[Product updates](https://www.rocketlane.com/blog-categories/product-updates) 10 Min read [**Introducing Nitro agents for service delivery teams**](https://www.rocketlane.com/blogs/introducing-nitro-agentic-ai-for-psa) Popular reads [Project management](https://www.rocketlane.com/blog-categories/project-management) 13 Min read [**Top 10 project management software for consultants in 2026**](https://www.rocketlane.com/blogs/best-project-management-software-for-consultants) [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 16 Min read [**10 Best Monday.com Alternatives for Professional Services Teams (2026)**](https://www.rocketlane.com/blogs/monday-alternatives) [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 17 Min read [**10 Best ClickUp Alternatives for PS Teams (2026)**](https://www.rocketlane.com/blogs/clickup-alternatives) [Resource Management](https://www.rocketlane.com/blog-categories/resource-managament) 19 Min read [**Top 10 Consulting Resource Management Software & Tools in 2026 (Compared & Reviewed)**](https://www.rocketlane.com/blogs/consulting-resource-management-software) [All](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-0) [Blogs](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-1) [Resources](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-2) [Implementation Stories](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-3) [Guides](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-4) [Updates](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-5) [Propel22](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-6) [Preflight Conversations](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-7) [Propel23](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-8) [Propel24](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-9) [Propel25](https://www.rocketlane.com/blogs#w-tabs-0-data-w-pane-10) [Financial management](https://www.rocketlane.com/blog-categories/financial-management) 13 MIN READ [Cost estimation in project management: The operator’s playbook for margin control and predictable delivery](https://www.rocketlane.com/blogs/cost-estimation-project-management) Understand the Operator’s Playbook for Margin Control and Predictable Delivery in this guide for PS leaders in 2026. Understand the Operator’s Playbook for Margin Control and Predictable Delivery in this guide for PS leaders in 2026. [Resource Management](https://www.rocketlane.com/blog-categories/resource-managament) 14 MIN READ [Resource leveling in professional services: The operator's playbook for utilization, capacity, and predictable delivery](https://www.rocketlane.com/blogs/resource-leveling) Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management. Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management. [Project management](https://www.rocketlane.com/blog-categories/project-management) 13 MIN READ [Top 10 project management software for consultants in 2026](https://www.rocketlane.com/blogs/best-project-management-software-for-consultants) 10 PM tools for consultants compared — client portals, resource management, and AI-powered delivery for IT services and consulting firms. 10 PM tools for consultants compared — client portals, resource management, and AI-powered delivery for IT services and consulting firms. [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 16 MIN READ [10 Best Monday.com Alternatives for Professional Services Teams (2026)](https://www.rocketlane.com/blogs/monday-alternatives) What are the best alternatives to Monday.com for PS teams? We compare Rocketlane, Asana, Wrike, and more across delivery and PM. What are the best alternatives to Monday.com for PS teams? We compare Rocketlane, Asana, Wrike, and more across delivery and PM. [Resource Management](https://www.rocketlane.com/blog-categories/resource-managament) 19 MIN READ [Top 10 Consulting Resource Management Software & Tools in 2026 (Compared & Reviewed)](https://www.rocketlane.com/blogs/consulting-resource-management-software) A practical guide to consulting resource management software—what matters, what breaks, what works in 2026 for PS leaders. A practical guide to consulting resource management software—what matters, what breaks, what works in 2026 for PS leaders. [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 17 MIN READ [10 Best ClickUp Alternatives for PS Teams (2026)](https://www.rocketlane.com/blogs/clickup-alternatives) Looking for ClickUp alternatives for professional services? Compare Rocketlane, Monday.com, Asana, Wrike, and others to help you decide. Looking for ClickUp alternatives for professional services? Compare Rocketlane, Monday.com, Asana, Wrike, and others to help you decide. [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 6 MIN READ [8 Best Smartsheet Alternatives for Professional Services Teams (2026)](https://www.rocketlane.com/blogs/smartsheet-alternatives) How do Smartsheet alternatives Rocketlane, ClickUp, Monday.com, Asana, Wrike, Jira, and others compare for PS delivery? Read on to find out. How do Smartsheet alternatives Rocketlane, ClickUp, Monday.com, Asana, Wrike, Jira, and others compare for PS delivery? Read on to find out. [Financial management](https://www.rocketlane.com/blog-categories/financial-management) 13 MIN READ [Price quote in professional services: Examples, formats & complete guide (2026)](https://www.rocketlane.com/blogs/price-quote) Price quotes set a margin before delivery begins. Formats, examples, quote-to-cash, and AI quoting guide for professional services teams. Price quotes set a margin before delivery begins. Formats, examples, quote-to-cash, and AI quoting guide for professional services teams. [Customer onboarding](https://www.rocketlane.com/blog-categories/customer-onboarding) 13 MIN READ [Client onboarding: process, checklist, templates & best practices (2026)](https://www.rocketlane.com/blogs/client-onboarding) Process, checklist, templates, and best practices for client onboarding — including how AI cuts time-to-value by 30–50%. Process, checklist, templates, and best practices for client onboarding — including how AI cuts time-to-value by 30–50%. 5 MIN READ [Introducing Governance Agents: Your delivery playbooks and guardrails, enforced automatically](https://www.rocketlane.com/blogs/nitro-governance-agents) Set the rules once. Governance Agents enforces them automatically across projects, timesheets, and revenue data. Set the rules once. Governance Agents enforces them automatically across projects, timesheets, and revenue data. 10 MIN READ [Introducing Workforce Agents: Offload any repetitive implementation work](https://www.rocketlane.com/blogs/nitro-workforce-agents) Stop doing the same tasks on repeat. Workforce Agents handles project planning, product configuration, and data prep automatically. Stop doing the same tasks on repeat. Workforce Agents handles project planning, product configuration, and data prep automatically. [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 20 MIN READ [Top 10 Kantata Alternatives and Competitors for Professional Services Teams in 2026](https://www.rocketlane.com/blogs/kantata-alternatives) Explore Top Kantata PSA tool alternatives that's made for the AI-first world in 2026. Explore Top Kantata PSA tool alternatives that's made for the AI-first world in 2026. [Nitro Agentic-AI](https://www.rocketlane.com/blog-categories/nitro-agentic-ai) 5 MIN READ [Meet Nitro Analyst: The end of "let me pull that report"](https://www.rocketlane.com/blogs/nitro-analyst) Ask questions about your services business in plain language and get answers instantly, across projects, resources, and financials. Ask questions about your services business in plain language and get answers instantly, across projects, resources, and financials. [Project management](https://www.rocketlane.com/blog-categories/project-management) 2 MIN READ [How to Create a Project Risk Register \[Free Template\]](https://www.rocketlane.com/blogs/risk-register-template) Most risk registers get filled at kickoff and forgotten by week three. Here's the system that keeps them working throughout delivery. Most risk registers get filled at kickoff and forgotten by week three. Here's the system that keeps them working throughout delivery. [Resource Management](https://www.rocketlane.com/blog-categories/resource-managament) 16 MIN READ [Resource allocation: The complete guide for professional services teams (2026)](https://www.rocketlane.com/blogs/resource-allocation) Allocation based on availability breaks at scale. Here's the complete system to match skills, balance utilization, and staff projects right. Allocation based on availability breaks at scale. Here's the complete system to match skills, balance utilization, and staff projects right. [Professional services](https://www.rocketlane.com/blog-categories/professional-services) 7 MIN READ [The 7 Best IT Professional Services Automation Software in 2026](https://www.rocketlane.com/blogs/it-professional-services-automation-software) This guide compares 7 IT PSA tools across pricing, AI, client portals, and fit — built for IT consulting firms evaluating platforms in 2026. This guide compares 7 IT PSA tools across pricing, AI, client portals, and fit — built for IT consulting firms evaluating platforms in 2026. [Nitro Agentic-AI](https://www.rocketlane.com/blog-categories/nitro-agentic-ai) 5 MIN READ [Introducing Documentation Agents](https://www.rocketlane.com/blogs/nitro-documentation-agents) Your consultants shouldn't spend 40 hours writing what Documentation Agents can generate automatically. Your consultants shouldn't spend 40 hours writing what Documentation Agents can generate automatically. [Time tracking](https://www.rocketlane.com/blog-categories/time-tracking) 17 MIN READ [Time Off Requests: The Complete Guide for Managers to master project time tracking](https://www.rocketlane.com/blogs/time-off-requests) Time off requests aren't just HR admin, they're a direct input into capacity, utilization, and delivery. Here's how to manage them.. Time off requests aren't just HR admin, they're a direct input into capacity, utilization, and delivery. Here's how to manage them.. [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 15 MIN READ [The Best Wrike Alternatives for Professional Services in 2026](https://www.rocketlane.com/blogs/wrike-alternatives) We compare Wrike alternatives like Rocketlane, Asana, Monday.com, & Teamwork to help PS teams choose the right project management tool. We compare Wrike alternatives like Rocketlane, Asana, Monday.com, & Teamwork to help PS teams choose the right project management tool. [Financial management](https://www.rocketlane.com/blog-categories/financial-management) 13 MIN READ [How to improve project profitability and stop discovering margin problems too late (A complete guide for 2026)](https://www.rocketlane.com/blogs/project-profitability) Profitability erodes during delivery, not after. Here's the system PS teams use to track margins in real time and act before it's too late. Profitability erodes during delivery, not after. Here's the system PS teams use to track margins in real time and act before it's too late. [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 17 MIN READ [GUIDEcx Competitors: 10 Best Alternatives for Implementation Teams (2026)](https://www.rocketlane.com/blogs/guidecx-competitors) Looking for GUIDEcx alternatives? We compare Rocketlane, Asana, ClickUp, Smartsheet, and more for AI, integrations, and scalable onboarding. Looking for GUIDEcx alternatives? We compare Rocketlane, Asana, ClickUp, Smartsheet, and more for AI, integrations, and scalable onboarding. [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 19 MIN READ [The Best Asana Alternatives for Professional Services in 2026](https://www.rocketlane.com/blogs/asana-alternatives) This guide compares the best Asana alternatives across features, pricing, AI capabilities, client collaboration, and delivery fit. This guide compares the best Asana alternatives across features, pricing, AI capabilities, client collaboration, and delivery fit. [Nitro Agentic-AI](https://www.rocketlane.com/blog-categories/nitro-agentic-ai) 5 MIN READ [Introducing Nitro Signals: Catch every delivery drift before it costs you](https://www.rocketlane.com/blogs/nitro-signals) Nitro Signals stays on top of every meeting and email, surfacing risks before they escalate and opportunities before they disappear. Nitro Signals stays on top of every meeting and email, surfacing risks before they escalate and opportunities before they disappear. [Nitro Agentic-AI](https://www.rocketlane.com/blog-categories/nitro-agentic-ai) 7 MIN READ [Introducing Migration Agents: Data migration that runs itself](https://www.rocketlane.com/blogs/nitro-migration-agents) Stop debugging spreadsheets the night before go-live. Migration Agents automates the data prep your team dreads most. Stop debugging spreadsheets the night before go-live. Migration Agents automates the data prep your team dreads most. [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 13 MIN READ [The 7 Best Teamwork Alternatives in 2026 — Compared for Professional Services Teams](https://www.rocketlane.com/blogs/teamwork-alternatives) Which Teamwork alternatives actually support PS teams in 2026? A clear comparison of top Teamwork alternatives. Which Teamwork alternatives actually support PS teams in 2026? A clear comparison of top Teamwork alternatives. [Professional services](https://www.rocketlane.com/blog-categories/professional-services) 30 MIN READ [Top 13 PSA software tools for professional services automation in 2026 (Comparison & reviews)](https://www.rocketlane.com/blogs/best-psa-software) A practical, analyst-level comparison of the best PSA software in 2026, covering AI features, delivery intelligence, pricing, pros & cons. A practical, analyst-level comparison of the best PSA software in 2026, covering AI features, delivery intelligence, pricing, pros & cons. [Product updates](https://www.rocketlane.com/blog-categories/product-updates) 10 MIN READ [Introducing Nitro agents for service delivery teams](https://www.rocketlane.com/blogs/introducing-nitro-agentic-ai-for-psa) Most AI tools assist the same work instead of changing it. See how Nitro, Rocketlane's agentic AI is built for the outcome era. Most AI tools assist the same work instead of changing it. See how Nitro, Rocketlane's agentic AI is built for the outcome era. [Competitor landscape](https://www.rocketlane.com/blog-categories/competitor-landscape) 20 MIN READ [The 7 Best NetSuite OpenAir Alternatives & Competitors for Professional Services Teams in 2026](https://www.rocketlane.com/blogs/netsuite-openair-alternatives) A decision-first guide for PS leaders who’ve outgrown OpenAir’s resource management, project execution, and reporting limitations. A decision-first guide for PS leaders who’ve outgrown OpenAir’s resource management, project execution, and reporting limitations. [Financial management](https://www.rocketlane.com/blog-categories/financial-management) 20 MIN READ [The 7 Best Project Management Financial Tracking Tools in 2026 — Compared for Professional Services Teams](https://www.rocketlane.com/blogs/project-financial-management-tools) A practical, analyst-level comparison of the best project financial management tool software in 2026, covering AI features, pricing etc. A practical, analyst-level comparison of the best project financial management tool software in 2026, covering AI features, pricing etc. [Resource Management](https://www.rocketlane.com/blog-categories/resource-managament) 15 MIN READ [Resource Planning for Professional Services Teams: Frameworks, KPIs, and What High-Performers Do Differently](https://www.rocketlane.com/blogs/resource-planning) Resource planning determines who works on what, when, and at what cost. This detailed guide covers how high-performing run resource plans. Resource planning determines who works on what, when, and at what cost. This detailed guide covers how high-performing run resource plans. [Loading....](https://www.rocketlane.com/blogs?4bf2d684_page=2) [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 20 MIN READ [Easy to use project management software in 2026: Top tools for fast-moving teams](https://www.rocketlane.com/blogs/easy-to-use-project-management-software) What “easy to use” really means for project management in 2026—and which tools stay usable as delivery complexity, scale, and coordination g What “easy to use” really means for project management in 2026—and which tools stay usable as delivery complexity, scale, and coordination g [Kailash Ganesh](https://www.rocketlane.com/authors/kailash-ganesh) Professional services & customer onboarding evangelist [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 20 MIN READ [Project management methodologies: A complete guide with examples, frameworks, and how to choose the right one in 2026](https://www.rocketlane.com/blogs/project-management-methodologies) Choosing a project management methodology? This detailed guide breaks down about 15+ PM methodologies and guides you on how to choose one. Choosing a project management methodology? This detailed guide breaks down about 15+ PM methodologies and guides you on how to choose one. [Kailash Ganesh](https://www.rocketlane.com/authors/kailash-ganesh) Professional services & customer onboarding evangelist [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 19 MIN READ [Customer onboarding tools: The ultimate buyer’s Guide for B2B, SaaS & enterprise teams (2026)](https://www.rocketlane.com/blogs/customer-onboarding-tools) Choosing a customer onboarding tool for 2026? This guide compares platforms for enterprise SaaS, services-led, and product-led teams. Choosing a customer onboarding tool for 2026? This guide compares platforms for enterprise SaaS, services-led, and product-led teams. [Shruthisagar](https://www.rocketlane.com/authors/shruthisagar) Content Marketer [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 20 MIN READ [Top 10 Accelo alternatives in 2026: A buyer’s guide for professional services teams](https://www.rocketlane.com/blogs/accelo-alternatives) Evaluating Accelo alternatives? This guide compares top PSA platforms for 2026 on delivery execution, financial visibility & AI-automation Evaluating Accelo alternatives? This guide compares top PSA platforms for 2026 on delivery execution, financial visibility & AI-automation [Kailash Ganesh](https://www.rocketlane.com/authors/kailash-ganesh) Professional services & customer onboarding evangelist [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 30 MIN READ [Annual plan template for professional services in 2026: A step-by-step guide to profitable delivery (free template download)](https://www.rocketlane.com/blogs/annual-plan-template) A practical guide for PS leaders to turn strategy into execution. Forecast demand, protect margins, and plan for AI-era delivery in 2026. A practical guide for PS leaders to turn strategy into execution. Forecast demand, protect margins, and plan for AI-era delivery in 2026. [Kailash Ganesh](https://www.rocketlane.com/authors/kailash-ganesh) Professional services & customer onboarding evangelist [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Enhancing data security with Row-Level Security (RLS) - Part 2: Implementation and key learnings](https://www.rocketlane.com/blogs/data-security-with-row-level-security) Discover how Rocketlane implemented Row-Level Security (RLS), the challenges we faced, and the key optimizations that made it work. Discover how Rocketlane implemented Row-Level Security (RLS), the challenges we faced, and the key optimizations that made it work. [Kannan Shanmugam](https://www.rocketlane.com/authors/kannan-shanmugam) Founding Engineer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Vibe PS: Reimagining Professional Services in the AI Era](https://www.rocketlane.com/blogs/vibe-ps-reimagining-professional-services-in-the-ai-era) Explore how new roles, delivery models, and vibe coding have the potential to shape the future of professional services Explore how new roles, delivery models, and vibe coding have the potential to shape the future of professional services [Varun Singh](https://www.rocketlane.com/authors/varun) Product Evangelist @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [How to make your services business more predictable, profitable, and valuable](https://www.rocketlane.com/blogs/how-to-make-your-services-business-more-predictable-profitable-and-valuable) Check out Garwood Growth’s Value Builder framework to help your services business become more predictable, profitable, and repeatable. Check out Garwood Growth’s Value Builder framework to help your services business become more predictable, profitable, and repeatable. [Varun Singh](https://www.rocketlane.com/authors/varun) Product Evangelist @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [The AI advantage: How IT services firms are leading the way](https://www.rocketlane.com/blogs/the-ai-advantage-how-it-services-firms-are-leading-the-way) Garwood Growth leaders share how IT services firms are using GenAI and agentic intelligence to improve planning, delivery, and growth. Garwood Growth leaders share how IT services firms are using GenAI and agentic intelligence to improve planning, delivery, and growth. [Varun Singh](https://www.rocketlane.com/authors/varun) Product Evangelist @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [How to measure, track, and improve ROI for your projects](https://www.rocketlane.com/blogs/calculating-roi-for-projects) Learn how to calculate project ROI, and track it better with Rocketlane to improve value delivery and project profitability. Learn how to calculate project ROI, and track it better with Rocketlane to improve value delivery and project profitability. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [How to find the right pricing model for agencies](https://www.rocketlane.com/blogs/pricing-model-for-agencies) Discover various agency pricing models and learn how to choose the right model for your marketing or professional services agency. Discover various agency pricing models and learn how to choose the right model for your marketing or professional services agency. