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 Kushmerek for Propel22
Jeff tells us why we feel onboarding is challenging and how it can be made simple.
Propel22
Overcoming customer onboarding challenges from Seed to Series B: Gemma Cipriani-Espineira and Gaines Murfee for Propel22
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: Mikael Blaisdell & Kristen Hayer for Propel22
Wondering where in your org chart your onboarding team fits in? Read on.
Propel22
Leveraging Customer Intelligence For Customer Onboarding Success: Mary Poppen for Propel22
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? - Donna Weber for Propel22
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: Star Hofer for Propel22
The key to customer success is preparing them for onboarding even before the phase has begun.
Propel22
How to use Customer Onboarding to Accelerate Expansion and NRR/NDR: Deepak Kumar for Propel22
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.
Resources
Project Kickoff Meeting: Meaning, Definition, Best Practices [Free Template]
Project kickoff meetings and a free-to-use template
Resources
The road to strategic resource management: Resource tracking [free resource tracker 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
Project trackers and why you need them for your project [free template]
Project Trackers 101 and a free-to-use project tracker template.
Accelerate time to value for your customers with Rocketlane
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