Best Practices
5 Must-know trends for 2025 in project delivery and professional services ops
Srikrishnan Ganesan from Rocketlane discusses 5 trends impacting professional services in 2025, focusing on real industry changes
Preflight Conversations
Navigating unrealistic expectations for your CS team
Struggling with high expectations for your CS team? Preflighters share best practices to align leadership priorities with team capacity.
Best Practices
The 2025 guide to professional services budget planning
Srikrishnan Ganesan from Rocketlane shares insights and best practices to plan your professional services budget for 2025 and beyond
Preflight Conversations
5 ways to hold clients accountable during customer onboarding
Preflighters share insights and strategies to make customers accountable and equal partners in the customer onboarding journey
Preflight Conversations
How to increase NPS engagement and response rates
Explore effective strategies to enhance your in-app NPS response rates, optimize feedback collection, and drive meaningful engagement
Preflight Conversations
Best practices and timelines for effective post-SOW customer engagement
The Preflight community shares tips and best practices on how to manage post-SOW resource assignments and non-billable time effectively
Best Practices
Crafting a compelling client journey in onboarding and service delivery
Brett Jarvis and Kasey Smith share insights on crafting engaging client journeys in onboarding and service delivery with intent and clarity
Blogs
How to reduce TTV and build paths to client success
Greg Daines, CEO of ChurnRX, reveals how you can reduce time-to-value and create paths to long-term client success
Best Practices
5 things to automate in your client project delivery
Discover 5 key areas to automate in client project delivery to boost efficiency, streamline processes and enhance productivity.
Preflight Conversations
Packaging, positioning, and pricing post-sale services
Key takeaways from the Preflight community on how companies can effectively package and position post-sale services
Propel24
Using customer bonding to maximize customer lifetime value
Greg Daines, CEO of ChurnRX, shares how you can maximize customer lifetime value by focusing on customer bonding, not customer loyalty.
Propel24
How you can use resource management as a driver for growth
Experts share how you can use resource management as a tool to enhance your service organization's performance and cost-effectiveness.
Propel24
Governance and quality control for enterprise deployments
Saurabh Prabhu shares expert insights on what it takes to implement solid governance and quality control systems for enterprise deployments.
Propel24
Shared beliefs: The ultimate customer onboarding destination
Ed Powers shares how neuropsychology can help build shared beliefs with customers, strengthen relationships, and boost customer retention.
Propel24
How to sell, retain, and renew service offerings
At Propel24, Dennis Mahoney discusses how companies should go about developing, selling, and scaling their service products.
Propel24
How PS can work with CS to improve the customer journey
Sadee Akhtar shares learnings from how Pluralsight drives collaboration between PS and CS teams for improved and effective customer journeys
Propel24
You can't win revenue at onboarding…but you CAN lose it
In this Propel24 session, we discuss why customer onboarding is the key to securing revenue and how to make customer onboarding effective.
Propel24
UX of delivery: Unlock the service experience
Brett Jarvis and Srikrishnan Ganesan from Rocketlane discuss why it's time to take the UX of professional services seriously.
Blogs
Mastering modern customer onboarding: Your essential guide to success benchmarks
Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency.
Implementation Stories
Strategies for sustained onboarding success: Leveraging proactive engagement
Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding.
Blogs
The Professional Services Maturity Benchmark™ Model
Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models.
Propel23
A recipe for revenue retention: Professional services and customer success alignment
At Propel23, Annie Stefano and Sabina Pons shared the ingredients for professional services and customer success team alignment.
Blogs
10 surefire ways to improve project profitability
Learn how to optimize project profitability with these 10 smart tips that improve project management and drive continuous profitability.
Blogs
7 project management tips for consultants to swear by
Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management.
Blogs
Project success: Key pitfalls to avoid in project management
A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success.
Blogs
Everything you need to know about project planning tools
A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization.
Blogs
Winning the long game of NRR
Find out how you can win the NRR game and improve customer retention by engineering the right approach to customer onboarding and support.
Propel23
The role of CS Ops in success planning
Todd and Corinne share their insights on the four pillars of post-sales success planning, and how they can help you delight customers.
Updates
Rocketlane achieves SOC1 Type 2 compliance
Rocketlane achieves SOC1 Type 2 compliance and remains compliant for SOC2 Type 2.
Guides
A introduction to project management metrics
Learn how to effectively utilize project management metrics for project success and improved performance.
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!
Best Practices
What is resource underutilization and how to fix it
Understand what resource underutilization is, and learn effective strategies to optimize resource utilization for maximum efficiency.
Blogs
7 telltale signs of employee burnout
Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late.
Best Practices
Resource forecasting: The secret to project profitability
Resource forecasting best practices for project profitability and how to get resource planning and resource management right.
Guides
How you can improve project profitability with Rocketlane's PSA capabilities
Discover key strategies for improving project profitability by maximizing efficiency and resource utilization with Rocketlane's PSA feature
Resources
Unlock operational excellence with PSA software
Discover how PSA software drives operational excellence in professional services automation. Learn from successful implementations.
Best Practices
Leveraging the benefits of professional services automation to maximize efficiency and profitability
Leverage the benefits of PSA for project profitability and increased efficiency. Unlock your business's full potential.
Propel23
How to improve customer ROI through onboarding
At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey.
Blogs
Analyzing the impact of non-billable time on overall billable utilization
Understand how non-billable time affects overall billable utilization for improved productivity.
Propel23
How to set your kickoff meeting up for success
Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey.
Propel23
A data-driven approach to customer onboarding
Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources.
