Blogs
Blogs
Top 5 consulting pricing models for unlocking maximum profits
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
Blogs
How PSA helps drive project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
Blogs
PSA Software vs. Project Management Software: Key Differences
Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs.
Blogs
5 key benefits of adopting PSA software for professional services firms
Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business.
Blogs
Crafting an effective billable utilization plan for your team
Discover how to create a successful billable utilization plan for your professional services business.
Blogs
Top 20 PSA tools for resource management and project management
Discover the best professional services automation software for resource management and project management with list of top 20 PSA tools.
Blogs
How professional services automation tools boost efficiency
Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.
Blogs
Balancing client satisfaction and billable utilization: What you need to know
Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!
Blogs
PSA vs. ERP software: Key differences, features, and benefits
Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits
Blogs
Analyzing the impact of non-billable time on overall billable utilization
Understand how non-billable time affects overall billable utilization for improved productivity.
Blogs
Exploring the benefits of implementing professional services automation (PSA) software for your business
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
Blogs
How professional services automation can help streamline business processes
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
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.
Blogs
Automatically track and measure Time-to-Value with Rocketlane's Interval IQ
Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.
Blogs
A 5-stage customer onboarding process and flow chart (with templates)
See what a customer onboarding process flow chart is and why you need one. Also, discover the five essential stages with templates for each.
Blogs
What is a price quote (and how do you write up a good one?)
A step-by-step guide on how to make a quote and some essential tips for developing an efficient quoting process.
Blogs
Project billing: A complete guide to all stages and types
Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool
Blogs
Pre-onboarding for customers: The what, why, and how
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
Blogs
Meet SmartFill: Access project information within seconds!
Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!
Blogs
Client Management 101: Strategies to build strong client relationships
Learn all about client management, and discover the strategies and tools to deploy for building strong client relationships.
Blogs
5 best user onboarding software: features, pros and cons
Learn all about user onboarding software, its importance, and 5 best options. Also discover the ultimate tool for smooth customer onboarding
Blogs
Customer Onboarding Software: Best Features + Tools
Pick the best customer onboarding software for your business. Also, explore what features to look for in a customer onboarding platform.
Blogs
Keeping customers accountable and engaged during onboarding
Donna Weber, customer onboarding expert, shares best practices on how to drive customer engagement by building trust, delivering value early
Blogs
7 Great client onboarding templates (+ A 23-point checklist)
Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.
Blogs
The 10 steps to executing a flawless kickoff meeting
Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.
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
Blogs
7 client onboarding best practices (+ a tool to boost results)
Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.
Blogs
Decoding the State of Customer Onboarding 2023
Customer onboarding expert and author of 'Onboarding Matters' Donna Weber released Rocketlane's 2023 survey report on all things onboarding.
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.
Blogs
Customer Onboarding to Customer Success Handoff
Learn how to successfully transition customers from the onboarding team to the customer success team with our comprehensive handoff guide.
Blogs
How to plan rewards for your customer-facing teams
Want to keep your team motivated? Giving credit where it is due is the bare minimum. There is more you can do!
Blogs
Drive customer adoption through shared KPIs for CS and Product
Shared KPIs for the product and the CS teams? The community discussed how cross-functional goal alignment can drive adoption.
Blogs
Pre-implementation and why it might be relevant for your business
Preflighters discussed how customer onboarding and implementations become more impactful if you have already laid the runway for your teams.
Blogs
10 insightful customer onboarding statistics for 2023
Explore 10 incredible customer onboarding statistics and eight important metrics to measure customer onboarding experience.
Blogs
What is Customer Onboarding? (+6 Steps You Need to Follow)
Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.
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.
Blogs
Track time off for resource planning & scheduling with Rocketlane
Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.
Blogs
The 4 stages of a world-class customer onboarding process
Find out how to set a customer onboarding process for your onboarding team that can be easily customized for each of your unique customers.
Blogs
Top 5 videos on customer onboarding from Rocketlane
Discover best practices, unique insights, and new perspectives for customer onboarding through our top 5 video resources of 2022!
