Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth.

Learn more about the principles of customer-centric onboarding and gain insights into implementing a customer-focused onboarding strategy.

Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience.

Learn more about time-to-value and spot the signs of dissatisfaction in your customers. Discover 5 ideas to improve TTV for your customers.

Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.

Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!

Understand how non-billable time affects overall billable utilization for improved productivity.

Learn effective tips and techniques to track, measure, and optimize billable utilization for increased profitability.

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

Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs.

Learn how to measure, optimize, and improve your company’s billable utilization rate. Our comprehensive guide explains all the points.

Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.

Discover key strategies for improving project profitability by maximizing efficiency and resource utilization with Rocketlane's PSA feature

Discover how PSA software drives operational excellence in professional services automation. Learn from successful implementations.

Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability

Supercharge cross-org collaboration, gain visibility, and drive business growth with Rocketlane's new Partner Central.

Learn how Professional Services use PSA to manage project risks efficiently. Improve project outcomes.

Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business.

Leverage the benefits of PSA for project profitability and increased efficiency. Unlock your business's full potential.

Learn the key differences between PSA and CRM systems and discover which one is the best fit for your business needs.

Discover how effective project profitability management can help boost your business's bottomline.

Discover how to create a successful billable utilization plan for your professional services business.

Increase productivity and billable utilization with the help of PSA software. Learn how to implement one for your services deliveries.

A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience.

At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey.

Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.

Discover the steps and best practices for efficient client onboarding. Also, explore a powerful tool that makes client onboarding a breeze.

The two terms are used interchangeably. To ensure good CX, it's important to distinguish between user onboarding and customer onboarding

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

Explore what a project mission statement is. Also, learn its purpose, when to draft it, and how to draft it effectively. 

Learn how to justify your investment in client onboarding to boost business growth, and maximize ROI.

Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.

Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits

Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023.

Learn how to spot your customer champion and discover some best practices on how to enhance your customer champion engagement.

Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey.

Jyo Shukla shares tips on creating an organization-wide focus on customer-centricity and adopting customer success as a strategy.

See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.

Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.

Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction.

At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS.

At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding.

At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding.

Learn all about the process of implementing a new system for your customer onboarding in this blog.

Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources.

Learn how onboarding and CS teams can go beyond simply checking the box and making sure that customers are reaching their desired outcomes.

Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer.

At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023.

Learn from Kristi Faltorusso how to create a customer-centric onboarding program that not only scales but also amazes your customers.

Learn more about billable utilization, the benchmark, and the strategies for maximizing billable utilization in professional services firms

Stop contemplating whether or not to invest in a PSA tool. Here's a guide on maximizing the ROI of PSA, benefits, and key metrics to track.

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

Discover the art of delivering value through professional services. Gain insights from Pat Muirragui's talk at the Propel23 conference.

Sonam Dabholkar discusses the role of CS Ops in evolving the customer journey and gives some sound advice for CS Ops professionals.

Discover high-touch onboarding, its benefits, an 8-step guide, and the ultimate tool for a quality, high-touch onboarding experience.

At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup.

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

Here’s how our Salesforce integration will help you create project plans, project pipelines, and visibility into customers’ lifecycle

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

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

Need an extra pair of arms?

Find out how businesses like professional services and marketing agencies can collaborate on digital assets with clients using Rocketlane.

With auto-allocate, Rocketlane automatically updates the resource allocations when you modify the timelines and/or assignees for a task

Automate your post-sales handoff and customer onboarding project creation with the Rocketlane x HubSpot integration.

Lessons from the launch of Scaling CS: Building the CS Center of Excellence, a book by Chitra Madhwacharyula and Shreesha Ramdas.

See what a customer onboarding process flow chart is and why you need one. Also, discover the five essential stages with templates for each.

The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle!

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

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

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

Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!

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

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

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

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

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

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

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

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

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

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

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

Alisha Hardoon, CSM at Robin, shares how you can make the most of executive business reviews (EBRs) and build a strong foundation for them.

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

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

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

Expectation gaps in onboarding and how CS Ops can bridge them

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

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

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

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

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

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

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

Onboarding is more than just checklists and project management

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

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

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

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