5
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Sprinting to success: Implementing scrum methodology for seamless customer onboarding
Jasmine Reynolds discusses how the scrum methodology can help divide the customer onboarding journey into sprints for better customer experi
6
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Unleashing the full potential of your service expertise: Hal Stanley at Propel24
Discover insights on shifting to services-led innovation from Hal Stanley's compelling session at Propel24.
7
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Pricing for professional services profitability
Learn to create pricing models, leverage historical data, and optimize customer journeys for better profitability and service delivery.
5
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Expert insights on how to optimize the customer journey
Learn how effective customer onboarding can drive business value. Discover insights to optimize the customer journey and improve retention.
5
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Introducing Sprints: Effortlessly manage agile and waterfall projects, with your clients every step of the way.
Discover Rocketlane's Sprints to manage your agile and waterfall projects in one place. Gain deep insights into your sprint performance!
4
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Leverage KPIs to maximize operational efficiency
Discover how to leverage KPIs to maximize operational efficiency in professional services teams. Learn best practices and drive success.
5
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Shared beliefs: The ultimate customer onboarding destination
Ed Powers shares how neuropsychology can help build shared beliefs with customers, strengthen relationships, and boost customer retention.
5
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Customer education in the age of AI
Kristine Kukich explores AI's transformative impact on customer education at Propel24, covering personalization, content creation, and data
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Balancing AI and human touch in resource management
Discover how AI and human expertise combine to enhance resource management. Insights from Susan Thomas and Gary Becker at Propel24.
6
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Unveiling the first value advantage: What's behind the smoke?
Jarvis Harris discusses the 'first value advantage.' Learn how to lead the implementation instead of following your customers' cues.
3
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Customer is king! How to keep the king pleased in 2024: Terinee Pooler
Discover how customer satisfaction rates impact revenue, retention, and the overall health of a business. Learn how to keep customers happy.
5
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Elevating customer relationships in the age of AI and automation
Discover a structured approach to harnessing AI to achieve customer outcomes. Learn how AI can help elevate your customer relationships.
5
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How to get buy-in from stakeholders for your project
Discover strategies and tips to effectively rally internal project stakeholders and secure their buy-in for your big initiative.
6
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A results-driven customer onboarding strategy
Learn strategies to ensure onboarding success, drive impactful results during customer onboarding, and ensure customer satisfaction
5
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From service to solution: Leveraging product thinking in professional services
At Propel24, Rocky D'Souza from Netomi discusses how you can make your services tangible and standardized to scale your organization.
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Productizing, packaging, and pricing your implementation and professional services
Learn key insights from Jan Young's Propel24 session on productizing and packaging service offerings for profitability and growth.
6
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Embracing AI and human connection in customer success
Discover how Meredith Mann and Star Hofer integrate AI in customer success while maintaining human connections in their Propel24 session.
5
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How to sell, retain, and renew service offerings
At Propel24, Dennis Mahoney discusses how companies should go about developing, selling, and scaling their service products.
6
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How PS can work with CS to improve the customer journey
Sadee Akhtar shares learnings from how Pluralsight drives collaboration between PS and CS teams for improved and effective customer journeys
5
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Navigating the future of customer onboarding
Donna Weber shares her perspectives on how customer onboarding has changed, and what teams can do to adapt.
6
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The 3 data mistakes that are slowly killing your business
Is poor adoption and low upsell hindering your business success? Discover the top 3 data mistakes and how to fix them.
5
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You can't win revenue at onboarding…but you CAN lose it
In this Propel24 session, we discuss why customer onboarding is the key to securing revenue and how to make customer onboarding effective.
5
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Proactive vs. reactive: How modern PS teams leverage data to their advantage
At Propel24, Mark Sloan of Asaph Advisors discusses how Professional Services teams can act proactively with their sales and HR teams.
5
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Enabling high impact partner ecosystems: Christine Camp
Learn how to create high-impact partner ecosystems and discover actionable strategies to maximize the potential of your partner network.
4
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UX of delivery: Unlock the service experience
Brett Jarvis and Srikrishnan Ganesan from Rocketlane discuss why it's time to take the UX of professional services seriously.
5
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Mastering modern customer onboarding: Your essential guide to success benchmarks
Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency.
7
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Subscription models demystified: Choosing the right approach for your professional service business
A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more.
6
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Simplifying billing automation for PS businesses
Discover billing automation, the billing challenges professional services firms face, its benefits, and steps to streamline the process.
6
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Mastering subscription billing: Best practices for professional service businesses
A must-have guide for professional service firms on implementing subscription billing to drive growth and enhance customer retention.
7
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Strategies for sustained onboarding success: Leveraging proactive engagement
Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding.
5
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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.
7
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How PSA helps drive project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
5
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How professional services automation tools boost efficiency
Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.
5
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The beginner's guide to PSA software: All your questions answered
PSA Software from the Rocketlane PSA helps you to manage time tracking, projects management & resource management.
3
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Customer onboarding and training during high growth
Preflighters share insights and strategies to make customer training and education during onboarding effective and scalable.
6
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How to master expense tracking: A guide for services firms
Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide.
6
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Defining onboarding phases for highly configurable multi-module products
Explore the rationale of packaging services products and the essential elements needed to package them efficiently based on customer needs.
5
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Rocketlane vs. generic project tools: Why a purpose-built PSA platform makes all the difference
Generic tools choking your service delivery? Unleash efficiency, profitability & client love with Rocketlane's purpose-built PSA platform.
4
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Diving deeper into project governance: Ensuring alignment across people, processes, and data
Discover how project governance drives success by aligning people, processes, and data. Explore key insights from Rocketlane's webinar.
6
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Balancing automation and human touch in PSA with Rocketlane
Discover how Rocketlane blends automation and human touch in PS, driving efficiency while prioritizing personalized client experiences.
7
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Unlocking the power of Resource Allocation with Rocketlane
Discover the art of resource allocation for client projects with Rocketlane.
5
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How professional services automation can help streamline business processes
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
5
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Customer onboarding benefits for retention and acquisition
Learn how to build brand loyalty and retain customers. Discover customer onboarding and how it impacts customer acquisition and retention.
5
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Benefits of implementing expense tracking in a PSA tool
Explore expense tracking and the key benefits of implementing it. Also learn how to set up expense tracking in a PSA tool effortlessly.
5
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The Professional Services Maturity Benchmark™ Model
Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models.
5
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Top 5 resource management KPIs to track in 2024
Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024.
