Resources

4
MIN READ
How to create a project plan in 3 easy steps
Learn how to create a perfect project plan in 3 easy steps. Or, download the free project plan template available below and get started.
5
MIN READ
The 5 best time tracking apps to take into 2024
Streamline resource management with the best time tracking software and tools. Enhance productivity and team efficiency. Prevent burnout!
5
MIN READ
A RACI chart for effective cross-functional collaboration
Explore how the strategic use of RACI charts boosts cross-functional collaboration and optimizes overall project execution
5
MIN READ
Unlock operational excellence with PSA software
Discover how PSA software drives operational excellence in professional services automation. Learn from successful implementations.
5
MIN READ
PSA vs. CRM: Which is right for your business?
Learn the key differences between PSA and CRM systems and discover which one is the best fit for your business needs.
5
MIN READ
How to write an effective project mission statement
Explore what a project mission statement is. Also, learn its purpose, when to draft it, and how to draft it effectively. 
7
MIN READ
Strategies for improving your project's profit margin
Discover effective strategies for enhancing project profitability, increasing project margin, maximizing revenue, and boosting your revenue
5
MIN READ
How to maximize the ROI of PSA software: Benefits and key metrics
Stop contemplating whether or not to invest in a PSA tool. Here's a guide on maximizing the ROI of PSA, benefits, and key metrics to track.
5
MIN READ
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.
7
MIN READ
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.
5
MIN READ
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.
5
MIN READ
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.
6
MIN READ
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
5
MIN READ
20+ questions to ask while onboarding your customer
A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience.
5
MIN READ
How to leverage customer onboarding to reduce churn
Learn how you can significantly reduce churn with a better customer onboarding experience
7
MIN READ
Getting to the root cause of problems in project management
The 'why' comes first, and the 'how' comes later.
5
MIN READ
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.
5
MIN READ
Project Management Basics: Innovation Management
Traditional project management models focused almost exclusively on delivery have made way for problem-solving.
7
MIN READ
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
10
MIN READ
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.
10
MIN READ
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.
10
MIN READ
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.
5
MIN READ
What is a project kickoff meeting? (+ free template)
Project kickoff meetings and a free-to-use template
5
MIN READ
What is a resource tracker? (+ a free template)
Resource tracking for optimum resource management and a free-to-use resource tracker template
5
MIN READ
How to nail your project delivery [free template]
Project delivery tips and a free-to-use template
5
MIN READ
Creating the perfect project tracker [+ free template]
Project Trackers 101 and a free-to-use project tracker template.
3
MIN READ
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
3
MIN READ
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!)
3
MIN READ
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.
7
MIN READ
Introducing The Customer Onboarding Maturity Model
Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.
2
MIN READ
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
3
MIN READ
How to create a stakeholder register [free template]
What a stakeholder register is, why you need it, and a 100% customizable template
5
MIN READ
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.
3
MIN READ
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
3
MIN READ
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!)
3
MIN READ
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.
5
MIN READ
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!
5
MIN READ
How value delivery is a game changer for SaaS businesses
...and why customer onboarding is your trump card

Move your service delivery into the fast lane

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