Blogs

Blogs
Resource Management: Best Practices Guide
Six best practices to help you get the most out of your team and deliver projects on time.
Rahul Sridhar
Content Marketer @ Rocketlane
Blogs
Common Reasons Why Your Customers Leave During Onboarding
Top five reasons why your customers churn or ghost you during the onboarding process.
Rahul Sridhar
Content Marketer @ Rocketlane
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!
Rahul Sridhar
Content Marketer @ Rocketlane
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.
Kannan Shanmugam
Founding Engineer @ Rocketlane
Blogs
How Rocketlane Forms can make customer onboarding smooth and friction-free
Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects
Rahul Sridhar
Content Marketer @ Rocketlane
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
Tejasvini Ramesh
Content Marketer @ Rocketlane
Blogs
How Rocketlane’s Salesforce integration ensures a smooth customer onboarding experience
Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.
Tejasvini Ramesh
Content Marketer @ Rocketlane
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.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
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!
Rahul Sridhar
Content Marketer @ Rocketlane
Blogs
Customer onboardings and how to nail them
Members of the Preflight community discuss effective strategies to nail customer onboarding
Usha Kalva
Community & Partnerships @ Rocketlane
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.
Tejasvini Ramesh
Content Marketer @ Rocketlane
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?
Rahul Sridhar
Content Marketer @ Rocketlane
Blogs
Proof of Concept: Definition, Benefits, Best Practices
Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept
Rahul Sridhar
Content Marketer @ Rocketlane
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!
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Blogs
Measure performance across projects with Operations Insights reports
Understand how well you’re executing projects with key insights on overall performance.
Rahul Sridhar
Content Marketer @ Rocketlane
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.
Rahul Sridhar
Content Marketer @ Rocketlane
Blogs
How Rocketlane makes customer onboarding delightful
Customer experience now made a 5-star affair, each time, every time with Rocketlane.
Shuvedha Subramaniam
Content Marketer @ 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
Vishnu Prasad
GTM Lead @ Rocketlane
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.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Blogs
An Introduction to Project Management
A starting point if you're new to project management, or maybe just want to refresh your memory
Rahul Sridhar
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
Blogs
Types of Customer Onboarding: Definitions, Benefits, Steps, Best Practices
Which customer onboarding model should you choose for your company?
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Blogs
Common Reasons Why Your Customers Leave During Onboarding
Are you experiencing churn while onboarding new customers? Find out what's going wrong.
Rahul Sridhar
Content Marketer @ Rocketlane
Blogs
7 Client Onboarding Best Practices
Your client onboarding could be as simple or as complicated as making a sandwich.
Shuvedha Subramaniam
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
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.
Rahul Sridhar
Content Marketer @ Rocketlane
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.
Rahul Sridhar
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
Blogs
Top customer onboarding metrics for SaaS products
Metrics you can use to assess engagement, adoption, and progress through the onboarding phase.
Rahul Sridhar
Content Marketer @ Rocketlane
Blogs
Developers moving slowly? Here’s why
Iteration speed matters. And so does developer productivity.
Deepak Bala
CTO @ Rocketlane
Blogs
Overlooked elements in the customer onboarding process
And how to make sure you keep them in mind while onboarding your customers
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Blogs
The tool(s) you use for onboarding customers are just as important as your product
Using the right tool can go a long way in ensuring that your customers see value in what you have to offer
Rahul Sridhar
Content Marketer @ Rocketlane
Blogs
Top reasons for failure during customer onboarding and how to overcome them
These are the top reasons a customer might churn during the onboarding phase
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Blogs
Spreadsheets are killing your customer onboarding process
Read on to know why, and alternatives to spreadsheets for customer onboarding
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
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
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
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
Shuvedha Subramaniam
Content Marketer @ Rocketlane
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!
Rahul Sridhar
Content Marketer @ Rocketlane
Blogs
The right time to invest in customer onboarding software
Observations from our journey so far
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 customer onboarding smoother, simpler, smarter
Read on to know how Rocketlane solves customer onboarding issues using four key elements
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
Value realization for SaaS businesses: Framework and tools
Objectives, tasks, tools, and metrics to ensure value realization
Srikrishnan Ganesan
Co-founder, Rocketlane
Blogs
Customer Success and Value Realization: Lessons from our Freshchat journey
A closer look at customer acquisition and churn helped us find answers to seemingly daunting problems
Srikrishnan Ganesan
Co-founder, 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
Ten mistakes you could be making in your customer implementations
Ten reasons your customer onboarding projects and implementations aren't succeeding.
Srikrishnan Ganesan
Co-founder, Rocketlane
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.
Srikrishnan Ganesan
Co-founder, 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
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
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
Blogs
Data, the secret ingredient for consistently delightful customer onboarding experiences
What's missing in your customer onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
Kirthika Soundararajan
Content Marketer @ Rocketlane
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
Srikrishnan Ganesan
Co-founder, Rocketlane
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
Srikrishnan Ganesan
Co-founder, Rocketlane
Blogs
Pulling Off the Ultimate Kickoff Meeting for A Customer Onboarding Project
Best practices and tips for running the ultimate kickoff meeting for customer onboarding projects
Srikrishnan Ganesan
Co-founder, Rocketlane
Blogs
The Ultimate Guide to Kickoff Meetings for Customer Onboarding Projects: Planning and Prepping
Everything you need to know to come out of that kickoff meeting looking like a star
Srikrishnan Ganesan
Co-founder, Rocketlane

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