Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session

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

Jeff Kushmerek shares lessons on customer 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

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

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

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

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

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

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

Brittany (Yandura) Preseau, Senior Customer Success Manager at Fieldguide, shares how you can have consultative customer onboarding journeys

Daria, Senior Customer Journey Manager at Amplitude, on how they leveraged data to improve their customer journeys across segments

On BombBomb's iterative approach to developing a mind-blowing onboarding experience for their customers

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

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

The CS Head at Ada Health talked about how change management can aid in getting users to adopt your product before go-live

Learn how to choose the right customer onboarding model for your product.

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

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

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

In this session, Alex spoke to us about customer onboarding execution and success in a multi-geography environment having cultural barriers.

Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach and more

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

Nigamanth Srivatsan, Director - CS @ Pando, a freight management SaaS company, shares the lessons learnt from onboarding enterprise clients

Is the title 'Onboarding Manager' evocative of employee onboarding more than customer onboarding? How do you deal with that?

Preflight community discusses the foundational building blocks that helped them build a successful customer onboarding org at their company.

Members of the Preflight community discuss the ideal reporting structure for Customer Support teams.

Create surveys, intake forms, and handoffs. Rocketlane can turn responses into tasks or push them to your CRM while you go grab your coffee.

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

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

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

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

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

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

Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects

CS and onboarding leaders discuss customer onboarding challenges and strategies to overcome them

With the economic downturn leading to organizations tightening their purse strings, how are their post-sales functions affected?

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

Jeff Kushmerek, CEO & Founder of Infinite Renewals, talked about the role of customer onboarding in helping retain your customers

You and your customers can stay on top of project updates and collaborate right from your own Slack accounts.

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

Preflighters discuss how to ensure your sales to onboarding handoffs go smoothly and plan seamless integrations

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

One customer onboarding platform, a vendor who manages customer projects on it, and task statuses that change because they can.

Tips on change management, taking the lead with customers, and weekly showcases.

On peer pressure as a tactic, cut-over plans, weekly onboarding stand-ups, and more.

Onboarding Enablement Package, Onboarding Business Reviews, what hyper-care can do for your customers, and more.

Learn about showing flexibility in your implementation plans, customer effort levels, and the importance of quarterly reflection meetings

Of training videos, readiness kits, engineering a great first impression, and more.

The importance of continuous feedback, having the human touch in onboarding, setting a cadence for communication, and more.

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

A five-point customer onboarding framework to put the spotlight on the people who matter the most: your customers!

Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.

Need an extra pair of arms?

Best practices and tips for running the ultimate kickoff meeting for customer onboarding projects

Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.

Dana Soza, CEO of Dana Soza Consulting, shares with us tried and tested methods to onboard end users

Snippets from the conversations at Preflight Huddle - New York

Snippets from the conversations at Preflight Huddle - San Francisco.

On our first in-person events, and the resounding support we received for them.

Members of the Preflight community discuss effective strategies to nail customer onboarding

... and what you can do to make them work for you

Jan Young, Senior Consultant at The Success League, on implementing effective onboarding and adoption journeys

Read all about the insights we took away from Gainsight Pulse 2022, the biggest Customer Success event of the year.

The 'why' comes first, and the 'how' comes later.

Find out which tool suits your onboarding needs, including delegating tasks, mapping dependencies, and providing visibility to stakeholders.

Do you need a dedicated onboarding team? Who’s the best fit? What kind of skills will they need?

Preflighters discuss whether a nuanced definition brings clarity and helps you communicate better to internal and external stakeholders

On how customers can achieve value realization with your product, and how value realization can help find better solutions for customers.

Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process.

Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept

You want to ensure that your customers see value in your product or service. Who would you assign this mighty task to?

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

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

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.

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

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

How to tailor your NPS for your business and more

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

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

Monday might not be the busiest day of the week, yet the very idea that it’s a Monday evokes a sense of dread. Here's how to beat the blues

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

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

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

Contemplating a career in CS? Start here

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

Onboarding is more than just checklists and project management

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

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

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

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

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

Srinivasan Shanker of Freshworks and Srikrishnan Ganesan of Rocketlane demystify metrics for customer onboarding