GuidesThe Ultimate Guide to SaaS Customer Onboarding (2021)
Tips, tricks, best practices to create the best customer onboarding process
Kirthika Soundararajan
Content Marketer @ Rocketlane

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3
MIN READ
Richard Benavides on How Crew Reinvented Its SMB Onboarding From High-Touch to Self-serve
Richard shared his experiences with onboarding, the reasons for Crew’s switch to a low-touch customer onboarding model, and more
Richard shared his experiences with onboarding, the reasons for Crew’s switch to a low-touch customer onboarding model, and more
Kirthika Soundararajan
Content Marketer @ Rocketlane
3
MIN READ
Apoorva, Branch.io on High-touch Onboarding for Experienced Customers
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
Kirthika Soundararajan
Content Marketer @ Rocketlane
7
MIN READ
Transitioning to a CS Ops Function: Interview with Jennie Li & Allastair Meffen, Definitive Healthcare
Jennie Li & Allastair Meffen of Definitive Healthcare talk about how they set up a CS Ops function at their organization
Jennie Li & Allastair Meffen of Definitive Healthcare talk about how they set up a CS Ops function at their organization
Kirthika Soundararajan
Content Marketer @ Rocketlane
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!)
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
3
MIN READ
How to Design Your Customer Onboarding Methodology
Five factors that decide the success of your customer onboarding project, and how to set yourself up for success
Five factors that decide the success of your customer onboarding project, and how to set yourself up for success
Kirthika Soundararajan
Content Marketer @ Rocketlane
7
MIN READ
Introducing The Customer Onboarding Maturity Model: An Easy Way To Measure & Up Your Onboarding Game
Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.
Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.
Kirthika Soundararajan
Content Marketer @ Rocketlane
2
MIN READ
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
Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track
Srikrishnan Ganesan
Co-founder, Rocketlane
2
MIN READ
This Simple Tweak in Your SaaS Onboarding Process Can Reduce Your Time to Value
Hint: It has to do with the tools you use.
Hint: It has to do with the tools you use.
Kirthika Soundararajan
Content Marketer @ Rocketlane
4
MIN READ
How Pando's implementation team onboarded 20 enterprise clients in two years
Nigamanth Srivatsan, Director - Customer Success, at Pando, a freight management SaaS company, shares the lessons learnt from onboarding
Nigamanth Srivatsan, Director - Customer Success, at Pando, a freight management SaaS company, shares the lessons learnt from onboarding
Srikrishnan Ganesan
Co-founder, Rocketlane
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
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
3
MIN READ
Getting The Scope of Your Customer Onboarding & Implementation Project 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
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
3
MIN READ
Data, the Secret Ingredient For Consistently Delightful Customer Onboarding Experiences
What's missing in your onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
What's missing in your onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
Kirthika Soundararajan
Content Marketer @ Rocketlane
5
MIN READ
The Ultimate Kickoff Meeting for an Onboarding Project: Planning and Prepping
Everything you need to know to come out of that kickoff meeting looking like a star
Everything you need to know to come out of that kickoff meeting looking like a star
Srikrishnan Ganesan
Co-founder, Rocketlane
5
MIN READ
How Value Delivery is A Game Changer for SaaS Businesses
...and why customer onboarding is your trump card
...and why customer onboarding is your trump card
Kirthika Soundararajan
Content Marketer @ Rocketlane
3
MIN READ
Alex, Freshworks on the Impact of Culture on Project Execution
Alex talks about implementation and onboarding success in a multi-geography environment having cultural barriers
Alex talks about implementation and onboarding success in a multi-geography environment having cultural barriers
Varun Singh
Product Evangelist @ Rocketlane
3
MIN READ
How WebEngage's Onboarding Approach Adds To Their Customer Experience
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
Kirthika Soundararajan
Content Marketer @ Rocketlane
3
MIN READ
Nimesh of Rockmetric on working with enterprise clients in finance
Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey
Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey
Varun Singh
Product Evangelist @ Rocketlane
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!
How to create a project charter that everyone on your team will love. Plus a free template!
Lakshmi Venugopal
Content Marketer @ Rocketlane
6
MIN READ
Pulling off the Ultimate Kickoff Meeting for an Onboarding Project
Best practices and tips for running the ultimate kickoff meeting
Best practices and tips for running the ultimate kickoff meeting
Srikrishnan Ganesan
Co-founder, Rocketlane
2
MIN READ
How to Craft and Sustain Delightful SaaS Onboarding Experiences
Customer onboarding does not have to be fraught with escalations and uncertainty.
Customer onboarding does not have to be fraught with escalations and uncertainty.
Kirthika Soundararajan
Content Marketer @ Rocketlane
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
What a stakeholder register is, why you need it, and a 100% customizable template
Saranya Udayamohan
Content Marketer @ Rocketlane
3
MIN READ
Creating an onboarding journey for your product? This checklist can help you nail it
If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point.
