Popular reads
12
MIN READ
Forward deployed engineers vs. software engineers: What PS leaders need to know in 2026
FDEs cut TTV by 30–50%. Here's when PS orgs need them, how they differ from SEs and IEs, and what it takes to build the function right.
FDEs cut TTV by 30–50%. Here's when PS orgs need them, how they differ from SEs and IEs, and what it takes to build the function right.
17
MIN READ
Top 8 Productive PSA alternatives in 2026
Evaluating Productive.io alternatives? Compare Rocketlane, Kantata, Scoro, Teamwork, and others to find the right fit for your PS team.
Evaluating Productive.io alternatives? Compare Rocketlane, Kantata, Scoro, Teamwork, and others to find the right fit for your PS team.
15
MIN READ
Margin Erosion in Professional Services: How to Detect, Measure, and Eliminate It
PS teams lose 15–20% of margin before anyone notices. Here's how to detect, measure, and eliminate margin erosion across your portfolio.
PS teams lose 15–20% of margin before anyone notices. Here's how to detect, measure, and eliminate margin erosion across your portfolio.
5
MIN READ
How Joveo uses Rocketlane to accelerate, customize, and improve their onboarding
Joveo scores 9/10 CSAT and cuts implementation time by 15 days — all through a templatized onboarding process on Rocketlane.
Joveo scores 9/10 CSAT and cuts implementation time by 15 days — all through a templatized onboarding process on Rocketlane.
8
MIN READ
How parcelLab uses Rocketlane to drive customer engagement during onboarding
How parcelLab manages 50+ onboarding projects for brands like IKEA and Bose — faster go-lives, better CX, with Rocketlane.
How parcelLab manages 50+ onboarding projects for brands like IKEA and Bose — faster go-lives, better CX, with Rocketlane.
15
MIN READ
How Tevera uses Rocketlane to reduce average project duration by 20%
Tevera cut onboarding time by 20% and raised CSAT by 10% using Rocketlane. Here's how they transformed implementation with better engagement
Tevera cut onboarding time by 20% and raised CSAT by 10% using Rocketlane. Here's how they transformed implementation with better engagement
20
MIN READ
Professional Services KPIs: The complete guide to metrics, benchmarks, and dashboards that drive growth
The complete guide to professional services KPIs: the metrics, benchmarks, and dashboards that high-performing PS firms use to stay ahead.
The complete guide to professional services KPIs: the metrics, benchmarks, and dashboards that high-performing PS firms use to stay ahead.
13
MIN READ
What is a timesheet? Definition, benefits, and software for professional services teams [2026]
Late invoices. Margin surprises. Utilization debates. They all trace back to one broken system: your timesheets.
Late invoices. Margin surprises. Utilization debates. They all trace back to one broken system: your timesheets.
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.
30
MIN READ
Top 13 PSA software tools for professional services automation in 2026 (Comparison & reviews)
A practical, analyst-level comparison of the best PSA software in 2026, covering AI features, delivery intelligence, pricing, pros & cons.
A practical, analyst-level comparison of the best PSA software in 2026, covering AI features, delivery intelligence, pricing, pros & cons.
19
MIN READ
Customer onboarding tools: Top 12 tools for implementation teams in 2026
Choosing a customer onboarding tool for 2026? This guide compares platforms for enterprise SaaS, services-led, and product-led teams.
Choosing a customer onboarding tool for 2026? This guide compares platforms for enterprise SaaS, services-led, and product-led teams.
13
MIN READ
Software implementation: A complete guide for PS leaders in 2026
Learn how to implement your software for a new customer with a free template using this step-by-step guide.
Learn how to implement your software for a new customer with a free template using this step-by-step guide.
15
MIN READ
Timekeeping: The complete guide for professional services teams (2026)
Most PS teams lose 10–20% of billable hours to poor timekeeping. Here's how to fix it before revenue leaks.
Most PS teams lose 10–20% of billable hours to poor timekeeping. Here's how to fix it before revenue leaks.
13
MIN READ
Resource utilization: The complete guide for professional services teams (2026)
Still figuring out how to improve your resource utilization in 2026 as a PS leader? This guide is where your search ends.
Still figuring out how to improve your resource utilization in 2026 as a PS leader? This guide is where your search ends.
14
MIN READ
Professional services contract: templates, examples, and how to structure for delivery and margin in 2026
Your PS contract looks solid when signed. It breaks in delivery. Templates, structure, and real examples to close the gap.
Your PS contract looks solid when signed. It breaks in delivery. Templates, structure, and real examples to close the gap.
14
MIN READ
Customer Retention: The Complete Guide to Reducing Churn and Growing NRR in 2026
Cut churn, grow NRR, and build a proactive retention system. The B2B guide to keeping and growing revenue from existing customers.
Cut churn, grow NRR, and build a proactive retention system. The B2B guide to keeping and growing revenue from existing customers.
17
MIN READ
Top 10 financial project management software for professional services teams in 2026
We compared 10 financial project management tools across real-time budget tracking, revenue recognition automation, and AI forecasting.
We compared 10 financial project management tools across real-time budget tracking, revenue recognition automation, and AI forecasting.
23
MIN READ
Best Time Tracking Software for Consultants (2026)
10 time tracking tools for PS leaders — billable hours, utilization, delivery governance, and AI automation compared.
10 time tracking tools for PS leaders — billable hours, utilization, delivery governance, and AI automation compared.
20
MIN READ
The 7 Best Project Management Financial Tracking Tools in 2026 — Compared for Professional Services Teams
A practical, analyst-level comparison of the best project financial management tool software in 2026, covering AI features, pricing etc.
A practical, analyst-level comparison of the best project financial management tool software in 2026, covering AI features, pricing etc.
14
MIN READ
Customer onboarding process: How to build a flow that speeds time-to-value
Most onboarding delays aren't internal — they're hidden customer dependencies. Here's the process that fixes that.
Most onboarding delays aren't internal — they're hidden customer dependencies. Here's the process that fixes that.
14
MIN READ
Gantt charts in project management: A complete guide for modern delivery teams
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.
14
MIN READ
Resource leveling in professional services: The operator's playbook for utilization, capacity, and predictable delivery
Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management.
Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management.
19
MIN READ
Top 10 resource capacity planning software for professional services teams
We have compared 10 resource capacity planning tools — real-time utilization, soft allocations, AI resourcing, & financial tracking for PS.
We have compared 10 resource capacity planning tools — real-time utilization, soft allocations, AI resourcing, & financial tracking for PS.
15
MIN READ
10 Best Zoho Projects Alternatives for Professional Services Teams (2026)
How do Zoho Projects alternatives like Rocketlane, Jira, Monday, Asana, and Microsoft Project for PS teams fare in 2026? Read now!
How do Zoho Projects alternatives like Rocketlane, Jira, Monday, Asana, and Microsoft Project for PS teams fare in 2026? Read now!