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Mastering capacity and utilization in professional services](https://www.rocketlane.com/blogs/capacity-and-utilization-in-professional-services) Discover how you can manage your team’s capacity and utilization effectively with real-time insights from Rocketlane’s PSA platform. Discover how you can manage your team’s capacity and utilization effectively with real-time insights from Rocketlane’s PSA platform. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Project budgeting 101: How to build and manage project budgets](https://www.rocketlane.com/blogs/build-and-manage-project-budgets) From setting up a project budget to estimating costs, adding contingency, and tracking variances, here’s how to keep your projects on track. From setting up a project budget to estimating costs, adding contingency, and tracking variances, here’s how to keep your projects on track. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Legacy PSA vs Rocketlane: 7 truths buyers discover too late](https://www.rocketlane.com/blogs/legacy-psa-vs-rocketlane) Discover seven hard truths about legacy PSA tools and how Rocketlane helps modern teams boost margins and elevate client satisfaction. Discover seven hard truths about legacy PSA tools and how Rocketlane helps modern teams boost margins and elevate client satisfaction. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [How to calculate and manage project burn rate effectively](https://www.rocketlane.com/blogs/calculating-project-burn-rate) Overspent again? Learn how to track and control your burn rate with practical tips, formulas, and templates for PSA and IT project leaders. Overspent again? Learn how to track and control your burn rate with practical tips, formulas, and templates for PSA and IT project leaders. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [What is RAID management? A complete guide](https://www.rocketlane.com/blogs/what-is-raid-management-guide) Master RAID analysis to stay ahead of project risks, assumptions, issues, and dependencies. A guide for professional services teams. Master RAID analysis to stay ahead of project risks, assumptions, issues, and dependencies. A guide for professional services teams. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Enhancing Data Security at Rocketlane: Adopting Row-Level Security (RLS) - Part 1](https://www.rocketlane.com/blogs/enhancing-data-security) Learn how Rocketlane uses PostgreSQL Row-Level Security (RLS) to simplify permission logic and secure data for customer-facing teams. Learn how Rocketlane uses PostgreSQL Row-Level Security (RLS) to simplify permission logic and secure data for customer-facing teams. [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Salesforce native vs. Non-native: What’s better for PS teams](https://www.rocketlane.com/blogs/salesforce-native-vs-non-native) Is going Salesforce native right for your services org? Let’s break down the pros, cons, and better alternatives. Is going Salesforce native right for your services org? Let’s break down the pros, cons, and better alternatives. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [The 7 best time tracking software for consultants: The 2025 guide](https://www.rocketlane.com/blogs/best-time-tracking-software-for-consultants) Looking for time tracking software for consultants? Here are the best tools to track billable hours and streamline project management. Looking for time tracking software for consultants? Here are the best tools to track billable hours and streamline project management. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Top 10 resource management tools to optimize your workflow](https://www.rocketlane.com/blogs/top-10-resource-management-tools) Discover the top 10 resource management tools to optimize team efficiency and client satisfaction for professional services teams. Discover the top 10 resource management tools to optimize team efficiency and client satisfaction for professional services teams. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [The path to an intelligent, high-efficiency service delivery organization](https://www.rocketlane.com/blogs/ai-and-automation-in-services) Service teams are embracing AI and automation to streamline workflows and boost revenue. Discover how it helps teams work smarter. Service teams are embracing AI and automation to streamline workflows and boost revenue. Discover how it helps teams work smarter. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Top 5 trends from The 2025 State of Customer Onboarding Report](https://www.rocketlane.com/blogs/the-state-of-customer-onboarding-2025) What's happening in customer onboarding now and what's next? Our 2025 report reveals key trends, challenges, best practices, and more. What's happening in customer onboarding now and what's next? Our 2025 report reveals key trends, challenges, best practices, and more. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [How to harness your PSA software to gain deeper project insights](https://www.rocketlane.com/blogs/professional-services-project-insights-psa-software) Discover how PSA tools can offer valuable insights into project performance, optimize workflows, and drive greater project success. Discover how PSA tools can offer valuable insights into project performance, optimize workflows, and drive greater project success. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Top metrics for C-Suite reporting in professional services](https://www.rocketlane.com/blogs/professional-services-metrics-reporting) Discover the key professional services metrics for management reporting to gain insights into your company's performance, risks, and more. Discover the key professional services metrics for management reporting to gain insights into your company's performance, risks, and more. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Unveiling the future: The case for a next-gen PSA in 2025](https://www.rocketlane.com/blogs/unveiling-the-future-the-case-for-a-next-gen-psa-in-2025) Explore the evolution of PSA systems and why 2025 demands a next-gen solution in our latest ebook. Explore the evolution of PSA systems and why 2025 demands a next-gen solution in our latest ebook. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Boosting user adoption with a better implementation program](https://www.rocketlane.com/blogs/user-adoption-implementation) Explore how improving your implementation program can effectively boost user adoption, enhance engagement, and ensure lasting success. Explore how improving your implementation program can effectively boost user adoption, enhance engagement, and ensure lasting success. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Overcoming professional services challenges with PSA tools](https://www.rocketlane.com/blogs/professional-services-challenges-psa) Discover how PSA tools help professional services firms conquer chaos. Streamline projects, billing, and resource management with ease. Discover how PSA tools help professional services firms conquer chaos. Streamline projects, billing, and resource management with ease. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Why UX matters in building lasting customer relationships](https://www.rocketlane.com/blogs/why-ux-matters-in-customer-relationships) Customers expect effortless, intuitive experiences. Discover why UX in service delivery is essential for building lasting relationships. Customers expect effortless, intuitive experiences. Discover why UX in service delivery is essential for building lasting relationships. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Scaling your professional services business with automation](https://www.rocketlane.com/blogs/scaling-your-professional-services-business-with-automation) Learn how automation can help scale your professional services business, streamline operations, and overcome growth challenges efficiently. Learn how automation can help scale your professional services business, streamline operations, and overcome growth challenges efficiently. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Leveraging PSA software for transformative project insights](https://www.rocketlane.com/blogs/leveraging-psa-software-for-transformative-project-insights) Learn how you can leverage PSA software for project insights that will help improve efficiency and profitability for PS businesses. Learn how you can leverage PSA software for project insights that will help improve efficiency and profitability for PS businesses. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [How a client portal helps PS teams enhance communication](https://www.rocketlane.com/blogs/client-portal-helps-ps-teams) Learn why an integrated client portal is essential for PS firms to prevent communication breakdowns between internal and customer teams. Learn why an integrated client portal is essential for PS firms to prevent communication breakdowns between internal and customer teams. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Enhancing client experience with PSA software](https://www.rocketlane.com/blogs/client-experience-psa-software) Discover how the right professional services automation tool can drive client satisfaction and deliver high-quality customer experiences. Discover how the right professional services automation tool can drive client satisfaction and deliver high-quality customer experiences. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [5 must-know project delivery and PS ops trends for 2025](https://www.rocketlane.com/blogs/2025-project-delivery-and-ps-ops-trends) At TSIA World Envision, Srikrishnan Ganesan discussed top trends in project delivery and how organizations can drive impact in 2025. At TSIA World Envision, Srikrishnan Ganesan discussed top trends in project delivery and how organizations can drive impact in 2025. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Introducing Custom Revenue Recognition: Now, enjoy a fully automated yet customizable revenue recognition experience on Rocketlane!](https://www.rocketlane.com/blogs/revenue-recognition-automation) Cut down on manual time adjustments and prevent revenue leaks by having granular control over which hours contribute to revenue. Cut down on manual time adjustments and prevent revenue leaks by having granular control over which hours contribute to revenue. [Varshitha A](https://www.rocketlane.com/authors/varshitha-a) Product Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Improving business intelligence strategies for PS firms](https://www.rocketlane.com/blogs/business-intelligence-strategies-professional-services) Discover how professional services firms can overcome BI implementation challenges and enhance strategies to drive business value. Discover how professional services firms can overcome BI implementation challenges and enhance strategies to drive business value. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Breaking departmental silos in professional services firms](https://www.rocketlane.com/blogs/breaking-departmental-silos-professional-services) Delve into what departmental silos are in professional services firms and how they can be broken down by cross-functional collaboration. Delve into what departmental silos are in professional services firms and how they can be broken down by cross-functional collaboration. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [The importance of an efficient resource request workflow](https://www.rocketlane.com/blogs/resource-request-workflow-for-client-projects) From benefits to challenges, this blog explores the importance and impact of an efficient resource request workflow for client projects. From benefits to challenges, this blog explores the importance and impact of an efficient resource request workflow for client projects. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Tips to overcome challenges in resource request workflows](https://www.rocketlane.com/blogs/resource-request-workflow-challenges) Discover the importance of resource request workflows. Learn about the challenges that teams face with them and how to overcome them. Discover the importance of resource request workflows. Learn about the challenges that teams face with them and how to overcome them. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Rocketlane is now HIPAA compliant to ensure the highest standards in security and privacy](https://www.rocketlane.com/blogs/rocketlane-is-now-hipaa-compliant-to-ensure-the-highest-standards-in-security-and-privacy) Rocketlane is now HIPAA compliant! Learn how we safeguard your PHI with advanced security controls and data integrity. Rocketlane is now HIPAA compliant! Learn how we safeguard your PHI with advanced security controls and data integrity. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [How to reduce TTV and build paths to client success](https://www.rocketlane.com/blogs/reduce-ttv-and-build-paths-to-client-success) Greg Daines, CEO of ChurnRX, reveals how you can reduce time-to-value and create paths to long-term client success Greg Daines, CEO of ChurnRX, reveals how you can reduce time-to-value and create paths to long-term client success [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 3 MIN READ [12 books that every service professional needs to read](https://www.rocketlane.com/blogs/reading-list-professional-services) The ultimate reading list for operators and owners in the professional services domain. The ultimate reading list for operators and owners in the professional services domain. [Shruthisagar](https://www.rocketlane.com/authors/shruthisagar) Content Marketer [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Making data migration seamless: A guide to onboarding success](https://www.rocketlane.com/blogs/data-migration-customer-onboarding-guide) Learn how to ensure seamless data migration during customer onboarding while maintaining data integrity and security. Learn how to ensure seamless data migration during customer onboarding while maintaining data integrity and security. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Simplifying billing automation for PS businesses](https://www.rocketlane.com/blogs/billing-automation-ps-businesses) Discover billing automation, the billing challenges professional services firms face, its benefits, and steps to streamline the process. Discover billing automation, the billing challenges professional services firms face, its benefits, and steps to streamline the process. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Choosing the right subscription model for your professional service business](https://www.rocketlane.com/blogs/subscription-model-for-professional-services) A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more. A detailed guide to subscription models for professional services with core components, pricing approaches, metrics to track, and more. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Mastering modern customer onboarding: Your essential guide to success benchmarks](https://www.rocketlane.com/blogs/benchmarks-for-modern-customer-onboarding) Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency. Explore industry best practices and benchmarks for customer onboarding that use personalization and technology for maximum efficiency. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Mastering subscription billing: Best practices for professional service businesses](https://www.rocketlane.com/blogs/subscription-billing-for-professional-services) A must-have guide for professional service firms on implementing subscription billing to drive growth and enhance customer retention. A must-have guide for professional service firms on implementing subscription billing to drive growth and enhance customer retention. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [How to master expense tracking: A guide for services firms](https://www.rocketlane.com/blogs/expense-tracking-guide-for-professional-services) Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide. Discover expert strategies for mastering expense tracking and streamlining finances with this comprehensive guide. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Unlocking the power of Resource Allocation with Rocketlane](https://www.rocketlane.com/blogs/unlocking-the-power-of-resource-allocation-with-rocketlane) Discover the art of resource allocation for client projects with Rocketlane. Discover the art of resource allocation for client projects with Rocketlane. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Balancing automation and human touch in PSA with Rocketlane](https://www.rocketlane.com/blogs/balancing-automation-and-human-touch-in-psa-with-rocketlane) Discover how Rocketlane blends automation and human touch in PS, driving efficiency while prioritizing personalized client experiences. Discover how Rocketlane blends automation and human touch in PS, driving efficiency while prioritizing personalized client experiences. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Rocketlane vs. generic project tools: Why a purpose-built PSA platform makes all the difference](https://www.rocketlane.com/blogs/rocketlane-vs-generic-project-tools-why-a-purpose-built-psa-platform-makes-all-the-difference) Generic tools choking your service delivery? Unleash efficiency, profitability & client love with Rocketlane's purpose-built PSA platform. Generic tools choking your service delivery? Unleash efficiency, profitability & client love with Rocketlane's purpose-built PSA platform. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Customer onboarding benefits for retention and acquisition](https://www.rocketlane.com/blogs/customer-onboarding-benefits) Learn how to build brand loyalty and retain customers. Discover customer onboarding and how it impacts customer acquisition and retention. Learn how to build brand loyalty and retain customers. Discover customer onboarding and how it impacts customer acquisition and retention. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [The Professional Services Maturity Benchmark™ Model](https://www.rocketlane.com/blogs/professional-services-maturity) Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models. Discover insights from the latest Professional Services Maturity™ Benchmark report, revealing AI's influence on service delivery models. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Benefits of implementing expense tracking in a PSA tool](https://www.rocketlane.com/blogs/expense-tracking-benefits-psa) Explore expense tracking and the key benefits of implementing it. Also learn how to set up expense tracking in a PSA tool effortlessly. Explore expense tracking and the key benefits of implementing it. Also learn how to set up expense tracking in a PSA tool effortlessly. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Top 5 resource management KPIs to track in 2024](https://www.rocketlane.com/blogs/resource-management-kpis) Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024. Discover the top 5 resource management KPIs essential for boosting profitability and learn how to track them in 2024. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [How to automate your customer onboarding process](https://www.rocketlane.com/blogs/how-to-automate-your-customer-onboarding-process) Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide. Automate your customer onboarding processes to boost efficiency and enhance customer experience with this step-by-step guide. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Rocketlane Automations: Making time for work that matters](https://www.rocketlane.com/blogs/make-time-for-work-that-matters) Automations help you manage operations at scale effectively. Learn how you can make time for work that matters with Rocketlane Automations. Automations help you manage operations at scale effectively. Learn how you can make time for work that matters with Rocketlane Automations. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Unlock partner-led growth for channel organizations](https://www.rocketlane.com/blogs/partner-led-growth) Leverage the expertise of partners to scale and grow sustainably. Learn how to design and execute a partner program at your organization. Leverage the expertise of partners to scale and grow sustainably. Learn how to design and execute a partner program at your organization. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Steps to build and read a capacity report](https://www.rocketlane.com/blogs/capacity-report-creation) Discover the benefits of capacity reports. Learn the various types of capacity reports and steps to build and interpret one. Discover the benefits of capacity reports. Learn the various types of capacity reports and steps to build and interpret one. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Software implementation plan: 6 crucial steps](https://www.rocketlane.com/blogs/software-implementation-plan-template) Learn how to implement your software for a new customer with a free template using this step-by-step guide. Learn how to implement your software for a new customer with a free template using this step-by-step guide. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Resource planning and forecasting with Rocketlane](https://www.rocketlane.com/blogs/resource-planning-forecasting) Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes. Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Scaling your business with a PSA platform](https://www.rocketlane.com/blogs/scaling-your-business-with-psa-platform) Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction. Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [4 reasons why you should have a project health dashboard](https://www.rocketlane.com/blogs/project-health-dashboard-benefits) Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance. Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Mastering project planning in 6 Steps: Your essential guide](https://www.rocketlane.com/blogs/steps-to-project-planning) Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps. Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Benefits of professional services subscription model](https://www.rocketlane.com/blogs/benefits-of-professional-services-subscription-model) Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction. Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Transitioning your PS business to a subscription model](https://www.rocketlane.com/blogs/professional-services-subscription-model) Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider. Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [How to track and improve TTV for implementation projects](https://www.rocketlane.com/blogs/how-to-track-and-improve-ttv-for-implementation-projects) Learn best practices to optimize and improve time-to-value for implementation projects. Learn best practices to optimize and improve time-to-value for implementation projects. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Q&A recap: From the launch of The State of Customer Onboarding 2024](https://www.rocketlane.com/blogs/the-state-of-customer-onboarding-2024) Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends. Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [6 ways resource leveling could help with your next project](https://www.rocketlane.com/blogs/6-resource-leveling-benefits-for-your-project) Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success. Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Resource leveling vs. resource allocation](https://www.rocketlane.com/blogs/resource-leveling-vs-resource-allocation) Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success. Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [5 spreadsheet alternatives to boost resource management](https://www.rocketlane.com/blogs/spreadsheet-alternatives-for-resource-management) Discover the limitations of spreadsheets and explore 5 spreadsheet alternatives for resource planning and forecasting. Discover the limitations of spreadsheets and explore 5 spreadsheet alternatives for resource planning and forecasting. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 3 MIN READ [Introducing 'Resource AI': Redefining resource allocation for the modern era](https://www.rocketlane.com/blogs/redefining-resource-allocation-for-the-modern-era) Rocketlane's Resource AI instantly assembles the perfect project team, while keeping your business goals in sight! Rocketlane's Resource AI instantly assembles the perfect project team, while keeping your business goals in sight! [Varshitha A](https://www.rocketlane.com/authors/varshitha-a) Product Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [The beginner's guide to resource scheduling](https://www.rocketlane.com/blogs/what-is-resource-scheduling) Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity. Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Resource management lifecycle: Benefits and phases](https://www.rocketlane.com/blogs/resource-management-lifecycle) Explore the world of resource management lifecycle. Discover its different phases, and how it benefits your organization. Explore the world of resource management lifecycle. Discover its different phases, and how it benefits your organization. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Project governance: Tips for enhanced project management](https://www.rocketlane.com/blogs/project-governance-tips) Learn about project governance, types of project governance models, and project governance tips to enhance project management. Learn about project governance, types of project governance models, and project governance tips to enhance project management. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Customer-centric project management: A 6-step guide](https://www.rocketlane.com/blogs/customer-centric-project-management) Explore customer-centric project management. Also, discover its advantages and 6 simple steps to become a customer-centric project manager. Explore customer-centric project management. Also, discover its advantages and 6 simple steps to become a customer-centric project manager. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Understanding float and why it matters in project management](https://www.rocketlane.com/blogs/what-is-float-in-project-management) Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation. Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Hybrid project management: How can it help your business?](https://www.rocketlane.com/blogs/why-hybrid-project-management) Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth. Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [7 project management tips for consultants to swear by](https://www.rocketlane.com/blogs/project-management-tips-consultants) Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management. Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Project success: Key pitfalls to avoid in project management](https://www.rocketlane.com/blogs/project-success-factors) A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success. A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Everything you need to know about project planning tools](https://www.rocketlane.com/blogs/project-planning-tools) A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization. A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [What is project management and project governance?](https://www.rocketlane.com/blogs/what-is-project-management-and-project-governance) Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success. Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Winning the long game of NRR](https://www.rocketlane.com/blogs/improve-customer-retention-and-win-the-nrr-game) Find out how you can win the NRR game and improve customer retention by engineering the right approach to customer onboarding and support. Find out how you can win the NRR game and improve customer retention by engineering the right approach to customer onboarding and support. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [How to improve project performance](https://www.rocketlane.com/blogs/how-to-improve-project-performance) From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals. From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [4 ways to use technology to level up your project management](https://www.rocketlane.com/blogs/4-ways-to-level-up-your-project-management) Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success. Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Retainers for professional services](https://www.rocketlane.com/blogs/retainers-for-professional-services) An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects. An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 6 MIN READ [Rocketlane TV: Unveiling a new era of knowledge sharing](https://www.rocketlane.com/blogs/unveiling-a-new-era-of-knowledge-sharing-with-rocketlane-tv) Explore Rocketlane TV, an OTT platform for expert insights in Customer Success & Professional Services. Why should Netflix have all the fun? Explore Rocketlane TV, an OTT platform for expert insights in Customer Success & Professional Services. Why should Netflix have all the fun? [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [5 key elements of project management and planning](https://www.rocketlane.com/blogs/5-elements-of-project-planning) Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project. Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [5 ways capacity planning benefits resource and project management](https://www.rocketlane.com/blogs/5-capacity-planning-benefits) Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Aligning your PSA with your resource management model](https://www.rocketlane.com/blogs/aligning-psa-with-resource-management) Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency. Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [3 different project management goals to boost success](https://www.rocketlane.com/blogs/project-management-goals-success) Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success. Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Can time tracking software boost your bottom line?](https://www.rocketlane.com/blogs/time-tracking-software-can-boost-your-bottom-line) Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity. Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [PPM vs PSA software: What's the difference?](https://www.rocketlane.com/blogs/ppm-vs-psa-software) Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs. Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [7 telltale signs of employee burnout](https://www.rocketlane.com/blogs/telltale-signs-of-employee-burnout) Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late. Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [5 capacity planning tricks to avoid project management nightmares](https://www.rocketlane.com/blogs/5-capacity-planning-steps) Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares. Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [7 reasons your company needs to implement PSA software](https://www.rocketlane.com/blogs/7-reasons-to-implement-psa-software) Want to break free from a thousand applications for your project management? Here are 7 reasons your company should invest in PSA software. Want to break free from a thousand applications for your project management? Here are 7 reasons your company should invest in PSA software. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [Top 5 consulting pricing models for unlocking maximum profits](https://www.rocketlane.com/blogs/consulting-pricing-models) Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model. Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [How PSA helps drive project profitability](https://www.rocketlane.com/blogs/how-psa-helps-drive-project-profitability) Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [PSA Software vs. Project Management Software: Key Differences](https://www.rocketlane.com/blogs/psa-software-vs-project-management-software) Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs. Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 5 MIN READ [5 key benefits of adopting PSA software for professional services firms](https://www.rocketlane.com/blogs/5-key-benefits-of-psa-software-for-professional-services-firms) Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business. Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [BLOGS](https://www.rocketlane.com/blog-categories/blogs) 7 MIN READ [Crafting an effective billable utilization plan for your team](https://www.rocketlane.com/blogs/crafting-an-effective-billable-utilization-plan) Discover how to create a successful billable utilization plan for your professional services business. Discover how to create a successful billable utilization plan for your professional services business. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 4 MIN READ [How to create a project plan in 3 easy steps](https://www.rocketlane.com/blogs/how-to-create-a-project-plan) Learn how to create a perfect project plan in 3 easy steps. Or, download the free project plan template available below and get started. Learn how to create a perfect project plan in 3 easy steps. Or, download the free project plan template available below and get started. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [The 5 best time tracking apps to take into 2024](https://www.rocketlane.com/blogs/the-5-best-time-tracking-apps-2024) Streamline resource management with the best time tracking software and tools. Enhance productivity and team efficiency. Prevent burnout! Streamline resource management with the best time tracking software and tools. Enhance productivity and team efficiency. Prevent burnout! [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [A RACI chart for effective cross-functional collaboration](https://www.rocketlane.com/blogs/cross-functional-raci-chart) Explore how the strategic use of RACI charts boosts cross-functional collaboration and optimizes overall project execution Explore how the strategic use of RACI charts boosts cross-functional collaboration and optimizes overall project execution [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [Unlock operational excellence with PSA software](https://www.rocketlane.com/blogs/psa-for-operational-excellence) Discover how PSA software drives operational excellence in professional services automation. Learn from successful implementations. Discover how PSA software drives operational excellence in professional services automation. Learn from successful implementations. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [PSA vs. CRM: Which is right for your business?](https://www.rocketlane.com/blogs/psa-vs-crm) Learn the key differences between PSA and CRM systems and discover which one is the best fit for your business needs. Learn the key differences between PSA and CRM systems and discover which one is the best fit for your business needs. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [How to write an effective project mission statement](https://www.rocketlane.com/blogs/project-mission-statement) Explore what a project mission statement is. Also, learn its purpose, when to draft it, and how to draft it effectively. Explore what a project mission statement is. Also, learn its purpose, when to draft it, and how to draft it effectively. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 7 MIN READ [Strategies for improving your project's profit margin](https://www.rocketlane.com/blogs/strategies-for-improving-project-profit-margin) Discover effective strategies for enhancing project profitability, increasing project margin, maximizing revenue, and boosting your revenue Discover effective strategies for enhancing project profitability, increasing project margin, maximizing revenue, and boosting your revenue [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [How to maximize the ROI of PSA software: Benefits and key metrics](https://www.rocketlane.com/blogs/roi-of-psa-software) 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. 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. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [What to include in your implementation-to-customer-success handoff](https://www.rocketlane.com/blogs/implementation-to-customer-success-handoff) Discover key tips and best practices for a successful implementation-to-customer success handoff and set up customers for long-term success. Discover key tips and best practices for a successful implementation-to-customer success handoff and set up customers for long-term success. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 7 MIN READ [What is a retainer and how does it work? (+types and benefits)](https://www.rocketlane.com/blogs/what-is-a-retainer) A retainer agreement involves paying a recurring fee for ongoing services. Discover its different types, benefits, and best practices. A retainer agreement involves paying a recurring fee for ongoing services. Discover its different types, benefits, and best practices. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [A customer onboarding template for every step of onboarding](https://www.rocketlane.com/blogs/customer-onboarding-template) Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process. Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [The 10-step client onboarding checklist every business needs](https://www.rocketlane.com/blogs/client-onboarding-checklist) Learn how to start your projects perfectly with this 10-step client onboarding checklist. Plus, meet a tool that simplifies the process. Learn how to start your projects perfectly with this 10-step client onboarding checklist. Plus, meet a tool that simplifies the process. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 6 MIN READ [New customer onboarding for B2B fintech companies](https://www.rocketlane.com/blogs/new-customer-onboarding-for-b2b-fintech-companies) Abhishek Vora, Head of Customer Success at Mosaic.tech, shares their success formula for implementations, and onboarding best practices Abhishek Vora, Head of Customer Success at Mosaic.tech, shares their success formula for implementations, and onboarding best practices [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [20+ questions to ask while onboarding your customer](https://www.rocketlane.com/blogs/20-questions-to-ask-while-onboarding-your-customer) A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience. A customer onboarding questionnaire helps you understand customer expectations and provide them with a delightful experience. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [How to leverage customer onboarding to reduce churn](https://www.rocketlane.com/blogs/how-to-leverage-customer-onboarding-to-reduce-churn) Learn how you can significantly reduce churn with a better customer onboarding experience Learn how you can significantly reduce churn with a better customer onboarding experience [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 7 MIN READ [Getting to the root cause of problems in project management](https://www.rocketlane.com/blogs/getting-to-the-root-cause-of-problems-in-project-management) The 'why' comes first, and the 'how' comes later. The 'why' comes first, and the 'how' comes later. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [Customer onboarding templates for every stage of your onboarding journey](https://www.rocketlane.com/blogs/customer-onboarding-templates-for-every-stage-of-your-onboarding-journey) Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process. Easy-to-use, customizable, free customer onboarding templates that will bring you success at every stage of the onboarding process. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [Project Management Basics: Innovation Management](https://www.rocketlane.com/blogs/project-management-basics-innovation-management) Traditional project management models focused almost exclusively on delivery have made way for problem-solving. Traditional project management models focused almost exclusively on delivery have made way for problem-solving. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 7 MIN READ [Everything you need to know about Agile Project Management](https://www.rocketlane.com/blogs/everything-you-need-to-know-about-agile-project-management) Learn how you can adopt the Agile framework to deliver high-velocity projects without compromising on quality Learn how you can adopt the Agile framework to deliver high-velocity projects without compromising on quality [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 10 MIN READ [Project Management Basics: Risk Management](https://www.rocketlane.com/blogs/project-management-basics-risk-management) To manage risk, it’s essential to have a clear and precise definition of what the project is tasked to deliver. To manage risk, it’s essential to have a clear and precise definition of what the project is tasked to deliver. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 10 MIN READ [The quick client onboarding checklist every business needs](https://www.rocketlane.com/blogs/the-quick-client-onboarding-checklist-every-business-needs) Getting a client onboard shouldn't feel like rocket science. Here's a handy checklist that'll help you provide them with a smooth ride. Getting a client onboard shouldn't feel like rocket science. Here's a handy checklist that'll help you provide them with a smooth ride. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [The ultimate checklist for a successful go-live \[free template\]](https://www.rocketlane.com/blogs/the-ultimate-checklist-for-a-successful-go-live-free-template) Go-live implementations and a best practices checklist for a triumphant go-live every single time. Go-live implementations and a best practices checklist for a triumphant go-live every single time. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [What is a project kickoff meeting? (+ free template)](https://www.rocketlane.com/blogs/the-project-kickoff-meeting-specifics-free-template) Project kickoff meetings and a free-to-use template Project kickoff meetings and a free-to-use template [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [What is a resource tracker? (+ a free template)](https://www.rocketlane.com/blogs/the-road-to-strategic-resource-management-resource-tracking-free-resource-tracker-template) Resource tracking for optimum resource management and a free-to-use resource tracker template Resource tracking for optimum resource management and a free-to-use resource tracker template [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [How to nail your project delivery \[free template\]](https://www.rocketlane.com/blogs/how-to-nail-your-project-delivery-free-template) Project delivery tips and a free-to-use template Project delivery tips and a free-to-use template [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [Creating the perfect project tracker \[+ free template\]](https://www.rocketlane.com/blogs/why-you-need-project-trackers-free-template) Project Trackers 101 and a free-to-use project tracker template. Project Trackers 101 and a free-to-use project tracker template. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 3 MIN READ [How to write a Statement of Work \[Free Template\]](https://www.rocketlane.com/blogs/how-to-write-a-statement-of-work-free-template) What an SOW is, why you need it, how to create one, and a free customizable template What an SOW is, why you need it, how to create one, and a free customizable template [Lakshmi Venugopal](https://www.rocketlane.com/authors/lakshmi-venugopal) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 3 MIN READ [How to create a project communication plan \[free template\]](https://www.rocketlane.com/blogs/how-to-create-a-project-communication-plan-free-template) A project communication plan enables smooth project execution. Here's how to create one (plus free template!) A project communication plan enables smooth project execution. Here's how to create one (plus free template!) [Saranya Udayamohan](https://www.rocketlane.com/authors/saranya-udayamohan) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 7 MIN READ [Introducing The Customer Onboarding Maturity Model](https://www.rocketlane.com/blogs/the-customer-onboarding-maturity-model-measure-up-your-onboarding-game) Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization. Launching v0 of our customer onboarding maturity model. Use as is or adapt to your organization. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 3 MIN READ [How to create a stakeholder register with free template](https://www.rocketlane.com/blogs/how-to-create-a-stakeholder-register-free-template) What a stakeholder register is, why you need it, and a 100% customizable template What a stakeholder register is, why you need it, and a 100% customizable template [Saranya Udayamohan](https://www.rocketlane.com/authors/saranya-udayamohan) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [A checklist for creating customer onboarding journeys](https://www.rocketlane.com/blogs/the-20-point-saas-customer-onboarding-checklist) If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point. If you’re looking to develop or tweak your customer onboarding methodology, this 20-point checklist is a great starting point. