Resource library

Our e-books, reports, templates, and surveys have helped customer onboarding peers elevate their work. Valuable content, no sales pitches.

E-books

Propel23 Ideabook

30+ ideas from Propel23 sessions, for professionals in the onboarding, customer success, CS Ops, and PS space

Free Tools

Free timesheet generator

Rocketlane’s free timesheet generator allows you to easily create and download timesheets with billable hours. Try now!

E-books

Propel23 Ideabook

30+ ideas from Propel23 sessions, for professionals in the onboarding, customer success, CS Ops, and PS space

E-books

Onboard and Upwards

We wrote a short fiction set in the world of customer onboarding. It combines our learnings so far and best practices

Guide

Codify the micro-plays for your post-sales organization

Customer delight can be sustained the long-term. If you can pre-empt issues in the post-sales phase

Free Tools

What is your Customer Onboarding Maturity Score?

Take this free 5-minute survey to benchmark yourself against world's best practices and receive your actionable

Workbooks

Kick-off Deck

Kickoff meetings set the tone for the entire customer onboarding journey. That's why we put together all our learnings from

Report

Customer Onboarding Maturity Model

200+ Customer Onboarding and Implementation professionals from around the world, spanning multiple industries

Guide

IdeaBook22

The world’s first and only onboarding event - Propel22 brought together over 30 industry leaders and experts

Report

The State of Customer Onboarding 2022

100+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresaw for 2022

Report

The State of Customer Onboarding 2023

300+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2023.

Free Tools

Free timesheet generator

Rocketlane’s free timesheet generator allows you to easily create and download timesheets with billable hours. Try now!

Free Tools

What is your Customer Onboarding Maturity Score?

Take this free 5-minute survey to benchmark yourself against world's best practices and receive your actionable

Workbooks

Kick-off Deck

Kickoff meetings set the tone for the entire customer onboarding journey. That's why we put together all our learnings from

Report

Customer Onboarding Maturity Model

200+ Customer Onboarding and Implementation professionals from around the world, spanning multiple industries

Report

The State of Customer Onboarding 2022

100+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresaw for 2022

Report

The State of Customer Onboarding 2023

300+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2023.

Guide

Codify the micro-plays for your post-sales organization

Guide

Guide

IdeaBook22

Guide