17
MIN READ
10 Best Basecamp Alternatives for Professional Services Teams (2026)
Outgrowing Basecamp? Compare tools that go beyond task tracking to manage resources, margins, and delivery in one system.
Outgrowing Basecamp? Compare tools that go beyond task tracking to manage resources, margins, and delivery in one system.
16
MIN READ
10 Best Monday.com Alternatives for Professional Services Teams (2026)
What are the best alternatives to Monday.com for PS teams? We compare Rocketlane, Asana, Wrike, and more across delivery and PM.
What are the best alternatives to Monday.com for PS teams? We compare Rocketlane, Asana, Wrike, and more across delivery and PM.
5
MIN READ
Introducing Rocketlane MCP: Let your AI work inside Rocketlane
Rocketlane MCP brings AI directly into project operations and delivery workflows.
Rocketlane MCP brings AI directly into project operations and delivery workflows.
13
MIN READ
Cost estimation in project management: The operator’s playbook for margin control and predictable delivery
Understand the Operator’s Playbook for Margin Control and Predictable Delivery in this guide for PS leaders in 2026.
Understand the Operator’s Playbook for Margin Control and Predictable Delivery in this guide for PS leaders in 2026.
13
MIN READ
Top 10 project management software for consultants in 2026
10 PM tools for consultants compared — client portals, resource management, and AI-powered delivery for IT services and consulting firms.
10 PM tools for consultants compared — client portals, resource management, and AI-powered delivery for IT services and consulting firms.
19
MIN READ
Top 10 Consulting Resource Management Software & Tools in 2026 (Compared & Reviewed)
A practical guide to consulting resource management software—what matters, what breaks, what works in 2026 for PS leaders.
A practical guide to consulting resource management software—what matters, what breaks, what works in 2026 for PS leaders.
20
MIN READ
Easy to use project management software in 2026: Top tools for fast-moving teams
What “easy to use” really means for project management in 2026—and which tools stay usable as delivery complexity, scale, and coordination g
What “easy to use” really means for project management in 2026—and which tools stay usable as delivery complexity, scale, and coordination g
20
MIN READ
Project management methodologies: A complete guide with examples, frameworks, and how to choose the right one in 2026
Choosing a project management methodology? This detailed guide breaks down about 15+ PM methodologies and guides you on how to choose one.
Choosing a project management methodology? This detailed guide breaks down about 15+ PM methodologies and guides you on how to choose one.
20
MIN READ
Top 10 Accelo alternatives in 2026: A buyer’s guide for professional services teams
Evaluating Accelo alternatives? This guide compares top PSA platforms for 2026 on delivery execution, financial visibility & AI-automation
Evaluating Accelo alternatives? This guide compares top PSA platforms for 2026 on delivery execution, financial visibility & AI-automation
30
MIN READ
Annual plan template for professional services in 2026: A step-by-step guide to profitable delivery (free template download)
A practical guide for PS leaders to turn strategy into execution. Forecast demand, protect margins, and plan for AI-era delivery in 2026.
A practical guide for PS leaders to turn strategy into execution. Forecast demand, protect margins, and plan for AI-era delivery in 2026.
5
MIN READ
Enhancing data security with Row-Level Security (RLS) - Part 2: Implementation and key learnings
Discover how Rocketlane implemented Row-Level Security (RLS), the challenges we faced, and the key optimizations that made it work.
Discover how Rocketlane implemented Row-Level Security (RLS), the challenges we faced, and the key optimizations that made it work.
5
MIN READ
Vibe PS: Reimagining Professional Services in the AI Era
Explore how new roles, delivery models, and vibe coding have the potential to shape the future of professional services
Explore how new roles, delivery models, and vibe coding have the potential to shape the future of professional services
5
MIN READ
How to make your services business more predictable, profitable, and valuable
Check out Garwood Growth’s Value Builder framework to help your services business become more predictable, profitable, and repeatable.
Check out Garwood Growth’s Value Builder framework to help your services business become more predictable, profitable, and repeatable.
5
MIN READ
The AI advantage: How IT services firms are leading the way
Garwood Growth leaders share how IT services firms are using GenAI and agentic intelligence to improve planning, delivery, and growth.
Garwood Growth leaders share how IT services firms are using GenAI and agentic intelligence to improve planning, delivery, and growth.
6
MIN READ
How to measure, track, and improve ROI for your projects
Learn how to calculate project ROI, and track it better with Rocketlane to improve value delivery and project profitability.
Learn how to calculate project ROI, and track it better with Rocketlane to improve value delivery and project profitability.
5
MIN READ
How to find the right pricing model for agencies
Discover various agency pricing models and learn how to choose the right model for your marketing or professional services agency.
Discover various agency pricing models and learn how to choose the right model for your marketing or professional services agency.
6
MIN READ
Mastering capacity and utilization in professional services
Discover how you can manage your team’s capacity and utilization effectively with real-time insights from Rocketlane’s PSA platform.
Discover how you can manage your team’s capacity and utilization effectively with real-time insights from Rocketlane’s PSA platform.
5
MIN READ
Project budgeting 101: How to build and manage project budgets
From setting up a project budget to estimating costs, adding contingency, and tracking variances, here’s how to keep your projects on track.
From setting up a project budget to estimating costs, adding contingency, and tracking variances, here’s how to keep your projects on track.
7
MIN READ
Legacy PSA vs Rocketlane: 7 truths buyers discover too late
Discover seven hard truths about legacy PSA tools and how Rocketlane helps modern teams boost margins and elevate client satisfaction.
Discover seven hard truths about legacy PSA tools and how Rocketlane helps modern teams boost margins and elevate client satisfaction.
7
MIN READ
How to calculate and manage project burn rate effectively
Overspent again? Learn how to track and control your burn rate with practical tips, formulas, and templates for PSA and IT project leaders.
Overspent again? Learn how to track and control your burn rate with practical tips, formulas, and templates for PSA and IT project leaders.
6
MIN READ
What is RAID management? A complete guide
Master RAID analysis to stay ahead of project risks, assumptions, issues, and dependencies. A guide for professional services teams.
Master RAID analysis to stay ahead of project risks, assumptions, issues, and dependencies. A guide for professional services teams.
5
MIN READ
Enhancing Data Security at Rocketlane: Adopting Row-Level Security (RLS) - Part 1
Learn how Rocketlane uses PostgreSQL Row-Level Security (RLS) to simplify permission logic and secure data for customer-facing teams.
Learn how Rocketlane uses PostgreSQL Row-Level Security (RLS) to simplify permission logic and secure data for customer-facing teams.
5
MIN READ
Salesforce native vs. Non-native: What’s better for PS teams
Is going Salesforce native right for your services org? Let’s break down the pros, cons, and better alternatives.
Is going Salesforce native right for your services org? Let’s break down the pros, cons, and better alternatives.