Blogs
Ten ways to supercharge your implementation plan
We take you through 10 tried and tested ways to fortify your implementation process.
Blogs
Customer Onboarding: Best Practices Guide
Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.
Blogs
Signs that your customer onboarding process needs an overhaul
Five critical signs that point towards rethinking your customer onboarding process entirely.
Blogs
Resource Management: Best Practices Guide
Six best practices to help you get the most out of your team and deliver projects on time.
Blogs
Common Reasons Why Your Customers Leave During Onboarding
Top five reasons why your customers churn or ghost you during the onboarding process.
Blogs
7 ways to transform your Customer Onboarding process
Learn some of the best practices to take your customer onboarding game to a whole new level!
Blogs
The Mystery of the Changing Task Status
One customer onboarding platform, a vendor who manages customer projects on it, and task statuses that change because they can.
Blogs
Rocketlane Forms: For smooth customer onboarding
Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects
Blogs
Client onboarding playbook for marketing and design agencies
Learn what goes into creating a playbook that sets up the rules of engagement and increases your clients’ retainership with you
Blogs
RocketlaneXSalesforce = Smooth customer onboarding process
Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.
Blogs
5 easy ways to improve your customer onboarding process
Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.
Blogs
A customer-centric framework for onboarding
A five-point customer onboarding framework to put the spotlight on the people who matter the most: your customers!
Blogs
Customer onboardings and how to nail them
Members of the Preflight community discuss effective strategies to nail customer onboarding
Blogs
10 project management tools you can use for customer onboarding
Find out which tool suits your onboarding needs, including delegating tasks, mapping dependencies, and providing visibility to stakeholders.
Blogs
Setting up your first customer onboarding team
Do you need a dedicated onboarding team? Who’s the best fit? What kind of skills will they need?
Blogs
Proof of Concept: Definition, Benefits, Best Practices
Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept
Blogs
Project visibility: The secret to great customer onboarding
Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!
Blogs
Measure performance across projects with Operations Insights reports
Understand how well you’re executing projects with key insights on overall performance.
Blogs
Rocketlane: Custom built for a reason
Rocketlane is an incredibly versatile tool that you can customize to suit a number of different use cases. See how.
Blogs
How Rocketlane makes customer onboarding delightful
Customer experience now made a 5-star affair, each time, every time with Rocketlane.
Blogs
How Rocketlane Does Customer Onboarding: People, Process, Tools
An insider view of how Rocketlane onboards its customers and how we use Rocketlane to ensure a seamless customer experience
Blogs
On Rocketlane's Love for Collaborative Customer Onboarding
We realize customer onboarding is no single-player game. And that's why we have collaboration ingrained in each feature we build.
Blogs
An Introduction to Project Management
A starting point if you're new to project management, or maybe just want to refresh your memory
Blogs
The Seven Pillars of Project Management
How you manage project execution is a predictor of how well you deliver on the desired outcomes.
Blogs
Customer onboarding: Types, steps, and best practices
Which customer onboarding model should you choose for your company?
Blogs
Common Reasons Why Your Customers Leave During Onboarding
Are you experiencing churn while onboarding new customers? Find out what's going wrong.
Blogs
7 Client Onboarding Best Practices
Your client onboarding could be as simple or as complicated as making a sandwich.
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.
Blogs
Top 5 benefits to having a dedicated platform for customer onboarding
Do you often find yourself relying on multiple tools to conduct your customer onboarding and implementation process? Think again.
Blogs
How to showcase value to your customers right from the very beginning
Setting up timely milestones and a well-designed onboarding process could go a long way in helping you showcase value to your customers.
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
Blogs
Top customer onboarding metrics for SaaS products
Metrics you can use to assess engagement, adoption, and progress through the onboarding phase.
Blogs
Developers moving slowly? Here’s why
Iteration speed matters. And so does developer productivity.
