Our e-books, reports, templates, and surveys have helped customer onboarding peers elevate their work. Valuable content, no sales pitches.
E-books
30+ ideas from Propel23 sessions, for professionals in the onboarding, customer success, CS Ops, and PS space
Guide
The world’s first and only onboarding event - Propel22 brought together over 30 industry leaders and experts
Report
300+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2023.
Guide
Customer delight can be sustained the long-term. If you can pre-empt issues in the post-sales phase
Free Tools
Rocketlane’s free timesheet generator allows you to easily create and download timesheets with billable hours. Try now!
E-books
We wrote a short fiction set in the world of customer onboarding. It combines our learnings so far and best practices
E-books
30+ ideas from Propel23 sessions, for professionals in the onboarding, customer success, CS Ops, and PS space
Report
100+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresaw for 2022
Report
200+ Customer Onboarding and Implementation professionals from around the world, spanning multiple industries
Workbooks
Kickoff meetings set the tone for the entire customer onboarding journey. That's why we put together all our learnings from
Free Tools
Take this free 5-minute survey to benchmark yourself against world's best practices and receive your actionable
Free Tools
Rocketlane’s free timesheet generator allows you to easily create and download timesheets with billable hours. Try now!
Free Tools
Take this free 5-minute survey to benchmark yourself against world's best practices and receive your actionable
Workbooks
Kickoff meetings set the tone for the entire customer onboarding journey. That's why we put together all our learnings from
Report
200+ Customer Onboarding and Implementation professionals from around the world, spanning multiple industries
Report
100+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresaw for 2022
Report
300+ Customer Onboarding and Implementation professionals share their work goals, challenges, and trends they foresee in 2023.
Template
Customer Onboarding
Learn to create the perfect proposal document for your business. Win customers and close deals faster with our free ready-to-use template.
Customer Onboarding
Learn best practices for onboarding B2B customers in the fintech industry. Boost customer satisfaction and retention.
PSA
Discover the 10 resource management mistakes plaguing professional service teams and how to fix them for peak efficiency and success.
PSA
Learn how to effectively measure project profitability with key metrics and strategies, and best practices to ensure financial success.
PSA
Learn how to analyze and track project profitability for PS projects in this comprehensive guide.
PSA
Discover the role of automation software in digital transformation for PS firms. Improve project delivery, capacity planning, and more.
PSA
Explore how automation in project management softwares enhances efficiency and quality for better outcomes.
PSA
Explore the what, why, and how of billing methods for professional services. Learn how Rocketlane simplifies billing and boosts efficiency.
PSA
Rocketlane is the ultimate time and expense management solution tailored to your business needs.
PSA
Efficiently allocate and schedule resources using techniques and PSA software for effective resource management.
PSA
Explore all about resource capacity planning, its challenges, types of strategies, and best practices.
PSA
Master professional services automation software integration with our comprehensive guide. Identify the right PSA tool for your business.