5
MIN READ
The 7 best time tracking software for consultants: The 2025 guide
Looking for time tracking software for consultants? Here are the best tools to track billable hours and streamline project management.
Looking for time tracking software for consultants? Here are the best tools to track billable hours and streamline project management.
6
MIN READ
Top 10 resource management tools to optimize your workflow
Discover the top 10 resource management tools to optimize team efficiency and client satisfaction for professional services teams.
Discover the top 10 resource management tools to optimize team efficiency and client satisfaction for professional services teams.
6
MIN READ
The path to an intelligent, high-efficiency service delivery organization
Service teams are embracing AI and automation to streamline workflows and boost revenue. Discover how it helps teams work smarter.
Service teams are embracing AI and automation to streamline workflows and boost revenue. Discover how it helps teams work smarter.
5
MIN READ
Top 5 trends from The 2025 State of Customer Onboarding Report
What's happening in customer onboarding now and what's next? Our 2025 report reveals key trends, challenges, best practices, and more.
What's happening in customer onboarding now and what's next? Our 2025 report reveals key trends, challenges, best practices, and more.
6
MIN READ
How to harness your PSA software to gain deeper project insights
Discover how PSA tools can offer valuable insights into project performance, optimize workflows, and drive greater project success.
Discover how PSA tools can offer valuable insights into project performance, optimize workflows, and drive greater project success.
5
MIN READ
Top metrics for C-Suite reporting in professional services
Discover the key professional services metrics for management reporting to gain insights into your company's performance, risks, and more.
Discover the key professional services metrics for management reporting to gain insights into your company's performance, risks, and more.
5
MIN READ
Unveiling the future: The case for a next-gen PSA in 2025
Explore the evolution of PSA systems and why 2025 demands a next-gen solution in our latest ebook.
Explore the evolution of PSA systems and why 2025 demands a next-gen solution in our latest ebook.
6
MIN READ
Boosting user adoption with a better implementation program
Explore how improving your implementation program can effectively boost user adoption, enhance engagement, and ensure lasting success.
Explore how improving your implementation program can effectively boost user adoption, enhance engagement, and ensure lasting success.
6
MIN READ
Overcoming professional services challenges with PSA tools
Discover how PSA tools help professional services firms conquer chaos. Streamline projects, billing, and resource management with ease.
Discover how PSA tools help professional services firms conquer chaos. Streamline projects, billing, and resource management with ease.
5
MIN READ
Why UX matters in building lasting customer relationships
Customers expect effortless, intuitive experiences. Discover why UX in service delivery is essential for building lasting relationships.
Customers expect effortless, intuitive experiences. Discover why UX in service delivery is essential for building lasting relationships.
7
MIN READ
Scaling your professional services business with automation
Learn how automation can help scale your professional services business, streamline operations, and overcome growth challenges efficiently.
Learn how automation can help scale your professional services business, streamline operations, and overcome growth challenges efficiently.
7
MIN READ
Leveraging PSA software for transformative project insights
Learn how you can leverage PSA software for project insights that will help improve efficiency and profitability for PS businesses.
Learn how you can leverage PSA software for project insights that will help improve efficiency and profitability for PS businesses.
5
MIN READ
How a client portal helps PS teams enhance communication
Learn why an integrated client portal is essential for PS firms to prevent communication breakdowns between internal and customer teams.
Learn why an integrated client portal is essential for PS firms to prevent communication breakdowns between internal and customer teams.
6
MIN READ
Enhancing client experience with PSA software
Discover how the right professional services automation tool can drive client satisfaction and deliver high-quality customer experiences.
Discover how the right professional services automation tool can drive client satisfaction and deliver high-quality customer experiences.
5
MIN READ
5 must-know project delivery and PS ops trends for 2025
At TSIA World Envision, Srikrishnan Ganesan discussed top trends in project delivery and how organizations can drive impact in 2025.
At TSIA World Envision, Srikrishnan Ganesan discussed top trends in project delivery and how organizations can drive impact in 2025.
5
MIN READ
Introducing Custom Revenue Recognition: Now, enjoy a fully automated yet customizable revenue recognition experience on Rocketlane!
Cut down on manual time adjustments and prevent revenue leaks by having granular control over which hours contribute to revenue.
Cut down on manual time adjustments and prevent revenue leaks by having granular control over which hours contribute to revenue.
7
MIN READ
Improving business intelligence strategies for PS firms
Discover how professional services firms can overcome BI implementation challenges and enhance strategies to drive business value.
Discover how professional services firms can overcome BI implementation challenges and enhance strategies to drive business value.
7
MIN READ
Breaking departmental silos in professional services firms
Delve into what departmental silos are in professional services firms and how they can be broken down by cross-functional collaboration.
Delve into what departmental silos are in professional services firms and how they can be broken down by cross-functional collaboration.
6
MIN READ
The importance of an efficient resource request workflow
From benefits to challenges, this blog explores the importance and impact of an efficient resource request workflow for client projects.
From benefits to challenges, this blog explores the importance and impact of an efficient resource request workflow for client projects.
5
MIN READ
Tips to overcome challenges in resource request workflows
Discover the importance of resource request workflows. Learn about the challenges that teams face with them and how to overcome them.
Discover the importance of resource request workflows. Learn about the challenges that teams face with them and how to overcome them.
6
MIN READ
Rocketlane is now HIPAA compliant to ensure the highest standards in security and privacy
Rocketlane is now HIPAA compliant! Learn how we safeguard your PHI with advanced security controls and data integrity.
Rocketlane is now HIPAA compliant! Learn how we safeguard your PHI with advanced security controls and data integrity.
5
MIN READ
How to reduce TTV and build paths to client success
Greg Daines, CEO of ChurnRX, reveals how you can reduce time-to-value and create paths to long-term client success
Greg Daines, CEO of ChurnRX, reveals how you can reduce time-to-value and create paths to long-term client success
3
MIN READ
12 books that every service professional needs to read
The ultimate reading list for operators and owners in the professional services domain.
The ultimate reading list for operators and owners in the professional services domain.
5
MIN READ
Making data migration seamless: A guide to onboarding success
Learn how to ensure seamless data migration during customer onboarding while maintaining data integrity and security.
Learn how to ensure seamless data migration during customer onboarding while maintaining data integrity and security.
6
MIN READ
Simplifying billing automation for PS businesses
Discover billing automation, the billing challenges professional services firms face, its benefits, and steps to streamline the process.
Discover billing automation, the billing challenges professional services firms face, its benefits, and steps to streamline the process.
7
MIN READ
Choosing the right subscription model for your professional service business
A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more.
A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more.
5
MIN READ
Mastering modern customer onboarding: Your essential guide to success benchmarks
Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency.
Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency.
6
MIN READ
Mastering subscription billing: Best practices for professional service businesses
A must-have guide for professional service firms on implementing subscription billing to drive growth and enhance customer retention.
