8 min demo
Industry
SaaS
Use case
Customer Onboarding, Project Management, Customer Portal, Integrations
Before
After
Nezasa is a travel tech platform that helps tour operators and OTAs build, manage, and distribute travel packages across multiple channels (B2B and B2C).
Guglielmo Piacentini, the Head of Onboarding at Nezasa, leads the team responsible for ensuring new customers experience rapid and successful go-lives. The company's growth required a more scalable and repeatable approach to onboarding, which led the team to search for the right customer onboarding platform.
Before Rocketlane, Nezasa’s onboarding experience was inconsistent and reactive. Without a specialized team or tool, customer onboarding was handled by Customer Success and Support, and there were no clear workflows or tools in place.
There were no consistent playbooks, timelines, or ownership and tasks were scattered across people and tools.
The lack of visibility and accountability led to longer onboarding timelines and in some cases, customer churn before value could be delivered.
Since communication happened mostly through email, it was hard to collaborate and maintain alignment—both internally and with the customer.
“It was pretty hard. No structure. No visibility. Tasks were spread across multiple teams—and some just got lost.”
It became clear Nezasa needed two things: a formal onboarding team, and a tool that could scale their processes and keep every stakeholder accountable.
Nezasa created two master templates in Rocketlane—one for enterprise customers, one for standard accounts. These included different cadences, meeting structures, and governance levels. They also built task templates that could be added modularly for specific integrations or purchased add-ons.
This setup ensures minimal maintenance and high customization, making it easier to scale onboarding without adding complexity.
“Now we don’t reinvent the wheel for each customer. Templates give us both consistency and flexibility.”
Rocketlane’s portal, chat, and shared docs feature has transformed how Nezasa works with customers:
“We’ve reduced email usage significantly. Everything now lives inside Rocketlane—tasks, chats, docs.”
This has significantly improved transparency and strengthened accountability on both sides of the project.
Rocketlane’s integrations with HubSpot and JIRA have helped Nezasa ensure seamless handoff from Sales to Onboarding and track bugs and development dependencies during implementation.
Project templates
2 base templates for enterprise vs. standard onboarding to allow flexibility to scale onboarding across customer segments and keep maintenance efforts low
Task templates
Task templates that could be added modularly for specific integrations or purchased add-ons to allow for more personalized customer onboardings
In-app chat
Centralized collaboration with increased visibility into project progress, fewer emails to stakeholders, and improved real-time engagement
HubSpot & JIRA integrations
Ensures streamlined handoffs and keeps internal teams aligned
Feedback tracking
In-built feedback forms for post-onboarding so customer sentiments are captured throughout the onboarding