5
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How to automate your customer onboarding process
Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide.
7
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Steps to build and read a capacity report
Discover the benefits of capacity reports. Learn the various types of capacity reports and steps to build and interpret one.
7
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PSA vs. ERP software: Key differences, features, and benefits
Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits
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Exploring the benefits of implementing professional services automation (PSA) software for your business
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
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The Preflight LaunchPad: Featuring Donna Weber
Industry experts and professionals discuss how to enhance customer engagement and streamline customer onboarding processes.
3
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Say goodbye to spreadsheet woes with Rocketlane Custom Reports
Discover how Rocketlane Custom Reports unify all your data to unlock insights effortlessly.
5
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Software implementation plan: 6 crucial steps
Learn how to implement your software for a new customer with a free template using this step-by-step guide.
6
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10 surefire ways to improve project profitability
Learn how to optimize project profitability with these 10 smart tips that improve project management and drive continuous profitability.
5
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Scaling your business with a PSA platform
Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction.
6
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Resource planning and forecasting with Rocketlane
Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes.
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4 reasons why you should have a project health dashboard
Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance.
3
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Manage recurring client work with Rocketlane Subscriptions
With Rocketlane Subscriptions, gain an end-to-end view of your recurring projects in a few clicks.
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Benefits of professional services subscription model
Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction.
6
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Mastering project planning in 6 Steps: Your essential guide
Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps.
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Transitioning your PS business to a subscription model
Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider.
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Q&A recap: From the launch of The State of Customer Onboarding 2024
Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends.
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How to track and improve TTV for implementation projects
Learn best practices to optimize and improve time-to-value for implementation projects.
5
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Making data migration seamless: A guide to onboarding success
Learn how to ensure seamless data migration during customer onboarding while maintaining data integrity and security.
5
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Resource forecasting for professional services firms
Discover how resource forecasting helps professional services firms manage their client projects and allocate resources effectively.
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6 ways resource leveling could help with your next project
Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success.
3
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Introducing Rocketlane Academy: Elevate your success in project delivery
Rocketlane Academy is crafted to help navigate your self-learning journey with Rocketlane, with ease and confidence.
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Resource leveling vs. resource allocation
Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success.
6
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5 spreadsheet alternatives to boost resource management
Discover the limitations of spreadsheets and explore 5 spreadsheet alternatives for resource planning and forecasting.
5
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A guide to effective client communication and collaboration for PS firms
Enhance client relationships and streamline collaboration for your professional services firm with this comprehensive guide.
6
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Enhancing customer implementations with launch materials
Explore insights from industry experts on the types of launch materials that can be provided during customer implementations.
5
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The beginner's guide to resource scheduling
Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity.
7
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Everything you need to know about project planning tools
A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization.
5
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What is project management and project governance?
Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success.
5
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Project success: Key pitfalls to avoid in project management
A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success.
7
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The ultimate guide to resource leveling (with techniques and examples)
Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management.
7
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What is project governance: Unraveling its components, frameworks, and examples
Learn what project governance is, the components, frameworks and how it can help in ensuring ultimate project success.
6
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Customer-centric project management: A 6-step guide
Explore customer-centric project management. Also, discover its advantages and 6 simple steps to become a customer-centric project manager.
6
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Project governance: Tips for enhanced project management
Learn about project governance, types of project governance models, and project governance tips to enhance project management.
6
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Resource management lifecycle: Benefits and phases
Explore the world of resource management lifecycle. Discover its different phases, and how it benefits your organization.
5
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7 project management tips for consultants to swear by
Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management.
5
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Understanding float and why it matters in project management
Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation.
5
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Hybrid project management: How can it help your business?
Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth.
4
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Rocketlane achieves SOC1 Type 2 compliance
Rocketlane achieves SOC1 Type 2 compliance and remains compliant for SOC2 Type 2.
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Turning strategic priorities into measurable KPIs
Discover how CS Ops teams can turn strategic value delivery goals into actionable KPIs. Learn how to measure success through these KPIs.
6
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6 steps to foolproof project planning: A comprehensive project plan guide
Learn how to create a project plan in 6 easy steps. This guide provides tips and techniques for successful project execution.
7
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4 ways to use technology to level up your project management
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
5
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The ultimate resource planning and management guide 2023
Everything you need to know about resource planning & resource management in 2023. Discover strategies, tips, and insights for your business
5
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How to improve project performance
From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals.
4
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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
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Adapting to a strategic mindset for CS Ops: Gunjan Nichani
Gunjan shares tips on how CS Ops teams and professionals can adapt to a strategic mindset and uncover valuable insights for success.
5
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Designing, mapping, and optimizing post-sale processes
Jeff Beaumont shares insights on how to design, map, and optimize post-sale operations through documentation and repeatable processes.
4
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9 tips and tricks from CS Ops leaders
Discover tips and tricks from CS Ops leaders to optimize your operations and drive better outcomes. Learn key strategies in this guide.
7
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Retainers for professional services
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
5
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Unlock partner-led growth for channel organizations
Leverage the expertise of partners to scale and grow sustainably. Learn how to design and execute a partner program at your organization.
7
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A introduction to project management metrics
Learn how to effectively utilize project management metrics for project success and improved performance.
5
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Building early customer onboarding and implementation teams
Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption.
7
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A guide to project-based accounting
Learn all about project-based accounting and project management to optimize project profitability. Discover tips on how to implement it.
5
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How to create a Gantt chart for your project
Learn how to create a Gantt chart for effective project management and planning in this step-by-step guide.
5
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Rocketlane Automations: Making time for work that matters
Automations help you manage operations at scale effectively. Learn how you can make time for work that matters with Rocketlane Automations.
5
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Making data migration seamless: A guide to onboarding success
Learn how to ensure seamless data migration during customer onboarding while maintaining data integrity and security.
6
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Simplifying billing automation for PS businesses
Discover billing automation, the billing challenges professional services firms face, its benefits, and steps to streamline the process.
7
MIN READ
Subscription models demystified: Choosing the right approach for your professional service business
A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more.
5
MIN READ
Mastering modern customer onboarding: Your essential guide to success benchmarks
Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency.
6
MIN READ
Mastering subscription billing: Best practices for professional service businesses
A must-have guide for professional service firms on implementing subscription billing to drive growth and enhance customer retention.
6
MIN READ
How to master expense tracking: A guide for services firms
Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide.
