Discover everything about professional services automation software — its features, why you need one, how to choose one, and who can benefit

A retainer agreement involves paying a recurring fee for ongoing services. Discover its different types, benefits, and best practices.

Customer onboarding specialists are crucial for successful customer onboarding and avoiding churn. Find out about their skills and more

Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process.

Discover everything about what a customer onboarding playbook is, why you need one, and six critical onboarding plays to include.

Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.

Learn how to start your projects perfectly with this 10-step client onboarding checklist. Plus, meet a tool that simplifies the process.

Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.

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

We spoke to Deborah Andrews, Customer Office Operations Director at Unit4, about transitioning to CS Ops, the skills you need to succeed

Abhishek Vora, Head of Customer Success at Mosaic.tech, shares their success formula for implementations, and onboarding best practices

The Director of Customer Success Operations at Gong talks about how has thoughtfully crafted her career path, trends she foresees

Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session

Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process.

Create surveys, intake forms, and handoffs. Rocketlane can turn responses into tasks or push them to your CRM while you go grab your coffee.

You and your customers can stay on top of project updates and collaborate right from your own Slack accounts.

Traditional project management models focused almost exclusively on delivery have made way for problem-solving.

Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes.

Getting your customers to realize value during the onboarding phase can set you up for success

Contemplating a career in CS? Start here

Onboarding is more than just checklists and project management

Meg Lovell walks us through constructing and leveraging KPIs for onboarding success

Expectation gaps in onboarding and how CS Ops can bridge them

How to apply Matthew May's Value Gap Map for accelerated onboarding outcomes

How to think about scaling an onboarding team: metrics, hiring, and more

The science behind customer experiences and how you can leverage it to increase renewals and expansions

The world’s first-ever customer onboarding conference was a huge success!

How you manage project execution is a predictor of how well you deliver on the desired outcomes.

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.

Client onboarding sets the tone for your client relationships. Here’s how you can make the most of this phase.

Everything you need to know about Rocketlane's two-day, global customer onboarding event

Here’s how our Salesforce integration will help you create project plans, project pipelines, and visibility into customers’ lifecycle

The two terms are used interchangeably. To ensure good CX, it's important to distinguish between user onboarding and customer onboarding

Industry leaders weigh in on why they chose to invest in customer onboarding and talk about the ROI

We’re thrilled to announce the next milestone: our SOC 2 Type 2 certification.

We had Donna Weber release our customer onboarding survey report. Read on for key takeaways from the webinar.

Why escalations happen during customer onboarding and how you can avoid them

Asia and Phil talk about how they got into CS Ops, the must-have skills to succeed in the function, and more.

Observations from our journey so far

Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.

Customer onboarding has been mostly a reactive process for businesses. Here's how you can change that for yours.

The Director of Client Services Strategy & Operations @ AppsFlyer talks about skills to look for, how to structure CS Ops, and more

Good Customer Success isn’t about what it is, but what it does.

Read on to know how Rocketlane solves customer onboarding issues using four key elements

Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process

Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers

The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years

Here's what it means for you.

Soumitra tells us what made him want to transition to CS Ops, how he made it, and the skills required to make the transition.

How using project management principles to your onboarding projects makes the experience better for customers

And how to use the customer onboarding phase to sell value

To make remote customer onboarding successful, customers must feel they’re a priority for your business.

Karen Werner, a seasoned CS Ops professional, talks about the function, and things to consider when buiilding the function at your company

Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to your customer onboarding journey

Your onboarding platform can make or break your customer experience. Here's how to ensure you choose the right one (plus a free RFP!)

Jeff Kushmerek shares lessons on customer implementation processes and methodologies from his extensive implementation experience

Get ready to chuck your spreadsheets, documents, email reminders, and poor customer onboarding!

Collaborate with your customer to make their onboarding journey a success.

Richard shared his experiences with customer onboarding, the reasons for Crew’s switch to a low-touch onboarding model, and more

Apoorva shares how she designs differentiated onboarding journeys for different customer segments

Jennie Li & Allastair Meffen of Definitive Healthcare talk about how they set up a CS Ops function at their organization

Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.

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

Tips, tricks, best practices to create the best customer onboarding process

If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point.

Five factors that decide the success of your customer onboarding project, and how to set yourself up for success

Hint: It has to do with the tools you use.

Customer onboarding does not have to be fraught with escalations and uncertainty.

...and why customer onboarding is your trump card

What's missing in your customer onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.

Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach and more

Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey