Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.

Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.

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

Find out how businesses like professional services and marketing agencies can collaborate on digital assets with clients using Rocketlane.

Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.

Customer onboarding expert and author of 'Onboarding Matters' Donna Weber released Rocketlane's 2023 survey report on all things onboarding.

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

Learn how to successfully transition customers from the onboarding team to the customer success team with our comprehensive handoff guide.

Want to keep your team motivated? Giving credit where it is due is the bare minimum. There is more you can do!

Shared KPIs for the product and the CS teams? The community discussed how cross-functional goal alignment can drive adoption.

Preflighters discussed how customer onboarding and implementations become more impactful if you have already laid the runway for your teams.

Explore 10 incredible customer onboarding statistics and eight important metrics to measure customer onboarding experience.

Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.

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

Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.

Find out how to set a customer onboarding process for your onboarding team that can be easily customized for each of your unique customers.

Discover best practices, unique insights, and new perspectives for customer onboarding through our top 5 video resources of 2022!

We take you through 10 tried and tested ways to fortify your implementation process.

Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.

Five critical signs that point towards rethinking your customer onboarding process entirely.

Six best practices to help you get the most out of your team and deliver projects on time.

Top five reasons why your customers churn or ghost you during the onboarding process.

Learn some of the best practices to take your customer onboarding game to a whole new level!

One customer onboarding platform, a vendor who manages customer projects on it, and task statuses that change because they can.

Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects

Learn what goes into creating a playbook that sets up the rules of engagement and increases your clients’ retainership with you

Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.

Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.

A five-point customer onboarding framework to put the spotlight on the people who matter the most: your customers!

Members of the Preflight community discuss effective strategies to nail customer onboarding

Find out which tool suits your onboarding needs, including delegating tasks, mapping dependencies, and providing visibility to stakeholders.

Do you need a dedicated onboarding team? Who’s the best fit? What kind of skills will they need?

Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept

Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!

Understand how well you’re executing projects with key insights on overall performance.

Rocketlane is an incredibly versatile tool that you can customize to suit a number of different use cases. See how.

Customer experience now made a 5-star affair, each time, every time with Rocketlane.

An insider view of how Rocketlane onboards its customers and how we use Rocketlane to ensure a seamless customer experience

We realize customer onboarding is no single-player game. And that's why we have collaboration ingrained in each feature we build.

A starting point if you're new to project management, or maybe just want to refresh your memory

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

Which customer onboarding model should you choose for your company?

Are you experiencing churn while onboarding new customers? Find out what's going wrong.

Your client onboarding could be as simple or as complicated as making a sandwich.

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

Do you often find yourself relying on multiple tools to conduct your customer onboarding and implementation process? Think again.

Setting up timely milestones and a well-designed onboarding process could go a long way in helping you showcase value to your customers.

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

Metrics you can use to assess engagement, adoption, and progress through the onboarding phase.

Iteration speed matters. And so does developer productivity.

And how to make sure you keep them in mind while onboarding your customers

Using the right tool can go a long way in ensuring that your customers see value in what you have to offer

These are the top reasons a customer might churn during the onboarding phase

Read on to know why, and alternatives to spreadsheets for customer onboarding

Signs your company needs a customer onboarding tool and the steps to invest in a good one

With a lot at stake, the customer onboarding phase can be daunting. Fret not, we have you covered. Read on for some invaluable solutions

We asked our community members to send in their scariest onboarding stories for Halloween. You won't believe what happens in the last story!

Observations from our journey so far

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

And how to use the customer onboarding phase to sell value

Objectives, tasks, tools, and metrics to ensure value realization

A closer look at customer acquisition and churn helped us find answers to seemingly daunting problems

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

Ten reasons your customer onboarding projects and implementations aren't succeeding.

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.

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

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

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

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

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

Why those emails and calls went unanswered and how to prevent that in the future

How to bring a project back to life when there's radio silence from the customer

Best practices and tips for running the ultimate kickoff meeting for customer onboarding projects

Everything you need to know to come out of that kickoff meeting looking like a star