7
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Unlocking the power of Resource Allocation with Rocketlane
Discover the art of resource allocation for client projects with Rocketlane.
6
MIN READ
Balancing automation and human touch in PSA with Rocketlane
Discover how Rocketlane blends automation and human touch in PS, driving efficiency while prioritizing personalized client experiences.
5
MIN READ
Rocketlane vs. generic project tools: Why a purpose-built PSA platform makes all the difference
Generic tools choking your service delivery? Unleash efficiency, profitability & client love with Rocketlane's purpose-built PSA platform.
5
MIN READ
Customer onboarding benefits for retention and acquisition
Learn how to build brand loyalty and retain customers. Discover customer onboarding and how it impacts customer acquisition and retention.
5
MIN READ
The Professional Services Maturity Benchmark™ Model
Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models.
5
MIN READ
Benefits of implementing expense tracking in a PSA tool
Explore expense tracking and the key benefits of implementing it. Also learn how to set up expense tracking in a PSA tool effortlessly.
5
MIN READ
Top 5 resource management KPIs to track in 2024
Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024.
5
MIN READ
How to automate your customer onboarding process
Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide.
5
MIN READ
Rocketlane Automations: Making time for work that matters
Automations help you manage operations at scale effectively. Learn how you can make time for work that matters with Rocketlane Automations.
5
MIN READ
Unlock partner-led growth for channel organizations
Leverage the expertise of partners to scale and grow sustainably. Learn how to design and execute a partner program at your organization.
7
MIN READ
Steps to build and read a capacity report
Discover the benefits of capacity reports. Learn the various types of capacity reports and steps to build and interpret one.
5
MIN READ
Software implementation plan: 6 crucial steps
Learn how to implement your software for a new customer with a free template using this step-by-step guide.
6
MIN READ
Resource planning and forecasting with Rocketlane
Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes.
5
MIN READ
Scaling your business with a PSA platform
Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction.
6
MIN READ
10 surefire ways to improve project profitability
Learn how to optimize project profitability with these 10 smart tips that improve project management and drive continuous profitability.
5
MIN READ
4 reasons why you should have a project health dashboard
Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance.
6
MIN READ
Mastering project planning in 6 Steps: Your essential guide
Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps.
6
MIN READ
Benefits of professional services subscription model
Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction.
5
MIN READ
Transitioning your PS business to a subscription model
Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider.
5
MIN READ
How to track and improve TTV for implementation projects
Learn best practices to optimize and improve time-to-value for implementation projects.
5
MIN READ
Q&A recap: From the launch of The State of Customer Onboarding 2024
Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends.
5
MIN READ
6 ways resource leveling could help with your next project
Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success.
6
MIN READ
Resource leveling vs. resource allocation
Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success.
6
MIN READ
5 spreadsheet alternatives to boost resource management
Discover the limitations of spreadsheets and explore 5 spreadsheet alternatives for resource planning and forecasting.
3
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Introducing 'Resource AI': Redefining resource allocation for the modern era
Rocketlane's Resource AI instantly assembles the perfect project team, while keeping your business goals in sight!
5
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The beginner's guide to resource scheduling
Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity.
6
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Resource management lifecycle: Benefits and phases
Explore the world of resource management lifecycle. Discover its different phases, and how it benefits your organization.
6
MIN READ
Project governance: Tips for enhanced project management
Learn about project governance, types of project governance models, and project governance tips to enhance project management.
6
MIN READ
Customer-centric project management: A 6-step guide
Explore customer-centric project management. Also, discover its advantages and 6 simple steps to become a customer-centric project manager.
7
MIN READ
What is project governance: Unraveling its components, frameworks, and examples
Learn what project governance is, the components, frameworks and how it can help in ensuring ultimate project success.
5
MIN READ
Understanding float and why it matters in project management
Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation.
5
MIN READ
Hybrid project management: How can it help your business?
Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth.
7
MIN READ
The ultimate guide to resource leveling (with techniques and examples)
Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management.
5
MIN READ
7 project management tips for consultants to swear by
Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management.
5
MIN READ
Project success: Key pitfalls to avoid in project management
A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success.
7
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Everything you need to know about project planning tools
A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization.
5
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What is project management and project governance?
Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success.
5
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Winning the long game of NRR
Find out how you can win the NRR game and improve customer retention by engineering the right approach to customer onboarding and support.
5
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How to improve project performance
From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals.
7
MIN READ
4 ways to use technology to level up your project management
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
7
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Retainers for professional services
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
6
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Rocketlane TV: Unveiling a new era of knowledge sharing
Explore Rocketlane TV, an OTT platform for expert insights in Customer Success & Professional Services. Why should Netflix have all the fun?
5
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5 key elements of project management and planning
Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project.
5
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5 ways capacity planning benefits resource and project management
Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that
5
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Aligning your PSA with your resource management model
Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency.
5
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3 different project management goals to boost success
Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success.
7
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Can time tracking software boost your bottom line?
Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity.
5
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PPM vs PSA software: What's the difference?
Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs.
5
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7 telltale signs of employee burnout
Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late.
7
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5 capacity planning tricks to avoid project management nightmares
Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares.
5
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7 reasons your company needs to implement PSA software
Want to break free from a thousand applications for your project management? Here are 7 reasons your company should invest in PSA software.
5
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Top 5 consulting pricing models for unlocking maximum profits
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
7
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How PSA helps drive project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
7
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PSA Software vs. Project Management Software: Key Differences
Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs.
5
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5 key benefits of adopting PSA software for professional services firms
Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business.
7
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Crafting an effective billable utilization plan for your team
Discover how to create a successful billable utilization plan for your professional services business.
8
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Top 20 PSA tools for resource management and project management
Discover the best professional services automation software for resource management and project management with list of top 20 PSA tools.
5
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How professional services automation tools boost efficiency
Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.
5
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Balancing client satisfaction and billable utilization: What you need to know
Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!
7
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PSA vs. ERP software: Key differences, features, and benefits
Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits
5
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Analyzing the impact of non-billable time on overall billable utilization
Understand how non-billable time affects overall billable utilization for improved productivity.
5
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Exploring the benefits of implementing professional services automation (PSA) software for your business
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
5
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How professional services automation can help streamline business processes
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
5
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How to boost customer experience with high-touch onboarding
Discover high-touch onboarding, its benefits, an 8-step guide, and the ultimate tool for a quality, high-touch onboarding experience.
5
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Automatically track and measure Time-to-Value with Rocketlane's Interval IQ
Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.
