Resources

Resources
20+ questions to ask while onboarding your customer
A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
How to leverage customer onboarding to reduce churn
Learn how you can significantly reduce churn with a better customer onboarding experience
Rahul Sridhar
Content Marketer @ Rocketlane
Resources
Getting to the root cause of problems in project management
The 'why' comes first, and the 'how' comes later.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
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.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
Project Management Basics: Innovation Management
Traditional project management models focused almost exclusively on delivery have made way for problem-solving.
Kirthika Soundararajan
Content Marketer @ Rocketlane
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
Rahul Sridhar
Content Marketer @ Rocketlane
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.
Rahul Sridhar
Content Marketer @ Rocketlane
Resources
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.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
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.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
Project Kickoff Meeting: Meaning, Definition, Best Practices [Free Template]
Project kickoff meetings and a free-to-use template
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
The road to strategic resource management: Resource tracking [free resource tracker template]
Resource tracking for optimum resource management and a free-to-use resource tracker template
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
How to nail your project delivery [free template]
Project delivery tips and a free-to-use template
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
Project trackers and why you need them for your project [free template]
Project Trackers 101 and a free-to-use project tracker template.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
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
Lakshmi Venugopal
Content Marketer @ Rocketlane
Resources
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!)
Saranya Udayamohan
Content Marketer @ Rocketlane
Resources
How to create a winning Sales-to-Customer-Success handoff document [Free Template]
A smooth Sales-to-Customer-Success Handoff is crucial to preventing ruptures in the customer relationship. Here's how to nail it.
Saranya Udayamohan
Content Marketer @ Rocketlane
Resources
Introducing The Customer Onboarding Maturity Model: An Easy Way To Measure and Up Your Onboarding Game
Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
How to Create a Project Risk Register [Free Template]
Tips, best practices, and a fully customizable, easy-to-use Project Risk Register template that is a perfect fit for any project
Lakshmi Venugopal
Content Marketer @ Rocketlane
Resources
How to Create a Stakeholder Register [Free Template]
What a stakeholder register is, why you need it, and a 100% customizable template
Saranya Udayamohan
Content Marketer @ Rocketlane
Resources
Creating a customer onboarding journey for your product? This checklist can help you nail it
If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
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
Lakshmi Venugopal
Content Marketer @ Rocketlane
Resources
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!)
Saranya Udayamohan
Content Marketer @ Rocketlane
Resources
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.
Saranya Udayamohan
Content Marketer @ Rocketlane
Resources
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!
Lakshmi Venugopal
Content Marketer @ Rocketlane
Resources
How value delivery is a game changer for SaaS businesses
...and why customer onboarding is your trump card
Kirthika Soundararajan
Content Marketer @ Rocketlane

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