Kirthika Soundararajan

Content Marketer @ Rocketlane

All things content at Rocketlane. I run on coffee and cat videos. Follow me on Twitter @kirthikasrajan

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
Updates
Meet Rocketlane Forms: Collect and organize data in a jiffy
Create surveys, intake forms, and handoffs. Rocketlane can turn responses into tasks or push them to your CRM while you go grab your coffee.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Updates
Rocketlane X Slack: Collaborate from the comfort of Slack
You and your customers can stay on top of project updates and collaborate right from your own Slack accounts.
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
Preflight Conversations
Berlin Office Hours: Driving PS and CS teams towards outcomes
Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Propel22
Creating early wins with the first value delivery framework: Irit Eizips for Propel22
Getting your customers to realize value during the onboarding phase can set you up for success
Kirthika Soundararajan
Content Marketer @ Rocketlane
Propel22
Building a better strategy for effective go-lives and solution adoption: Peter Armaly for Propel22
Onboarding is more than just checklists and project management
Kirthika Soundararajan
Content Marketer @ Rocketlane
Propel22
Establishing successful KPIs: Meg Lovell for Propel22
Meg Lovell walks us through constructing and leveraging KPIs for onboarding success
Kirthika Soundararajan
Content Marketer @ Rocketlane
Propel22
Accelerating onboarding outcomes with value mapping: Matthew May for Propel22
How to apply Matthew May's Value Gap Map for accelerated onboarding outcomes
Kirthika Soundararajan
Content Marketer @ Rocketlane
Propel22
What no one told you about scaling your onboarding team: Jerry Henry for Propel22
How to think about scaling an onboarding team: metrics, hiring, and more
Kirthika Soundararajan
Content Marketer @ Rocketlane
Propel22
Handling critical moments in the customer journey: Ed Powers for Propel22
The science behind customer experiences and how you can leverage it to increase renewals and expansions
Kirthika Soundararajan
Content Marketer @ Rocketlane
Propel22
Propel22: We're just getting started!
The world’s first-ever customer onboarding conference was a huge success!
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
The Seven Pillars of Project Management
How you manage project execution is a predictor of how well you deliver on the desired outcomes.
Kirthika Soundararajan
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
Blogs
The Six Pillars of Effective Client Onboarding
Client onboarding sets the tone for your client relationships. Here’s how you can make the most of this phase.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Updates
Announcing Propel22: The world’s first-ever customer onboarding conference
Everything you need to know about Rocketlane's two-day, global customer onboarding event
Kirthika Soundararajan
Content Marketer @ Rocketlane
Updates
Rocketlane X Salesforce: Automated Project Creation and More
Here’s how our Salesforce integration will help you create project plans, project pipelines, and visibility into customers’ lifecycle
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
What is the difference between user onboarding and customer onboarding?
The two terms are used interchangeably. To ensure good CX, it's important to distinguish between user onboarding and customer onboarding
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
Making a Case for Customer Onboarding: Ideas, Insights, and Inspiration from Our Customers
Industry leaders weigh in on why they chose to invest in customer onboarding and talk about the ROI
Kirthika Soundararajan
Content Marketer @ Rocketlane
Updates
Rocketlane advances to SOC 2 Type 2 Compliance and Certification
We’re thrilled to announce the next milestone: our SOC 2 Type 2 certification.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Updates
Decoding the State of Onboarding in 2022 with Donna Weber
We had Donna Weber release our survey report. Read on for key takeaways from the webinar.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Guides
A guide to handling escalations during onboarding
Why escalations happen during customer onboarding and how you can avoid them
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
‘Empathy is key to succeeding in CS Ops’: Phil Hart and Asia Tillotson, Goodlord
Asia and Phil talk about how they got into CS Ops, the must-have skills to succeed in the function, and more.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
The Right Time to Invest in Customer Onboarding Software
Observations from our journey so far
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation Stories
Tech stack for high-touch onboarding: Tami Titheridge, Kapiche
Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Guides
Tips for Crafting an Effective Onboarding Methodology
Onboarding has been mostly a reactive process for SaaS businesses. Here's how you can change that for yours.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
Hiring and Building a Solid CS Ops Function: Asaf Klein, AppsFlyer
The Director of Client Services Strategy & Operations @ AppsFlyer talks about skills to look for, how to structure CS Ops, and more
