Guides

Guides
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
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Guides
Client Onboarding 101: Day One and Beyond
The 'what' and 'why' of client onboarding
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Guides
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.
Neelam Goswami
Content Marketer @ Narrato
Guides
A guide to handling escalations during customer onboarding
Why escalations happen during customer onboarding and how you can avoid them
Kirthika Soundararajan
Content Marketer @ Rocketlane
Guides
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.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Guides
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!)
Kirthika Soundararajan
Content Marketer @ Rocketlane
Guides
The Ultimate Guide to SaaS Customer Onboarding (2022)
Tips, tricks, best practices to create the best customer onboarding process
Kirthika Soundararajan
Content Marketer @ Rocketlane
Guides
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
Kirthika Soundararajan
Content Marketer @ Rocketlane

Bringing order to your
implementation and onboarding chaos.

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