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
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
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
5
MIN READ
Why Customers Ghost You and How to Avoid It
Why those emails and calls went unanswered and how to prevent that in the future
Why those emails and calls went unanswered and how to prevent that in the future
Srikrishnan Ganesan
Co-founder, Rocketlane
2
MIN READ
Preflight Conversations: Maintaining Mental Wellness Through Stressful Workweeks
Members of the Preflight community share stress management tips
Members of the Preflight community share stress management tips
Varun Singh
Product Evangelist @ Rocketlane
3
MIN READ
Reviving a project when you’ve been ghosted
How to bring a project back to life when there's radio silence from the customer
How to bring a project back to life when there's radio silence from the customer
Srikrishnan Ganesan
Co-founder, Rocketlane
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.
A 100% customizable Project Status Report template to communicate the progress of your project efficiently and effectively. Download now.
Saranya Udayamohan
Content Marketer @ Rocketlane
3
MIN READ
How Innovaccer’s Customer Engineering Team Handles Implementation & Onboarding
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach, its focus on transparency
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach, its focus on transparency
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsTransitioning to a CS Ops Function: Interview with Jennie Li & Allastair Meffen, Definitive Healthcare
Jennie Li & Allastair Meffen of Definitive Healthcare talk about how they set up a CS Ops function at their organization
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsGetting The Scope of Your Customer Onboarding & Implementation Project 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
BlogsThis Simple Tweak in Your SaaS Onboarding Process Can Reduce Your Time to Value
Hint: It has to do with the tools you use.
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsHow to Craft and Sustain Delightful SaaS Onboarding Experiences
Customer onboarding does not have to be fraught with escalations and uncertainty.
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsData, the Secret Ingredient For Consistently Delightful Customer Onboarding Experiences
What's missing in your onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.
Kirthika Soundararajan
Content Marketer @ Rocketlane
BlogsWhy 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
BlogsReviving a 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
BlogsPulling off the Ultimate Kickoff Meeting for an Onboarding Project
Best practices and tips for running the ultimate kickoff meeting
Srikrishnan Ganesan
Co-founder, Rocketlane
BlogsThe Ultimate Kickoff Meeting for an Onboarding Project: Planning and Prepping
Everything you need to know to come out of that kickoff meeting looking like a star
Srikrishnan Ganesan
Co-founder, Rocketlane
ResourcesIntroducing The Customer Onboarding Maturity Model: An Easy Way To Measure & Up Your Onboarding Game
Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.
Kirthika Soundararajan
Content Marketer @ Rocketlane
ResourcesHow 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
ResourcesHow 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
ResourcesCreating an onboarding journey for your product? This checklist can help you nail it
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
ResourcesHow 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
ResourcesA 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
ResourcesHow 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
ResourcesHow 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
ResourcesHow Value Delivery is A Game Changer for SaaS Businesses
...and why customer onboarding is your trump card
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesRichard Benavides on How Crew Reinvented Its SMB Onboarding From High-Touch to Self-serve
Richard shared his experiences with onboarding, the reasons for Crew’s switch to a low-touch customer onboarding model, and more
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesApoorva, Branch.io on High-touch Onboarding for Experienced Customers
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesAlex, Freshworks on the Impact of Culture on Project Execution
Alex talks about implementation and onboarding success in a multi-geography environment having cultural barriers
Varun Singh
Product Evangelist @ Rocketlane
Implementation StoriesNimesh of Rockmetric on working with enterprise clients in finance
Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey
Varun Singh
Product Evangelist @ Rocketlane
Implementation StoriesHow Innovaccer’s Customer Engineering Team Handles Implementation & Onboarding
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach, its focus on transparency
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesHow WebEngage's Onboarding Approach Adds To Their Customer Experience
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
Kirthika Soundararajan
Content Marketer @ Rocketlane
Implementation StoriesHow Pando's implementation team onboarded 20 enterprise clients in two years
Nigamanth Srivatsan, Director - Customer Success, at Pando, a freight management SaaS company, shares the lessons learnt from onboarding
Srikrishnan Ganesan
Co-founder, Rocketlane
GuidesThe Ultimate Guide to SaaS Customer Onboarding (2021)
Tips, tricks, best practices to create the best customer onboarding process
Kirthika Soundararajan
Content Marketer @ Rocketlane
GuidesHow to Design Your Customer Onboarding Methodology
Five factors that decide the success of your customer onboarding project, and how to set yourself up for success
Kirthika Soundararajan
Content Marketer @ Rocketlane
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No items found.
Preflight ConversationsPreflight Conversations: Maintaining Mental Wellness Through Stressful Workweeks
Members of the Preflight community share stress management tips
Varun Singh
Product Evangelist @ Rocketlane
Preflight ConversationsPreflight 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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Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.