Blogs
Overlooked elements in the customer onboarding process
And how to make sure you keep them in mind while onboarding your customers
Blogs
The best customer onboarding tool for your product
Using the right tool can go a long way in ensuring that your customers see value in what you have to offer
Blogs
5 ways your customer onboarding can go wrong
These are the top reasons a customer might churn during the onboarding phase
Blogs
Spreadsheets are killing your customer onboarding process
Read on to know why, and alternatives to spreadsheets for customer onboarding
Blogs
Is your organization ready to invest in a customer onboarding tool?
Signs your company needs a customer onboarding tool and the steps to invest in a good one
Blogs
The scariest thing about customer onboarding
With a lot at stake, the customer onboarding phase can be daunting. Fret not, we have you covered. Read on for some invaluable solutions
Blogs
The frightening side of customer onboarding and implementations
We asked our community members to send in their scariest onboarding stories for Halloween. You won't believe what happens in the last story!
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
Blogs
Value realization for SaaS businesses: Framework and tools
Objectives, tasks, tools, and metrics to ensure value realization
Blogs
Value realization lessons from our Freshchat journey
A closer look at customer acquisition and churn helped us find answers to seemingly daunting problems
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.
Blogs
Ten mistakes you could be making in your customer implementations
Ten reasons your customer onboarding projects and implementations aren't succeeding.
Blogs
Rituals of connection for a fully remote team
We've been a fully remote team since Day One, and we've figured out ways to help the team stay connected. Check them out.
Blogs
Why you should invite your customer to your project
Collaborate with your customer to make their onboarding journey a success.
Blogs
Getting the scope of your customer onboarding projects 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
Blogs
How Rocketlane can reduce your customer’s time-to-value
Hint: It has to do with the tools you use.
Blogs
Creating delightful SaaS customer onboarding experiences
Customer onboarding does not have to be fraught with escalations and uncertainty.
Blogs
Using data for delightful customer onboarding journeys
What's missing in your customer onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
Blogs
Why Customers Ghost You and How to Avoid It
Why those emails and calls went unanswered and how to prevent that in the future
Blogs
Reviving a customer onboarding project when you’ve been ghosted
How to bring a project back to life when there's radio silence from the customer
Blogs
A kickoff meeting framework for customer onboarding projects
Best practices and tips for running the ultimate kickoff meeting for customer onboarding projects
Blogs
Kickoff meetings for customer onboarding projects
Everything you need to know to come out of that kickoff meeting looking like a star
5
MIN READ
Top 5 consulting pricing models for unlocking maximum profits
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
7
MIN READ
How PSA helps drive project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
7
MIN READ
PSA Software vs. Project Management Software: Key Differences
Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs.
Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs.
5
MIN READ
5 key benefits of adopting PSA software for professional services firms
Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business.
Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business.
7
MIN READ
Crafting an effective billable utilization plan for your team
Discover how to create a successful billable utilization plan for your professional services business.
Discover how to create a successful billable utilization plan for your professional services business.
8
MIN READ
Top 20 PSA tools for resource management and project management
Discover the best professional services automation software for resource management and project management with list of top 20 PSA tools.
Discover the best professional services automation software for resource management and project management with list of top 20 PSA tools.
5
MIN READ
How professional services automation tools boost efficiency
Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.
Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.
5
MIN READ
Balancing client satisfaction and billable utilization: What you need to know
Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!
Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!
7
MIN READ
PSA vs. ERP software: Key differences, features, and benefits
Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits
Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits
5
MIN READ
Analyzing the impact of non-billable time on overall billable utilization
Understand how non-billable time affects overall billable utilization for improved productivity.
Understand how non-billable time affects overall billable utilization for improved productivity.
5
MIN READ
Exploring the benefits of implementing professional services automation (PSA) software for your business
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
5
MIN READ
How professional services automation can help streamline business processes
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
5
MIN READ
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.
Discover high-touch onboarding, its benefits, an 8-step guide, and the ultimate tool for a quality, high-touch onboarding experience.
5
MIN READ
Automatically track and measure Time-to-Value with Rocketlane's Interval IQ
Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.
Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.
5
MIN READ
A 5-stage customer onboarding process and flow chart (with templates)
See what a customer onboarding process flow chart is and why you need one. Also, discover the five essential stages with templates for each.
See what a customer onboarding process flow chart is and why you need one. Also, discover the five essential stages with templates for each.
5
MIN READ
What is a price quote (and how do you write up a good one?)
A step-by-step guide on how to make a quote and some essential tips for developing an efficient quoting process.
A step-by-step guide on how to make a quote and some essential tips for developing an efficient quoting process.
7
MIN READ
Project billing: A complete guide to all stages and types
Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool
Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool
5
MIN READ
Pre-onboarding for customers: The what, why, and how
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
5
MIN READ
Meet SmartFill: Access project information within seconds!
Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!
Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!
7
MIN READ
Client Management 101: Strategies to build strong client relationships
Learn all about client management, and discover the strategies and tools to deploy for building strong client relationships.
Learn all about client management, and discover the strategies and tools to deploy for building strong client relationships.
5
MIN READ
5 best user onboarding software: features, pros and cons
Learn all about user onboarding software, its importance, and 5 best options. Also discover the ultimate tool for smooth customer onboarding
Learn all about user onboarding software, its importance, and 5 best options. Also discover the ultimate tool for smooth customer onboarding
5
MIN READ
Customer Onboarding Software: Best Features + Tools
Pick the best customer onboarding software for your business. Also, explore what features to look for in a customer onboarding platform.
Pick the best customer onboarding software for your business. Also, explore what features to look for in a customer onboarding platform.
5
MIN READ
Keeping customers accountable and engaged during onboarding
Donna Weber, customer onboarding expert, shares best practices on how to drive customer engagement by building trust, delivering value early
Donna Weber, customer onboarding expert, shares best practices on how to drive customer engagement by building trust, delivering value early
5
MIN READ
7 Great client onboarding templates (+ A 23-point checklist)
Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.
Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.
5
MIN READ
The 10 steps to executing a flawless kickoff meeting
Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.
Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.
5
MIN READ
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
Customer onboarding specialists are crucial for successful customer onboarding and avoiding churn. Find out about their skills and more
7
MIN READ
7 client onboarding best practices (+ a tool to boost results)
Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.
Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.
5
MIN READ
Decoding the State of Customer Onboarding 2023
Customer onboarding expert and author of 'Onboarding Matters' Donna Weber released Rocketlane's 2023 survey report on all things onboarding.
Customer onboarding expert and author of 'Onboarding Matters' Donna Weber released Rocketlane's 2023 survey report on all things onboarding.
5
MIN READ
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.
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
6
MIN READ
Customer Onboarding to Customer Success Handoff
Learn how to successfully transition customers from the onboarding team to the customer success team with our comprehensive handoff guide.
Learn how to successfully transition customers from the onboarding team to the customer success team with our comprehensive handoff guide.
6
MIN READ
How to plan rewards for your customer-facing teams
Want to keep your team motivated? Giving credit where it is due is the bare minimum. There is more you can do!
Want to keep your team motivated? Giving credit where it is due is the bare minimum. There is more you can do!
5
MIN READ
Drive customer adoption through shared KPIs for CS and Product
Shared KPIs for the product and the CS teams? The community discussed how cross-functional goal alignment can drive adoption.
Shared KPIs for the product and the CS teams? The community discussed how cross-functional goal alignment can drive adoption.
4
MIN READ
Pre-implementation and why it might be relevant for your business
Preflighters discussed how customer onboarding and implementations become more impactful if you have already laid the runway for your teams.
Preflighters discussed how customer onboarding and implementations become more impactful if you have already laid the runway for your teams.
5
MIN READ
10 insightful customer onboarding statistics for 2023
Explore 10 incredible customer onboarding statistics and eight important metrics to measure customer onboarding experience.
Explore 10 incredible customer onboarding statistics and eight important metrics to measure customer onboarding experience.
5
MIN READ
What is Customer Onboarding? (+6 Steps You Need to Follow)
Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.
Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.
5
MIN READ
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.