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 3 MIN READ [How to Make A RACI Chart for A Project \[Free Template\]](https://www.rocketlane.com/blogs/how-to-make-a-raci-chart-for-a-project-free-template) Everything you need to know about the RACI chart, complete with best practices, and a free, ready-to-use template Everything you need to know about the RACI chart, complete with best practices, and a free, ready-to-use template [Lakshmi Venugopal](https://www.rocketlane.com/authors/lakshmi-venugopal) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 3 MIN READ [A Guide to perfecting your Sales-to-Service handoff \[Free Template\]](https://www.rocketlane.com/blogs/a-guide-to-perfecting-your-sales-to-service-handoff-free-template) How your sales-to-service handoff happens sets the tone for your customer onboarding projects. Here's how to nail it (plus free template!) How your sales-to-service handoff happens sets the tone for your customer onboarding projects. Here's how to nail it (plus free template!) [Saranya Udayamohan](https://www.rocketlane.com/authors/saranya-udayamohan) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 3 MIN READ [How to create a project status report \[Free Template\]](https://www.rocketlane.com/blogs/how-to-create-a-project-status-report-free-template) A 100% customizable Project Status Report template to communicate the progress of your project efficiently and effectively. Download now. A 100% customizable Project Status Report template to communicate the progress of your project efficiently and effectively. Download now. [Saranya Udayamohan](https://www.rocketlane.com/authors/saranya-udayamohan) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [How to Create a Project Charter \[Free Template\]](https://www.rocketlane.com/blogs/how-to-create-a-project-charter-template) How to create a project charter that everyone on your team will love. Plus a free template! How to create a project charter that everyone on your team will love. Plus a free template! [Lakshmi Venugopal](https://www.rocketlane.com/authors/lakshmi-venugopal) Content Marketer @ Rocketlane [Resources](https://www.rocketlane.com/blog-categories/resources) 5 MIN READ [How value delivery is a game changer for SaaS businesses](https://www.rocketlane.com/blogs/how-value-delivery-is-a-game-changer-for-saas-businesses) ...and why customer onboarding is your trump card ...and why customer onboarding is your trump card [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 7 MIN READ [Strategies for sustained onboarding success: Leveraging proactive engagement](https://www.rocketlane.com/blogs/customer-onboarding-success-customer-engagement) Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding. Heather Spencer, Manager - Customer Onboarding at 1Password, shares insights, and strategies for sustaining success in customer onboarding. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 4 MIN READ [Maximizing impact: Lean teams in large client rollouts](https://www.rocketlane.com/blogs/maximizing-impact-lean-teams-in-large-client-rollouts) Learn to maximize impact with lean implementation teams and the process of scaling documentation and training for larger implementations. Learn to maximize impact with lean implementation teams and the process of scaling documentation and training for larger implementations. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 7 MIN READ [Using the pre-sales phase as groundwork for customer onboarding](https://www.rocketlane.com/blogs/pre-sales-as-groundwork-for-customer-onboarding) Alex Laverty, Director - CS @ People.ai, talks about ensuring high user adoption post customer onboarding, and the Discovery Scorecard. Alex Laverty, Director - CS @ People.ai, talks about ensuring high user adoption post customer onboarding, and the Discovery Scorecard. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [Customer onboarding best practices from Rocketlane](https://www.rocketlane.com/blogs/how-rocketlane-is-revolutionizing-customer-onboarding) Vishnu Prasad, Solutions and Onboarding Lead at Rocketlane, shares all the details on the four-pillar approach to customer onboarding. Vishnu Prasad, Solutions and Onboarding Lead at Rocketlane, shares all the details on the four-pillar approach to customer onboarding. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [Tactics for complex customer onboarding journeys](https://www.rocketlane.com/blogs/tactics-for-complex-customer-onboarding-journeys) Mahesh Motiramani, Director of Customer Success at Dataiku, shares insights and inputs to help you navigate complicated customer onboarding Mahesh Motiramani, Director of Customer Success at Dataiku, shares insights and inputs to help you navigate complicated customer onboarding [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [Using EBRs to build strong customer relationships](https://www.rocketlane.com/blogs/using-ebrs-to-build-strong-customer-relationships-alisha-hardoon-robin) Alisha Hardoon, CSM at Robin, shares how you can make the most of executive business reviews (EBRs) and build a strong foundation for them. Alisha Hardoon, CSM at Robin, shares how you can make the most of executive business reviews (EBRs) and build a strong foundation for them. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [What it takes for CS and Product teams to collaborate successfully](https://www.rocketlane.com/blogs/what-it-takes-for-cs-and-product-teams-to-collaborate-successfully) Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session Learn tips and best practices to help your CS and Product teams collaborate towards shared success from this Implementation Stories session [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [Supercharging customer onboarding with a consultative approach](https://www.rocketlane.com/blogs/supercharging-customer-onboarding-with-a-consultative-approach) Brittany (Yandura) Preseau, Senior Customer Success Manager at Fieldguide, shares how you can have consultative customer onboarding journeys Brittany (Yandura) Preseau, Senior Customer Success Manager at Fieldguide, shares how you can have consultative customer onboarding journeys [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [Using data to digitize customer success at your organization](https://www.rocketlane.com/blogs/using-data-to-digitize-customer-success-at-your-organization) Daria, Senior Customer Journey Manager at Amplitude, on how they leveraged data to improve their customer journeys across segments Daria, Senior Customer Journey Manager at Amplitude, on how they leveraged data to improve their customer journeys across segments [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [BombBomb’s prescriptive approach to product adoption](https://www.rocketlane.com/blogs/kathy-mcaninch-on-bombbombs-prescriptive-approach-to-adoption-and-usage) On BombBomb's iterative approach to developing a mind-blowing onboarding experience for their customers On BombBomb's iterative approach to developing a mind-blowing onboarding experience for their customers [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [Making data-driven customer onboarding decisions](https://www.rocketlane.com/blogs/katie-clark-on-partnerstacks-data-driven-customer-onboarding-decisions) Katie Clark on the importance of onboarding metrics, their impact on decision-making, and more Katie Clark on the importance of onboarding metrics, their impact on decision-making, and more [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 7 MIN READ [Samantha Wong on Scaling Customer Onboarding at Front](https://www.rocketlane.com/blogs/samantha-wong-on-scaling-customer-onboarding-at-front) How onboarding evolved at Front, and lessons from their CS journey How onboarding evolved at Front, and lessons from their CS journey [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 10 MIN READ [Effective change management during customer onboarding](https://www.rocketlane.com/blogs/dean-colegate-on-effective-change-management-during-onboarding) The CS Head at Ada Health talked about how change management can aid in getting users to adopt your product before go-live The CS Head at Ada Health talked about how change management can aid in getting users to adopt your product before go-live [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 10 MIN READ [GetResponse’s customer onboarding playbook](https://www.rocketlane.com/blogs/przemyslaw-depka-prondzinski-on-getresponses-onboarding-process) Learn how to choose the right customer onboarding model for your product. Learn how to choose the right customer onboarding model for your product. [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 3 MIN READ [When lives are on the line: Customer onboarding under pressure](https://www.rocketlane.com/blogs/when-lives-are-on-the-line-onboarding-under-pressure) Meg Lovell of Everbridge on her learnings from high-stress, high impact customer onboarding journeys Meg Lovell of Everbridge on her learnings from high-stress, high impact customer onboarding journeys [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 7 MIN READ [The right tech stack for high-touch customer onboarding](https://www.rocketlane.com/blogs/tech-stack-for-high-touch-onboarding-tami-titheridge-kapiche) Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more. Kapiche's onboarding methodology, how to shorten TTV, using the right tools for onboarding, and more. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 7 MIN READ [Inflexion: Darwinbox’s six-step customer implementation framework](https://www.rocketlane.com/blogs/inflexion-darwinboxs-six-step-implementation-framework) Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process Soham Basak, who heads Delivery and Customer Onboarding at Darwinbox, explains Darwinbox's fail-safe implementation process [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [Delivering a mindblowing customer onboarding program](https://www.rocketlane.com/blogs/delivering-a-mindblowing-customer-onboarding-program-with-aditya-maheshwari-appsflyer) Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers Aditya Maheshwari talks about how the AppsFlyer team turned inconsistent onboarding around to delight customers [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 3 MIN READ [Decoding customer onboarding at Insent](https://www.rocketlane.com/blogs/decoding-customer-onboarding-at-insent) The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years The Insent team shares their approach to onboarding, their challenges, successes, and learnings from onboarding 50+ customers in two years [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 3 MIN READ [Nailing customer onboarding using the Project Management approach](https://www.rocketlane.com/blogs/krishna-kant-on-nailing-onboarding-using-the-project-management-approach) How using project management principles to your onboarding projects makes the experience better for customers How using project management principles to your onboarding projects makes the experience better for customers [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [Getting effort estimation right and winning over customer expectations](https://www.rocketlane.com/blogs/deepa-vembu-on-getting-estimation-right-and-winning-over-customer-expectations) Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise Deepa talks about estimation models, its four essential components, and takes us through a sample estimation exercise [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [Alex Farmer on the role of the CSM in successful customer onboarding](https://www.rocketlane.com/blogs/alex-farmer-on-the-role-of-the-csm-in-successful-onboarding) Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to your customer onboarding journey Alex Farmer, VP - Customer Success @ Cognite, tells us how the CS team can add value to your customer onboarding journey [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [How quality customer education enhances value delivery](https://www.rocketlane.com/blogs/brittany-lockwood-on-how-quality-customer-education-enhances-value-delivery) Brittany Lockwood, CSM at Dealpath, walks us through her experiences and learnings from her CS and CE journey Brittany Lockwood, CSM at Dealpath, walks us through her experiences and learnings from her CS and CE journey [Varun Singh](https://www.rocketlane.com/authors/varun) Product Evangelist @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 5 MIN READ [Jeff Kushmerek on creating specialized customer implementation teams](https://www.rocketlane.com/blogs/jeff-kushmerek-on-creating-specialized-implementation-teams) Jeff Kushmerek shares lessons on customer implementation processes and methodologies from his extensive implementation experience Jeff Kushmerek shares lessons on customer implementation processes and methodologies from his extensive implementation experience [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 3 MIN READ [High-touch vs. self-serve customer onboarding for SMBs](https://www.rocketlane.com/blogs/richard-benavides-on-how-crew-reinvented-its-smb-onboarding-from-high-touch-to-self-serve) Richard shared his experiences with customer onboarding, the reasons for Crew’s switch to a low-touch onboarding model, and more Richard shared his experiences with customer onboarding, the reasons for Crew’s switch to a low-touch onboarding model, and more [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 3 MIN READ [Branch.io's High-touch Onboarding for Experienced Customers](https://www.rocketlane.com/blogs/apoorva-branch-io-on-high-touch-onboarding-for-experienced-customers) Apoorva shares how she designs differentiated onboarding journeys for different customer segments Apoorva shares how she designs differentiated onboarding journeys for different customer segments [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 3 MIN READ [The impact of culture on customer project execution](https://www.rocketlane.com/blogs/alex-freshworks-on-the-impact-of-culture-on-project-execution) In this session, Alex spoke to us about customer onboarding execution and success in a multi-geography environment having cultural barriers. In this session, Alex spoke to us about customer onboarding execution and success in a multi-geography environment having cultural barriers. [Varun Singh](https://www.rocketlane.com/authors/varun) Product Evangelist @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 3 MIN READ [Nimesh of Rockmetric on onboarding enterprise customers in finance](https://www.rocketlane.com/blogs/nimesh-of-rockmetric-on-working-with-enterprise-clients-in-finance) Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey Nimesh Mehta, founder and CEO of Rockmetric, shares his honest reflections on his implementation journey [Varun Singh](https://www.rocketlane.com/authors/varun) Product Evangelist @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 3 MIN READ [How Innovaccer does customer onboarding and implementation](https://www.rocketlane.com/blogs/how-innovaccers-customer-engineering-team-handles-implementation-onboarding) Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach and more Ashish Singh, Head, Customer Engineering & Analytics at Innovaccer, about Innovaccer’s data-focused approach and more [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 3 MIN READ [WebEngage's approach to complex customer onboarding journeys](https://www.rocketlane.com/blogs/how-webengages-onboarding-approach-adds-to-their-customer-experience) Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey Jharna talks about the huge role that onboarding plays in WebEngage's customer success journey [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Implementation Stories](https://www.rocketlane.com/blog-categories/implementation-stories) 4 MIN READ [How Pando onboarded 20 enterprise clients in two years](https://www.rocketlane.com/blogs/how-pandos-implementation-team-went-from-onboarding-zero-to-20-enterprise-clients-in-two-years) Nigamanth Srivatsan, Director - CS @ Pando, a freight management SaaS company, shares the lessons learnt from onboarding enterprise clients Nigamanth Srivatsan, Director - CS @ Pando, a freight management SaaS company, shares the lessons learnt from onboarding enterprise clients [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 27 MIN READ [Forward-deployed engineer: The complete guide for modern enterprise AI SaaS & Professional services teams](https://www.rocketlane.com/blogs/forward-deployed-engineer) A deep dive into Forward Deployed Engineers and how they unlock faster onboarding, stronger adoption, and real outcomes in modern SaaS. A deep dive into Forward Deployed Engineers and how they unlock faster onboarding, stronger adoption, and real outcomes in modern SaaS. [Kailash Ganesh](https://www.rocketlane.com/authors/kailash-ganesh) Professional services & customer onboarding evangelist [Guides](https://www.rocketlane.com/blog-categories/guides) 3 MIN READ [Best practices for adopting a PSA software](https://www.rocketlane.com/blogs/adopting-a-psa-software) Discover best practices for adopting a PSA software while reducing disruption, improving product adoption, and boosting profitability. Discover best practices for adopting a PSA software while reducing disruption, improving product adoption, and boosting profitability. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 3 MIN READ [PSA vs ERP: What’s the difference between PSA and ERP software?](https://www.rocketlane.com/blogs/psa-vs-erp-software) Discover the key differences between PSA and ERP software and learn which solution best fits your business. Discover the key differences between PSA and ERP software and learn which solution best fits your business. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 4 MIN READ [Using data to drive intelligent professional services delivery](https://www.rocketlane.com/blogs/using-data-for-professional-services-delivery) Learn how professional services leaders are using data to drive smarter insights and decisions in the year of intelligent delivery. Learn how professional services leaders are using data to drive smarter insights and decisions in the year of intelligent delivery. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [The 2025 guide to building an intelligent professional services delivery organization](https://www.rocketlane.com/blogs/professional-services-delivery) Learn expert insights and industry best practices on building an intelligent professional services function at your organization. Learn expert insights and industry best practices on building an intelligent professional services function at your organization. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [Resource forecasting for professional services firms](https://www.rocketlane.com/blogs/what-is-resource-forecasting) Discover how resource forecasting helps professional services firms manage their client projects and allocate resources effectively. Discover how resource forecasting helps professional services firms manage their client projects and allocate resources effectively. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [The ultimate resource planning and management guide](https://www.rocketlane.com/blogs/resource-management-guide) Everything you need to know about resource planning & resource management. Discover strategies, tips, and insights for your business Everything you need to know about resource planning & resource management. Discover strategies, tips, and insights for your business [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 6 MIN READ [6 steps to foolproof project planning: A comprehensive project plan guide](https://www.rocketlane.com/blogs/easy-steps-to-project-planning) Learn how to create a project plan in 6 easy steps. This guide provides tips and techniques for successful project execution. Learn how to create a project plan in 6 easy steps. This guide provides tips and techniques for successful project execution. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 7 MIN READ [A introduction to project management metrics](https://www.rocketlane.com/blogs/project-management-metrics) Learn how to effectively utilize project management metrics for project success and improved performance. Learn how to effectively utilize project management metrics for project success and improved performance. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [How to create a Gantt chart for your project](https://www.rocketlane.com/blogs/gantt-chart) Learn how to create a Gantt chart for effective project management and planning in this step-by-step guide. Learn how to create a Gantt chart for effective project management and planning in this step-by-step guide. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 7 MIN READ [A guide to project-based accounting](https://www.rocketlane.com/blogs/project-based-accounting) Learn all about project-based accounting and project management to optimize project profitability. Discover tips on how to implement it. Learn all about project-based accounting and project management to optimize project profitability. Discover tips on how to implement it. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 7 MIN READ [How to build a workload management plan that boosts efficiency](https://www.rocketlane.com/blogs/how-to-build-a-workload-management-plan) Learn how to build a workload management plan to improve productivity. Discover how workload management improves employee satisfaction. Learn how to build a workload management plan to improve productivity. Discover how workload management improves employee satisfaction. