and tested ways to fortify your implementation process.

We hosted a panel of incredible leaders and experts on the Preflight Community Deep Dives to discuss product-led growth and digital CS

Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.

Five critical signs that point towards rethinking your customer onboarding process entirely.

We spoke to Deborah Andrews, Customer Office Operations Director at Unit4, about transitioning to CS Ops, the skills you need to succeed

How do you share onboarding tasks you need your customers to complete, like providing access, creating technical users, and the like?

The Director of Customer Success Operations at Gong talks about how has thoughtfully crafted her career path, trends she foresees

Top five reasons why your customers churn or ghost you during the onboarding process.

Six best practices to help you get the most out of your team and deliver projects on time.

Learn some of the best practices to take your customer onboarding game to a whole new level!

Abhishek Vora, Head of Customer Success at Mosaic.tech, shares their success formula for implementations, and onboarding best practices

Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session

Members of the Preflight community discuss the ideal reporting structure for Customer Support teams.

Preflight community discusses the foundational building blocks that helped them build a successful customer onboarding org at their company.

Is the title 'Onboarding Manager' evocative of employee onboarding more than customer onboarding? How do you deal with that?

With the economic downturn leading to organizations tightening their purse strings, how are their post-sales functions affected?

A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience.

CS and onboarding leaders discuss customer onboarding challenges and strategies to overcome 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.

Jeff Kushmerek, CEO & Founder of Infinite Renewals, talked about the role of customer onboarding in helping retain your customers

Learn what goes into creating a playbook that sets up the rules of engagement and increases your clients’ retainership with you

One customer onboarding platform, a vendor who manages customer projects on it, and task statuses that change because they can.

Learn how you can significantly reduce churn with a better customer onboarding experience

A five-point customer onboarding framework to put the spotlight on the people who matter the most: your customers!

Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.

Snippets from the conversations at Preflight Huddle - San Francisco.

Snippets from the conversations at Preflight Huddle - New York

Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.

Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects

Dana Soza, CEO of Dana Soza Consulting, shares with us tried and tested methods to onboard end users

A customer onboarding playbook brings consistency to your onboardings and helps provide delightful and collaborative customer experiences

... and what you can do to make them work for you

Daria, Senior Customer Journey Manager at Amplitude, on how they leveraged data to improve their customer journeys across segments

Tips on change management, taking the lead with customers, and weekly showcases.

On peer pressure as a tactic, cut-over plans, weekly onboarding stand-ups, and more.

On our first in-person events, and the resounding support we received for them.

Members of the Preflight community discuss effective strategies to nail customer onboarding

Preflighters discuss how to ensure your sales to onboarding handoffs go smoothly and plan seamless integrations

Onboarding Enablement Package, Onboarding Business Reviews, what hyper-care can do for your customers, and more.

Jan Young, Senior Consultant at The Success League, on implementing effective onboarding and adoption journeys

Brittany (Yandura) Preseau, Senior Customer Success Manager at Fieldguide, shares how you can have consultative customer onboarding journeys

The 'why' comes first, and the 'how' comes later.

Read all about the insights we took away from Gainsight Pulse 2022, the biggest Customer Success event of the year.

Learn about showing flexibility in your implementation plans, customer effort levels, and the importance of quarterly reflection meetings

Need an extra pair of arms?

Find out which tool suits your onboarding needs, including delegating tasks, mapping dependencies, and providing visibility to stakeholders.

Do you need a dedicated onboarding team? Who’s the best fit? What kind of skills will they need?

On BombBomb's iterative approach to developing a mind-blowing onboarding experience for their customers

Preflighters discuss whether a nuanced definition brings clarity and helps you communicate better to internal and external stakeholders

On how customers can achieve value realization with your product, and how value realization can help find better solutions for customers.

Create surveys, intake forms, and handoffs. Rocketlane can turn responses into tasks or push them to your CRM while you go grab your coffee.

Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept

Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process.

You want to ensure that your customers see value in your product or service. Who would you assign this mighty task to?

Of training videos, readiness kits, engineering a great first impression, and more.

Katie Clark on the importance of onboarding metrics, their impact on decision-making, and more

Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!

The importance of continuous feedback, having the human touch in onboarding, setting a cadence for communication, and more.

Understand how well you’re executing projects with key insights on overall performance.

Rocketlane is an incredibly versatile tool that you can customize to suit a number of different use cases. See how.

You and your customers can stay on top of project updates and collaborate right from your own Slack accounts.

Can't keep calm, but definitely keeping our cool.

For those who are curious about how other organizations measure their TTV.

How to tailor your NPS for your business and more

What can your customer success teams use to strategize smooth onboarding?

Customer experience now made a 5-star affair, each time, every time with Rocketlane.

How onboarding evolved at Front, and lessons from their CS journey

Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes.

An insider view of how Rocketlane onboards its customers and how we use Rocketlane to ensure a seamless customer experience

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

We realize customer onboarding is no single-player game. And that's why we have collaboration ingrained in each feature we build.

Learn how you can adopt the Agile framework to deliver high-velocity projects without compromising on quality

Contemplating a career in CS? Start here

Srinivasan Shanker of Freshworks and Srikrishnan Ganesan of Rocketlane demystify metrics for customer onboarding

James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them.

To manage risk, it’s essential to have a clear and precise definition of what the project is tasked to deliver.

How you manage project execution is a predictor of how well you deliver on the desired outcomes.

The key to customer success is preparing them for onboarding even before the phase has begun.

Read on to understand how Hubspot has been scaling up its onboarding process to serve customers in 120 different countries

Which customer onboarding model should you choose for your company?

Why is Net Retention Rate important, really?

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.

A starting point if you're new to project management, or maybe just want to refresh your memory

What failed and great onboarding experiences look like.

How do you go about designing and implementing a solid onboarding process? Lincoln Murphy has a few pointers for you.

How you can package your services offering to support fast growth.

Why you should favor OBRs over QBRs, and an auditing template to get you started

How to turn the spotlight on your customers and deliver a superior customer experience, truly.

The way forward is data driven. Learn how leveraging customer intelligence can help with onboarding success.

Wondering where in your org chart your onboarding team fits in? Read on.