Resource library
Our e-books, reports, templates, and surveys have helped customer onboarding peers elevate their work. Valuable content, no sales pitches.
Our e-books, reports, templates, and surveys have helped customer onboarding peers elevate their work. Valuable content, no sales pitches.
E-books
Invaluable insights derived from the experiences of 400+ leading PSOs across diverse industries, this report examines the trends, challenges, and opportunities shaping the professional services landscape today.
Reports
The 2024 Rocketlane Impact Report shows how teams unlock radical efficiency, from faster onboarding to smarter resource management and tighter revenue capture using Rocketlane.
E-books
Fix broken client experiences with Rocketlane’s client portal. Centralize communication, enhance transparency, and streamline delivery with tailored workflows.
E-books
We wrote a short fiction set in the world of customer onboarding. It combines our learnings so far and best practices
E-books
How is AI transforming the professional services industry? Insights from the Rocketlane-SPI survey on adoption, challenges, and opportunities in PSOs.
E-books
Invaluable insights derived from the experiences of 400+ leading PSOs across diverse industries, this report examines the trends, challenges, and opportunities shaping the professional services landscape today.
Reports
950+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2025.
E-books
Don’t let outdated systems hold you back. Discover how a truly next-gen PSA can transform your business with AI-driven insights, seamless automation, and streamlined integration— to boost efficiency, enhance delivery, and preparing your services for the future.
E-books
30+ ideas handpicked from Propel24 - for professionals in CS, Onboarding, and Services Delivery.
E-books
Automate repetitive work, put your escalation matrix on autopilot, have a finger on the project pulse, know how your clients feel in real-time, boost your project delivery.
E-books
From running complex implementations to offering specialized expertise, partners help scale and grow your business. Discover how you can setup a partner program.
E-books
Uncertainty is inevitable but manageable. Find out how your professional service org can be prepared to navigate uncertain times with confidence.
E-books
Discover the power of professional services automation for business growth. Learn how to maximize ROI, streamline operations, and exceed client expectations.
Reports
We partnered with Service Performance Insight (SPI) to bring out the 17th Professional Services Maturity™ Benchmark report.
Reports
850+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2024.
E-books
Learn how to implement the Agile framework for your client projects. Use the Agile framework to boost project delivery and client success. Download now!
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Free Tools
Take our fun quiz to discover your customer success alter ego and the spirit animal representing your vibes.
Guide
Learn best practices, important metrics to track, and create your own roadmap to success
Reports
Learn why modern workplaces are embracing AI, popular AI tools, and predictions for the future of AI.
Free Tools
Rocketlane’s free timesheet generator allows you to easily create and download timesheets with billable hours. Try now!
E-books
30+ ideas from Propel23 sessions, for professionals in the onboarding, customer success, CS Ops, and PS space
Guide
Customer delight can be sustained the long-term. If you can pre-empt issues in the post-sales phase
Free Tools
Take this free 5-minute survey to benchmark yourself against world's best practices and receive your actionable
Workbooks
Kickoff meetings set the tone for the entire customer onboarding journey. That's why we put together all our learnings from
Reports
200+ Customer Onboarding and Implementation professionals from around the world, spanning multiple industries
Guide
The world’s first and only onboarding event - Propel22 brought together over 30 industry leaders and experts
Reports
100+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresaw for 2022
Reports
300+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2023.
Free Tools
Take our fun quiz to discover your customer success alter ego and the spirit animal representing your vibes.
Free Tools
Rocketlane’s free timesheet generator allows you to easily create and download timesheets with billable hours. Try now!
Free Tools
Take this free 5-minute survey to benchmark yourself against world's best practices and receive your actionable
E-books
Fix broken client experiences with Rocketlane’s client portal. Centralize communication, enhance transparency, and streamline delivery with tailored workflows.
E-books
How is AI transforming the professional services industry? Insights from the Rocketlane-SPI survey on adoption, challenges, and opportunities in PSOs.
E-books
Invaluable insights derived from the experiences of 400+ leading PSOs across diverse industries, this report examines the trends, challenges, and opportunities shaping the professional services landscape today.
E-books
Don’t let outdated systems hold you back. Discover how a truly next-gen PSA can transform your business with AI-driven insights, seamless automation, and streamlined integration— to boost efficiency, enhance delivery, and preparing your services for the future.