Propel23
Planning your career path to Chief Customer Officer
Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer.
Propel23
3 key customer onboarding areas to level up in 2023
Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023.
Blogs
How to boost customer experience with high-touch onboarding
Discover high-touch onboarding, its benefits, an 8-step guide, and the ultimate tool for a quality, high-touch onboarding experience.
Guides
The beginner's guide to PSA software: All your questions answered
PSA Software from the Rocketlane PSA helps you to manage time tracking, projects management & resource management.
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.
Blogs
The importance of hiring a customer onboarding specialist
Customer onboarding specialists are crucial for successful customer onboarding and avoiding churn. Find out about their skills and more
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.
Guides
How to build an effective customer onboarding playbook
Discover everything about what a customer onboarding playbook is, why you need one, and six critical onboarding plays to include.
Blogs
4 critical customer onboarding challenges and how to overcome them
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
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.
Blogs
4 critical customer onboarding challenges and how to overcome them
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
CS Ops
The 8 stages of CS Ops maturity: Tony Macias
If the idea of using today’s data to solve tomorrow’s problems excites you, you’d love CS Ops, says Tony Macias in this interview with us
CS Ops
CS Ops maps everything back to the customer’s voice
We spoke to Deborah Andrews, Customer Office Operations Director at Unit4, about transitioning to CS Ops, the skills you need to succeed
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
CS Ops
How Sonam Dabholkar, Gong, found her ikigai in CS Ops
The Director of Customer Success Operations at Gong talks about how has thoughtfully crafted her career path, trends she foresees
Implementation Stories
What it takes for CS and Product teams to collaborate successfully
Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session
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.
Product 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.
Product 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.
Resources
Project Management Basics: Innovation Management
Traditional project management models focused almost exclusively on delivery have made way for problem-solving.
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.
Propel22
Creating early wins with the first value delivery framework
Getting your customers to realize value during the onboarding phase can set you up for success
Preflight Conversations
Getting into Customer Success and what to do when you get there
Contemplating a career in CS? Start here
Propel22
Strategies for effective go-lives and solution adoption
Onboarding is more than just checklists and project management
Propel22
Establishing successful KPIs: Meg Lovell for Propel22
Meg Lovell walks us through constructing and leveraging KPIs for onboarding success
Propel22
How CS Ops helps drive smooth customer onboarding
Expectation gaps in onboarding and how CS Ops can bridge them
Propel22
Accelerating customer onboarding outcomes with value mapping
How to apply Matthew May's Value Gap Map for accelerated onboarding outcomes
Propel22
What no one tells you about scaling customer onboarding teams
How to think about scaling an onboarding team: metrics, hiring, and more
Propel22
Handling critical moments in the customer journey
The science behind customer experiences and how you can leverage it to increase renewals and expansions
Propel22
Propel22: We're just getting started!
The world’s first-ever customer onboarding conference was a huge success!
Blogs
The 7 pillars of project management
How you manage project execution is a predictor of how well you deliver on the desired outcomes.
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.
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.
Updates
Propel22: The world’s only customer onboarding conference
Everything you need to know about Rocketlane's two-day, global customer onboarding event
Product 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
Blogs
User onboarding vs. customer onboarding - Rocketlane
The two terms are used interchangeably. To ensure good CX, it's important to distinguish between user onboarding and customer onboarding
Blogs
Why invest in customer onboarding?
Industry leaders weigh in on why they chose to invest in customer onboarding and talk about the ROI
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.
Updates
Decoding the State of Customer Onboarding in 2022 ft. Donna Weber
We had Donna Weber release our customer onboarding survey report. Read on for key takeaways from the webinar.
Guides
A guide to handling escalations during customer onboarding
Why escalations happen during customer onboarding and how you can avoid them
CS Ops
Empathy is key to succeeding in CS Ops: Phil & Asia, Goodlord
Asia and Phil talk about how they got into CS Ops, the must-have skills to succeed in the function, and more.
Blogs
The right time to invest in customer onboarding software
Observations from our journey so far
Implementation Stories
The right tech stack for high-touch customer onboarding
Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.
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.
CS Ops
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
Blogs
Customer Onboarding and the Customer Success Equation
Good Customer Success isn’t about what it is, but what it does.
Blogs
4 ways Rocketlane makes customer onboarding smoother, simpler, smarter
Read on to know how Rocketlane solves customer onboarding issues using four key elements
Implementation Stories
Inflexion: Darwinbox’s six-step customer implementation framework
Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process
Implementation Stories
Delivering a mindblowing customer onboarding program
Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers
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
CS Ops
How to transition to a CS Ops role: Soumitra Joshi, 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.
Implementation Stories
Nailing customer onboarding using the Project Management approach
How using project management principles to your onboarding projects makes the experience better for customers
Blogs
A Guide to Value Selling for SaaS
And how to use the customer onboarding phase to sell value
Blogs
Remote customer onboarding for fast-growing SaaS companies
To make remote customer onboarding successful, customers must feel they’re a priority for your business.
CS Ops
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
Implementation Stories
Alex Farmer on the role of the CSM in successful customer onboarding
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to your customer onboarding journey
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!)
Implementation Stories
Jeff Kushmerek on creating specialized customer implementation teams
Jeff Kushmerek shares lessons on customer implementation processes and methodologies from his extensive implementation experience
Updates
Meet Rocketlane: The all-in-one workspace for customer projects
Get ready to chuck your spreadsheets, documents, email reminders, and poor customer onboarding!
Move your service delivery into the fast lane
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