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Dear Preflighters,
This is a post dedicated to you :)
2020 was an unusual year for a lot of us. At Rocketlane, as we embarked on building a new business around customer onboarding, I began to see how the challenges, the priorities, the maturity levels, and the solutions around it varied across companies. Leaders often had great ideas and learnings to offer on one aspect of the customer onboarding journey and yet needed to get better on another dimension.
There was much to learn from each of these companies that could also benefit others. This realization led us to create Preflight, a community where you can connect with fellow professionals in Onboarding, Implementation, and CS and share experiences to fill in the gaps for each other. No gimmicks, no incentives. A space for us to learn together.
And I am excited to say that as of today, we are at 637 members.
I want to take a moment to appreciate the good that has come from this community.
Firstly, a huge thanks to our contributors. Without their fresh and interesting perspectives, Preflight wouldn't have grown to this level. I sincerely appreciate the way they expand our knowledge through their insights and experiences.
A heartfelt thank you to all of our community members for having joined us. Despite the challenges, you’re still here, still engaged, pushing your own learnings, and being a part of this ride. We appreciate you.
It’s fun building and growing this community together - sharing ideas, resources, having our own events to learn from each other. And it’s only possible with people who carry a growth mindset.
To all of us!
Sincerely,
Sri

Join Preflight today for insights and best practices from industry stalwarts on customer onboarding and implementation.
“Speeds up CSV importing and saves me from having to get customers to use a template file or create mapped data exports. Quick to integrate and flexible outside the happy path. We found defining workbooks and templates confusing; at a prior job it was configured through code, which I preferred.”
Source: G2 review


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Tailored for large enterprises requiring a fully customizable, comprehensive delivery engine.

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.





70–85% utilization. 94% G2 rating.
One platform does what the entire table above tries
to split across tools.
70–85% utilization. 94% G2 rating.
One platform does what the entire table above tries
to split across tools.

70–85% utilization. 94% G2 rating.
One platform does what the entire table above tries
to split across tools.
Enterprise implementations fail because customers don’t follow the process or provide clean data on time. Most delays are purely “customer-side” issues.
Implementations fail because complex environments need real-time technical problem-solving. FDEs unblock workflows, integrations, and unknown constraints that traditional onboarding teams can’t resolve on their own.
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Companies that embed engineers directly with customers see significantly higher enterprise retention compared to traditional post-sales models — because embedded engineers uncover “unknowns” that never surface in ticket queues.

VP Sales, Intercom

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.






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