E-books
30+ ideas handpicked from Propel24 - for professionals in CS, Onboarding, and Services Delivery.
E-books
Automate repetitive work, put your escalation matrix on autopilot, have a finger on the project pulse, know how your clients feel in real-time, boost your project delivery.
E-books
From running complex implementations to offering specialized expertise, partners help scale and grow your business. Discover how you can setup a partner program.
E-books
Uncertainty is inevitable but manageable. Find out how your professional service org can be prepared to navigate uncertain times with confidence.
E-books
Discover the power of professional services automation for business growth. Learn how to maximize ROI, streamline operations, and exceed client expectations.
E-books
Learn how to implement the Agile framework for your client projects. Use the Agile framework to boost project delivery and client success. Download now!
E-books
30+ ideas from Propel23 sessions, for professionals in the onboarding, customer success, CS Ops, and PS space
E-books
We wrote a short fiction set in the world of customer onboarding. It combines our learnings so far and best practices
Reports
The 2024 Rocketlane Impact Report shows how teams unlock radical efficiency, from faster onboarding to smarter resource management and tighter revenue capture using Rocketlane.
Reports
950+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2025.
Reports
We partnered with Service Performance Insight (SPI) to bring out the 17th Professional Services Maturity™ Benchmark report.
Reports
850+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2024.
Reports
Learn why modern workplaces are embracing AI, popular AI tools, and predictions for the future of AI.
Reports
200+ Customer Onboarding and Implementation professionals from around the world, spanning multiple industries
Reports
100+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresaw for 2022
Reports
300+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2023.
Workbooks
Kickoff meetings set the tone for the entire customer onboarding journey. That's why we put together all our learnings from
Customer Onboarding
A detailed guide on how you can streamline customer onboarding to boost adoption, reduce churn, and deliver customer value quickly.
Customer Onboarding
Discover how customer onboarding boosts business growth and learn to craft a successful onboarding journey for your customers.
Customer Onboarding
Learn to create the perfect proposal document for your business. Win customers and close deals faster with our free ready-to-use template.
Customer Onboarding
Learn best practices for onboarding B2B customers in the fintech industry. Boost customer satisfaction and retention.
PSA
Discover efficient financial management strategies to optimize utilization and drive profitability for your professional services business.
PSA
Discover essential budgeting and forecasting concepts, methods, and strategies for aligning with business success, featuring Rocketlane.
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PSA
Explore the benefits, key steps, and best practices of resource allocation to enhance efficiency and drive organizational success.
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PSA
Master resource utilization to boost team productivity, streamline processes, and maximize operational efficiency.
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PSA
Unlock better project outcomes and business success with effective resource forecasting and optimized allocation in our expert guide.
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PSA
Discover how professional services teams manage risks with best practices to identify, assess, and minimize them for smoother projects.
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PSA
Learn top methods, strategies, and metrics for resource optimization to improve efficiency and boost success in professional services.
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PSA
Discover how efficient resource planning and scheduling can streamline your processes, drive productivity, and ensure projects run smoothly.
PSA
Deep dive into the project management lifecycle. Discover the importance of the project management lifecycle and its different phases.
PSA
Explore the benefits of a PSA tool for efficient project management in this guide tailored to your firm's needs. Free RFP included.
PSA
Discover the 10 resource management mistakes plaguing professional service teams and how to fix them for peak efficiency and success.
PSA
Learn how to effectively measure project profitability with key metrics and strategies, and best practices to ensure financial success.
PSA
Learn how to analyze and track project profitability for PS projects in this comprehensive guide.
PSA
Discover the role of automation software in digital transformation for PS firms. Improve project delivery, capacity planning, and more.
PSA
Explore how automation in project management softwares enhances efficiency and quality for better outcomes.
PSA
Explore the what, why, and how of billing methods for professional services. Learn how Rocketlane simplifies billing and boosts efficiency.
PSA
Rocketlane is the ultimate time and expense management solution tailored to your business needs.
PSA
Efficiently allocate and schedule resources using techniques and PSA software for effective resource management.
PSA
Explore all about resource capacity planning, its challenges, types of strategies, and best practices.
PSA
Master professional services automation software integration with our comprehensive guide. Identify the right PSA tool for your business.
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