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How Nezasa reduced time-to-value by 50% and standardized onboarding with Rocketlane

Industry

SaaS

Use case

Customer Onboarding, Project Management, Customer Portal, Integrations

Before

  • No dedicated onboarding team or standardized processeswhich impacted visibility into onboarding progress.
  • Scattered tasks across CS and Support, leading to inconsistent client experiences.
  • Customer experience varied greatly; some customers churned due to this.

After

  • Dedicated onboarding team with clear workflows and ownership. Time-to-value slashed by over 50%.
  • CSAT scores stabilized at an average of 4.9/5 via structured post-onboarding feedback.
  • Centralized internal and external collaboration with project templates, integrated tools, and chat - all through a single platform.

Nezasa is a travel tech platform that helps tour operators and OTAs build, manage, and distribute travel packages across multiple channels (B2B and B2C).

Guglielmo Piacentini, the Head of Onboarding at Nezasa, leads the team responsible for ensuring new customers experience rapid and successful go-lives. The company's growth required a more scalable and repeatable approach to onboarding, which led the team to search for the right customer onboarding platform.

Challenges before Rocketlane


No clear workflows or processes

Before Rocketlane, Nezasa’s onboarding experience was inconsistent and reactive. Without a specialized team or tool, customer onboarding was handled by Customer Success and Support, and there were no clear workflows or tools in place. 


Tasks scattered across people and tools

There were no consistent playbooks, timelines, or ownership and tasks were scattered across people and tools.


Lack of visibility and accountability into project progress

The lack of visibility and accountability led to longer onboarding timelines and in some cases, customer churn before value could be delivered.


Communication was siloed

Since communication happened mostly through email, it was hard to collaborate and maintain alignment—both internally and with the customer.

“It was pretty hard. No structure. No visibility. Tasks were spread across multiple teams—and some just got lost.”

It became clear Nezasa needed two things: a formal onboarding team, and a tool that could scale their processes and keep every stakeholder accountable.


Life with Rocketlane


Templates for repeatable onboarding at scale

Nezasa created two master templates in Rocketlane—one for enterprise customers, one for standard accounts. These included different cadences, meeting structures, and governance levels. They also built task templates that could be added modularly for specific integrations or purchased add-ons.

This setup ensures minimal maintenance and high customization, making it easier to scale onboarding without adding complexity.

“Now we don’t reinvent the wheel for each customer. Templates give us both consistency and flexibility.”

Unified collaboration and visibility

Rocketlane’s portal, chat, and shared docs feature has transformed how Nezasa works with customers:

  • The in-app chat replaces most email communications
  • Customers have a clear view of their tasks and deadlines and can be held accountable
  • Project data is all in one place—no more searching across tools
“We’ve reduced email usage significantly. Everything now lives inside Rocketlane—tasks, chats, docs.”

This has significantly improved transparency and strengthened accountability on both sides of the project.


Integrations that smooth handoffs and execution

Rocketlane’s integrations with HubSpot and JIRA have helped Nezasa ensure seamless handoff from Sales to Onboarding and track bugs and development dependencies during implementation.

Nezasa's Rocketlane Playbook

Project templates

2 base templates for enterprise vs. standard onboarding to allow flexibility to scale onboarding across customer segments and keep maintenance efforts low


Task templates

Task templates that could be added modularly for specific integrations or purchased add-ons to allow for more personalized customer onboardings


In-app chat

Centralized collaboration with increased visibility into project progress, fewer emails to stakeholders, and improved real-time engagement


HubSpot & JIRA integrations

Ensures streamlined handoffs and keeps internal teams aligned


Feedback tracking

In-built feedback forms for post-onboarding so customer sentiments are captured throughout the onboarding