Resource library

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

Reports

The State of Customer Onboarding 2024

850+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2024.

E-books

32 things to automate in your professional services business

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

Setting up a partner program

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

Preparing professional services for uncertainty

Uncertainty is inevitable but manageable. Find out how your professional service org can be prepared to navigate uncertain times with confidence.

E-books

The ROI of Professional Services Automation

Discover the power of professional services automation for business growth. Learn how to maximize ROI, streamline operations, and exceed client expectations.

Reports

The State of Customer Onboarding 2024

850+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2024.

Reports

2024 Professional Services Maturity™ Benchmark Report

We partnered with Service Performance Insight (SPI) to bring out the 17th Professional Services Maturity™ Benchmark report.

E-books

Propel23 Ideabook

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

E-books

Agile framework for professional services firms

Learn how to implement the Agile framework for your client projects. Use the Agile framework to boost project delivery and client success. Download now!

Free Tools

The Customer Success Spirit Animal Test

Take our fun quiz to discover your customer success alter ego and the spirit animal representing your vibes.

Reports

AI at the Workplace

Learn why modern workplaces are embracing AI, popular AI tools, and predictions for the future of AI.

Guide

Turn better profits on your service projects

Learn best practices, important metrics to track, and create your own roadmap to success

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

Guide

Ideabook22

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

Reports

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!

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

Reports

The State of Customer Onboarding 2022

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

Reports

Customer Onboarding Maturity Model

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

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

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

Free Tools

The Customer Success Spirit Animal Test

Take our fun quiz to discover your customer success alter ego and the spirit animal representing your vibes.

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

E-books

32 things to automate in your professional services business

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

Setting up a partner program

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

Preparing professional services for uncertainty

Uncertainty is inevitable but manageable. Find out how your professional service org can be prepared to navigate uncertain times with confidence.

E-books

The ROI of Professional Services Automation

Discover the power of professional services automation for business growth. Learn how to maximize ROI, streamline operations, and exceed client expectations.

E-books

Agile framework for professional services firms

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

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

Reports

2024 Professional Services Maturity™ Benchmark Report

We partnered with Service Performance Insight (SPI) to bring out the 17th Professional Services Maturity™ Benchmark report.

Reports

The State of Customer Onboarding 2024

850+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2024.

Reports

AI at the Workplace

Learn why modern workplaces are embracing AI, popular AI tools, and predictions for the future of AI.

Reports

Customer Onboarding Maturity Model

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

Reports

The State of Customer Onboarding 2022

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

Reports

The State of Customer Onboarding 2023

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

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

Guide

Turn better profits on your service projects

Guide

Codify the micro-plays for your post-sales organization

Guide

Ideabook22

Template

How to create a winning proposal document [+ Free template]

Customer Onboarding

What is customer onboarding?

Discover how customer onboarding boosts business growth and learn to craft a successful onboarding journey for your customers.

Customer Onboarding

How to create a winning proposal document [+ Free template]

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

A guide to onboarding B2B customers for fintech companies

Learn best practices for onboarding B2B customers in the fintech industry. Boost customer satisfaction and retention.

PSA

Mastering the project management lifecycle

Deep dive into the project management lifecycle. Discover the importance of the project management lifecycle and its different phases.

PSA

An RFP to choose the right PSA software for your business

Explore the benefits of a PSA tool for efficient project management in this guide tailored to your firm's needs. Free RFP included.

PSA

The 10 most common resource management mistakes you may be making

Discover the 10 resource management mistakes plaguing professional service teams and how to fix them for peak efficiency and success.

PSA

Measuring project profitability for professional services

Learn how to effectively measure project profitability with key metrics and strategies, and best practices to ensure financial success.

PSA

Understanding and measuring project profitability for professional services

Learn how to analyze and track project profitability for PS projects in this comprehensive guide.

PSA

Powering professional services: The role of automation software in digital transformation

Discover the role of automation software in digital transformation for PS firms. Improve project delivery, capacity planning, and more.

PSA

Why should I use automation in project management software?

Explore how automation in project management softwares enhances efficiency and quality for better outcomes.

PSA

Project billing for professional services

Explore the what, why, and how of billing methods for professional services. Learn how Rocketlane simplifies billing and boosts efficiency.

PSA

Rocketlane: A time and expense management solution tailored to your business

Rocketlane is the ultimate time and expense management solution tailored to your business needs.

PSA

Discover seamless resource management

Efficiently allocate and schedule resources using techniques and PSA software for effective resource management.

PSA

What is resource capacity planning?

Explore all about resource capacity planning, its challenges, types of strategies, and best practices.

PSA

PSA Integration: A Comprehensive Guide

Master professional services automation software integration with our comprehensive guide. Identify the right PSA tool for your business.