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [Your ultimate guide to project assumptions](https://www.rocketlane.com/blogs/project-assumptions) A quick guide to project assumptions: Identify, document, and manage assumptions effectively with best practices to improve project delivery A quick guide to project assumptions: Identify, document, and manage assumptions effectively with best practices to improve project delivery [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 6 MIN READ [Mastering resource allocation: A 6-step guide to success](https://www.rocketlane.com/blogs/guide-to-resource-allocation) Wondering how to track resource allocation for your organization? Here is a guide to resource allocation and steps to track it effectively. Wondering how to track resource allocation for your organization? Here is a guide to resource allocation and steps to track it effectively. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 7 MIN READ [Tips for effective communication during customer onboarding](https://www.rocketlane.com/blogs/tips-for-effective-communication-during-customer-onboarding) Discover how effective communication positively impacts business growth and 10 best practices for customer onboarding communication. Discover how effective communication positively impacts business growth and 10 best practices for customer onboarding communication. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 7 MIN READ [How to become a resource manager: A complete guide](https://www.rocketlane.com/blogs/how-to-become-a-resource-manager) Learn how to start your career, develop essential skills, and excel in this role of resource manager with our comprehensive guide. Learn how to start your career, develop essential skills, and excel in this role of resource manager with our comprehensive guide. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 7 MIN READ [Choosing the best project management tool for your business](https://www.rocketlane.com/blogs/best-project-management-tools) A comprehensive guide on project management software, their must-have features, and everything you need to find the best PM tool. A comprehensive guide on project management software, their must-have features, and everything you need to find the best PM tool. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [How to create a project roadmap in 6 simple steps](https://www.rocketlane.com/blogs/project-roadmap) Explore the importance, rationale, and practical steps in creating a project roadmap, enabling you to maximize your project's success. Explore the importance, rationale, and practical steps in creating a project roadmap, enabling you to maximize your project's success. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 7 MIN READ [How you can improve project profitability with Rocketlane's PSA capabilities](https://www.rocketlane.com/blogs/improve-project-profitability-with-rocketlane-psa-software) Discover key strategies for improving project profitability by maximizing efficiency and resource utilization with Rocketlane's PSA feature Discover key strategies for improving project profitability by maximizing efficiency and resource utilization with Rocketlane's PSA feature [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 8 MIN READ [Optimizing billable utilization for success (+3 other valuable metrics)](https://www.rocketlane.com/blogs/billable-utilization) Learn how to measure, optimize, and improve your company’s billable utilization rate. Our comprehensive guide explains all the points. Learn how to measure, optimize, and improve your company’s billable utilization rate. Our comprehensive guide explains all the points. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [Project risk management for professional services businesses](https://www.rocketlane.com/blogs/project-risk-management-for-professional-services-businesses) Learn how Professional Services use PSA to manage project risks efficiently. Improve project outcomes. Learn how Professional Services use PSA to manage project risks efficiently. Improve project outcomes. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 7 MIN READ [A guide to implementing PSA software for services business](https://www.rocketlane.com/blogs/a-guide-to-implementing-psa-software-for-services-business) Increase productivity and billable utilization with the help of PSA software. Learn how to implement one for your services deliveries. Increase productivity and billable utilization with the help of PSA software. Learn how to implement one for your services deliveries. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [How to build an effective customer onboarding playbook](https://www.rocketlane.com/blogs/customer-onboarding-playbook) Discover everything about what a customer onboarding playbook is, why you need one, and six critical onboarding plays to include. Discover everything about what a customer onboarding playbook is, why you need one, and six critical onboarding plays to include. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [The Ultimate Guide to Client Onboarding in 2023](https://www.rocketlane.com/blogs/the-ultimate-guide-to-client-onboarding-in-2023) Discover the steps and best practices for efficient client onboarding. Also, explore a powerful tool that makes client onboarding a breeze. Discover the steps and best practices for efficient client onboarding. Also, explore a powerful tool that makes client onboarding a breeze. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [Tips to build an effective customer onboarding playbook](https://www.rocketlane.com/blogs/tips-to-build-an-effective-customer-onboarding-playbook) A customer onboarding playbook brings consistency to your onboardings and helps provide delightful and collaborative customer experiences A customer onboarding playbook brings consistency to your onboardings and helps provide delightful and collaborative customer experiences [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 10 MIN READ [Client Onboarding 101: Day One and Beyond](https://www.rocketlane.com/blogs/client-onboarding-101-from-day-one-to-beyond) The 'what' and 'why' of client onboarding The 'what' and 'why' of client onboarding [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 10 MIN READ [A guide to client onboarding for marketing and content agencies](https://www.rocketlane.com/blogs/a-guide-to-client-onboarding-for-marketing-and-content-agencies) The only guide you'll ever need, plus tools you can use to up your client onboarding game. The only guide you'll ever need, plus tools you can use to up your client onboarding game. [Neelam Goswami](https://www.rocketlane.com/authors/neelam-goswami) Content Marketer @ Narrato [Guides](https://www.rocketlane.com/blog-categories/guides) 5 MIN READ [A guide to handling escalations during customer onboarding](https://www.rocketlane.com/blogs/a-guide-to-handling-escalations-during-onboarding) Why escalations happen during customer onboarding and how you can avoid them Why escalations happen during customer onboarding and how you can avoid them [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 3 MIN READ [Tips for crafting an effective customer onboarding methodology](https://www.rocketlane.com/blogs/tips-for-crafting-an-effective-onboarding-methodology) Customer onboarding has been mostly a reactive process for businesses. Here's how you can change that for yours. Customer onboarding has been mostly a reactive process for businesses. Here's how you can change that for yours. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 4 MIN READ [How to pick the right customer onboarding software \[Free RFP\]](https://www.rocketlane.com/blogs/how-to-pick-the-right-customer-onboarding-software-free-rfp) Your onboarding platform can make or break your customer experience. Here's how to ensure you choose the right one (plus a free RFP!) Your onboarding platform can make or break your customer experience. Here's how to ensure you choose the right one (plus a free RFP!) [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 7 MIN READ [The Ultimate Guide to SaaS Customer Onboarding](https://www.rocketlane.com/blogs/the-ultimate-guide-to-saas-customer-onboarding) Tips, tricks, best practices to create the best customer onboarding process Tips, tricks, best practices to create the best customer onboarding process [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Guides](https://www.rocketlane.com/blog-categories/guides) 3 MIN READ [How to build a customer onboarding framework](https://www.rocketlane.com/blogs/how-to-design-your-customer-onboarding-methodology) Five factors that decide the success of your customer onboarding project, and how to set yourself up for success Five factors that decide the success of your customer onboarding project, and how to set yourself up for success [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 7 MIN READ [You Gotta C This! Rocketlane raises $60M in Series C and announces Nitro, its Agentic AI.](https://www.rocketlane.com/blogs/series-c) Rocketlane has raised $60M, led by Insight Partners. Here's what this means for every PS team that's been doing the impossible manually. Rocketlane has raised $60M, led by Insight Partners. Here's what this means for every PS team that's been doing the impossible manually. [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 2 MIN READ [DCAA Compliance Checklist: 3 Critical Steps to Ensure Your Business Meets All Requirements](https://www.rocketlane.com/blogs/dcaa-compliance-checklist) Here are 3 steps you must follow to be DCAA compliant. Here are 3 steps you must follow to be DCAA compliant. [Deepak Bala](https://www.rocketlane.com/authors/deepak-bala) CTO @ Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 2 MIN READ [What is DCAA compliance?](https://www.rocketlane.com/blogs/what-is-dcaa-compliance) What is DCAA compliance, and how to get it. What is DCAA compliance, and how to get it. [Deepak Bala](https://www.rocketlane.com/authors/deepak-bala) CTO @ Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 5 MIN READ [3 years and a Series B later: Rocketlane's journey and the road ahead](https://www.rocketlane.com/blogs/series-b) We bagged $24M in Series B funding round, marking a significant milestone in our journey. We bagged $24M in Series B funding round, marking a significant milestone in our journey. [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 3 MIN READ [Introducing Rocketlane Academy: Elevate your success in project delivery](https://www.rocketlane.com/blogs/introducing-rocketlane-academy-elevate-project-success) Rocketlane Academy is crafted to help navigate your self-learning journey with Rocketlane, with ease and confidence. Rocketlane Academy is crafted to help navigate your self-learning journey with Rocketlane, with ease and confidence. [Monica Madan](https://www.rocketlane.com/authors/monica-madan) Customer enablement @Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 4 MIN READ [Rocketlane achieves SOC1 Type 2 compliance](https://www.rocketlane.com/blogs/rocketlane-soc1-compliance) Rocketlane achieves SOC1 Type 2 compliance and remains compliant for SOC2 Type 2. Rocketlane achieves SOC1 Type 2 compliance and remains compliant for SOC2 Type 2. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 5 MIN READ [Gainsight Pulse 2022: Our top 10 takeaways](https://www.rocketlane.com/blogs/gainsight-pulse-2022-our-top-10-takeaways) Read all about the insights we took away from Gainsight Pulse 2022, the biggest Customer Success event of the year. Read all about the insights we took away from Gainsight Pulse 2022, the biggest Customer Success event of the year. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 3 MIN READ [Rocketlane Named a 2022 Gartner® Cool Vendor in Technology Go-to-Market](https://www.rocketlane.com/blogs/rocketlane-named-a-2022-gartner-r-cool-vendor-in-technology-go-to-market) Can't keep calm, but definitely keeping our cool. Can't keep calm, but definitely keeping our cool. [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 5 MIN READ [Propel22: The world’s only customer onboarding conference](https://www.rocketlane.com/blogs/announcing-propel22-everything-about-the-worlds-first-ever-customer-onboarding-conference) Everything you need to know about Rocketlane's two-day, global customer onboarding event Everything you need to know about Rocketlane's two-day, global customer onboarding event [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 3 MIN READ [Announcing Rocketlane’s $18M Series A Funding](https://www.rocketlane.com/blogs/announcing-rocketlanes-18m-series-a-funding) This marks the start of an exciting new chapter not only for our team, but also for our customers This marks the start of an exciting new chapter not only for our team, but also for our customers [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 3 MIN READ [Rocketlane advances to SOC 2 Type 2 Compliance and Certification](https://www.rocketlane.com/blogs/rocketlane-advances-to-soc-2-type-2-compliance-and-certification) We’re thrilled to announce the next milestone: our SOC 2 Type 2 certification. We’re thrilled to announce the next milestone: our SOC 2 Type 2 certification. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 3 MIN READ [Decoding the State of Customer Onboarding in 2022 ft. Donna Weber](https://www.rocketlane.com/blogs/decoding-the-state-of-onboarding-in-2022-with-donna-weber) We had Donna Weber release our customer onboarding survey report. Read on for key takeaways from the webinar. We had Donna Weber release our customer onboarding survey report. Read on for key takeaways from the webinar. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 2 MIN READ [Lessons learnt from building a company through a pandemic](https://www.rocketlane.com/blogs/lessons-learnt-from-building-a-company-through-a-pandemic) Insights and learnings from things that went right and things that didn't, as we built Rocketlane Insights and learnings from things that went right and things that didn't, as we built Rocketlane [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 2 MIN READ [Rocketlane: The Origin Story](https://www.rocketlane.com/blogs/rocketlane-the-origin-story) How it all began, how far we have come, and the way forward. How it all began, how far we have come, and the way forward. [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Updates](https://www.rocketlane.com/blog-categories/updates) 3 MIN READ [Meet Rocketlane: The all-in-one workspace for customer projects](https://www.rocketlane.com/blogs/announcing-rocketlane-a-one-of-its-kind-collaborative-workspace-for-customer-onboarding) Get ready to chuck your spreadsheets, documents, email reminders, and poor customer onboarding! Get ready to chuck your spreadsheets, documents, email reminders, and poor customer onboarding! [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 5 MIN READ [Creating early wins with the first value delivery framework](https://www.rocketlane.com/blogs/creating-early-wins-with-the-first-value-delivery-framework-irit-eizips-for-propel22) Getting your customers to realize value during the onboarding phase can set you up for success Getting your customers to realize value during the onboarding phase can set you up for success [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 10 MIN READ [Strategies for effective go-lives and solution adoption](https://www.rocketlane.com/blogs/building-a-better-strategy-for-effective-go-lives-and-solution-adoption-peter-armaly-for-propel22) Onboarding is more than just checklists and project management Onboarding is more than just checklists and project management [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 7 MIN READ [Establishing successful KPIs: Meg Lovell for Propel22](https://www.rocketlane.com/blogs/establishing-successful-kpis-meg-lovell-for-propel22) Meg Lovell walks us through constructing and leveraging KPIs for onboarding success Meg Lovell walks us through constructing and leveraging KPIs for onboarding success [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 7 MIN READ [How CS Ops helps drive smooth customer onboarding](https://www.rocketlane.com/blogs/frictionless-customer-journey-and-how-cs-ops-helps-drive-smooth-onboarding-and-beyond-alex-farmer-for-propel22) Expectation gaps in onboarding and how CS Ops can bridge them Expectation gaps in onboarding and how CS Ops can bridge them [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 8 MIN READ [Accelerating customer onboarding outcomes with value mapping](https://www.rocketlane.com/blogs/accelerating-onboarding-outcomes-with-value-mapping-matthew-may-for-propel22) How to apply Matthew May's Value Gap Map for accelerated onboarding outcomes How to apply Matthew May's Value Gap Map for accelerated onboarding outcomes [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 10 MIN READ [Why customer onboarding is tough - war room stories](https://www.rocketlane.com/blogs/why-onboarding-is-tough-war-room-stories-jeff-kushmerek-for-propel22) Jeff tells us why we feel onboarding is challenging and how it can be made simple. Jeff tells us why we feel onboarding is challenging and how it can be made simple. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 12 MIN READ [Customer onboarding challenges from Seed to Series B](https://www.rocketlane.com/blogs/overcoming-onboarding-challenges-from-seed-to-series-b-gemma-cipriani-espineira-and-gaines-murfee-for-propel22) From real scenarios at Chili Piper, learn what to do and what not to do when scaling from Seed to Series B. From real scenarios at Chili Piper, learn what to do and what not to do when scaling from Seed to Series B. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 12 MIN READ [What no one tells you about scaling customer onboarding teams](https://www.rocketlane.com/blogs/what-no-one-told-you-about-scaling-your-onboarding-team-jerry-henry-for-propel22) How to think about scaling an onboarding team: metrics, hiring, and more How to think about scaling an onboarding team: metrics, hiring, and more [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 18 MIN READ [Handling critical moments in the customer journey](https://www.rocketlane.com/blogs/handling-critical-moments-in-the-customer-journey-ed-powers-for-propel22) The science behind customer experiences and how you can leverage it to increase renewals and expansions The science behind customer experiences and how you can leverage it to increase renewals and expansions [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 10 MIN READ [QBRs are stupid, and OBRs are smart: Aaron Thompson for Propel22](https://www.rocketlane.com/blogs/qbrs-are-stupid-and-obrs-are-smart-aaron-thompson-for-propel22) Why you should favor OBRs over QBRs, and an auditing template to get you started Why you should favor OBRs over QBRs, and an auditing template to get you started [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 12 MIN READ [Creating your first 15 training videos: Bill Cushard for Propel22](https://www.rocketlane.com/blogs/creating-your-first-15-training-videos-bill-cushard-for-propel22) You don't have to be an exceptional designer to create your training videos. Do it simple. Learn from the expert, Bill Cushard. You don't have to be an exceptional designer to create your training videos. Do it simple. Learn from the expert, Bill Cushard. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 12 MIN READ [The Post-Sale SCALING™ Framework: Rod Cherkas for Propel22](https://www.rocketlane.com/blogs/the-post-sale-scaling-tm-framework-rod-cherkas-for-propel22) How you can package your services offering to support fast growth. How you can package your services offering to support fast growth. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 10 MIN READ [Creating a customer onboarding motion that'll scale with you](https://www.rocketlane.com/blogs/setting-up-an-onboarding-motion-thatll-scale-with-you-kristi-faltorusso-maranda-dziekonski-for-propel22) Learnings and insights on setting up an onboarding motion that grows with the organization. Learnings and insights on setting up an onboarding motion that grows with the organization. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 8 MIN READ [Customer Onboarding and the company organizational chart](https://www.rocketlane.com/blogs/onboarding-and-the-company-organizational-chart-mikael-blaisdell-kristen-hayer-for-propel22) Wondering where in your org chart your onboarding team fits in? Read on. Wondering where in your org chart your onboarding team fits in? Read on. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 12 MIN READ [How to design and implement a customer onboarding process](https://www.rocketlane.com/blogs/how-to-design-and-implement-the-onboarding-process-lincoln-murphy-by-propel22) How do you go about designing and implementing a solid onboarding process? Lincoln Murphy has a few pointers for you. How do you go about designing and implementing a solid onboarding process? Lincoln Murphy has a few pointers for you. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 10 MIN READ [Leveraging customer intelligence for onboarding success](https://www.rocketlane.com/blogs/leveraging-customer-intelligence-for-customer-onboarding-success-mary-poppen-for-propel22) The way forward is data driven. Learn how leveraging customer intelligence can help with onboarding success. The way forward is data driven. Learn how leveraging customer intelligence can help with onboarding success. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 10 MIN READ [Who thinks you're customer-centric? You or your customers?](https://www.rocketlane.com/blogs/who-thinks-youre-customer-centric-you-or-your-customers-donna-weber-for-propel22) How to turn the spotlight on your customers and deliver a superior customer experience, truly. How to turn the spotlight on your customers and deliver a superior customer experience, truly. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 7 MIN READ [Propel22: We're just getting started!](https://www.rocketlane.com/blogs/propel22-were-just-getting-started) The world’s first-ever customer onboarding conference was a huge success! The world’s first-ever customer onboarding conference was a huge success! [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 10 MIN READ [Scaling Onboarding at Hubspot: Aaron Jones for Propel22](https://www.rocketlane.com/blogs/scaling-onboarding-at-hubspot-aaron-jones-for-propel22) Read on to understand how Hubspot has been scaling up its onboarding process to serve customers in 120 different countries Read on to understand how Hubspot has been scaling up its onboarding process to serve customers in 120 different countries [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 12 MIN READ [What to do when you are delaying your customer's success](https://www.rocketlane.com/blogs/what-to-do-when-you-are-delaying-your-customers-success-star-hofer-for-propel22) The key to customer success is preparing them for onboarding even before the phase has begun. The key to customer success is preparing them for onboarding even before the phase has begun. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 10 MIN READ [Starting the renewal at “Hello”: Emilia D'Anzica for Propel22](https://www.rocketlane.com/blogs/starting-the-renewal-at-hello-emilia-danzica-for-propel22) 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. 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. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 10 MIN READ [Using Customer Onboarding to Accelerate Expansion and NRR](https://www.rocketlane.com/blogs/how-to-use-onboarding-to-accelerate-expansion-and-nrr-ndr-deepak-kumar-for-propel22) Why is Net Retention Rate important, really? Why is Net Retention Rate important, really? [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel22](https://www.rocketlane.com/blog-categories/propel22) 8 MIN READ [Customer Onboarding: AHA! or WTF?: Lincoln Murphy for Propel22](https://www.rocketlane.com/blogs/customer-onboarding-aha-or-wtf-lincoln-murphy-for-propel22) What failed and great onboarding experiences look like. What failed and great onboarding experiences look like. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Scaling onboarding to balance coverage and client success](https://www.rocketlane.com/blogs/scaling-onboarding-for-client-success) Check out the Preflight community's tips for optimizing onboarding while scaling the team and delivering exceptional customer experiences. .avif)](https://www.rocketlane.com/authors/kaavya-karthikeyan) [Kaavya Karthikeyan](https://www.rocketlane.com/authors/kaavya-karthikeyan) Community Success Manager [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 6 MIN READ [Scaling onboarding to balance coverage and client success](https://www.rocketlane.com/blogs/scaling-onboarding-for-client-success) Check out the Preflight community's tips for optimizing onboarding while scaling the team and delivering exceptional customer experiences. Check out the Preflight community's tips for optimizing onboarding while scaling the team and delivering exceptional customer experiences. .avif)](https://www.rocketlane.com/authors/kaavya-karthikeyan) [Kaavya Karthikeyan](https://www.rocketlane.com/authors/kaavya-karthikeyan) Community Success Manager [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Structuring variable compensation for professional services teams: insights from industry leaders](https://www.rocketlane.com/blogs/structuring-variable-compensation-for-professional-services-teams) This article explores how successful PS organizations are structuring their compensation plans to drive delivery excellence. [Shruthisagar](https://www.rocketlane.com/authors/shruthisagar) Content Marketer [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 4 MIN READ [Structuring variable compensation for professional services teams: insights from industry leaders](https://www.rocketlane.com/blogs/structuring-variable-compensation-for-professional-services-teams) This article explores how successful PS organizations are structuring their compensation plans to drive delivery excellence. This article explores how successful PS organizations are structuring their compensation plans to drive delivery excellence. [Shruthisagar](https://www.rocketlane.com/authors/shruthisagar) Content Marketer [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Redefining 'live' customers and value realization in SaaS](https://www.rocketlane.com/blogs/saas-customer-onboarding-value) Learn how SaaS teams can redefine 'live' customers and optimize value realization strategies to enhance customer success and drive outcomes. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Redefining 'live' customers and value realization in SaaS](https://www.rocketlane.com/blogs/saas-customer-onboarding-value) Learn how SaaS teams can redefine 'live' customers and optimize value realization strategies to enhance customer success and drive outcomes. Learn how SaaS teams can redefine 'live' customers and optimize value realization strategies to enhance customer success and drive outcomes. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Navigating unrealistic expectations for your CS team](https://www.rocketlane.com/blogs/managing-unrealistic-expectations-for-your-cs-team) Struggling with high expectations for your CS team? Preflighters share best practices to align leadership priorities with team capacity. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Navigating unrealistic expectations for your CS team](https://www.rocketlane.com/blogs/managing-unrealistic-expectations-for-your-cs-team) Struggling with high expectations for your CS team? Preflighters share best practices to align leadership priorities with team capacity. Struggling with high expectations for your CS team? Preflighters share best practices to align leadership priorities with team capacity. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [5 ways to hold clients accountable during customer onboarding](https://www.rocketlane.com/blogs/5-ways-to-hold-clients-accountable-during-customer-onboarding) Preflighters share insights and strategies to make customers accountable and equal partners in the customer onboarding journey [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 6 MIN READ [5 ways to hold clients accountable during customer onboarding](https://www.rocketlane.com/blogs/5-ways-to-hold-clients-accountable-during-customer-onboarding) Preflighters share insights and strategies to make customers accountable and equal partners in the customer onboarding journey Preflighters share insights and strategies to make customers accountable and equal partners in the customer onboarding journey [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Improving client project delivery in professional services firms](https://www.rocketlane.com/blogs/client-project-delivery-in-ps) Preethie Vimalan and Mark Sloan from the Preflight community share insights on improving client project delivery in PS firms. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Improving client project delivery in professional services firms](https://www.rocketlane.com/blogs/client-project-delivery-in-ps) Preethie Vimalan and Mark Sloan from the Preflight community share insights on improving client project delivery in PS firms. Preethie Vimalan and Mark Sloan from the Preflight community share insights on improving client project delivery in PS firms. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [How to increase NPS engagement and response rates](https://www.rocketlane.com/blogs/best-practices-to-increase-nps-engagement-and-response-rates) Explore effective strategies to enhance your in-app NPS response rates, optimize feedback collection, and drive meaningful engagement [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [How to increase NPS engagement and response rates](https://www.rocketlane.com/blogs/best-practices-to-increase-nps-engagement-and-response-rates) Explore effective strategies to enhance your in-app NPS response rates, optimize feedback collection, and drive meaningful engagement Explore effective strategies to enhance your in-app NPS response rates, optimize feedback collection, and drive meaningful engagement [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Best practices and timelines for effective post-SOW customer engagement](https://www.rocketlane.com/blogs/best-practices-for-effective-customer-engagement-post-sow) The Preflight community shares tips and best practices on how to manage post-SOW resource assignments and non-billable time effectively [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 6 MIN READ [Best practices and timelines for effective post-SOW customer engagement](https://www.rocketlane.com/blogs/best-practices-for-effective-customer-engagement-post-sow) The Preflight community shares tips and best practices on how to manage post-SOW resource assignments and non-billable time effectively The Preflight community shares tips and best practices on how to manage post-SOW resource assignments and non-billable time effectively [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane .avif)](https://www.rocketlane.com/blogs/preflight-conversations-streamlining-your-customer-onboarding-process-to-manage-customer-delays) [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Preflight Conversations: Streamlining your customer onboarding process to manage customer delays](https://www.rocketlane.com/blogs/preflight-conversations-streamlining-your-customer-onboarding-process-to-manage-customer-delays) Learn how to manage customer delays in onboarding with strategies like setting expectations, using SOWs, and "On Hold" processes. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 6 MIN READ [Preflight Conversations: Streamlining your customer onboarding process to manage customer delays](https://www.rocketlane.com/blogs/preflight-conversations-streamlining-your-customer-onboarding-process-to-manage-customer-delays) Learn how to manage customer delays in onboarding with strategies like setting expectations, using SOWs, and "On Hold" processes. Learn how to manage customer delays in onboarding with strategies like setting expectations, using SOWs, and "On Hold" processes. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Packaging, positioning, and pricing post-sale services](https://www.rocketlane.com/blogs/packaging-positioning-and-pricing-post-sale-services) Key takeaways from the Preflight community on how companies can effectively package and position post-sale services [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 6 MIN READ [Packaging, positioning, and pricing post-sale services](https://www.rocketlane.com/blogs/packaging-positioning-and-pricing-post-sale-services) Key takeaways from the Preflight community on how companies can effectively package and position post-sale services Key takeaways from the Preflight community on how companies can effectively package and position post-sale services [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Customer onboarding and training during high growth](https://www.rocketlane.com/blogs/customer-training-and-education) Preflighters share insights and strategies to make customer training and education during onboarding effective and scalable. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 3 MIN READ [Customer onboarding and training during high growth](https://www.rocketlane.com/blogs/customer-training-and-education) Preflighters share insights and strategies to make customer training and education during onboarding effective and scalable. Preflighters share insights and strategies to make customer training and education during onboarding effective and scalable. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Defining onboarding phases for highly configurable multi-module products](https://www.rocketlane.com/blogs/onboarding-phases-for-multi-module-products) Explore the rationale of packaging services products and the essential elements needed to package them efficiently based on customer needs. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 6 MIN READ [Defining onboarding phases for highly configurable multi-module products](https://www.rocketlane.com/blogs/onboarding-phases-for-multi-module-products) Explore the rationale of packaging services products and the essential elements needed to package them efficiently based on customer needs. Explore the rationale of packaging services products and the essential elements needed to package them efficiently based on customer needs. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [The Preflight LaunchPad: Featuring Donna Weber](https://www.rocketlane.com/blogs/streamline-customer-onboarding-donna-weber) Industry experts and professionals discuss how to enhance customer engagement and streamline customer onboarding processes. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [The Preflight LaunchPad: Featuring Donna Weber](https://www.rocketlane.com/blogs/streamline-customer-onboarding-donna-weber) Industry experts and professionals discuss how to enhance customer engagement and streamline customer onboarding processes. Industry experts and professionals discuss how to enhance customer engagement and streamline customer onboarding processes. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Enhancing customer implementations with launch materials](https://www.rocketlane.com/blogs/customer-implementations-with-launch-materials) Explore insights from industry experts on the types of launch materials that can be provided during customer implementations. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 6 MIN READ [Enhancing customer implementations with launch materials](https://www.rocketlane.com/blogs/customer-implementations-with-launch-materials) Explore insights from industry experts on the types of launch materials that can be provided during customer implementations. Explore insights from industry experts on the types of launch materials that can be provided during customer implementations. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Building early customer onboarding and implementation teams](https://www.rocketlane.com/blogs/building-early-customer-onboarding-and-implementation-teams) Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Building early customer onboarding and implementation teams](https://www.rocketlane.com/blogs/building-early-customer-onboarding-and-implementation-teams) Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption. Setting up a dedicated customer onboarding and implementation team is the first step toward good customer engagement and adoption. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Should CS and PS org teams report to the same leader?](https://www.rocketlane.com/blogs/ultimate-guide-customer-success-ps-org-structures) Explore best practices, leadership insights on customer success and professional services for effective organizational structure [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Should CS and PS org teams report to the same leader?](https://www.rocketlane.com/blogs/ultimate-guide-customer-success-ps-org-structures) Explore best practices, leadership insights on customer success and professional services for effective organizational structure Explore best practices, leadership insights on customer success and professional services for effective organizational structure [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [CCO Masterclass with Rod Cherkas: Strategies and skills to develop into a successful CCO](https://www.rocketlane.com/blogs/cco-masterclass-with-rod-cherkas-strategies-and-skills-to-develop-into-a-successful-cco) Learn how to build relevant skills for your career and how to harness various tools and resources to enhance your work-life balance. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [CCO Masterclass with Rod Cherkas: Strategies and skills to develop into a successful CCO](https://www.rocketlane.com/blogs/cco-masterclass-with-rod-cherkas-strategies-and-skills-to-develop-into-a-successful-cco) Learn how to build relevant skills for your career and how to harness various tools and resources to enhance your work-life balance. Learn how to build relevant skills for your career and how to harness various tools and resources to enhance your work-life balance. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Building a Customer Success Center of Excellence](https://www.rocketlane.com/blogs/customer-success-center-of-excellence) Lessons from the launch of Scaling CS: Building the CS Center of Excellence, a book by Chitra Madhwacharyula and Shreesha Ramdas. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Building a Customer Success Center of Excellence](https://www.rocketlane.com/blogs/customer-success-center-of-excellence) Lessons from the launch of Scaling CS: Building the CS Center of Excellence, a book by Chitra Madhwacharyula and Shreesha Ramdas. Lessons from the launch of Scaling CS: Building the CS Center of Excellence, a book by Chitra Madhwacharyula and Shreesha Ramdas. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Build trust with customers during the onboarding phase](https://www.rocketlane.com/blogs/build-trust-with-customers-during-customer-onboarding) The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle! [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Build trust with customers during the onboarding phase](https://www.rocketlane.com/blogs/build-trust-with-customers-during-customer-onboarding) The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle! The Preflight Community launched the local chapter of Utah in Lehi on the 11th of April with The Preflight Huddle! [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [CSM’s role in customer onboarding: Strategy vs. execution](https://www.rocketlane.com/blogs/csms-role-in-customer-onboarding-strategy-vs-execution) Laura Kightlinger, VP of Customer Success - International at Seismic discusses CSMs balancing between onboarding strategy and execution [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [CSM’s role in customer onboarding: Strategy vs. execution](https://www.rocketlane.com/blogs/csms-role-in-customer-onboarding-strategy-vs-execution) Laura Kightlinger, VP of Customer Success - International at Seismic discusses CSMs balancing between onboarding strategy and execution Laura Kightlinger, VP of Customer Success - International at Seismic discusses CSMs balancing between onboarding strategy and execution [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Resource allocation for long implementation cycles](https://www.rocketlane.com/blogs/resource-allocation-for-long-implementation-cycles) Preflight Community discussed allocating the right resources to overcome inefficiencies during longer implementation cycles. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 7 MIN READ [Resource allocation for long implementation cycles](https://www.rocketlane.com/blogs/resource-allocation-for-long-implementation-cycles) Preflight Community discussed allocating the right resources to overcome inefficiencies during longer implementation cycles. Preflight Community discussed allocating the right resources to overcome inefficiencies during longer implementation cycles. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Who should own user training in the post-sales org?](https://www.rocketlane.com/blogs/who-should-own-user-training-in-the-post-sales-org) In a recent conversation the Preflight Community discusses who should own end-user trainings when the product is complex. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Who should own user training in the post-sales org?](https://www.rocketlane.com/blogs/who-should-own-user-training-in-the-post-sales-org) In a recent conversation the Preflight Community discusses who should own end-user trainings when the product is complex. In a recent conversation the Preflight Community discusses who should own end-user trainings when the product is complex. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Training remote Customer Success and Support teams](https://www.rocketlane.com/blogs/training-remote-customer-success-and-support-teams) Training remote Customer Success and Support teams can be tricky. Learn from these CS leaders on how to nail it [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Training remote Customer Success and Support teams](https://www.rocketlane.com/blogs/training-remote-customer-success-and-support-teams) Training remote Customer Success and Support teams can be tricky. Learn from these CS leaders on how to nail it Training remote Customer Success and Support teams can be tricky. Learn from these CS leaders on how to nail it [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Building customer-centricity into your post-sale journeys](https://www.rocketlane.com/blogs/customer-centricity-onboarding-implementation-post-sale) Rebecca Nerad, VP - CS @ FourKites, talked about lessons learnt from her CS career, best practices for post-sales functions, and more [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Building customer-centricity into your post-sale journeys](https://www.rocketlane.com/blogs/customer-centricity-onboarding-implementation-post-sale) Rebecca Nerad, VP - CS @ FourKites, talked about lessons learnt from her CS career, best practices for post-sales functions, and more Rebecca Nerad, VP - CS @ FourKites, talked about lessons learnt from her CS career, best practices for post-sales functions, and more [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Internal metrics to track for customer onboarding teams](https://www.rocketlane.com/blogs/internal-metrics-customer-onboarding-teams-can-track-for-better-performance) Preflighters share internal metrics you can track at your organization that will help you better your team's performance [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Internal metrics to track for customer onboarding teams](https://www.rocketlane.com/blogs/internal-metrics-customer-onboarding-teams-can-track-for-better-performance) Preflighters share internal metrics you can track at your organization that will help you better your team's performance Preflighters share internal metrics you can track at your organization that will help you better your team's performance [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Delinquent customers in onboarding](https://www.rocketlane.com/blogs/delinquent-customers-in-onboarding) Unresponsive, disengaged customers present a potential threat of churning in the long term. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Delinquent customers in onboarding](https://www.rocketlane.com/blogs/delinquent-customers-in-onboarding) Unresponsive, disengaged customers present a potential threat of churning in the long term. Unresponsive, disengaged customers present a potential threat of churning in the long term. