Laura Kightlinger, VP of Customer Success - International at Seismic discusses CSMs balancing between onboarding strategy and execution

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

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

Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.

Preflight Community discussed allocating the right resources to overcome inefficiencies during longer implementation cycles.

In a recent conversation the Preflight Community discusses who should own end-user trainings when the product is complex.

Training remote Customer Success and Support teams can be tricky. Learn from these CS leaders on how to nail it

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

Explore 10 incredible customer onboarding statistics and eight important metrics to measure customer onboarding experience.

Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.

Five critical signs that point towards rethinking your customer onboarding process entirely.

Learn how to start your projects perfectly with this 10-step client onboarding checklist. Plus, meet a tool that simplifies the process.

Discover everything about what a customer onboarding playbook is, why you need one, and six critical onboarding plays to include.

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

Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.

This marks the start of an exciting new chapter not only for our team, but also for our customers

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

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

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

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

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

Customer onboarding specialists are crucial for successful customer onboarding and avoiding churn. Find out about their skills and more

Vishnu Prasad, Solutions and Onboarding Lead at Rocketlane, shares all the details on the four-pillar approach to customer onboarding.

Mahesh Motiramani, Director of Customer Success at Dataiku, shares insights and inputs to help you navigate complicated customer onboarding

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

Learn how you can significantly reduce churn with a better customer onboarding experience

Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.

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

Preflighters discussed how customer onboarding and implementations become more impactful if you have already laid the runway for your teams.

Customer onboarding expert and author of 'Onboarding Matters' Donna Weber released Rocketlane's 2023 survey report on all things onboarding.

Rebecca Nerad, VP - CS @ FourKites, talked about lessons learnt from her CS career, best practices for post-sales functions, and more

Find out how to set a customer onboarding process for your onboarding team that can be easily customized for each of your unique customers.

Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.

Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.

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

Learn how to successfully transition customers from the onboarding team to the customer success team with our comprehensive handoff guide.

Want to keep your team motivated? Giving credit where it is due is the bare minimum. There is more you can do!

Shared KPIs for the product and the CS teams? The community discussed how cross-functional goal alignment can drive adoption.

Discover best practices, unique insights, and new perspectives for customer onboarding through our top 5 video resources of 2022!

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

Unresponsive, disengaged customers present a potential threat of churning in the long term.

How do you share onboarding tasks you need your customers to complete, like providing access, creating technical users, and the like?

Preflighters share internal metrics you can track at your organization that will help you better your team's performance

If the idea of using today’s data to solve tomorrow’s problems excites you, you’d love CS Ops, says Tony Macias in this interview with us

We hosted a panel of incredible leaders and experts on the Preflight Community Deep Dives to discuss product-led growth and digital CS

We take you through 10 tried and tested ways to fortify your implementation process.

We spoke to Deborah Andrews, Customer Office Operations Director at Unit4, about transitioning to CS Ops, the skills you need to succeed

Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.

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

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

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

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

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.

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

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.

Six best practices to help you get the most out of your team and deliver projects on time.

The Director of Customer Success Operations at Gong talks about how has thoughtfully crafted her career path, trends she foresees

Abhishek Vora, Head of Customer Success at Mosaic.tech, shares their success formula for implementations, and onboarding best practices

A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience.

Top five reasons why your customers churn or ghost you during the onboarding process.

Learn some of the best practices to take your customer onboarding game to a whole new level!

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