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
5
MIN READ
Track time off for resource planning & scheduling with Rocketlane
Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.
Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.
6
MIN READ
The 4 stages of a world-class customer onboarding process
Find out how to set a customer onboarding process for your onboarding team that can be easily customized for each of your unique customers.
Find out how to set a customer onboarding process for your onboarding team that can be easily customized for each of your unique customers.
5
MIN READ
Top 5 videos on customer onboarding from Rocketlane
Discover best practices, unique insights, and new perspectives for customer onboarding through our top 5 video resources of 2022!
Discover best practices, unique insights, and new perspectives for customer onboarding through our top 5 video resources of 2022!
8
MIN READ
Ten ways to supercharge your implementation plan
We take you through 10 tried and tested ways to fortify your implementation process.
We take you through 10 tried and tested ways to fortify your implementation process.
10
MIN READ
Customer Onboarding: Best Practices Guide
Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.
Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.
7
MIN READ
Signs that your customer onboarding process needs an overhaul
Five critical signs that point towards rethinking your customer onboarding process entirely.
Five critical signs that point towards rethinking your customer onboarding process entirely.
7
MIN READ
Resource Management: Best Practices Guide
Six best practices to help you get the most out of your team and deliver projects on time.
Six best practices to help you get the most out of your team and deliver projects on time.
6
MIN READ
Common Reasons Why Your Customers Leave During Onboarding
Top five reasons why your customers churn or ghost you during the onboarding process.
Top five reasons why your customers churn or ghost you during the onboarding process.
6
MIN READ
7 ways to transform your Customer Onboarding process
Learn some of the best practices to take your customer onboarding game to a whole new level!
Learn some of the best practices to take your customer onboarding game to a whole new level!
3
MIN READ
The Mystery of the Changing Task Status
One customer onboarding platform, a vendor who manages customer projects on it, and task statuses that change because they can.
One customer onboarding platform, a vendor who manages customer projects on it, and task statuses that change because they can.
5
MIN READ
Rocketlane Forms: For smooth customer onboarding
Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects
Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects
5
MIN READ
Client onboarding playbook for marketing and design agencies
Learn what goes into creating a playbook that sets up the rules of engagement and increases your clients’ retainership with you
Learn what goes into creating a playbook that sets up the rules of engagement and increases your clients’ retainership with you
5
MIN READ
RocketlaneXSalesforce = Smooth customer onboarding process
Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.
Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.
9
MIN READ
5 easy ways to improve your customer onboarding process
Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.
Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.
7
MIN READ
A customer-centric framework for onboarding
A five-point customer onboarding framework to put the spotlight on the people who matter the most: your customers!
A five-point customer onboarding framework to put the spotlight on the people who matter the most: your customers!
5
MIN READ
Customer onboardings and how to nail them
Members of the Preflight community discuss effective strategies to nail customer onboarding
Members of the Preflight community discuss effective strategies to nail customer onboarding
5
MIN READ
10 project management tools you can use for customer onboarding
Find out which tool suits your onboarding needs, including delegating tasks, mapping dependencies, and providing visibility to stakeholders.
Find out which tool suits your onboarding needs, including delegating tasks, mapping dependencies, and providing visibility to stakeholders.
5
MIN READ
Setting up your first customer onboarding team
Do you need a dedicated onboarding team? Who’s the best fit? What kind of skills will they need?
Do you need a dedicated onboarding team? Who’s the best fit? What kind of skills will they need?
6
MIN READ
Proof of Concept: Definition, Benefits, Best Practices
Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept
Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept
5
MIN READ
Project visibility: The secret to great customer onboarding
Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!
Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!
7
MIN READ
Measure performance across projects with Operations Insights reports
Understand how well you’re executing projects with key insights on overall performance.
Understand how well you’re executing projects with key insights on overall performance.
6
MIN READ
Rocketlane: Custom built for a reason
Rocketlane is an incredibly versatile tool that you can customize to suit a number of different use cases. See how.
Rocketlane is an incredibly versatile tool that you can customize to suit a number of different use cases. See how.