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Repeatable templates for customer onboarding](https://www.rocketlane.com/blogs/repeatable-templates-for-customer-onboarding) How do you share onboarding tasks you need your customers to complete, like providing access, creating technical users, and the like? [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Repeatable templates for customer onboarding](https://www.rocketlane.com/blogs/repeatable-templates-for-customer-onboarding) How do you share onboarding tasks you need your customers to complete, like providing access, creating technical users, and the like? How do you share onboarding tasks you need your customers to complete, like providing access, creating technical users, and the like? [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [All things product-led growth and digital customer success](https://www.rocketlane.com/blogs/all-things-product-led-growth-and-digital-customer-success) We hosted a panel of incredible leaders and experts on the Preflight Community Deep Dives to discuss product-led growth and digital CS [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [All things product-led growth and digital customer success](https://www.rocketlane.com/blogs/all-things-product-led-growth-and-digital-customer-success) We hosted a panel of incredible leaders and experts on the Preflight Community Deep Dives to discuss product-led growth and digital CS We hosted a panel of incredible leaders and experts on the Preflight Community Deep Dives to discuss product-led growth and digital CS [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Customer onboarding roles and job titles](https://www.rocketlane.com/blogs/customer-onboarding-roles-and-job-titles) Is the title 'Onboarding Manager' evocative of employee onboarding more than customer onboarding? How do you deal with that? [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Customer onboarding roles and job titles](https://www.rocketlane.com/blogs/customer-onboarding-roles-and-job-titles) Is the title 'Onboarding Manager' evocative of employee onboarding more than customer onboarding? How do you deal with that? Is the title 'Onboarding Manager' evocative of employee onboarding more than customer onboarding? How do you deal with that? [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Where in the org chart should you place Customer Support?](https://www.rocketlane.com/blogs/where-in-the-org-chart-should-you-place-customer-support) Members of the Preflight community discuss the ideal reporting structure for Customer Support teams. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Where in the org chart should you place Customer Support?](https://www.rocketlane.com/blogs/where-in-the-org-chart-should-you-place-customer-support) Members of the Preflight community discuss the ideal reporting structure for Customer Support teams. Members of the Preflight community discuss the ideal reporting structure for Customer Support teams. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Building a customer onboarding team? Start here](https://www.rocketlane.com/blogs/building-a-customer-onboarding-team-start-here) Preflight community discusses the foundational building blocks that helped them build a successful customer onboarding org at their company. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Building a customer onboarding team? Start here](https://www.rocketlane.com/blogs/building-a-customer-onboarding-team-start-here) Preflight community discusses the foundational building blocks that helped them build a successful customer onboarding org at their company. Preflight community discusses the foundational building blocks that helped them build a successful customer onboarding org at their company. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [The impact of budget changes on the post-sales org](https://www.rocketlane.com/blogs/the-impact-of-budget-changes-on-the-post-sales-org) With the economic downturn leading to organizations tightening their purse strings, how are their post-sales functions affected? [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [The impact of budget changes on the post-sales org](https://www.rocketlane.com/blogs/the-impact-of-budget-changes-on-the-post-sales-org) With the economic downturn leading to organizations tightening their purse strings, how are their post-sales functions affected? With the economic downturn leading to organizations tightening their purse strings, how are their post-sales functions affected? [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Common customer onboarding challenges and how to overcome them](https://www.rocketlane.com/blogs/common-customer-onboarding-challenges-and-how-to-overcome-them) CS and onboarding leaders discuss customer onboarding challenges and strategies to overcome them [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Common customer onboarding challenges and how to overcome them](https://www.rocketlane.com/blogs/common-customer-onboarding-challenges-and-how-to-overcome-them) CS and onboarding leaders discuss customer onboarding challenges and strategies to overcome them CS and onboarding leaders discuss customer onboarding challenges and strategies to overcome them [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Customer onboarding and why it's hard](https://www.rocketlane.com/blogs/customer-onboarding-and-why-its-hard) Jeff Kushmerek, CEO & Founder of Infinite Renewals, talked about the role of customer onboarding in helping retain your customers [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Customer onboarding and why it's hard](https://www.rocketlane.com/blogs/customer-onboarding-and-why-its-hard) Jeff Kushmerek, CEO & Founder of Infinite Renewals, talked about the role of customer onboarding in helping retain your customers Jeff Kushmerek, CEO & Founder of Infinite Renewals, talked about the role of customer onboarding in helping retain your customers [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Four customer onboarding strategies for happy end users](https://www.rocketlane.com/blogs/four-customer-onboarding-strategies-for-happy-end-users) Dana Soza, CEO of Dana Soza Consulting, shares with us tried and tested methods to onboard end users [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Four customer onboarding strategies for happy end users](https://www.rocketlane.com/blogs/four-customer-onboarding-strategies-for-happy-end-users) Dana Soza, CEO of Dana Soza Consulting, shares with us tried and tested methods to onboard end users Dana Soza, CEO of Dana Soza Consulting, shares with us tried and tested methods to onboard end users [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Customer onboarding and CS during the economic downturn](https://www.rocketlane.com/blogs/the-state-of-customer-onboarding-and-cs-during-the-economic-downturn-what-to-expect) Snippets from the conversations at Preflight Huddle - New York [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Customer onboarding and CS during the economic downturn](https://www.rocketlane.com/blogs/the-state-of-customer-onboarding-and-cs-during-the-economic-downturn-what-to-expect) Snippets from the conversations at Preflight Huddle - New York Snippets from the conversations at Preflight Huddle - New York [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Data and metrics to track for post-sale processes](https://www.rocketlane.com/blogs/data-and-metrics-to-track-for-post-sale-processes) Snippets from the conversations at Preflight Huddle - San Francisco. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Data and metrics to track for post-sale processes](https://www.rocketlane.com/blogs/data-and-metrics-to-track-for-post-sale-processes) Snippets from the conversations at Preflight Huddle - San Francisco. Snippets from the conversations at Preflight Huddle - San Francisco. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Thank you for believing in the Preflight Community](https://www.rocketlane.com/blogs/thank-you-for-believing-in-the-preflight-community) One of our first in-person events, and the resounding support we received for them. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Thank you for believing in the Preflight Community](https://www.rocketlane.com/blogs/thank-you-for-believing-in-the-preflight-community) One of our first in-person events, and the resounding support we received for them. One of our first in-person events, and the resounding support we received for them. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Sales-to-customer-implementation handoff: Best practices](https://www.rocketlane.com/blogs/tips-for-a-seamless-handoff-from-sales-to-your-onboarding-team) Preflighters discuss how to ensure your sales to onboarding handoffs go smoothly and plan seamless integrations [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Sales-to-customer-implementation handoff: Best practices](https://www.rocketlane.com/blogs/tips-for-a-seamless-handoff-from-sales-to-your-onboarding-team) Preflighters discuss how to ensure your sales to onboarding handoffs go smoothly and plan seamless integrations Preflighters discuss how to ensure your sales to onboarding handoffs go smoothly and plan seamless integrations [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [How pre- and post-sales interactions impact your business](https://www.rocketlane.com/blogs/how-pre-and-post-sales-interactions-impact-your-business) ... and what you can do to make them work for you [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [How pre- and post-sales interactions impact your business](https://www.rocketlane.com/blogs/how-pre-and-post-sales-interactions-impact-your-business) ... and what you can do to make them work for you ... and what you can do to make them work for you [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Designing your customer onboarding and adoption journey](https://www.rocketlane.com/blogs/deep-dives-designing-your-customer-onboarding-and-adoption-journey) Jan Young, Senior Consultant at The Success League, on implementing effective onboarding and adoption journeys [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 7 MIN READ [Designing your customer onboarding and adoption journey](https://www.rocketlane.com/blogs/deep-dives-designing-your-customer-onboarding-and-adoption-journey) Jan Young, Senior Consultant at The Success League, on implementing effective onboarding and adoption journeys Jan Young, Senior Consultant at The Success League, on implementing effective onboarding and adoption journeys [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Customer onboarding vs. customer implementation](https://www.rocketlane.com/blogs/implementation-vs-onboarding-whats-in-a-name) Preflighters discuss whether a nuanced definition brings clarity and helps you communicate better to internal and external stakeholders [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Customer onboarding vs. customer implementation](https://www.rocketlane.com/blogs/implementation-vs-onboarding-whats-in-a-name) Preflighters discuss whether a nuanced definition brings clarity and helps you communicate better to internal and external stakeholders Preflighters discuss whether a nuanced definition brings clarity and helps you communicate better to internal and external stakeholders [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Helping customers realize value with your product](https://www.rocketlane.com/blogs/uk-office-hours-all-about-customer-value) On how customers can achieve value realization with your product, and how value realization can help find better solutions for customers. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Helping customers realize value with your product](https://www.rocketlane.com/blogs/uk-office-hours-all-about-customer-value) On how customers can achieve value realization with your product, and how value realization can help find better solutions for customers. On how customers can achieve value realization with your product, and how value realization can help find better solutions for customers. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Who should own customer onboarding?](https://www.rocketlane.com/blogs/who-should-own-customer-onboarding) You want to ensure that your customers see value in your product or service. Who would you assign this mighty task to? [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 3 MIN READ [Who should own customer onboarding?](https://www.rocketlane.com/blogs/who-should-own-customer-onboarding) You want to ensure that your customers see value in your product or service. Who would you assign this mighty task to? You want to ensure that your customers see value in your product or service. Who would you assign this mighty task to? [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Best practices for measuring time to value](https://www.rocketlane.com/blogs/best-practices-for-measuring-time-to-value) For those who are curious about how other organizations measure their TTV. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Best practices for measuring time to value](https://www.rocketlane.com/blogs/best-practices-for-measuring-time-to-value) For those who are curious about how other organizations measure their TTV. For those who are curious about how other organizations measure their TTV. [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Collecting feedback on your customer onboarding process](https://www.rocketlane.com/blogs/how-to-collect-actionable-feedback-on-your-customer-onboarding-experience) What can your customer success teams use to strategize smooth onboarding? [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Collecting feedback on your customer onboarding process](https://www.rocketlane.com/blogs/how-to-collect-actionable-feedback-on-your-customer-onboarding-experience) What can your customer success teams use to strategize smooth onboarding? What can your customer success teams use to strategize smooth onboarding? [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [All About the Net Promoter Score (NPS)](https://www.rocketlane.com/blogs/uk-office-hours-all-about-nps) How to tailor your NPS for your business and more [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [All About the Net Promoter Score (NPS)](https://www.rocketlane.com/blogs/uk-office-hours-all-about-nps) How to tailor your NPS for your business and more How to tailor your NPS for your business and more [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Berlin Office Hours: Driving PS and CS teams towards outcomes](https://www.rocketlane.com/blogs/berlin-office-hours-driving-ps-and-cs-teams-towards-outcomes) Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 11 MIN READ [Berlin Office Hours: Driving PS and CS teams towards outcomes](https://www.rocketlane.com/blogs/berlin-office-hours-driving-ps-and-cs-teams-towards-outcomes) Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes. Key takeaways from Preflight's Berlin Office Hours session on driving Professional Services and Customer Success teams towards outcomes. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Preflight Conversations : How To Beat The Monday Blues](https://www.rocketlane.com/blogs/preflight-conversations-how-to-beat-the-monday-blues) 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 [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 3 MIN READ [Preflight Conversations : How To Beat The Monday Blues](https://www.rocketlane.com/blogs/preflight-conversations-how-to-beat-the-monday-blues) 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 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 [Usha Kalva](https://www.rocketlane.com/authors/usha-kalva) Community & Partnerships @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Getting into Customer Success and what to do when you get there](https://www.rocketlane.com/blogs/uk-office-hours-getting-into-cs-and-what-to-do-when-you-get-there) Contemplating a career in CS? Start here [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Getting into Customer Success and what to do when you get there](https://www.rocketlane.com/blogs/uk-office-hours-getting-into-cs-and-what-to-do-when-you-get-there) Contemplating a career in CS? Start here Contemplating a career in CS? Start here [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [UK Office Hours: Customer Success Metrics to Track in 2022](https://www.rocketlane.com/blogs/uk-office-hours-customer-success-metrics-to-track-in-2022) James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 12 MIN READ [UK Office Hours: Customer Success Metrics to Track in 2022](https://www.rocketlane.com/blogs/uk-office-hours-customer-success-metrics-to-track-in-2022) James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them. James Stuart - hackajob, Alex Farmer - Cognite, and Tom Purcell - Kluster discuss top CS metrics and how to track them. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Key customer onboarding metrics and how to measure them](https://www.rocketlane.com/blogs/berlin-office-hours-key-customer-onboarding-metrics-and-how-to-measure-them) Srinivasan Shanker of Freshworks and Srikrishnan Ganesan of Rocketlane demystify metrics for customer onboarding [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 10 MIN READ [Key customer onboarding metrics and how to measure them](https://www.rocketlane.com/blogs/berlin-office-hours-key-customer-onboarding-metrics-and-how-to-measure-them) Srinivasan Shanker of Freshworks and Srikrishnan Ganesan of Rocketlane demystify metrics for customer onboarding Srinivasan Shanker of Freshworks and Srikrishnan Ganesan of Rocketlane demystify metrics for customer onboarding [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [On Creating Successful Customer Onboarding Plans](https://www.rocketlane.com/blogs/uk-office-hours-on-creating-successful-customer-onboarding-plans) Leila Tan of Tessian and Kieran Bowker of SafetyCulture talk about creating successful plans and best practices for customer onboarding [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 10 MIN READ [On Creating Successful Customer Onboarding Plans](https://www.rocketlane.com/blogs/uk-office-hours-on-creating-successful-customer-onboarding-plans) Leila Tan of Tessian and Kieran Bowker of SafetyCulture talk about creating successful plans and best practices for customer onboarding Leila Tan of Tessian and Kieran Bowker of SafetyCulture talk about creating successful plans and best practices for customer onboarding [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [11 Takeaways on Customer Onboarding Strategy](https://www.rocketlane.com/blogs/delhi-office-hours-11-takeaways-on-customer-onboarding-strategy) Takeaways from Preflight Delhi's Office Hours with Varun Goel, Head of CS at Zendesk [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 8 MIN READ [11 Takeaways on Customer Onboarding Strategy](https://www.rocketlane.com/blogs/delhi-office-hours-11-takeaways-on-customer-onboarding-strategy) Takeaways from Preflight Delhi's Office Hours with Varun Goel, Head of CS at Zendesk Takeaways from Preflight Delhi's Office Hours with Varun Goel, Head of CS at Zendesk [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Customer onboarding trends to watch out for](https://www.rocketlane.com/blogs/chennai-office-hours-customer-onboarding-trends) Takeaways from Preflight Chennai's Office Hours with Srikrishnan Ganesan, CEO & Co-founder @ Rocketlane [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 7 MIN READ [Customer onboarding trends to watch out for](https://www.rocketlane.com/blogs/chennai-office-hours-customer-onboarding-trends) Takeaways from Preflight Chennai's Office Hours with Srikrishnan Ganesan, CEO & Co-founder @ Rocketlane Takeaways from Preflight Chennai's Office Hours with Srikrishnan Ganesan, CEO & Co-founder @ Rocketlane [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Setting up a Customer Success Enablement function](https://www.rocketlane.com/blogs/deep-dives-setting-up-a-customer-success-enablement-function) Sisira Mallampalli, Manager - Customer Success Enablement & Training @ Whatfix, how a dedicated CS Enablement function can support CS teams [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Setting up a Customer Success Enablement function](https://www.rocketlane.com/blogs/deep-dives-setting-up-a-customer-success-enablement-function) Sisira Mallampalli, Manager - Customer Success Enablement & Training @ Whatfix, how a dedicated CS Enablement function can support CS teams Sisira Mallampalli, Manager - Customer Success Enablement & Training @ Whatfix, how a dedicated CS Enablement function can support CS teams [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Transitioning clients between CSMs](https://www.rocketlane.com/blogs/transitioning-clients-between-csms) Learn how Customer Success teams can smoothly handle the account transition between CSMs [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 3 MIN READ [Transitioning clients between CSMs](https://www.rocketlane.com/blogs/transitioning-clients-between-csms) Learn how Customer Success teams can smoothly handle the account transition between CSMs Learn how Customer Success teams can smoothly handle the account transition between CSMs [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Resources to share during the customer onboarding journey](https://www.rocketlane.com/blogs/what-resources-do-you-share-with-customers-during-their-onboarding-journey) Recommendations from Preflighters on what resources to share during customer onboarding. [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 3 MIN READ [Resources to share during the customer onboarding journey](https://www.rocketlane.com/blogs/what-resources-do-you-share-with-customers-during-their-onboarding-journey) Recommendations from Preflighters on what resources to share during customer onboarding. Recommendations from Preflighters on what resources to share during customer onboarding. [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [When to start invoicing customers: before or after implementation?](https://www.rocketlane.com/blogs/when-to-start-invoicing-customers-before-or-after-implementation) Is invoicing a touchy subject when you're building customer relationships? [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [When to start invoicing customers: before or after implementation?](https://www.rocketlane.com/blogs/when-to-start-invoicing-customers-before-or-after-implementation) Is invoicing a touchy subject when you're building customer relationships? Is invoicing a touchy subject when you're building customer relationships? [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Balancing the human touch and tech in customer onboarding](https://www.rocketlane.com/blogs/deep-dives-balancing-the-human-touch-and-tech-in-customer-onboarding) Renata Kashiwaya Pinheiro, VP-CS at WeGift tells us how CS teams can strike the right balance between tech and the human touch in onboarding [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 5 MIN READ [Balancing the human touch and tech in customer onboarding](https://www.rocketlane.com/blogs/deep-dives-balancing-the-human-touch-and-tech-in-customer-onboarding) Renata Kashiwaya Pinheiro, VP-CS at WeGift tells us how CS teams can strike the right balance between tech and the human touch in onboarding Renata Kashiwaya Pinheiro, VP-CS at WeGift tells us how CS teams can strike the right balance between tech and the human touch in onboarding [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [What to do when your sales team overpromises to a customer](https://www.rocketlane.com/blogs/what-to-do-when-your-sales-team-overpromises-to-a-customer) So the sales team should’ve said “NO”, but ended up saying “YES!”