Introduction to Rocketlane Essentials
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Customer projects can become a tangled mess when you use a patchwork of generic tools. Rocketlane is purpose-built for customer onboarding teams and brings together project planning, customer communication, and document collaboration into one unified space.
Keeping up with project updates across email threads, Slack channels, spreadsheets, and Google Drive can become really messy.
Rocketlane lets you see all your projects, continue conversations, manage tasks, send out status updates, and even collaborate with your customers on documents - all from one place.
You don’t need to start from scratch for every single project.
With Rocketlane, you can set up project templates with standardized structures like project phases, tasks, onboarding checklists, timelines, dependencies, and even boilerplate documents!
You can even combine two templates and create a new, more powerful template within seconds.
Onboarding projects often get blocked on a task or information your customer was supposed to share with you.
Rocketlane creates a customer portal so that your customers can see which tasks are overdue and what is blocking their progress.
That way nobody ever drops the ball and the project keeps moving forward.
With the Rocketlane dashboard, your leadership team can get a birds-eye view of all ongoing projects, the phases involved, the progress so far, and more.
Plus, with built-in CSAT, you can gather customer feedback regularly so your team knows how happy customers are with their onboarding journey.
Onboarding presents a great opportunity to delight your customers and start a long-lasting relationship.
To help you consistently improve, Rocketlane gives you insightful reports on project performance, team performance, and customer satisfaction.
Ease of admin
Ease of use
Likely to recommend
Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.
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