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

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

...and why customer onboarding is your trump card

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.

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

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

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

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

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

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!)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Members of the Preflight community share stress management tips

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

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

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