5
MIN READ
How Rocketlane makes customer onboarding delightful
Customer experience now made a 5-star affair, each time, every time with Rocketlane.
Customer experience now made a 5-star affair, each time, every time with Rocketlane.
9
MIN READ
How Rocketlane Does Customer Onboarding: People, Process, Tools
An insider view of how Rocketlane onboards its customers and how we use Rocketlane to ensure a seamless customer experience
An insider view of how Rocketlane onboards its customers and how we use Rocketlane to ensure a seamless customer experience
5
MIN READ
On Rocketlane's Love for Collaborative Customer Onboarding
We realize customer onboarding is no single-player game. And that's why we have collaboration ingrained in each feature we build.
We realize customer onboarding is no single-player game. And that's why we have collaboration ingrained in each feature we build.
10
MIN READ
An Introduction to Project Management
A starting point if you're new to project management, or maybe just want to refresh your memory
A starting point if you're new to project management, or maybe just want to refresh your memory
10
MIN READ
The Seven Pillars of Project Management
How you manage project execution is a predictor of how well you deliver on the desired outcomes.
How you manage project execution is a predictor of how well you deliver on the desired outcomes.
7
MIN READ
Customer onboarding: Types, steps, and best practices
Which customer onboarding model should you choose for your company?
Which customer onboarding model should you choose for your company?
6
MIN READ
Common Reasons Why Your Customers Leave During Onboarding
Are you experiencing churn while onboarding new customers? Find out what's going wrong.
Are you experiencing churn while onboarding new customers? Find out what's going wrong.
8
MIN READ
7 Client Onboarding Best Practices
Your client onboarding could be as simple or as complicated as making a sandwich.
Your client onboarding could be as simple or as complicated as making a sandwich.
7
MIN READ
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.
Client onboarding sets the tone for your client relationships. Here’s how you can make the most of this phase.
5
MIN READ
Top 5 benefits to having a dedicated platform for customer onboarding
Do you often find yourself relying on multiple tools to conduct your customer onboarding and implementation process? Think again.
Do you often find yourself relying on multiple tools to conduct your customer onboarding and implementation process? Think again.
4
MIN READ
How to showcase value to your customers right from the very beginning
Setting up timely milestones and a well-designed onboarding process could go a long way in helping you showcase value to your customers.
Setting up timely milestones and a well-designed onboarding process could go a long way in helping you showcase value to your customers.
7
MIN READ
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
The two terms are used interchangeably. To ensure good CX, it's important to distinguish between user onboarding and customer onboarding
5
MIN READ
Why invest in customer onboarding?
Industry leaders weigh in on why they chose to invest in customer onboarding and talk about the ROI
Industry leaders weigh in on why they chose to invest in customer onboarding and talk about the ROI
10
MIN READ
Top customer onboarding metrics for SaaS products
Metrics you can use to assess engagement, adoption, and progress through the onboarding phase.
Metrics you can use to assess engagement, adoption, and progress through the onboarding phase.
3
MIN READ
Developers moving slowly? Here’s why
Iteration speed matters. And so does developer productivity.
Iteration speed matters. And so does developer productivity.
10
MIN READ
Overlooked elements in the customer onboarding process
And how to make sure you keep them in mind while onboarding your customers
And how to make sure you keep them in mind while onboarding your customers
7
MIN READ
The best customer onboarding tool for your product
Using the right tool can go a long way in ensuring that your customers see value in what you have to offer
Using the right tool can go a long way in ensuring that your customers see value in what you have to offer
3
MIN READ
5 ways your customer onboarding can go wrong
These are the top reasons a customer might churn during the onboarding phase
These are the top reasons a customer might churn during the onboarding phase
5
MIN READ
Spreadsheets are killing your customer onboarding process
Read on to know why, and alternatives to spreadsheets for customer onboarding
Read on to know why, and alternatives to spreadsheets for customer onboarding
3
MIN READ
Is your organization ready to invest in a customer onboarding tool?
