Observations from our journey so far

Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!

Can't keep calm, but definitely keeping our cool.

Customer experience now made a 5-star affair, each time, every time with Rocketlane.

Katie Clark on the importance of onboarding metrics, their impact on decision-making, and more

Understand how well you’re executing projects with key insights on overall performance.

A collection of the most insightful client onboarding tips from Rocketlane's CEO, Srikrishnan Ganesan

A collection of the most insightful client onboarding tips from Rocketlane's CEO, Srikrishnan Ganesan

A collection of the most insightful client onboarding tips from Rocketlane's CEO, Srikrishnan Ganesan

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

Rocketlane is an incredibly versatile tool that you can customize to suit a number of different use cases. See how.

Traditional project management models focused almost exclusively on delivery have made way for problem-solving.

For those who are curious about how other organizations measure their TTV.

How onboarding evolved at Front, and lessons from their CS journey

How to tailor your NPS for your business and more

What can your customer success teams use to strategize smooth onboarding?

An insider view of how Rocketlane onboards its customers and how we use Rocketlane to ensure a seamless customer experience

We realize onboarding is no single-player game. And that's why we have collaboration ingrained in each feature we build.

Learnings and insights on setting up an onboarding motion that grows with the organization.

Members of the Preflight community share stress management tips

Monday might not be the busiest day of the week, yet the very idea that it’s a Monday evokes a sense of enervation

Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes.

Onboarding is more than just checklists and project management

Learn how you can adopt the Agile framework to deliver high-velocity projects without compromising on quality

To manage risk, it’s essential to have a clear and precise definition of what the project is tasked to deliver.

Getting your customers to realize value during the onboarding phase can set you up for success

The world’s first-ever customer onboarding conference was a huge success!

Contemplating a career in CS? Start here

Meg Lovell walks us through constructing and leveraging KPIs for onboarding success

Expectation gaps in onboarding and how CS Ops can bridge them

How to apply Matthew May's Value Gap Map for accelerated onboarding outcomes

Why you should favor OBRs over QBRs, and an auditing template to get you started

A starting point if you're new to project management, or maybe just want to refresh your memory

Jeff tells us why we feel onboarding is challenging and how it can be made simple.

From real scenarios at Chili Piper, learn what to do and what not to do when scaling from Seed to Series B.

How to think about scaling an onboarding team: metrics, hiring, and more

The science behind customer experiences and how you can leverage it to increase renewals and expansions

You don't have to be an exceptional designer to create your training videos. Do it simple. Learn from the expert, Bill Cushard.

How you can package your services offering to support fast growth.

Wondering where in your org chart your onboarding team fits in? Read on.

How do you go about designing and implementing a solid onboarding process? Lincoln Murphy has a few pointers for you.

The way forward is data driven. Learn how leveraging customer intelligence can help with onboarding success.

How to turn the spotlight on your customers and deliver a superior customer experience, truly.

Read on to understand how Hubspot has been scaling up its onboarding process to serve customers in 120 different countries

The key to customer success is preparing them for onboarding even before the phase has begun.

If you're not onboarding customers right within their first 100 days, then there's no way you can expect them to be repeat customers.

Why is Net Retention Rate important, really?

What failed and great onboarding experiences look like.

How you manage project execution is a predictor of how well you deliver on the desired outcomes.

Which customer onboarding model should you choose for your company?

Learn how to choose the onboarding model for your product.

Are you experiencing churn while onboarding new customers? Find out what's going wrong.

Your client onboarding could be as simple or as complicated as making a sandwich.

Getting a client onboard shouldn't feel like rocket science. Here's a handy checklist that'll help you provide them with a smooth ride.

Leila Tan of Tessian and Kieran Bowker of SafetyCulture talk about creating successful plans and best practices

Takeaways from Preflight Delhi's Office Hours with Varun Goel, Head of CS at Zendesk

Takeaways from Preflight Chennai's Office Hours with Srikrishnan Ganesan, CEO & Co-founder @ Rocketlane

Go-live implementations and a best practices checklist for a triumphant go-live every single time.

The 'what' and 'why' of client onboarding

Client onboarding sets the tone for your client relationships. Here’s how you can make the most of this phase.

James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them.

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

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

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

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

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

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

Read on to know why, and alternatives to spreadsheets for customer onboarding

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

With a lot at stake, the customer onboarding phase can be daunting. Fret not, we have you covered. Read on for some invaluable solutions

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

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

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

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

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

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

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

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

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

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

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

And how to use the customer onboarding phase to sell value

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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