5
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A 5-stage customer onboarding process and flow chart (with templates)
See what a customer onboarding process flow chart is and why you need one. Also, discover the five essential stages with templates for each.
5
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What is a price quote (and how do you write up a good one?)
A step-by-step guide on how to make a quote and some essential tips for developing an efficient quoting process.
7
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Project billing: A complete guide to all stages and types
Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool
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Pre-onboarding for customers: The what, why, and how
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
5
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Meet SmartFill: Access project information within seconds!
Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!
7
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Client Management 101: Strategies to build strong client relationships
Learn all about client management, and discover the strategies and tools to deploy for building strong client relationships.
5
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5 best user onboarding software: features, pros and cons
Learn all about user onboarding software, its importance, and 5 best options. Also discover the ultimate tool for smooth customer onboarding
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Customer Onboarding Software: Best Features + Tools
Pick the best customer onboarding software for your business. Also, explore what features to look for in a customer onboarding platform.
5
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Keeping customers accountable and engaged during onboarding
Donna Weber, customer onboarding expert, shares best practices on how to drive customer engagement by building trust, delivering value early
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7 great client onboarding templates (+ A 23-point checklist)
Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.
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MIN READ
The 10 steps to executing a flawless kickoff meeting
Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.
5
MIN READ
The importance of hiring a customer onboarding specialist
Customer onboarding specialists are crucial for successful customer onboarding and avoiding churn. Find out about their skills and more
7
MIN READ
7 client onboarding best practices (+ a tool to boost results)
Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.
5
MIN READ
Decoding the State of Customer Onboarding 2023
Customer onboarding expert and author of 'Onboarding Matters' Donna Weber released Rocketlane's 2023 survey report on all things onboarding.
5
MIN READ
4 critical customer onboarding challenges and how to overcome them
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
6
MIN READ
Customer Onboarding to Customer Success Handoff
Learn how to successfully transition customers from the onboarding team to the customer success team with our comprehensive handoff guide.
6
MIN READ
How to plan rewards for your customer-facing teams
Want to keep your team motivated? Giving credit where it is due is the bare minimum. There is more you can do!
5
MIN READ
Drive customer adoption through shared KPIs for CS and Product
Shared KPIs for the product and the CS teams? The community discussed how cross-functional goal alignment can drive adoption.
4
MIN READ
Pre-implementation and why it might be relevant for your business
Preflighters discussed how customer onboarding and implementations become more impactful if you have already laid the runway for your teams.
5
MIN READ
10 insightful customer onboarding statistics for 2023
Explore 10 incredible customer onboarding statistics and eight important metrics to measure customer onboarding experience.
5
MIN READ
What is Customer Onboarding? (+6 Steps You Need to Follow)
Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.
5
MIN READ
4 critical customer onboarding challenges and how to overcome them
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
5
MIN READ
Track time off for resource planning & scheduling with Rocketlane
Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.
6
MIN READ
The 4 stages of a world-class customer onboarding process
Find out how to set a customer onboarding process for your onboarding team that can be easily customized for each of your unique customers.
5
MIN READ
Top 5 videos on customer onboarding from Rocketlane
Discover best practices, unique insights, and new perspectives for customer onboarding through our top 5 video resources of 2022!
8
MIN READ
Ten ways to supercharge your implementation plan
We take you through 10 tried and tested ways to fortify your implementation process.
10
MIN READ
Customer Onboarding: Best Practices Guide
Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.
7
MIN READ
Signs that your customer onboarding process needs an overhaul
Five critical signs that point towards rethinking your customer onboarding process entirely.
7
MIN READ
Resource Management: Best Practices Guide
Six best practices to help you get the most out of your team and deliver projects on time.
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
7
MIN READ
Strategies for sustained onboarding success: Leveraging proactive engagement
Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding.
4
MIN READ
Maximizing impact: Lean teams in large client rollouts
Learn to maximize impact with lean implementation teams and the process of scaling documentation and training for larger implementations.
7
MIN READ
Using the pre-sales phase as groundwork for customer onboarding
Alex Laverty, Director - CS @ People.ai, talks about ensuring high user adoption post customer onboarding, and the Discovery Scorecard.
5
MIN READ
Customer onboarding best practices from Rocketlane
Vishnu Prasad, Solutions and Onboarding Lead at Rocketlane, shares all the details on the four-pillar approach to customer onboarding.
5
MIN READ
Tactics for complex customer onboarding journeys
Mahesh Motiramani, Director of Customer Success at Dataiku, shares insights and inputs to help you navigate complicated customer onboarding
5
MIN READ
Using EBRs to build strong customer relationships
Alisha Hardoon, CSM at Robin, shares how you can make the most of executive business reviews (EBRs) and build a strong foundation for them.
5
MIN READ
What it takes for CS and Product teams to collaborate successfully
Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session
5
MIN READ
Supercharging customer onboarding with a consultative approach
Brittany (Yandura) Preseau, Senior Customer Success Manager at Fieldguide, shares how you can have consultative customer onboarding journeys
5
MIN READ
Using data to digitize customer success at your organization
Daria, Senior Customer Journey Manager at Amplitude, on how they leveraged data to improve their customer journeys across segments
5
MIN READ
BombBomb’s prescriptive approach to product adoption
On BombBomb's iterative approach to developing a mind-blowing onboarding experience for their customers
5
MIN READ
Making data-driven customer onboarding decisions
Katie Clark on the importance of onboarding metrics, their impact on decision-making, and more
7
MIN READ
Samantha Wong on Scaling Customer Onboarding at Front
How onboarding evolved at Front, and lessons from their CS journey
10
MIN READ
Effective change management during customer onboarding
The CS Head at Ada Health talked about how change management can aid in getting users to adopt your product before go-live
10
MIN READ
GetResponse’s customer onboarding playbook
Learn how to choose the right customer onboarding model for your product.
3
MIN READ
When lives are on the line: Customer onboarding under pressure
Meg Lovell of Everbridge on her learnings from high-stress, high impact customer onboarding journeys
7
MIN READ
The right tech stack for high-touch customer onboarding
Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.