A must-have guide for professional service firms on implementing subscription billing to drive growth and enhance customer retention.
6
MIN READ
How to master expense tracking: A guide for services firms
Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide.
Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide.
7
MIN READ
Unlocking the power of Resource Allocation with Rocketlane
Discover the art of resource allocation for client projects with Rocketlane.
Discover the art of resource allocation for client projects with Rocketlane.
6
MIN READ
Balancing automation and human touch in PSA with Rocketlane
Discover how Rocketlane blends automation and human touch in PS, driving efficiency while prioritizing personalized client experiences.
Discover how Rocketlane blends automation and human touch in PS, driving efficiency while prioritizing personalized client experiences.
5
MIN READ
Rocketlane vs. generic project tools: Why a purpose-built PSA platform makes all the difference
Generic tools choking your service delivery? Unleash efficiency, profitability & client love with Rocketlane's purpose-built PSA platform.
Generic tools choking your service delivery? Unleash efficiency, profitability & client love with Rocketlane's purpose-built PSA platform.
5
MIN READ
Customer onboarding benefits for retention and acquisition
Learn how to build brand loyalty and retain customers. Discover customer onboarding and how it impacts customer acquisition and retention.
Learn how to build brand loyalty and retain customers. Discover customer onboarding and how it impacts customer acquisition and retention.
5
MIN READ
The Professional Services Maturity Benchmark™ Model
Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models.
Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models.
5
MIN READ
Benefits of implementing expense tracking in a PSA tool
Explore expense tracking and the key benefits of implementing it. Also learn how to set up expense tracking in a PSA tool effortlessly.
Explore expense tracking and the key benefits of implementing it. Also learn how to set up expense tracking in a PSA tool effortlessly.
5
MIN READ
Top 5 resource management KPIs to track in 2024
Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024.
Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024.
5
MIN READ
How to automate your customer onboarding process
Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide.
Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide.
5
MIN READ
Rocketlane Automations: Making time for work that matters
Automations help you manage operations at scale effectively. Learn how you can make time for work that matters with Rocketlane Automations.
Automations help you manage operations at scale effectively. Learn how you can make time for work that matters with Rocketlane Automations.
5
MIN READ
Unlock partner-led growth for channel organizations
Leverage the expertise of partners to scale and grow sustainably. Learn how to design and execute a partner program at your organization.
Leverage the expertise of partners to scale and grow sustainably. Learn how to design and execute a partner program at your organization.
7
MIN READ
Steps to build and read a capacity report
Discover the benefits of capacity reports. Learn the various types of capacity reports and steps to build and interpret one.
Discover the benefits of capacity reports. Learn the various types of capacity reports and steps to build and interpret one.
6
MIN READ
Resource planning and forecasting with Rocketlane
Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes.
Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes.
5
MIN READ
Scaling your business with a PSA platform
Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction.
Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction.
5
MIN READ
4 reasons why you should have a project health dashboard
Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance.
Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance.
6
MIN READ
Mastering project planning in 6 Steps: Your essential guide
Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps.
Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps.
6
MIN READ
Benefits of professional services subscription model
Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction.
Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction.
5
MIN READ
Transitioning your PS business to a subscription model
Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider.
Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider.
5
MIN READ
How to track and improve TTV for implementation projects
Learn best practices to optimize and improve time-to-value for implementation projects.
Learn best practices to optimize and improve time-to-value for implementation projects.
5
MIN READ
Q&A recap: From the launch of The State of Customer Onboarding 2024
Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends.
Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends.
5
MIN READ
6 ways resource leveling could help with your next project
Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success.
Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success.
6
MIN READ
Resource leveling vs. resource allocation
Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success.
Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success.
6
MIN READ
5 spreadsheet alternatives to boost resource management
Discover the limitations of spreadsheets and explore 5 spreadsheet alternatives for resource planning and forecasting.
Discover the limitations of spreadsheets and explore 5 spreadsheet alternatives for resource planning and forecasting.
3
MIN READ
Introducing 'Resource AI': Redefining resource allocation for the modern era
Rocketlane's Resource AI instantly assembles the perfect project team, while keeping your business goals in sight!
Rocketlane's Resource AI instantly assembles the perfect project team, while keeping your business goals in sight!
5
MIN READ
The beginner's guide to resource scheduling
Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity.
Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity.
6
MIN READ
Resource management lifecycle: Benefits and phases
Explore the world of resource management lifecycle. Discover its different phases, and how it benefits your organization.
Explore the world of resource management lifecycle. Discover its different phases, and how it benefits your organization.
6
MIN READ
Project governance: Tips for enhanced project management
Learn about project governance, types of project governance models, and project governance tips to enhance project management.
Learn about project governance, types of project governance models, and project governance tips to enhance project management.
6
MIN READ
Customer-centric project management: A 6-step guide
Explore customer-centric project management. Also, discover its advantages and 6 simple steps to become a customer-centric project manager.
Explore customer-centric project management. Also, discover its advantages and 6 simple steps to become a customer-centric project manager.
5
MIN READ
Understanding float and why it matters in project management
Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation.
Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation.
5
MIN READ
Hybrid project management: How can it help your business?
Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth.
Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth.
5
MIN READ
7 project management tips for consultants to swear by
Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management.
Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management.
5
MIN READ
Project success: Key pitfalls to avoid in project management
A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success.
A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success.
7
MIN READ
Everything you need to know about project planning tools
A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization.
A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization.
5
MIN READ
What is project management and project governance?
Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success.
Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success.
5
MIN READ
Winning the long game of NRR
Find out how you can win the NRR game and improve customer retention by engineering the right approach to customer onboarding and support.
Find out how you can win the NRR game and improve customer retention by engineering the right approach to customer onboarding and support.
5
MIN READ
How to improve project performance
From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals.
From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals.
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.
4
MIN READ
How to create a project plan in 3 easy steps
Learn how to create a perfect project plan in 3 easy steps. Or, download the free project plan template available below and get started.
Learn how to create a perfect project plan in 3 easy steps. Or, download the free project plan template available below and get started.
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.
5
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!)
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.
3
MIN READ
How to create a stakeholder register with 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
7
MIN READ
Strategies for sustained onboarding success: Leveraging proactive engagement
Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding.
Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding.
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
27
MIN READ
Forward-deployed engineer: The complete guide for modern enterprise AI SaaS & Professional services teams
A deep dive into Forward Deployed Engineers and how they unlock faster onboarding, stronger adoption, and real outcomes in modern SaaS.
A deep dive into Forward Deployed Engineers and how they unlock faster onboarding, stronger adoption, and real outcomes in modern SaaS.
3
MIN READ
Best practices for adopting a PSA software
Discover best practices for adopting a PSA software while reducing disruption, improving product adoption, and boosting profitability.