Signs your company needs a customer onboarding tool and the steps to invest in a good one
Signs your company needs a customer onboarding tool and the steps to invest in a good one
3
MIN READ
The scariest thing about customer onboarding
With a lot at stake, the customer onboarding phase can be daunting. Fret not, we have you covered. Read on for some invaluable solutions
With a lot at stake, the customer onboarding phase can be daunting. Fret not, we have you covered. Read on for some invaluable solutions
5
MIN READ
The frightening side of customer onboarding and implementations
We asked our community members to send in their scariest onboarding stories for Halloween. You won't believe what happens in the last story!
We asked our community members to send in their scariest onboarding stories for Halloween. You won't believe what happens in the last story!
5
MIN READ
The right time to invest in customer onboarding software
Observations from our journey so far
Observations from our journey so far
3
MIN READ
Customer Onboarding and the Customer Success Equation
Good Customer Success isn’t about what it is, but what it does.
Good Customer Success isn’t about what it is, but what it does.
3
MIN READ
4 ways Rocketlane makes customer onboarding smoother, simpler, smarter
Read on to know how Rocketlane solves customer onboarding issues using four key elements
Read on to know how Rocketlane solves customer onboarding issues using four key elements
5
MIN READ
A Guide to Value Selling for SaaS
And how to use the customer onboarding phase to sell value
And how to use the customer onboarding phase to sell value
5
MIN READ
Value realization for SaaS businesses: Framework and tools
Objectives, tasks, tools, and metrics to ensure value realization
Objectives, tasks, tools, and metrics to ensure value realization
5
MIN READ
Value realization lessons from our Freshchat journey
A closer look at customer acquisition and churn helped us find answers to seemingly daunting problems
A closer look at customer acquisition and churn helped us find answers to seemingly daunting problems
3
MIN READ
Remote customer onboarding for fast-growing SaaS companies
To make remote customer onboarding successful, customers must feel they’re a priority for your business.
To make remote customer onboarding successful, customers must feel they’re a priority for your business.
7
MIN READ
Ten mistakes you could be making in your customer implementations
Ten reasons your customer onboarding projects and implementations aren't succeeding.
Ten reasons your customer onboarding projects and implementations aren't succeeding.
2
MIN READ
Rituals of connection for a fully remote team
We've been a fully remote team since Day One, and we've figured out ways to help the team stay connected. Check them out.
We've been a fully remote team since Day One, and we've figured out ways to help the team stay connected. Check them out.
2
MIN READ
Why you should invite your customer to your project
Collaborate with your customer to make their onboarding journey a success.
Collaborate with your customer to make their onboarding journey a success.
3
MIN READ
Getting the scope of your customer onboarding projects 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
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
2
MIN READ
How Rocketlane can reduce your customer’s time-to-value
Hint: It has to do with the tools you use.
Hint: It has to do with the tools you use.
2
MIN READ
Creating delightful SaaS customer onboarding experiences
Customer onboarding does not have to be fraught with escalations and uncertainty.
Customer onboarding does not have to be fraught with escalations and uncertainty.
3
MIN READ
Using data for delightful customer onboarding journeys
What's missing in your customer onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
What's missing in your customer onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
5
MIN READ
Why Customers Ghost You and How to Avoid It
Why those emails and calls went unanswered and how to prevent that in the future
Why those emails and calls went unanswered and how to prevent that in the future
5
MIN READ
Reviving a customer onboarding project when you’ve been ghosted
How to bring a project back to life when there's radio silence from the customer
How to bring a project back to life when there's radio silence from the customer
6
MIN READ
A kickoff meeting framework for customer onboarding projects
Best practices and tips for running the ultimate kickoff meeting for customer onboarding projects
Best practices and tips for running the ultimate kickoff meeting for customer onboarding projects
5
MIN READ
Kickoff meetings for customer onboarding projects
Everything you need to know to come out of that kickoff meeting looking like a star
Everything you need to know to come out of that kickoff meeting looking like a star
Move your service delivery into the fast lane
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