7
MIN READ
Inflexion: Darwinbox’s six-step customer implementation framework
Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process
5
MIN READ
Delivering a mindblowing customer onboarding program
Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers
3
MIN READ
Decoding customer onboarding at Insent
The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years
3
MIN READ
Nailing customer onboarding using the Project Management approach
How using project management principles to your onboarding projects makes the experience better for customers
5
MIN READ
Getting effort estimation right and winning over customer expectations
Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise
5
MIN READ
Alex Farmer on the role of the CSM in successful customer onboarding
Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to your customer onboarding journey
5
MIN READ
How quality customer education enhances value delivery
Brittany Lockwood, CSM at Dealpath, walks us through her experiences and learnings from her CS and CE journey
5
MIN READ
Jeff Kushmerek on creating specialized customer implementation teams
Jeff Kushmerek shares lessons on customer implementation processes and methodologies from his extensive implementation experience
3
MIN READ
High-touch vs. self-serve customer onboarding for SMBs
Richard shared his experiences with customer onboarding, the reasons for Crew’s switch to a low-touch onboarding model, and more
3
MIN READ
Branch.io's High-touch Onboarding for Experienced Customers
Apoorva shares how she designs differentiated onboarding journeys for different customer segments
3
MIN READ
The impact of culture on customer project execution
In this session, Alex spoke to us about customer onboarding execution and success in a multi-geography environment having cultural barriers.
3
MIN READ
Nimesh of Rockmetric on onboarding enterprise customers in finance
Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey
3
MIN READ
How Innovaccer does customer onboarding and implementation
Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach and more
3
MIN READ
WebEngage's approach to complex customer onboarding journeys
Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey
4
MIN READ
How Pando onboarded 20 enterprise clients in two years
Nigamanth Srivatsan, Director - CS @ Pando, a freight management SaaS company, shares the lessons learnt from onboarding enterprise clients
5
MIN READ
Resource forecasting for professional services firms
Discover how resource forecasting helps professional services firms manage their client projects and allocate resources effectively.
5
MIN READ
The ultimate resource planning and management guide 2023
Everything you need to know about resource planning & resource management in 2023. Discover strategies, tips, and insights for your business
6
MIN READ
6 steps to foolproof project planning: A comprehensive project plan guide
Learn how to create a project plan in 6 easy steps. This guide provides tips and techniques for successful project execution.
7
MIN READ
A introduction to project management metrics
Learn how to effectively utilize project management metrics for project success and improved performance.
5
MIN READ
How to create a Gantt chart for your project
Learn how to create a Gantt chart for effective project management and planning in this step-by-step guide.
7
MIN READ
A guide to project-based accounting
Learn all about project-based accounting and project management to optimize project profitability. Discover tips on how to implement it.
7
MIN READ
How to build a workload management plan that boosts efficiency
Learn how to build a workload management plan to improve productivity. Discover how workload management improves employee satisfaction.
5
MIN READ
Your ultimate guide to project assumptions
A quick guide to project assumptions: Identify, document, and manage assumptions effectively with best practices to improve project delivery
6
MIN READ
Mastering resource allocation: A 6-step guide to success
Wondering how to track resource allocation for your organization? Here is a guide to resource allocation and steps to track it effectively.
7
MIN READ
Tips for effective communication during customer onboarding
Discover how effective communication positively impacts business growth and 10 best practices for customer onboarding communication.
7
MIN READ
How to become a resource manager: A complete guide
Learn how to start your career, develop essential skills, and excel in this role of resource manager with our comprehensive guide.
7
MIN READ
Choosing the best project management tool for your business
A comprehensive guide on project management software, their must-have features, and everything you need to find the best PM tool.
5
MIN READ
How to create a project roadmap in 6 simple steps
Explore the importance, rationale, and practical steps in creating a project roadmap, enabling you to maximize your project's success.
7
MIN READ
How you can improve project profitability with Rocketlane's PSA capabilities
Discover key strategies for improving project profitability by maximizing efficiency and resource utilization with Rocketlane's PSA feature
8
MIN READ
Optimizing billable utilization for success (+3 other valuable metrics)
Learn how to measure, optimize, and improve your company’s billable utilization rate. Our comprehensive guide explains all the points.
5
MIN READ
Project risk management for professional services businesses
Learn how Professional Services use PSA to manage project risks efficiently. Improve project outcomes.
7
MIN READ
A guide to implementing PSA software for services business
Increase productivity and billable utilization with the help of PSA software. Learn how to implement one for your services deliveries.
5
MIN READ
The beginner's guide to PSA software: All your questions answered
PSA Software from the Rocketlane PSA helps you to manage time tracking, projects management & resource management.
5
MIN READ
How to build an effective customer onboarding playbook
Discover everything about what a customer onboarding playbook is, why you need one, and six critical onboarding plays to include.
5
MIN READ
The Ultimate Guide to Client Onboarding in 2023
Discover the steps and best practices for efficient client onboarding. Also, explore a powerful tool that makes client onboarding a breeze.
5
MIN READ
The Ultimate Guide to Client Onboarding in 2023
Discover the steps and best practices for efficient client onboarding. Also, explore a powerful tool that makes client onboarding a breeze.
5
MIN READ
Tips to build an effective customer onboarding playbook
A customer onboarding playbook brings consistency to your onboardings and helps provide delightful and collaborative customer experiences
10
MIN READ
Client Onboarding 101: Day One and Beyond
The 'what' and 'why' of client onboarding
10
MIN READ
A guide to client onboarding for marketing and content agencies
The only guide you'll ever need, plus tools you can use to up your client onboarding game.
5
MIN READ
A guide to handling escalations during customer onboarding
Why escalations happen during customer onboarding and how you can avoid them
3
MIN READ
Tips for crafting an effective customer onboarding methodology
Customer onboarding has been mostly a reactive process for businesses. Here's how you can change that for yours.
4
MIN READ
How to pick the right customer onboarding software [Free RFP]
Your onboarding platform can make or break your customer experience. Here's how to ensure you choose the right one (plus a free RFP!)
7
MIN READ
The Ultimate Guide to SaaS Customer Onboarding
Tips, tricks, best practices to create the best customer onboarding process
3
MIN READ
How to build a customer onboarding framework
Five factors that decide the success of your customer onboarding project, and how to set yourself up for success
5
MIN READ
3 years and a Series B later: Rocketlane's journey and the road ahead
We bagged $24M in Series B funding round, marking a significant milestone in our journey.
3
MIN READ
Introducing Rocketlane Academy: Elevate your success in project delivery
Rocketlane Academy is crafted to help navigate your self-learning journey with Rocketlane, with ease and confidence.
4
MIN READ
Rocketlane achieves SOC1 Type 2 compliance
Rocketlane achieves SOC1 Type 2 compliance and remains compliant for SOC2 Type 2.