Discover best practices for adopting a PSA software while reducing disruption, improving product adoption, and boosting profitability.
3
MIN READ
PSA vs ERP: What’s the difference between PSA and ERP software?
Discover the key differences between PSA and ERP software and learn which solution best fits your business.
Discover the key differences between PSA and ERP software and learn which solution best fits your business.
4
MIN READ
Using data to drive intelligent professional services delivery
Learn how professional services leaders are using data to drive smarter insights and decisions in the year of intelligent delivery.
Learn how professional services leaders are using data to drive smarter insights and decisions in the year of intelligent delivery.
5
MIN READ
The 2025 guide to building an intelligent professional services delivery organization
Learn expert insights and industry best practices on building an intelligent professional services function at your organization.
Learn expert insights and industry best practices on building an intelligent professional services function at your organization.
5
MIN READ
Resource forecasting for professional services firms
Discover how resource forecasting helps professional services firms manage their client projects and allocate resources effectively.
Discover how resource forecasting helps professional services firms manage their client projects and allocate resources effectively.
5
MIN READ
The ultimate resource planning and management guide
Everything you need to know about resource planning & resource management. Discover strategies, tips, and insights for your business
Everything you need to know about resource planning & resource management. 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.
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
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
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
7
MIN READ
You Gotta C This! Rocketlane raises $60M in Series C and announces Nitro, its Agentic AI.
Rocketlane has raised $60M, led by Insight Partners. Here's what this means for every PS team that's been doing the impossible manually.
Rocketlane has raised $60M, led by Insight Partners. Here's what this means for every PS team that's been doing the impossible manually.
2
MIN READ
DCAA Compliance Checklist: 3 Critical Steps to Ensure Your Business Meets All Requirements
Here are 3 steps you must follow to be DCAA compliant.
Here are 3 steps you must follow to be DCAA compliant.
2
MIN READ
What is DCAA compliance?
What is DCAA compliance, and how to get it.
What is DCAA compliance, and how to get it.
5
MIN READ
3 years and a Series B later: Rocketlane's journey and the road ahead
We bagged $24M in Series B funding round, marking a significant milestone in our journey.
We bagged $24M in Series B funding round, marking a significant milestone in our journey.
3
MIN READ
Introducing Rocketlane Academy: Elevate your success in project delivery
Rocketlane Academy is crafted to help navigate your self-learning journey with Rocketlane, with ease and confidence.
Rocketlane Academy is crafted to help navigate your self-learning journey with Rocketlane, with ease and confidence.
4
MIN READ
Rocketlane achieves SOC1 Type 2 compliance
Rocketlane achieves SOC1 Type 2 compliance and remains compliant for SOC2 Type 2.
Rocketlane achieves SOC1 Type 2 compliance and remains compliant for SOC2 Type 2.
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 ConversationsScaling onboarding to balance coverage and client success.avif)
Check out the Preflight community's tips for optimizing onboarding while scaling the team and delivering exceptional customer experiences.
6
MIN READ
Scaling onboarding to balance coverage and client success
Check out the Preflight community's tips for optimizing onboarding while scaling the team and delivering exceptional customer experiences.
Check out the Preflight community's tips for optimizing onboarding while scaling the team and delivering exceptional customer experiences.
Preflight ConversationsStructuring variable compensation for professional services teams: insights from industry leaders
This article explores how successful PS organizations are structuring their compensation plans to drive delivery excellence.
4
MIN READ
Structuring variable compensation for professional services teams: insights from industry leaders
This article explores how successful PS organizations are structuring their compensation plans to drive delivery excellence.
This article explores how successful PS organizations are structuring their compensation plans to drive delivery excellence.
Preflight ConversationsRedefining 'live' customers and value realization in SaaS
Learn how SaaS teams can redefine 'live' customers and optimize value realization strategies to enhance customer success and drive outcomes.
5
MIN READ
Redefining 'live' customers and value realization in SaaS
Learn how SaaS teams can redefine 'live' customers and optimize value realization strategies to enhance customer success and drive outcomes.
Learn how SaaS teams can redefine 'live' customers and optimize value realization strategies to enhance customer success and drive outcomes.
Preflight ConversationsNavigating unrealistic expectations for your CS team
Struggling with high expectations for your CS team? Preflighters share best practices to align leadership priorities with team capacity.
5
MIN READ
Navigating unrealistic expectations for your CS team
Struggling with high expectations for your CS team? Preflighters share best practices to align leadership priorities with team capacity.
Struggling with high expectations for your CS team? Preflighters share best practices to align leadership priorities with team capacity.
Preflight Conversations5 ways to hold clients accountable during customer onboarding
Preflighters share insights and strategies to make customers accountable and equal partners in the customer onboarding journey
6
MIN READ
5 ways to hold clients accountable during customer onboarding
Preflighters share insights and strategies to make customers accountable and equal partners in the customer onboarding journey
Preflighters share insights and strategies to make customers accountable and equal partners in the customer onboarding journey
Preflight ConversationsImproving client project delivery in professional services firms
Preethie Vimalan and Mark Sloan from the Preflight community share insights on improving client project delivery in PS firms.
5
MIN READ
Improving client project delivery in professional services firms
Preethie Vimalan and Mark Sloan from the Preflight community share insights on improving client project delivery in PS firms.
Preethie Vimalan and Mark Sloan from the Preflight community share insights on improving client project delivery in PS firms.
Preflight ConversationsHow to increase NPS engagement and response rates
Explore effective strategies to enhance your in-app NPS response rates, optimize feedback collection, and drive meaningful engagement
5
MIN READ
How to increase NPS engagement and response rates
Explore effective strategies to enhance your in-app NPS response rates, optimize feedback collection, and drive meaningful engagement
Explore effective strategies to enhance your in-app NPS response rates, optimize feedback collection, and drive meaningful engagement
Preflight ConversationsBest practices and timelines for effective post-SOW customer engagement
The Preflight community shares tips and best practices on how to manage post-SOW resource assignments and non-billable time effectively
6
MIN READ
Best practices and timelines for effective post-SOW customer engagement
The Preflight community shares tips and best practices on how to manage post-SOW resource assignments and non-billable time effectively
The Preflight community shares tips and best practices on how to manage post-SOW resource assignments and non-billable time effectively
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Preflight ConversationsPreflight Conversations: Streamlining your customer onboarding process to manage customer delays
Learn how to manage customer delays in onboarding with strategies like setting expectations, using SOWs, and "On Hold" processes.
6
MIN READ
Preflight Conversations: Streamlining your customer onboarding process to manage customer delays
Learn how to manage customer delays in onboarding with strategies like setting expectations, using SOWs, and "On Hold" processes.
Learn how to manage customer delays in onboarding with strategies like setting expectations, using SOWs, and "On Hold" processes.
