Preflight Conversations
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.
Blogs
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.
Propel24
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.
Propel24
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.
Propel24
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
Propel24
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.
Propel24
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.
Blogs
Unlocking the power of Resource Allocation with Rocketlane
Discover the art of resource allocation for client projects with Rocketlane.
Blogs
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.
Rocketfuel
Diving deeper into project governance: Ensuring alignment across people, processes, and data
Discover how project governance drives success by aligning people, processes, and data. Explore key insights from Rocketlane's webinar.
Blogs
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.
Blogs
Scaling your business with a PSA platform
Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction.
Blogs
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?
Guides
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
Propel23
Expert strategies for effective implementation and service packaging
Discover Jeff Kushamerek's proven methods for successful implementations and packaging. Read more!
Guides
Project risk management for professional services businesses
Learn how Professional Services use PSA to manage project risks efficiently. Improve project outcomes.
Best Practices
Improving your business’s bottom line through effective project profitability management
Discover how effective project profitability management can help boost your business's bottomline.
Resources
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.
Blogs
Exploring the benefits of implementing professional services automation (PSA) software for your business
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
Propel23
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.
Propel23
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.
Propel23
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.
Blogs
Automatically track and measure Time-to-Value with Rocketlane's Interval IQ
Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.
Product updates
Introducing Rocketlane's Partner Central: Seamlessly collaborate with all your partners in one central tool
Supercharge cross-org collaboration, gain visibility, and drive business growth with Rocketlane's new Partner Central.
Blogs
Project billing: A complete guide to all stages and types
Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool
Blogs
Meet SmartFill: Access project information within seconds!
Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!
Blogs
5 best user onboarding software: features, pros and cons
Learn all about user onboarding software, its importance, and 5 best options. Also discover the ultimate tool for smooth customer onboarding
Blogs
Customer Onboarding Software: Best Features + Tools
Pick the best customer onboarding software for your business. Also, explore what features to look for in a customer onboarding platform.
Blogs
7 great client onboarding templates (+ A 23-point checklist)
Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.
Guides
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.
Guides
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.
Blogs
Track time off for resource planning & scheduling with Rocketlane
Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.
Blogs
Ten ways to supercharge your implementation plan
We take you through 10 tried and tested ways to fortify your implementation process.
Blogs
Customer Onboarding: Best Practices Guide
Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.
Blogs
Signs that your customer onboarding process needs an overhaul
Five critical signs that point towards rethinking your customer onboarding process entirely.
Blogs
Resource Management: Best Practices Guide
Six best practices to help you get the most out of your team and deliver projects on time.
Blogs
Common Reasons Why Your Customers Leave During Onboarding
Top five reasons why your customers churn or ghost you during the onboarding process.
Blogs
7 ways to transform your Customer Onboarding process
Learn some of the best practices to take your customer onboarding game to a whole new level!
Resources
How to leverage customer onboarding to reduce churn
Learn how you can significantly reduce churn with a better customer onboarding experience
Blogs
Rocketlane Forms: For smooth customer onboarding
Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects
Blogs
A customer-centric framework for onboarding
A five-point customer onboarding framework to put the spotlight on the people who matter the most: your customers!
Product updates
Why should you care about Resource Management?
Need an extra pair of arms?
Blogs
Setting up your first customer onboarding team
Do you need a dedicated onboarding team? Who’s the best fit? What kind of skills will they need?
Blogs
Proof of Concept: Definition, Benefits, Best Practices
Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept
Blogs
Measure performance across projects with Operations Insights reports
Understand how well you’re executing projects with key insights on overall performance.
Blogs
Rocketlane: Custom built for a reason
Rocketlane is an incredibly versatile tool that you can customize to suit a number of different use cases. See how.
Resources
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
Resources
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.
Blogs
An Introduction to Project Management
A starting point if you're new to project management, or maybe just want to refresh your memory
Preflight Conversations
Key customer onboarding metrics and how to measure them
Srinivasan Shanker of Freshworks and Srikrishnan Ganesan of Rocketlane demystify metrics for customer onboarding
Propel22
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
Propel22
The Post-Sale SCALING™ Framework: Rod Cherkas for Propel22
How you can package your services offering to support fast growth.
Propel22
Creating a customer onboarding motion that'll scale with you
Learnings and insights on setting up an onboarding motion that grows with the organization.
Propel22
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.
Propel22
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
Propel22
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.
Propel22
Customer Onboarding: AHA! or WTF?: Lincoln Murphy for Propel22
What failed and great onboarding experiences look like.
Blogs
Common Reasons Why Your Customers Leave During Onboarding
Are you experiencing churn while onboarding new customers? Find out what's going wrong.
Blogs
Top 5 benefits to having a dedicated platform for customer onboarding
Do you often find yourself relying on multiple tools to conduct your customer onboarding and implementation process? Think again.
Blogs
How to showcase value to your customers right from the very beginning
Setting up timely milestones and a well-designed onboarding process could go a long way in helping you showcase value to your customers.
Blogs
Top customer onboarding metrics for SaaS products
Metrics you can use to assess engagement, adoption, and progress through the onboarding phase.
Blogs
The best customer onboarding tool for your product
Using the right tool can go a long way in ensuring that your customers see value in what you have to offer
Blogs
The frightening side of customer onboarding and implementations
We asked our community members to send in their scariest onboarding stories for Halloween. You won't believe what happens in the last story!
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