5
MIN READ
Gainsight Pulse 2022: Our top 10 takeaways
Read all about the insights we took away from Gainsight Pulse 2022, the biggest Customer Success event of the year.
3
MIN READ
Rocketlane Named a 2022 Gartner® Cool Vendor in Technology Go-to-Market
Can't keep calm, but definitely keeping our cool.
5
MIN READ
Propel22: The world’s only customer onboarding conference
Everything you need to know about Rocketlane's two-day, global customer onboarding event
3
MIN READ
Announcing Rocketlane’s $18M Series A Funding
This marks the start of an exciting new chapter not only for our team, but also for our customers
3
MIN READ
Rocketlane advances to SOC 2 Type 2 Compliance and Certification
We’re thrilled to announce the next milestone: our SOC 2 Type 2 certification.
3
MIN READ
Decoding the State of Customer Onboarding in 2022 ft. Donna Weber
We had Donna Weber release our customer onboarding survey report. Read on for key takeaways from the webinar.
2
MIN READ
Lessons learnt from building a company through a pandemic
Insights and learnings from things that went right and things that didn't, as we built Rocketlane
2
MIN READ
Rocketlane: The Origin Story
How it all began, how far we have come, and the way forward.
3
MIN READ
Meet Rocketlane: The all-in-one workspace for customer projects
Get ready to chuck your spreadsheets, documents, email reminders, and poor customer onboarding!
5
MIN READ
Creating early wins with the first value delivery framework
Getting your customers to realize value during the onboarding phase can set you up for success
10
MIN READ
Strategies for effective go-lives and solution adoption
Onboarding is more than just checklists and project management
7
MIN READ
Establishing successful KPIs: Meg Lovell for Propel22
Meg Lovell walks us through constructing and leveraging KPIs for onboarding success
7
MIN READ
How CS Ops helps drive smooth customer onboarding
Expectation gaps in onboarding and how CS Ops can bridge them
8
MIN READ
Accelerating customer onboarding outcomes with value mapping
How to apply Matthew May's Value Gap Map for accelerated onboarding outcomes
10
MIN READ
Why customer onboarding is tough - war room stories
Jeff tells us why we feel onboarding is challenging and how it can be made simple.
12
MIN READ
Customer onboarding challenges from Seed to Series B
From real scenarios at Chili Piper, learn what to do and what not to do when scaling from Seed to Series B.
12
MIN READ
What no one tells you about scaling customer onboarding teams
How to think about scaling an onboarding team: metrics, hiring, and more
18
MIN READ
Handling critical moments in the customer journey
The science behind customer experiences and how you can leverage it to increase renewals and expansions
10
MIN READ
QBRs are stupid, and OBRs are smart: Aaron Thompson for Propel22
Why you should favor OBRs over QBRs, and an auditing template to get you started
12
MIN READ
Creating your first 15 training videos: Bill Cushard for Propel22
You don't have to be an exceptional designer to create your training videos. Do it simple. Learn from the expert, Bill Cushard.
12
MIN READ
The Post-Sale SCALING™ Framework: Rod Cherkas for Propel22
How you can package your services offering to support fast growth.
10
MIN READ
Creating a customer onboarding motion that'll scale with you
Learnings and insights on setting up an onboarding motion that grows with the organization.
8
MIN READ
Customer Onboarding and the company organizational chart
Wondering where in your org chart your onboarding team fits in? Read on.
12
MIN READ
How to design and implement a customer onboarding process
How do you go about designing and implementing a solid onboarding process? Lincoln Murphy has a few pointers for you.
10
MIN READ
Leveraging customer intelligence for onboarding success
The way forward is data driven. Learn how leveraging customer intelligence can help with onboarding success.
10
MIN READ
Who thinks you're customer-centric? You or your customers?
How to turn the spotlight on your customers and deliver a superior customer experience, truly.
7
MIN READ
Propel22: We're just getting started!
The world’s first-ever customer onboarding conference was a huge success!
10
MIN READ
Scaling Onboarding at Hubspot: Aaron Jones for Propel22
Read on to understand how Hubspot has been scaling up its onboarding process to serve customers in 120 different countries
12
MIN READ
What to do when you are delaying your customer's success
The key to customer success is preparing them for onboarding even before the phase has begun.
10
MIN READ
Starting the renewal at “Hello”: Emilia D'Anzica for Propel22
If you're not onboarding customers right within their first 100 days, then there's no way you can expect them to be repeat customers.
10
MIN READ
Using Customer Onboarding to Accelerate Expansion and NRR
Why is Net Retention Rate important, really?
8
MIN READ
Customer Onboarding: AHA! or WTF?: Lincoln Murphy for Propel22
What failed and great onboarding experiences look like.
3
MIN READ
Customer onboarding and training during high growth
Preflighters share insights and strategies to make customer training and education during onboarding effective and scalable.
6
MIN READ
Defining onboarding phases for highly configurable multi-module products
Explore the rationale of packaging services products and the essential elements needed to package them efficiently based on customer needs.
5
MIN READ
The Preflight LaunchPad: Featuring Donna Weber
Industry experts and professionals discuss how to enhance customer engagement and streamline customer onboarding processes.
6
MIN READ
Enhancing customer implementations with launch materials
Explore insights from industry experts on the types of launch materials that can be provided during customer implementations.
5
MIN READ
Building early customer onboarding and implementation teams
Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption.
5
MIN READ
Should CS and PS org teams report to the same leader?
Explore best practices, leadership insights on customer success and professional services for effective organizational structure
5
MIN READ
CCO Masterclass with Rod Cherkas: Strategies and skills to develop into a successful CCO
Learn how to build relevant skills for your career and how to harness various tools and resources to enhance your work-life balance.
5
MIN READ
Building a Customer Success Center of Excellence
Lessons from the launch of Scaling CS: Building the CS Center of Excellence, a book by Chitra Madhwacharyula and Shreesha Ramdas.
5
MIN READ
Build trust with customers during the onboarding phase
The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle!
5
MIN READ
CSM’s role in customer onboarding: Strategy vs. execution
Laura Kightlinger, VP of Customer Success - International at Seismic discusses CSMs balancing between onboarding strategy and execution
7
MIN READ
Resource allocation for long implementation cycles
Preflight Community discussed allocating the right resources to overcome inefficiencies during longer implementation cycles.
5
MIN READ
Who should own user training in the post-sales org?
In a recent conversation the Preflight Community discusses who should own end-user trainings when the product is complex.