Preflight ConversationsPackaging, positioning, and pricing post-sale services
Key takeaways from the Preflight community on how companies can effectively package and position post-sale services
6
MIN READ
Packaging, positioning, and pricing post-sale services
Key takeaways from the Preflight community on how companies can effectively package and position post-sale services
Key takeaways from the Preflight community on how companies can effectively package and position post-sale services
Preflight ConversationsCustomer onboarding and training during high growth
Preflighters share insights and strategies to make customer training and education during onboarding effective and scalable.
3
MIN READ
Customer onboarding and training during high growth
Preflighters share insights and strategies to make customer training and education during onboarding effective and scalable.
Preflighters share insights and strategies to make customer training and education during onboarding effective and scalable.
Preflight ConversationsDefining onboarding phases for highly configurable multi-module products
Explore the rationale of packaging services products and the essential elements needed to package them efficiently based on customer needs.
6
MIN READ
Defining onboarding phases for highly configurable multi-module products
Explore the rationale of packaging services products and the essential elements needed to package them efficiently based on customer needs.
Explore the rationale of packaging services products and the essential elements needed to package them efficiently based on customer needs.
Preflight ConversationsThe Preflight LaunchPad: Featuring Donna Weber
Industry experts and professionals discuss how to enhance customer engagement and streamline customer onboarding processes.
5
MIN READ
The Preflight LaunchPad: Featuring Donna Weber
Industry experts and professionals discuss how to enhance customer engagement and streamline customer onboarding processes.
Industry experts and professionals discuss how to enhance customer engagement and streamline customer onboarding processes.
Preflight ConversationsEnhancing customer implementations with launch materials
Explore insights from industry experts on the types of launch materials that can be provided during customer implementations.
6
MIN READ
Enhancing customer implementations with launch materials
Explore insights from industry experts on the types of launch materials that can be provided during customer implementations.
Explore insights from industry experts on the types of launch materials that can be provided during customer implementations.
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
Propel23A recipe for revenue retention: Professional services and customer success alignment
At Propel23, Annie Stefano and Sabina Pons shared the ingredients for professional services and customer success team alignment.
3
MIN READ
A recipe for revenue retention: Professional services and customer success alignment
At Propel23, Annie Stefano and Sabina Pons shared the ingredients for professional services and customer success team alignment.
At Propel23, Annie Stefano and Sabina Pons shared the ingredients for professional services and customer success team alignment.
Propel23The role of CS Ops in success planning
Todd and Corinne share their insights on the four pillars of post-sales success planning, and how they can help you delight customers.
3
MIN READ
The role of CS Ops in success planning
Todd and Corinne share their insights on the four pillars of post-sales success planning, and how they can help you delight customers.
Todd and Corinne share their insights on the four pillars of post-sales success planning, and how they can help you delight customers.
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.
5
MIN READ
Starting the journey to productize your services
Sadee Akthar shares key insights at the PropelX conference on productizing services and enhancing customer experience.
Sadee Akthar shares key insights at the PropelX conference on productizing services and enhancing customer experience.
5
MIN READ
The case for professional services as subscription
Learn how subscription-based professional services boost recurring revenue, enhance client satisfaction, and drive sustainable SaaS growth.
Learn how subscription-based professional services boost recurring revenue, enhance client satisfaction, and drive sustainable SaaS growth.
5
MIN READ
Uses of AI in professional services
Discover how MongoDB is using AI to modernize legacy systems, enhance professional services, and streamline operations.
Discover how MongoDB is using AI to modernize legacy systems, enhance professional services, and streamline operations.
5
MIN READ
Crafting a winning professional services strategy
At PropelX, a panel of speakers discussed how to build a winning professional services strategies to help your organization scale.
At PropelX, a panel of speakers discussed how to build a winning professional services strategies to help your organization scale.
5
MIN READ
3 truth-seeking questions to drive alignment during every implementation
Bob London shares three truth-seeking questions to enhance alignment and uncover valuable insights during customer implementations.
Bob London shares three truth-seeking questions to enhance alignment and uncover valuable insights during customer implementations.
6
MIN READ
Navigating the services journey:
Onboarding to professional services
During this session of Propel24, Preethie Vimalan explores Freshwork's journey from onboarding to establishing a professional services team.
During this session of Propel24, Preethie Vimalan explores Freshwork's journey from onboarding to establishing a professional services team.
5
MIN READ
Using customer bonding to maximize customer lifetime value
Greg Daines, CEO of ChurnRX, shares how you can maximize customer lifetime value by focusing on customer bonding, not customer loyalty.
Greg Daines, CEO of ChurnRX, shares how you can maximize customer lifetime value by focusing on customer bonding, not customer loyalty.
4
MIN READ
How you can use resource management as a driver for growth
Experts share how you can use resource management as a tool to enhance your service organization's performance and cost-effectiveness.
Experts share how you can use resource management as a tool to enhance your service organization's performance and cost-effectiveness.
4
MIN READ
Governance and quality control for enterprise deployments
Saurabh Prabhu shares expert insights on what it takes to implement solid governance and quality control systems for enterprise deployments.
Saurabh Prabhu shares expert insights on what it takes to implement solid governance and quality control systems for enterprise deployments.
5
MIN READ
Scaling without compromising: Blending digital and human touchpoints
Ciara Conlon of MongoDB discusses how to scale your customer onboarding function without compromising on quality or customer experience.
Ciara Conlon of MongoDB discusses how to scale your customer onboarding function without compromising on quality or customer experience.
6
MIN READ
Unleashing the full potential of your service expertise: Hal Stanley at Propel24
Discover insights on shifting to services-led innovation from Hal Stanley's compelling session at Propel24.
Discover insights on shifting to services-led innovation from Hal Stanley's compelling session at Propel24.
5
MIN READ
Sprinting to success: Implementing scrum methodology for seamless customer onboarding
Jasmine Reynolds discusses how the scrum methodology can help divide the customer onboarding journey into sprints for better customer experi
Jasmine Reynolds discusses how the scrum methodology can help divide the customer onboarding journey into sprints for better customer experi
7
MIN READ
Pricing for professional services profitability
Learn to create pricing models, leverage historical data, and optimize customer journeys for better profitability and service delivery.
Learn to create pricing models, leverage historical data, and optimize customer journeys for better profitability and service delivery.
5
MIN READ
Expert insights on how to optimize the customer journey
Learn how effective customer onboarding can drive business value. Discover insights to optimize the customer journey and improve retention.
Learn how effective customer onboarding can drive business value. Discover insights to optimize the customer journey and improve retention.
4
MIN READ
Leverage KPIs to maximize operational efficiency
Discover how to leverage KPIs to maximize operational efficiency in professional services teams. Learn best practices and drive success.
Discover how to leverage KPIs to maximize operational efficiency in professional services teams. Learn best practices and drive success.
5
MIN READ
Shared beliefs: The ultimate customer onboarding destination
Ed Powers shares how neuropsychology can help build shared beliefs with customers, strengthen relationships, and boost customer retention.
