A step-by-step guide on how to make a quote and some essential tips for developing an efficient quoting process.

Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.

Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool

Discover everything about professional services automation software — its features, why you need one, how to choose one, and who can benefit

Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!

The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle!

Automate your post-sales handoff and customer onboarding project creation with the Rocketlane x HubSpot integration.

Learn all about client management, and discover the strategies and tools to deploy for building strong client relationships.

Discover key tips and best practices for a successful implementation-to-customer success handoff and set up customers for long-term success.

Learn all about user onboarding software, its importance, and 5 best options. Also discover the ultimate tool for smooth customer onboarding

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

Pick the best customer onboarding software for your business. Also, explore what features to look for in a customer onboarding platform.

A retainer agreement involves paying a recurring fee for ongoing services. Discover its different types, benefits, and best practices.

Laura Kightlinger, VP of Customer Success - International at Seismic discusses CSMs balancing between onboarding strategy and execution

In a recent conversation the Preflight Community discusses who should own end-user trainings when the product is complex.

With auto-allocate, Rocketlane automatically updates the resource allocations when you modify the timelines and/or assignees for a task

Donna Weber, customer onboarding expert, shares best practices on how to drive customer engagement by building trust, delivering value early

Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.

Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.

Preflight Community discussed allocating the right resources to overcome inefficiencies during longer implementation cycles.

Customer onboarding specialists are crucial for successful customer onboarding and avoiding churn. Find out about their skills and more

Find out how businesses like professional services and marketing agencies can collaborate on digital assets with clients using Rocketlane.

Vishnu Prasad, Solutions and Onboarding Lead at Rocketlane, shares all the details on the four-pillar approach to customer onboarding.

Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.

Discover everything about what a customer onboarding playbook is, why you need one, and six critical onboarding plays to include.

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

Training remote Customer Success and Support teams can be tricky. Learn from these CS leaders on how to nail it

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

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

Mahesh Motiramani, Director of Customer Success at Dataiku, shares insights and inputs to help you navigate complicated customer onboarding

Preflighters discussed how customer onboarding and implementations become more impactful if you have already laid the runway for your teams.

Shared KPIs for the product and the CS teams? The community discussed how cross-functional goal alignment can drive adoption.

Want to keep your team motivated? Giving credit where it is due is the bare minimum. There is more you can do!

Learn how to successfully transition customers from the onboarding team to the customer success team with our comprehensive handoff guide.

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

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

Rebecca Nerad, VP - CS @ FourKites, talked about lessons learnt from her CS career, best practices for post-sales functions, and more

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

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

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

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

Customer onboarding expert and author of 'Onboarding Matters' Donna Weber released Rocketlane's 2023 survey report on all things onboarding.

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

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

Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Alisha Hardoon, CSM at Robin, shares how you can make the most of executive business reviews (EBRs) and build a strong foundation for them.

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

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

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

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

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

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

Snippets from the conversations at Preflight Huddle - San Francisco.

Snippets from the conversations at Preflight Huddle - New York

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Need an extra pair of arms?

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

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

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

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

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

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

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

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