5
MIN READ
Training remote Customer Success and Support teams
Training remote Customer Success and Support teams can be tricky. Learn from these CS leaders on how to nail it
5
MIN READ
Building customer-centricity into your post-sale journeys
Rebecca Nerad, VP - CS @ FourKites, talked about lessons learnt from her CS career, best practices for post-sales functions, and more
5
MIN READ
Internal metrics to track for customer onboarding teams
Preflighters share internal metrics you can track at your organization that will help you better your team's performance
5
MIN READ
Delinquent customers in onboarding
Unresponsive, disengaged customers present a potential threat of churning in the long term.
5
MIN READ
Repeatable templates for customer onboarding
How do you share onboarding tasks you need your customers to complete, like providing access, creating technical users, and the like?
5
MIN READ
All things product-led growth and digital customer success
We hosted a panel of incredible leaders and experts on the Preflight Community Deep Dives to discuss product-led growth and digital CS
5
MIN READ
Customer onboarding roles and job titles
Is the title 'Onboarding Manager' evocative of employee onboarding more than customer onboarding? How do you deal with that?
5
MIN READ
Where in the org chart should you place Customer Support?
Members of the Preflight community discuss the ideal reporting structure for Customer Support teams.
5
MIN READ
Building a customer onboarding team? Start here
Preflight community discusses the foundational building blocks that helped them build a successful customer onboarding org at their company.
5
MIN READ
The impact of budget changes on the post-sales org
With the economic downturn leading to organizations tightening their purse strings, how are their post-sales functions affected?
5
MIN READ
Common customer onboarding challenges and how to overcome them
CS and onboarding leaders discuss customer onboarding challenges and strategies to overcome them
5
MIN READ
Customer onboarding and why it's hard
Jeff Kushmerek, CEO & Founder of Infinite Renewals, talked about the role of customer onboarding in helping retain your customers
5
MIN READ
Four customer onboarding strategies for happy end users
Dana Soza, CEO of Dana Soza Consulting, shares with us tried and tested methods to onboard end users
5
MIN READ
Customer onboarding and CS during the economic downturn
Snippets from the conversations at Preflight Huddle - New York
5
MIN READ
Data and metrics to track for post-sale processes
Snippets from the conversations at Preflight Huddle - San Francisco.
5
MIN READ
Thank you for believing in the Preflight Community
One of our first in-person events, and the resounding support we received for them.
5
MIN READ
Sales-to-customer-implementation handoff: Best practices
Preflighters discuss how to ensure your sales to onboarding handoffs go smoothly and plan seamless integrations
5
MIN READ
How pre- and post-sales interactions impact your business
... and what you can do to make them work for you
7
MIN READ
Designing your customer onboarding and adoption journey
Jan Young, Senior Consultant at The Success League, on implementing effective onboarding and adoption journeys
5
MIN READ
Customer onboarding vs. customer implementation
Preflighters discuss whether a nuanced definition brings clarity and helps you communicate better to internal and external stakeholders
5
MIN READ
Helping customers realize value with your product
On how customers can achieve value realization with your product, and how value realization can help find better solutions for customers.
3
MIN READ
Who should own customer onboarding?
You want to ensure that your customers see value in your product or service. Who would you assign this mighty task to?
5
MIN READ
Best practices for measuring time to value
For those who are curious about how other organizations measure their TTV.
5
MIN READ
Collecting feedback on your customer onboarding process
What can your customer success teams use to strategize smooth onboarding?
5
MIN READ
All About the Net Promoter Score (NPS)
How to tailor your NPS for your business and more
11
MIN READ
Berlin Office Hours: Driving PS and CS teams towards outcomes
Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes.
3
MIN READ
Preflight Conversations : How To Beat The Monday Blues
Monday might not be the busiest day of the week, yet the very idea that it’s a Monday evokes a sense of dread. Here's how to beat the blues
5
MIN READ
Getting into Customer Success and what to do when you get there
Contemplating a career in CS? Start here
12
MIN READ
UK Office Hours: Customer Success Metrics to Track in 2022
James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them.
10
MIN READ
Key customer onboarding metrics and how to measure them
Srinivasan Shanker of Freshworks and Srikrishnan Ganesan of Rocketlane demystify metrics for customer onboarding
10
MIN READ
On Creating Successful Customer Onboarding Plans
Leila Tan of Tessian and Kieran Bowker of SafetyCulture talk about creating successful plans and best practices for customer onboarding
8
MIN READ
11 Takeaways on Customer Onboarding Strategy
Takeaways from Preflight Delhi's Office Hours with Varun Goel, Head of CS at Zendesk
7
MIN READ
Customer onboarding trends to watch out for
Takeaways from Preflight Chennai's Office Hours with Srikrishnan Ganesan, CEO & Co-founder @ Rocketlane
5
MIN READ
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
3
MIN READ
Transitioning clients between CSMs
Learn how Customer Success teams can smoothly handle the account transition between CSMs
3
MIN READ
Resources to share during the customer onboarding journey
Recommendations from Preflighters on what resources to share during customer onboarding.
5
MIN READ
When to start invoicing customers: before or after implementation?
Is invoicing a touchy subject when you're building customer relationships?
5
MIN READ
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
3
MIN READ
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?
3
MIN READ
Cracking pre-sale engagement for enterprise customer implementations
Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers
3
MIN READ
Managing customer expectations and escalations
We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic
3
MIN READ
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
2
MIN READ
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
2
MIN READ
Maintaining Mental Wellness Through Stressful Workweeks
Members of the Preflight community share stress management tips
2
MIN READ
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 and how to use them to improve CX
3
MIN READ
A recipe for revenue retention: Professional services and customer success alignment
At Propel23, Annie Stefano and Sabina Pons shared the ingredients for professional services and customer success team alignment.
3
MIN READ
The role of CS Ops in success planning
Todd and Corinne share their insights on the four pillars of post-sales success planning, and how they can help you delight customers.
5
MIN READ
Customer success qualified lead (CSQL) revenue begins at "I do"
All about the different types of revenue, what it costs to acquire them, CSQLs, and the impact of customer onboarding on the revenue stream.
3
MIN READ
Expert strategies for effective implementation and service packaging
Discover Jeff Kushamerek's proven methods for successful implementations and packaging. Read more!
5
MIN READ
F1 X Airbnb: Rev up your post-sales org
Learn how to design an exceptional customer onboarding process and optimize customer journeys. Gain inspiration from Airbnb and F1.