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
Aaron Thompson’s Customer Success Equation and How Customer Onboarding Helps You Get it Right
Good Customer Success isn’t about what it is, but what it does.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
4 Ways Rocketlane Makes Onboarding Smoother, Simpler, Smarter
Read on to know how Rocketlane solves customer onboarding issues using four key elements
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation Stories
Inflexion: Darwinbox’s Six-Step Implementation Framework
Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation Stories
Delivering a Mindblowing Customer Onboarding Program With Aditya Maheshwari (AppsFlyer)
Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation Stories
Decoding Customer Onboarding at Insent
The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years
Kirthika Soundararajan
Content Marketer @ Rocketlane
Updates
Rocketlane is now SOC 2 Compliant!
Here's what it means for you.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
Transitioning to a CS Ops Role: Interview with Soumitra Joshi, CS Ops Manager, Trifacta
Soumitra tells us what made him want to transition to CS Ops, how he made it, and the skills required to make the transition.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation Stories
Krishna Kant on Nailing Onboarding Using The Project Management Approach
How using project management principles to your onboarding projects makes the experience better for customers
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
A Guide to Value Selling for SaaS
And how to use the customer onboarding phase to sell value
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
Remote Customer Onboarding: The New Bottleneck for Fast-Growing SaaS Companies
To make remote customer onboarding successful, customers must feel they’re a priority for your business.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
The Importance of Data, Tools, Process in CS Ops: Karen Werner
Karen Werner, a seasoned CS Ops professional, talks about the function, and things to consider when buiilding the function at your company
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation Stories
Alex Farmer on the Role of the CSM in Successful Onboarding
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to the customer's onboarding journey
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
Implementation Stories
Jeff Kushmerek on Creating Specialized Implementation Teams
Jeff Kushmerek shares lessons on implementation processes and methodologies from his extensive implementation experience
Kirthika Soundararajan
Content Marketer @ Rocketlane
Updates
Announcing: Rocketlane, a one-of-its-kind, collaborative workspace for customer onboarding
Get ready to chuck your spreadsheets, documents, email reminders, and poor onboarding!
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
Why You Should Invite Your Customer To Your Project
Collaborate with your customer to make their onboarding journey a success.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation Stories
Richard Benavides on How Crew Reinvented Its SMB Onboarding From High-Touch to Self-serve
Richard shared his experiences with onboarding, the reasons for Crew’s switch to a low-touch customer onboarding model, and more
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation Stories
Apoorva, Branch.io on High-touch Onboarding for Experienced Customers
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
Kirthika Soundararajan
Content Marketer @ Rocketlane
Blogs
Transitioning to a CS Ops Function: Interview with Jennie Li & Allastair Meffen, Definitive Healthcare
Jennie Li & Allastair Meffen of Definitive Healthcare talk about how they set up a CS Ops function at their organization
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
Introducing The Customer Onboarding Maturity Model: An Easy Way To Measure & 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
Blogs
Getting The Scope of Your Customer Onboarding & Implementation Project Right
Scoping right is walking a fine line between ambition and moderation, but it’s a line you can walk well if you focus on value delivery
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
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
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
Blogs
How to Craft and Sustain Delightful SaaS Customer Onboarding Experiences
Customer onboarding does not have to be fraught with escalations and uncertainty.
Kirthika Soundararajan
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
Blogs
Data, the Secret Ingredient For Consistently Delightful Customer Onboarding Experiences
What's missing in your onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation Stories
How Innovaccer does customer onboarding and implementation
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach, its focus on transparency
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation Stories
How WebEngage's customer onboarding approach adds to their customer experience
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
Kirthika Soundararajan
Content Marketer @ Rocketlane

Bringing order to your
implementation and onboarding chaos.

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