Ed Powers shares how neuropsychology can help build shared beliefs with customers, strengthen relationships, and boost customer retention.
5
MIN READ
Balancing AI and human touch in resource management
Discover how AI and human expertise combine to enhance resource management. Insights from Susan Thomas and Gary Becker at Propel24.
Discover how AI and human expertise combine to enhance resource management. Insights from Susan Thomas and Gary Becker at Propel24.
5
MIN READ
Customer education in the age of AI
Kristine Kukich explores AI's transformative impact on customer education at Propel24, covering personalization, content creation, and data
Kristine Kukich explores AI's transformative impact on customer education at Propel24, covering personalization, content creation, and data
5
MIN READ
How to get buy-in from stakeholders for your project
Discover strategies and tips to effectively rally internal project stakeholders and secure their buy-in for your big initiative.
Discover strategies and tips to effectively rally internal project stakeholders and secure their buy-in for your big initiative.
5
MIN READ
Elevating customer relationships in the age of AI and automation
Discover a structured approach to harnessing AI to achieve customer outcomes. Learn how AI can help elevate your customer relationships.
Discover a structured approach to harnessing AI to achieve customer outcomes. Learn how AI can help elevate your customer relationships.
3
MIN READ
Customer is king! How to keep the king pleased in 2024: Terinee Pooler
Discover how customer satisfaction rates impact revenue, retention, and the overall health of a business. Learn how to keep customers happy.
Discover how customer satisfaction rates impact revenue, retention, and the overall health of a business. Learn how to keep customers happy.
6
MIN READ
Unveiling the first value advantage: What's behind the smoke?
Jarvis Harris discusses the 'first value advantage.' Learn how to lead the implementation instead of following your customers' cues.
Jarvis Harris discusses the 'first value advantage.' Learn how to lead the implementation instead of following your customers' cues.
6
MIN READ
A results-driven customer onboarding strategy
Learn strategies to ensure onboarding success, drive impactful results during customer onboarding, and ensure customer satisfaction
Learn strategies to ensure onboarding success, drive impactful results during customer onboarding, and ensure customer satisfaction
5
MIN READ
How to sell, retain, and renew service offerings
At Propel24, Dennis Mahoney discusses how companies should go about developing, selling, and scaling their service products.
At Propel24, Dennis Mahoney discusses how companies should go about developing, selling, and scaling their service products.
6
MIN READ
Embracing AI and human connection in customer success
Discover how Meredith Mann and Star Hofer integrate AI in customer success while maintaining human connections in their Propel24 session.
Discover how Meredith Mann and Star Hofer integrate AI in customer success while maintaining human connections in their Propel24 session.
5
MIN READ
Productizing, packaging, and pricing your implementation and professional services
Learn key insights from Jan Young's Propel24 session on productizing and packaging service offerings for profitability and growth.
Learn key insights from Jan Young's Propel24 session on productizing and packaging service offerings for profitability and growth.
5
MIN READ
From service to solution: Leveraging product thinking in professional services
At Propel24, Rocky D'Souza from Netomi discusses how you can make your services tangible and standardized to scale your organization.
At Propel24, Rocky D'Souza from Netomi discusses how you can make your services tangible and standardized to scale your organization.
5
MIN READ
Navigating the future of customer onboarding
Donna Weber shares her perspectives on how customer onboarding has changed, and what teams can do to adapt.
Donna Weber shares her perspectives on how customer onboarding has changed, and what teams can do to adapt.
6
MIN READ
How PS can work with CS to improve the customer journey
Sadee Akhtar shares learnings from how Pluralsight drives collaboration between PS and CS teams for improved and effective customer journeys
Sadee Akhtar shares learnings from how Pluralsight drives collaboration between PS and CS teams for improved and effective customer journeys
6
MIN READ
The 3 data mistakes that are slowly killing your business
Is poor adoption and low upsell hindering your business success? Discover the top 3 data mistakes and how to fix them.
Is poor adoption and low upsell hindering your business success? Discover the top 3 data mistakes and how to fix them.
5
MIN READ
Proactive vs. reactive: How modern PS teams leverage data to their advantage
At Propel24, Mark Sloan of Asaph Advisors discusses how Professional Services teams can act proactively with their sales and HR teams.
At Propel24, Mark Sloan of Asaph Advisors discusses how Professional Services teams can act proactively with their sales and HR teams.
5
MIN READ
You can't win revenue at onboarding…but you CAN lose it
In this Propel24 session, we discuss why customer onboarding is the key to securing revenue and how to make customer onboarding effective.
In this Propel24 session, we discuss why customer onboarding is the key to securing revenue and how to make customer onboarding effective.
5
MIN READ
Enabling high impact partner ecosystems: Christine Camp
Learn how to create high-impact partner ecosystems and discover actionable strategies to maximize the potential of your partner network.
Learn how to create high-impact partner ecosystems and discover actionable strategies to maximize the potential of your partner network.
4
MIN READ
UX of delivery: Unlock the service experience
Brett Jarvis and Srikrishnan Ganesan from Rocketlane discuss why it's time to take the UX of professional services seriously.
Brett Jarvis and Srikrishnan Ganesan from Rocketlane discuss why it's time to take the UX of professional services seriously.
7
MIN READ
How to turn post-go-live into a growth engine
Your go-live moment isn’t the end. It’s your inflection point. Here’s how to turn post-implementation CX into your biggest growth lever.
Your go-live moment isn’t the end. It’s your inflection point. Here’s how to turn post-implementation CX into your biggest growth lever.
7
MIN READ
Lessons from starting and scaling partner implementations
Learn how professional services leaders use partner-led delivery to solve for margin, scale, and speed without bloating internal teams.
Learn how professional services leaders use partner-led delivery to solve for margin, scale, and speed without bloating internal teams.
6
MIN READ
Scaling professional services in multi-product SaaS
How Proofpoint scaled services across multiple SaaS products using accountability, alignment, and a matrix model that actually works.
How Proofpoint scaled services across multiple SaaS products using accountability, alignment, and a matrix model that actually works.
6
MIN READ
The growth-stage SaaS paradox: Why PS leaders keep fixing the wrong things
PS teams often chase profit before readiness. This Propel25 recap shows how to sequence delivery, scale, and margin for real growth.
PS teams often chase profit before readiness. This Propel25 recap shows how to sequence delivery, scale, and margin for real growth.
6
MIN READ
CIO perspectives on AI, transformation, and the role of PS
At Propel 2025, CIOs from Zoom, Palantir, Zuora, and Rocketlane shared how professional services teams can drive real transformation with AI
At Propel 2025, CIOs from Zoom, Palantir, Zuora, and Rocketlane shared how professional services teams can drive real transformation with AI
6
MIN READ
Tools and techniques to solve for professional services challenges
Explore how AI helps PS teams automate handoffs, monitor risks, and improve delivery without adding pressure or sacrificing trust.
