Resources

Resources
What to include in your implementation-to-customer-success handoff
Discover key tips and best practices for a successful implementation-to-customer success handoff and set up customers for long-term success.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
What is a retainer and how does it work? (+types and benefits)
A retainer agreement involves paying a recurring fee for ongoing services. Discover its different types, benefits, and best practices.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
A customer onboarding template for every step of onboarding
Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
The 10-step client onboarding checklist every business needs
Learn how to start your projects perfectly with this 10-step client onboarding checklist. Plus, meet a tool that simplifies the process.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
New customer onboarding for B2B fintech companies
Abhishek Vora, Head of Customer Success at Mosaic.tech, shares their success formula for implementations, and onboarding best practices
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
20+ questions to ask while onboarding your customer
A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
How to leverage customer onboarding to reduce churn
Learn how you can significantly reduce churn with a better customer onboarding experience
Rahul Sridhar
Content Marketer @ Rocketlane
Resources
Getting to the root cause of problems in project management
The 'why' comes first, and the 'how' comes later.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
Customer onboarding templates for every stage of your onboarding journey
Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
Project Management Basics: Innovation Management
Traditional project management models focused almost exclusively on delivery have made way for problem-solving.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
Everything you need to know about Agile Project Management
Learn how you can adopt the Agile framework to deliver high-velocity projects without compromising on quality
Rahul Sridhar
Content Marketer @ Rocketlane
Resources
Project Management Basics: Risk Management
To manage risk, it’s essential to have a clear and precise definition of what the project is tasked to deliver.
Rahul Sridhar
Content Marketer @ Rocketlane
Resources
The quick client onboarding checklist every business needs
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.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
The ultimate checklist for a successful go-live [free template]
Go-live implementations and a best practices checklist for a triumphant go-live every single time.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
What is a project kickoff meeting? (+ free template)
Project kickoff meetings and a free-to-use template
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
What is a resource tracker? (+ a free template)
Resource tracking for optimum resource management and a free-to-use resource tracker template
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
How to nail your project delivery [free template]
Project delivery tips and a free-to-use template
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
Creating the perfect project tracker [+ free template]
Project Trackers 101 and a free-to-use project tracker template.
Shuvedha Subramaniam
Content Marketer @ Rocketlane
Resources
How to write a Statement of Work [Free Template]
What an SOW is, why you need it, how to create one, and a free customizable template
Lakshmi Venugopal
Content Marketer @ Rocketlane
Resources
How to create a project communication plan [free template]
A project communication plan enables smooth project execution. Here's how to create one (plus free template!)
Saranya Udayamohan
Content Marketer @ Rocketlane
Resources
What is a Sales-to-Customer-Success handoff? [+Free Template]
A smooth Sales-to-Customer-Success Handoff is crucial to preventing ruptures in the customer relationship. Here's how to nail it.
Saranya Udayamohan
Content Marketer @ Rocketlane
Resources
Introducing The Customer Onboarding Maturity Model
Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
How to Create a Project Risk Register [Free Template]
Tips, best practices, and a fully customizable, easy-to-use Project Risk Register template that is a perfect fit for any project
Lakshmi Venugopal
Content Marketer @ Rocketlane
Resources
How to Create a Stakeholder Register [Free Template]
What a stakeholder register is, why you need it, and a 100% customizable template
Saranya Udayamohan
Content Marketer @ Rocketlane
Resources
A checklist for creating customer onboarding journeys
If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point.
Kirthika Soundararajan
Content Marketer @ Rocketlane
Resources
How to Make A RACI Chart for A Project [Free Template]
Everything you need to know about the RACI chart, complete with best practices, and a free, ready-to-use template
Lakshmi Venugopal
Content Marketer @ Rocketlane
Resources
A Guide to perfecting your Sales-to-Service handoff [Free Template]
How your sales-to-service handoff happens sets the tone for your customer onboarding projects. Here's how to nail it (plus free template!)
Saranya Udayamohan
Content Marketer @ Rocketlane
Resources
How to create a project status report [Free Template]
A 100% customizable Project Status Report template to communicate the progress of your project efficiently and effectively. Download now.
Saranya Udayamohan
Content Marketer @ Rocketlane
Resources
How to Create a Project Charter [Free Template]
How to create a project charter that everyone on your team will love. Plus a free template!
Lakshmi Venugopal
Content Marketer @ Rocketlane
Resources
How value delivery is a game changer for SaaS businesses
...and why customer onboarding is your trump card
Kirthika Soundararajan
Content Marketer @ Rocketlane

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