Metrics you can use to assess engagement, adoption, and progress through the onboarding phase.

Iteration speed matters. And so does developer productivity.

Resource Tracking in Optimum Resource Management and a free-to-use resource tracker template

We had Donna Weber release our survey report. Read on for key takeaways from the webinar.

We’re thrilled to announce the next milestone: our SOC 2 Type 2 certification.

We asked our community members to send in their scariest onboarding stories for Halloween. You won't believe what happens in the last story!

Read on to know how Joveo's CSAT score have been consistently high since they started using Rocketlane for their customer onboarding

Project delivery tips and a free-to-use template

Tips, tricks, best practices to create the best customer onboarding process

Why you need to track time for your projects and all about Rocketlane's time tracking module

Sisira Mallampalli, Manager - Customer Success Enablement & Training @ Whatfix, how a dedicated CS Enablement function can support CS teams

Meg Lovell of Everbridge on her learnings from high-stress, high impact onboarding journeys

Why escalations happen during customer onboarding and how you can avoid them

Recommendations from Preflighters on what resources to share during customer onboarding.

Learn how Customer Success teams can smoothly handle the account transition between CSMs

Rocketlane’s unique onboarding approach helps Comsense build customer collaboration, accountability, and transparency into its onboarding

A smooth Sales-to-Customer-Success Handoff is crucial to preventing ruptures in the customer relationship. Here's how to nail it.

Is invoicing a touchy subject when you're building customer relationships?

And how to make sure you keep them in mind while onboarding your customers

Observations from our journey so far

Renata Kashiwaya Pinheiro, VP-CS at WeGift tells us how CS teams can strike the right balance between tech and the human touch in onboarding

Asia and Phil talk about how they got into CS Ops, the must-have skills to succeed in the function, and more.

These are the top reasons a customer might churn during the onboarding phase

Signs your company needs a customer onboarding tool and the steps to invest in a good one

Using the right tool can go a long way in ensuring that your customers see value in what you have to offer

Read on to know why, and alternatives to spreadsheets for 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

How Rocketlane helps CLARA Analytics up their CX during their onboarding phase.

Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more.

Project Trackers 101 and a free-to-use project tracker template.

Your onboarding platform can make or break your customer experience. Here's how to ensure you choose the right one (plus a free RFP!)

So the sales team should’ve said “NO”, but ended up saying “YES!”. What now?

Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization.

Ten reasons your customer onboarding projects/implementations aren't succeeding.

Onboarding has been mostly a reactive process for SaaS businesses. Here's how you can change that for yours.

The Director of Client Services Strategy & Operations @ AppsFlyer talks about skills to look for, how to structure CS Ops, and more

...and why customer onboarding is your trump card

Jeff Kushmerek shares lessons on implementation processes and methodologies from his extensive implementation experience

Brittany Lockwood, CSM at Dealpath, walks us through her experiences and learnings from her CS and CE journey

Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process

Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers

The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years

How using project management principles to your onboarding projects makes the experience better for customers

Read on to know how Rocketlane solves customer onboarding issues using four key elements

Good Customer Success isn’t about what it is, but what it does.

Insights and learnings from things that went right and things that didn't, as we built Rocketlane

Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers

Here's what it means for you.

Tips from Preflight members on how to handle it when your customer's team is slow to adopt your product

Soumitra tells us what made him want to transition to CS Ops, how he made it, and the skills required to make the transition.

Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to the customer's onboarding journey

Best practices and tips for running the ultimate kickoff meeting

Everything you need to know to come out of that kickoff meeting looking like a star

What an SOW is, why you need it, how to create one, and a free customizable template

We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic

Get ready to chuck your spreadsheets, documents, email reminders, and poor onboarding!

And how to use the customer onboarding phase to sell value

A closer look at customer acquisition and churn helped us find answers to seemingly daunting problems

Objectives, tasks, tools, and metrics to ensure value realization

To make remote customer onboarding successful, customers must feel they’re a priority for your business.

Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise

Karen Werner, a seasoned CS Ops professional, talks about the function, and things to consider when buiilding the function at your company

Five factors that decide the success of your customer onboarding project, and how to set yourself up for success

A gratitude note to members of the Preflight community for making it a great avenue for learning and knowledge exchange

How your sales-to-service handoff happens sets the tone for your customer onboarding projects. Here's how to nail it (plus free template!)

If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point.

Collaborate with your customer to make their onboarding journey a success.

Customer onboarding does not have to be fraught with escalations and uncertainty.

A project communication plan enables smooth project execution. Here's how to create one (plus free template!)

We've been a fully remote team since Day One, and we've figured out ways to help the team stay connected. Check them out.

How it all began, how far we have come, and the way forward.

The two talk about setting up the function at Chargebee, the skills required for a CS Ops role, and potential career path

Richard shared his experiences with onboarding, the reasons for Crew’s switch to a low-touch customer onboarding model, and more

Apoorva shares how she designs differentiated onboarding journeys for different customer segments

Jennie Li & Allastair Meffen of Definitive Healthcare talk about how they set up a CS Ops function at their organization

Why those emails and calls went unanswered and how to prevent that in the future

Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track

Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey

Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey

How to create a project charter that everyone on your team will love. Plus a free template!

How to bring a project back to life when there's radio silence from the customer

Scoping right is walking a fine line between ambition and moderation, but it’s a line you can walk well if you focus on value delivery

Everything you need to know about the RACI chart, complete with best practices, and a free, ready-to-use template

Nigamanth Srivatsan, Director - Customer Success, at Pando, a freight management SaaS company, shares the lessons learnt from onboarding

Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach, its focus on transparency

What's missing in your onboarding reviews? Crucial data and insights into what needs your attention. And your tools are to blame.

Hint: It has to do with the tools you use.

Members of the Preflight community share stress management tips

A 100% customizable Project Status Report template to communicate the progress of your project efficiently and effectively. Download now.

What a stakeholder register is, why you need it, and a 100% customizable template

Tips, best practices, and a fully customizable, easy-to-use Project Risk Register template that is a perfect fit for any project

Alex talks about implementation and onboarding success in a multi-geography environment having cultural barriers