5
MIN READ
Building a global implementation function - first-year focus areas to ensure you see results
Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth.
4
MIN READ
Accelerate adoption with customer-centric onboarding
Learn more about the principles of customer-centric onboarding and gain insights into implementing a customer-focused onboarding strategy.
5
MIN READ
Partner-led customer onboarding: Scaling faster, smarter
Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience.
4
MIN READ
How to reduce time-to-value for your customers
Learn more about time-to-value and spot the signs of dissatisfaction in your customers. Discover 5 ideas to improve TTV for your customers.
5
MIN READ
The world of persona-based customer onboarding with Jarvis Harris
A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience.
5
MIN READ
How to improve customer ROI through onboarding
At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey.
5
MIN READ
Champion Engagement Model: Best practices for identifying your customer champion
Learn how to spot your customer champion and discover some best practices on how to enhance your customer champion engagement.
3
MIN READ
How to set your kickoff meeting up for success
Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey.
5
MIN READ
Moving from Customer Onboarding to Professional Services
Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction.
4
MIN READ
Carving out Onboarding from CS: Why, when, and how
At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS.
5
MIN READ
Setting expectations during customer onboarding
At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding.
3
MIN READ
Strategies for change management during customer onboarding
At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding.
3
MIN READ
Onboarding 2.0: Goals, challenges, and learnings from implementing a new system for customer onboarding
Learn all about the process of implementing a new system for your customer onboarding in this blog.
4
MIN READ
A data-driven approach to customer onboarding
Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources.
5
MIN READ
A consultative approach to customer onboarding
Learn how onboarding and CS teams can go beyond simply checking the box and making sure that customers are reaching their desired outcomes.
5
MIN READ
Planning your career path to Chief Customer Officer
Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer.
4
MIN READ
5 easy ways to scale customer onboarding
At Propel23, Jan Young shares 5 easy ways to scale and optimize your customer onboarding process.
4
MIN READ
2023 Customer onboarding - Myths and trends
At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023.
5
MIN READ
Creating an organization-wide culture of customer success
Jyo Shukla shares tips on creating an organization-wide focus on customer-centricity and adopting customer success as a strategy.
5
MIN READ
Crafting a customer onboarding program your customers will love
Learn from Kristi Faltorusso how to create a customer-centric onboarding program that not only scales but also amazes your customers.
5
MIN READ
Building the business case for investing in client onboarding
Learn how to justify your investment in client onboarding to boost business growth, and maximize ROI.
3
MIN READ
Selling the value of your professional services
Discover the art of delivering value through professional services. Gain insights from Pat Muirragui's talk at the Propel23 conference.
5
MIN READ
The critical role of CS Ops in evolving and maturing the customer journey
Sonam Dabholkar discusses the role of CS Ops in evolving the customer journey and gives some sound advice for CS Ops professionals.
4
MIN READ
3 key customer onboarding areas to level up in 2023
Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023.
5
MIN READ
Scaling customer onboarding at a hyper-growth startup
At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup.
5
MIN READ
Sprinting to success: Implementing scrum methodology for seamless customer onboarding
Jasmine Reynolds discusses how the scrum methodology can help divide the customer onboarding journey into sprints for better customer experi
6
MIN READ
Unleashing the full potential of your service expertise: Hal Stanley at Propel24
Discover insights on shifting to services-led innovation from Hal Stanley's compelling session at Propel24.
7
MIN READ
Pricing for professional services profitability
Learn to create pricing models, leverage historical data, and optimize customer journeys for better profitability and service delivery.
5
MIN READ
Expert insights on how to optimize the customer journey
Learn how effective customer onboarding can drive business value. Discover insights to optimize the customer journey and improve retention.
4
MIN READ
Leverage KPIs to maximize operational efficiency
Discover how to leverage KPIs to maximize operational efficiency in professional services teams. Learn best practices and drive success.
5
MIN READ
Shared beliefs: The ultimate customer onboarding destination
Ed Powers shares how neuropsychology can help build shared beliefs with customers, strengthen relationships, and boost customer retention.
5
MIN READ
Customer education in the age of AI
Kristine Kukich explores AI's transformative impact on customer education at Propel24, covering personalization, content creation, and data
5
MIN READ
Balancing AI and human touch in resource management
Discover how AI and human expertise combine to enhance resource management. Insights from Susan Thomas and Gary Becker at Propel24.
6
MIN READ
Unveiling the first value advantage: What's behind the smoke?
Jarvis Harris discusses the 'first value advantage.' Learn how to lead the implementation instead of following your customers' cues.
3
MIN READ
Customer is king! How to keep the king pleased in 2024: Terinee Pooler
Discover how customer satisfaction rates impact revenue, retention, and the overall health of a business. Learn how to keep customers happy.
5
MIN READ
Elevating customer relationships in the age of AI and automation
Discover a structured approach to harnessing AI to achieve customer outcomes. Learn how AI can help elevate your customer relationships.
5
MIN READ
How to get buy-in from stakeholders for your project
Discover strategies and tips to effectively rally internal project stakeholders and secure their buy-in for your big initiative.
6
MIN READ
A results-driven customer onboarding strategy
Learn strategies to ensure onboarding success, drive impactful results during customer onboarding, and ensure customer satisfaction
5
MIN READ
From service to solution: Leveraging product thinking in professional services
At Propel24, Rocky D'Souza from Netomi discusses how you can make your services tangible and standardized to scale your organization.
5
MIN READ
Productizing, packaging, and pricing your implementation and professional services
Learn key insights from Jan Young's Propel24 session on productizing and packaging service offerings for profitability and growth.
6
MIN READ
Embracing AI and human connection in customer success
Discover how Meredith Mann and Star Hofer integrate AI in customer success while maintaining human connections in their Propel24 session.
5
MIN READ
How to sell, retain, and renew service offerings
At Propel24, Dennis Mahoney discusses how companies should go about developing, selling, and scaling their service products.
6
MIN READ
How PS can work with CS to improve the customer journey
Sadee Akhtar shares learnings from how Pluralsight drives collaboration between PS and CS teams for improved and effective customer journeys
5
MIN READ
Navigating the future of customer onboarding
Donna Weber shares her perspectives on how customer onboarding has changed, and what teams can do to adapt.
6
MIN READ
The 3 data mistakes that are slowly killing your business
Is poor adoption and low upsell hindering your business success? Discover the top 3 data mistakes and how to fix them.