Blogs
Top 5 consulting pricing models for unlocking maximum profits
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
Best Practices
Tips for tracking and analyzing billable utilization
Learn effective tips and techniques to track, measure, and optimize billable utilization for increased profitability.
Blogs
How PSA helps drive project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
Guides
A guide to implementing PSA software for services business
Increase productivity and billable utilization with the help of PSA software. Learn how to implement one for your services deliveries.
Blogs
Top 20 PSA tools for resource management and project management
Discover the best professional services automation software for resource management and project management with list of top 20 PSA tools.
Blogs
How professional services automation can help streamline business processes
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
Propel23
Moving from Customer Onboarding to Professional Services
Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction.
Propel23
Carving out Onboarding from CS: Why, when, and how
At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS.
Propel23
Setting expectations during customer onboarding
At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding.
Propel23
Strategies for change management during customer onboarding
At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding.
Propel23
2023 Customer onboarding - Myths and trends
At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023.
Propel23
Scaling customer onboarding at a hyper-growth startup
At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup.
Blogs
Pre-onboarding for customers: The what, why, and how
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
Resources
What to include in your implementation-to-customer-success handoff
Discover key tips and best practices for a successful implementation-to-customer success handoff and set up customers for long-term success.
Blogs
The 10 steps to executing a flawless kickoff meeting
Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.
Blogs
7 client onboarding best practices (+ a tool to boost results)
Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.
Blogs
What is Customer Onboarding? (+6 Steps You Need to Follow)
Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.
Resources
20+ questions to ask while onboarding your customer
A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience.
Guides
Tips to build an effective customer onboarding playbook
A customer onboarding playbook brings consistency to your onboardings and helps provide delightful and collaborative customer experiences
Blogs
5 easy ways to improve your customer onboarding process
Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.
Resources
Getting to the root cause of problems in project management
The 'why' comes first, and the 'how' comes later.
Blogs
Project visibility: The secret to great customer onboarding
Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!
Blogs
How Rocketlane makes customer onboarding delightful
Customer experience now made a 5-star affair, each time, every time with Rocketlane.
Blogs
On Rocketlane's Love for Collaborative Customer Onboarding
We realize customer onboarding is no single-player game. And that's why we have collaboration ingrained in each feature we build.
Propel22
Why customer onboarding is tough - war room stories
Jeff tells us why we feel onboarding is challenging and how it can be made simple.
Propel22
Customer onboarding challenges from Seed to Series B
From real scenarios at Chili Piper, learn what to do and what not to do when scaling from Seed to Series B.
Preflight Conversations
UK Office Hours: Customer Success Metrics to Track in 2022
James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them.
Propel22
Creating your first 15 training videos: Bill Cushard for Propel22
You don't have to be an exceptional designer to create your training videos. Do it simple. Learn from the expert, Bill Cushard.
Propel22
Customer Onboarding and the company organizational chart
Wondering where in your org chart your onboarding team fits in? Read on.
Propel22
Leveraging customer intelligence for onboarding success
The way forward is data driven. Learn how leveraging customer intelligence can help with onboarding success.
Propel22
Who thinks you're customer-centric? You or your customers?
How to turn the spotlight on your customers and deliver a superior customer experience, truly.
Propel22
What to do when you are delaying your customer's success
The key to customer success is preparing them for onboarding even before the phase has begun.
Propel22
Using Customer Onboarding to Accelerate Expansion and NRR
Why is Net Retention Rate important, really?
Blogs
7 Client Onboarding Best Practices
Your client onboarding could be as simple or as complicated as making a sandwich.
Resources
The ultimate checklist for a successful go-live [free template]
Go-live implementations and a best practices checklist for a triumphant go-live every single time.
Guides
Client Onboarding 101: Day One and Beyond
The 'what' and 'why' of client onboarding
Resources
What is a project kickoff meeting? (+ free template)
Project kickoff meetings and a free-to-use template
Resources
What is a resource tracker? (+ a free template)
Resource tracking for optimum resource management and a free-to-use resource tracker template
Resources
How to nail your project delivery [free template]
Project delivery tips and a free-to-use template
Blogs
Overlooked elements in the customer onboarding process
And how to make sure you keep them in mind while onboarding your customers
Blogs
The scariest thing about customer onboarding
With a lot at stake, the customer onboarding phase can be daunting. Fret not, we have you covered. Read on for some invaluable solutions
Resources
Creating the perfect project tracker [+ free template]
Project Trackers 101 and a free-to-use project tracker template.
Move your service delivery into the fast lane
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