Resources
Resources
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.
Resources
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!
Resources
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
Resources
Unlock operational excellence with PSA software
Discover how PSA software drives operational excellence in professional services automation. Learn from successful implementations.
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.
Resources
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.
Resources
Strategies for improving your project's profit margin
Discover effective strategies for enhancing project profitability, increasing project margin, maximizing revenue, and boosting your revenue
Resources
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.
Resources
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.
Resources
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.
Resources
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.
Resources
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.
Resources
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
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.
Resources
How to leverage customer onboarding to reduce churn
Learn how you can significantly reduce churn with a better customer onboarding experience
Resources
Getting to the root cause of problems in project management
The 'why' comes first, and the 'how' comes later.
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.
Resources
Project Management Basics: Innovation Management
Traditional project management models focused almost exclusively on delivery have made way for problem-solving.
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.
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.
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.
Resources
What is a project kickoff meeting? (+ free template)
Project kickoff meetings and a free-to-use template
Resources
What is a resource tracker? (+ a free template)
Resource tracking for optimum resource management and a free-to-use resource tracker template
Resources
How to nail your project delivery [free template]
Project delivery tips and a free-to-use template
Resources
Creating the perfect project tracker [+ free template]
Project Trackers 101 and a free-to-use project tracker template.
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
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!)
Resources
What is a Sales-to-Customer-Success handoff? [+Free Template]
A smooth Sales-to-Customer-Success Handoff is crucial to preventing ruptures in the customer relationship. Here's how to nail it.
Resources
Introducing The Customer Onboarding Maturity Model
Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.
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
Resources
How to create a stakeholder register with free template
What a stakeholder register is, why you need it, and a 100% customizable template
Resources
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.
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
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!)
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.
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!
Resources
How value delivery is a game changer for SaaS businesses
...and why customer onboarding is your trump card
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.
10
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!)
3
MIN READ
What is a Sales-to-Customer-Success handoff? [+Free Template]
A smooth Sales-to-Customer-Success Handoff is crucial to preventing ruptures in the customer relationship. Here's how to nail it.
A smooth Sales-to-Customer-Success Handoff is crucial to preventing ruptures in the customer relationship. Here's how to nail it.
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.
2
MIN READ
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
Tips, best practices, and a fully customizable, easy-to-use Project Risk Register template that is a perfect fit for any project
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
Move your service delivery into the fast lane
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