Explore how AI helps PS teams automate handoffs, monitor risks, and improve delivery without adding pressure or sacrificing trust.
5
MIN READ
How professional services teams can drive modernization
Learn how MongoDB’s professional services team uses a ‘modernization factory’ model to drive impact and change for their customers.
Learn how MongoDB’s professional services team uses a ‘modernization factory’ model to drive impact and change for their customers.
6
MIN READ
How Rocketlane uses Rocketlane: Five workflows that power our delivery engine
Learn how Rocketlane uses Rocketlane to run onboarding, from dynamic project creation to customer portals and AI-powered insights.
Learn how Rocketlane uses Rocketlane to run onboarding, from dynamic project creation to customer portals and AI-powered insights.
5
MIN READ
A delivery framework for professional services excellence
A new professional services delivery framework built by Rocketlane to help PS orgs execute smarter and deliver outcomes consistently.
A new professional services delivery framework built by Rocketlane to help PS orgs execute smarter and deliver outcomes consistently.
7
MIN READ
Building professional services while building the product: Clutch’s blueprint for scale
Scaling fast? Learn how Clutch’s PS team evolved operations, onboarding, tooling, and monetization while launching two major products.
Scaling fast? Learn how Clutch’s PS team evolved operations, onboarding, tooling, and monetization while launching two major products.
5
MIN READ
How to use data storytelling to reduce churn and drive revenue
How Syndicately slashed churn and grew revenue with a data-first, human-centered retention strategy.
How Syndicately slashed churn and grew revenue with a data-first, human-centered retention strategy.
5
MIN READ
From manual to modern: AlayaCare's journey to intelligent professional services delivery
How AlayaCare is modernizing PS with intelligent delivery, scoping innovation, and customer-focused discovery.
How AlayaCare is modernizing PS with intelligent delivery, scoping innovation, and customer-focused discovery.
6
MIN READ
Building an automated PS engine: How CLV Consultants turned Rocketlane into their end-to-end services hub
Discover how CLV Consultants transformed their lean team into a fully automated, scalable PS delivery engine using Rocketlane.
Discover how CLV Consultants transformed their lean team into a fully automated, scalable PS delivery engine using Rocketlane.
5
MIN READ
AI for leaders: Knowing enough to be dangerous on what’s the latest with AI
Propel25 explores how AI empowers teams to streamline operations, enhance customer engagement, and build reliable, scalable processes.
Propel25 explores how AI empowers teams to streamline operations, enhance customer engagement, and build reliable, scalable processes.
5
MIN READ
Meet the genies: Inside the toolkit of an intelligent delivery organization
Cut your implementation timelines in half. Discover how smarter delivery models and AI accelerators boost PS speed and precision.
Cut your implementation timelines in half. Discover how smarter delivery models and AI accelerators boost PS speed and precision.
7
MIN READ
The changing landscape of PS in the age of AI
AI is redefining efficiency in professional services. Discover the mindset and methods needed to lead through this transformation.
AI is redefining efficiency in professional services. Discover the mindset and methods needed to lead through this transformation.
5
MIN READ
Leading through AI: How modern managers can empower teams in the age of AI and automation
Empathy meets AI: Learn how modern leaders use AI and automation to boost creativity, feedback, and team growth.
Empathy meets AI: Learn how modern leaders use AI and automation to boost creativity, feedback, and team growth.
5
MIN READ
From start to success: Mastering the end-to-end customer journey to deliver unmatched value
End-to-end excellence = raving fans. Kate Brady shares tactics to fix handoffs, fuel empathy, and drive customer value at every stage.
End-to-end excellence = raving fans. Kate Brady shares tactics to fix handoffs, fuel empathy, and drive customer value at every stage.
6
MIN READ
Rocket fuel for onboarding: The Actabl playbook for customer excellence
Learn how Actabl unified its onboarding process with Rocketlane, boosting efficiency and customer satisfaction across four brands.
Learn how Actabl unified its onboarding process with Rocketlane, boosting efficiency and customer satisfaction across four brands.
6
MIN READ
The influence playbook: Smart conversations that drive system adoption
Learn how PS leaders improve implementations. Jenn Brantmier dives into how empathy, influence, and iteration drive better system adoption.
Learn how PS leaders improve implementations. Jenn Brantmier dives into how empathy, influence, and iteration drive better system adoption.
5
MIN READ
The domino effect: Stopping risk chain reactions in onboarding
Jasmine Reynolds shares strategies to stop onboarding risks before they spiral—using risk webs, stress tests, and her DIVE methodology.
Jasmine Reynolds shares strategies to stop onboarding risks before they spiral—using risk webs, stress tests, and her DIVE methodology.
5
MIN READ
Strategic resource management to accelerate customer time-to-value
Gian Luis Delgado shares how LogicGate accelerates onboarding by aligning the right people early, using empathy, and optimizing for outcomes
Gian Luis Delgado shares how LogicGate accelerates onboarding by aligning the right people early, using empathy, and optimizing for outcomes
5
MIN READ
From implementation to impact: Using data to accelerate time-to-value
Lisa LaVan shares how Firstup's focus on Time-to-First-Value transformed their onboarding process, driving better customer engagement.
Lisa LaVan shares how Firstup's focus on Time-to-First-Value transformed their onboarding process, driving better customer engagement.
4
MIN READ
Services as a product (SaaP™) - How to accelerate services sales & set yourself up for success
Learn how productizing services helps PS teams scale, sell faster, and align with sales and finance.
Learn how productizing services helps PS teams scale, sell faster, and align with sales and finance.
5
MIN READ
Scaling professional services in high-growth SaaS startups
How MaintainX scaled PS to support hypergrowth using culture, AI, and KPI rigor.
How MaintainX scaled PS to support hypergrowth using culture, AI, and KPI rigor.
4
MIN READ
Operational excellence: Driving profitability in professional services
How OpenGov turned a -50% PS margin into 30%+ profitability with data, strategy, and Rocketlane.
How OpenGov turned a -50% PS margin into 30%+ profitability with data, strategy, and Rocketlane.
4
MIN READ
Make the most of Propel25: 7 things to do in Santa Clara
Join us for Propel25 at Hyatt Regency Santa Clara! While you're here, explore these seven exciting places to visit, dine, and unwind nearby.
Join us for Propel25 at Hyatt Regency Santa Clara! While you're here, explore these seven exciting places to visit, dine, and unwind nearby.
5
MIN READ
Propel: Rocketlane’s event for professional services leaders
Level up your service delivery at Propel! Connect with PS leaders, explore trends, and gain actionable insights. Don’t miss out!
Level up your service delivery at Propel! Connect with PS leaders, explore trends, and gain actionable insights. Don’t miss out!
Move your service delivery into the fast lane
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