Preflight Conversations

Knowledge and insights from members of Preflight, the No. 1 community for all this customer onboarding
Preflight Conversations
Deep Dives: Setting up a Customer Success Enablement Function
Sisira Mallampalli, Manager - Customer Success Enablement & Training @ Whatfix, how a dedicated CS Enablement function can support CS teams
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight Conversations
Transitioning Clients between CSMs
Learn how Customer Success teams can smoothly handle the account transition between CSMs
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight Conversations
What resources do you share with customers during their onboarding journey?
Recommendations from Preflighters on what resources to share during customer onboarding.
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight Conversations
When to Start Invoicing Customers: Before or After Implementation?
Is invoicing a touchy subject when you're building customer relationships?
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight Conversations
Deep Dives: Balancing the human touch and tech in customer onboarding
Renata Kashiwaya Pinheiro, VP-CS at WeGift tells us how CS teams can strike the right balance between tech and the human touch in onboarding
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight Conversations
What to do when your sales team overpromises to a customer
So the sales team should’ve said “NO”, but ended up saying “YES!”. What now?
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight Conversations
Deep Dives: Cracking Pre-sale Engagement for Enterprise Implementations
Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight Conversations
Deep Dives: Handling Expectation Management & Escalations During the Customer Journey
We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight Conversations
Thank You to Our Preflight Community Members!
A gratitude note to members of the Preflight community for making it a great avenue for learning and knowledge exchange
Srikrishnan Ganesan
Co-founder, Rocketlane
Preflight Conversations
Preflight Conversations: Four Strategies to Improve Product Adoption
Tips from Preflight members on how to handle it when your customer's team is slow to adopt your product
Mohana Valli Prabhakar
Marketing Analyst @ Rocketlane & Community Manager, Preflight
Preflight Conversations
Preflight Conversations: Maintaining Mental Wellness Through Stressful Workweeks
Members of the Preflight community share stress management tips
Varun Singh
Product Evangelist @ Rocketlane
Preflight Conversations
Preflight Pointers: Top Leading and Lagging Customer Success Metrics
Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track
Srikrishnan Ganesan
Co-founder, Rocketlane

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