. What now? [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 3 MIN READ [What to do when your sales team overpromises to a customer](https://www.rocketlane.com/blogs/what-to-do-when-your-sales-team-overpromises-to-a-customer) So the sales team should’ve said “NO”, but ended up saying “YES!”. What now? So the sales team should’ve said “NO”, but ended up saying “YES!”. What now? [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Cracking pre-sale engagement for enterprise customer implementations](https://www.rocketlane.com/blogs/deep-dives-cracking-pre-sale-engagement-for-enterprise-implementations) Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 3 MIN READ [Cracking pre-sale engagement for enterprise customer implementations](https://www.rocketlane.com/blogs/deep-dives-cracking-pre-sale-engagement-for-enterprise-implementations) Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers Jeff Kushmerek and Andrew Fraser share best practices and plans for acing pre-sales engagements with customers [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Managing customer expectations and escalations](https://www.rocketlane.com/blogs/deep-dives-handling-expectation-management-escalations-during-the-customer-journey) We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 3 MIN READ [Managing customer expectations and escalations](https://www.rocketlane.com/blogs/deep-dives-handling-expectation-management-escalations-during-the-customer-journey) We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic We kickstarted Deep Dives, a monthly discussion where experts discuss in-depth an implementation and customer onboarding topic [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Thank You to Our Preflight Community Members!](https://www.rocketlane.com/blogs/thank-you-to-our-preflight-community-members) A gratitude note to members of the Preflight community for making it a great avenue for learning and knowledge exchange [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 3 MIN READ [Thank You to Our Preflight Community Members!](https://www.rocketlane.com/blogs/thank-you-to-our-preflight-community-members) A gratitude note to members of the Preflight community for making it a great avenue for learning and knowledge exchange A gratitude note to members of the Preflight community for making it a great avenue for learning and knowledge exchange [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Four strategies to improve product adoption](https://www.rocketlane.com/blogs/preflight-conversations-four-strategies-to-improve-product-adoption) Tips from Preflight members on how to handle it when your customer's team is slow to adopt your product [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 2 MIN READ [Four strategies to improve product adoption](https://www.rocketlane.com/blogs/preflight-conversations-four-strategies-to-improve-product-adoption) Tips from Preflight members on how to handle it when your customer's team is slow to adopt your product Tips from Preflight members on how to handle it when your customer's team is slow to adopt your product [Mohana Valli Prabhakar](https://www.rocketlane.com/authors/mohana-valli) Marketing Analyst @ Rocketlane & Community Manager, Preflight [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Maintaining Mental Wellness Through Stressful Workweeks](https://www.rocketlane.com/blogs/preflight-conversations-maintaining-mental-wellness-through-stressful-workweeks) Members of the Preflight community share stress management tips [Varun Singh](https://www.rocketlane.com/authors/varun) Product Evangelist @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 2 MIN READ [Maintaining Mental Wellness Through Stressful Workweeks](https://www.rocketlane.com/blogs/preflight-conversations-maintaining-mental-wellness-through-stressful-workweeks) Members of the Preflight community share stress management tips Members of the Preflight community share stress management tips [Varun Singh](https://www.rocketlane.com/authors/varun) Product Evangelist @ Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) [Top Leading and Lagging Customer Success Metrics](https://www.rocketlane.com/blogs/preflight-pointers-top-leading-and-lagging-customer-success-metrics) Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track and how to use them to improve CX [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Preflight Conversations](https://www.rocketlane.com/blog-categories/preflight-conversations) 2 MIN READ [Top Leading and Lagging Customer Success Metrics](https://www.rocketlane.com/blogs/preflight-pointers-top-leading-and-lagging-customer-success-metrics) Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track and how to use them to improve CX Varun Goel of Zendesk and Aditya Maheshwari of AppsFlyer on the leading and lagging CS metrics to track and how to use them to improve CX [Srikrishnan Ganesan](https://www.rocketlane.com/authors/srikrishnan) Co-founder, Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [A recipe for revenue retention: Professional services and customer success alignment](https://www.rocketlane.com/blogs/revenue-retention-professional-services-and-customer-success-alignment) At Propel23, Annie Stefano and Sabina Pons shared the ingredients for professional services and customer success team alignment. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 3 MIN READ [A recipe for revenue retention: Professional services and customer success alignment](https://www.rocketlane.com/blogs/revenue-retention-professional-services-and-customer-success-alignment) At Propel23, Annie Stefano and Sabina Pons shared the ingredients for professional services and customer success team alignment. At Propel23, Annie Stefano and Sabina Pons shared the ingredients for professional services and customer success team alignment. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [The role of CS Ops in success planning](https://www.rocketlane.com/blogs/how-cs-ops-can-help-with-success-planning) Todd and Corinne share their insights on the four pillars of post-sales success planning, and how they can help you delight customers. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 3 MIN READ [The role of CS Ops in success planning](https://www.rocketlane.com/blogs/how-cs-ops-can-help-with-success-planning) Todd and Corinne share their insights on the four pillars of post-sales success planning, and how they can help you delight customers. Todd and Corinne share their insights on the four pillars of post-sales success planning, and how they can help you delight customers. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Customer success qualified lead (CSQL) revenue begins at "I do"](https://www.rocketlane.com/blogs/customer-success-qualified-lead-csql-revenue-begins-at-i-do) All about the different types of revenue, what it costs to acquire them, CSQLs, and the impact of customer onboarding on the revenue stream. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Customer success qualified lead (CSQL) revenue begins at "I do"](https://www.rocketlane.com/blogs/customer-success-qualified-lead-csql-revenue-begins-at-i-do) All about the different types of revenue, what it costs to acquire them, CSQLs, and the impact of customer onboarding on the revenue stream. All about the different types of revenue, what it costs to acquire them, CSQLs, and the impact of customer onboarding on the revenue stream. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Expert strategies for effective implementation and service packaging](https://www.rocketlane.com/blogs/expert-strategies-for-effective-implementation-and-service-packaging) Discover Jeff Kushamerek's proven methods for successful implementations and packaging. Read more! [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 3 MIN READ [Expert strategies for effective implementation and service packaging](https://www.rocketlane.com/blogs/expert-strategies-for-effective-implementation-and-service-packaging) Discover Jeff Kushamerek's proven methods for successful implementations and packaging. Read more! Discover Jeff Kushamerek's proven methods for successful implementations and packaging. Read more! [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [F1 X Airbnb: Rev up your post-sales org](https://www.rocketlane.com/blogs/how-to-create-a-10-star-customer-onboarding-experience) Learn how to design an exceptional customer onboarding process and optimize customer journeys. Gain inspiration from Airbnb and F1. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [F1 X Airbnb: Rev up your post-sales org](https://www.rocketlane.com/blogs/how-to-create-a-10-star-customer-onboarding-experience) Learn how to design an exceptional customer onboarding process and optimize customer journeys. Gain inspiration from Airbnb and F1. Learn how to design an exceptional customer onboarding process and optimize customer journeys. Gain inspiration from Airbnb and F1. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Building a global implementation function - first-year focus areas to ensure you see results](https://www.rocketlane.com/blogs/tips-to-building-a-global-implementation-team) Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Building a global implementation function - first-year focus areas to ensure you see results](https://www.rocketlane.com/blogs/tips-to-building-a-global-implementation-team) Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth. Explore what it takes to build an implementation team from scratch and how it reflects on the project outcome and overall company growth. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Accelerate adoption with customer-centric onboarding](https://www.rocketlane.com/blogs/accelerate-adoption-with-customer-centric-onboarding) Learn more about the principles of customer-centric onboarding and gain insights into implementing a customer-focused onboarding strategy. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 4 MIN READ [Accelerate adoption with customer-centric onboarding](https://www.rocketlane.com/blogs/accelerate-adoption-with-customer-centric-onboarding) Learn more about the principles of customer-centric onboarding and gain insights into implementing a customer-focused onboarding strategy. Learn more about the principles of customer-centric onboarding and gain insights into implementing a customer-focused onboarding strategy. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Partner-led customer onboarding: Scaling faster, smarter](https://www.rocketlane.com/blogs/partner-led-customer-onboarding-scaling-faster-smarter) Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Partner-led customer onboarding: Scaling faster, smarter](https://www.rocketlane.com/blogs/partner-led-customer-onboarding-scaling-faster-smarter) Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience. Discover a detailed walkthrough on the benefits of partner-led customer onboarding and how to use it for an enhanced customer experience. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [How to reduce time-to-value for your customers](https://www.rocketlane.com/blogs/how-to-reduce-time-to-value-for-your-customers) Learn more about time-to-value and spot the signs of dissatisfaction in your customers. Discover 5 ideas to improve TTV for your customers. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 4 MIN READ [How to reduce time-to-value for your customers](https://www.rocketlane.com/blogs/how-to-reduce-time-to-value-for-your-customers) Learn more about time-to-value and spot the signs of dissatisfaction in your customers. Discover 5 ideas to improve TTV for your customers. Learn more about time-to-value and spot the signs of dissatisfaction in your customers. Discover 5 ideas to improve TTV for your customers. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [The world of persona-based customer onboarding with Jarvis Harris](https://www.rocketlane.com/blogs/the-world-of-persona-based-customer-onboarding-jarvis-harris) A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [The world of persona-based customer onboarding with Jarvis Harris](https://www.rocketlane.com/blogs/the-world-of-persona-based-customer-onboarding-jarvis-harris) A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience. A deep dive into persona-based customer onboarding and the importance of defining personas to achieve a seamless onboarding experience. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [How to improve customer ROI through onboarding](https://www.rocketlane.com/blogs/how-to-improve-customer-roi-through-onboarding) At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [How to improve customer ROI through onboarding](https://www.rocketlane.com/blogs/how-to-improve-customer-roi-through-onboarding) At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey. At Propel23, Maranda shows you how you can weave in ROI during the critical onboarding stage of the customer journey. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Champion Engagement Model: Best practices for identifying your customer champion](https://www.rocketlane.com/blogs/champion-engagement-model-best-practices-for-identifying-your-customer-champion) Learn how to spot your customer champion and discover some best practices on how to enhance your customer champion engagement. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Champion Engagement Model: Best practices for identifying your customer champion](https://www.rocketlane.com/blogs/champion-engagement-model-best-practices-for-identifying-your-customer-champion) Learn how to spot your customer champion and discover some best practices on how to enhance your customer champion engagement. Learn how to spot your customer champion and discover some best practices on how to enhance your customer champion engagement. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [How to set your kickoff meeting up for success](https://www.rocketlane.com/blogs/how-to-set-your-kickoff-meeting-up-for-success) Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 3 MIN READ [How to set your kickoff meeting up for success](https://www.rocketlane.com/blogs/how-to-set-your-kickoff-meeting-up-for-success) Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey. Irit Eizips shows you how to leverage kickoff meetings to take control of the customer onboarding journey. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Moving from Customer Onboarding to Professional Services](https://www.rocketlane.com/blogs/moving-from-customer-onboarding-to-professional-services) Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Moving from Customer Onboarding to Professional Services](https://www.rocketlane.com/blogs/moving-from-customer-onboarding-to-professional-services) Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction. Jay, Jenn, and Matt delve into the importance of customer onboarding and how it can extend beyond mere product introduction. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Carving out Onboarding from CS: Why, when, and how](https://www.rocketlane.com/blogs/carving-out-onboarding-from-cs-why-when-and-how) At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 4 MIN READ [Carving out Onboarding from CS: Why, when, and how](https://www.rocketlane.com/blogs/carving-out-onboarding-from-cs-why-when-and-how) At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS. At Propel23, Alex Farmer and Guglielmo share why it is important to carve out customer onboarding from CS. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Setting expectations during customer onboarding](https://www.rocketlane.com/blogs/setting-expectations-during-customer-onboarding) At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Setting expectations during customer onboarding](https://www.rocketlane.com/blogs/setting-expectations-during-customer-onboarding) At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding. At Propel23, Mike Sasaki talks about the importance of setting expectations during customer onboarding. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Strategies for change management during customer onboarding](https://www.rocketlane.com/blogs/strategies-for-change-management-during-customer-onboarding) At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 3 MIN READ [Strategies for change management during customer onboarding](https://www.rocketlane.com/blogs/strategies-for-change-management-during-customer-onboarding) At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding. At Propel23, Keishla Ceaser-Jones shares strategies for change management during customer onboarding. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Onboarding 2.0: Goals, challenges, and learnings from implementing a new system for customer onboarding](https://www.rocketlane.com/blogs/onboarding-2-0-goals-challenges-and-learnings-from-implementing-a-new-system-for-customer-onboarding) Learn all about the process of implementing a new system for your customer onboarding in this blog. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 3 MIN READ [Onboarding 2.0: Goals, challenges, and learnings from implementing a new system for customer onboarding](https://www.rocketlane.com/blogs/onboarding-2-0-goals-challenges-and-learnings-from-implementing-a-new-system-for-customer-onboarding) Learn all about the process of implementing a new system for your customer onboarding in this blog. Learn all about the process of implementing a new system for your customer onboarding in this blog. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [A data-driven approach to customer onboarding](https://www.rocketlane.com/blogs/a-data-driven-approach-to-customer-onboarding) Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 4 MIN READ [A data-driven approach to customer onboarding](https://www.rocketlane.com/blogs/a-data-driven-approach-to-customer-onboarding) Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources. Learn how you can evolve your customer onboarding process using qualitative & quantitative data sources. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [A consultative approach to customer onboarding](https://www.rocketlane.com/blogs/a-consultative-approach-to-customer-onboarding) Learn how onboarding and CS teams can go beyond simply checking the box and making sure that customers are reaching their desired outcomes. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [A consultative approach to customer onboarding](https://www.rocketlane.com/blogs/a-consultative-approach-to-customer-onboarding) Learn how onboarding and CS teams can go beyond simply checking the box and making sure that customers are reaching their desired outcomes. Learn how onboarding and CS teams can go beyond simply checking the box and making sure that customers are reaching their desired outcomes. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Planning your career path to Chief Customer Officer](https://www.rocketlane.com/blogs/planning-your-career-path-to-chief-customer-officer) Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Planning your career path to Chief Customer Officer](https://www.rocketlane.com/blogs/planning-your-career-path-to-chief-customer-officer) Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer. Learn from industry leaders and experts on all about planning your career path from Onboarding/ Implementation to Chief Customer Officer. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [5 easy ways to scale customer onboarding](https://www.rocketlane.com/blogs/5-easy-ways-to-scale-customer-onboarding) At Propel23, Jan Young shares 5 easy ways to scale and optimize your customer onboarding process. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 4 MIN READ [5 easy ways to scale customer onboarding](https://www.rocketlane.com/blogs/5-easy-ways-to-scale-customer-onboarding) At Propel23, Jan Young shares 5 easy ways to scale and optimize your customer onboarding process. At Propel23, Jan Young shares 5 easy ways to scale and optimize your customer onboarding process. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [2023 Customer onboarding - Myths and trends](https://www.rocketlane.com/blogs/2023-customer-onboarding-myths-and-trends) At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 4 MIN READ [2023 Customer onboarding - Myths and trends](https://www.rocketlane.com/blogs/2023-customer-onboarding-myths-and-trends) At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023. At Propel23, Rocky Dsouza debunks the myths and trends around customer onboarding in 2023. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Creating an organization-wide culture of customer success](https://www.rocketlane.com/blogs/creating-an-organization-wide-culture-of-customer-success) Jyo Shukla shares tips on creating an organization-wide focus on customer-centricity and adopting customer success as a strategy. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Creating an organization-wide culture of customer success](https://www.rocketlane.com/blogs/creating-an-organization-wide-culture-of-customer-success) Jyo Shukla shares tips on creating an organization-wide focus on customer-centricity and adopting customer success as a strategy. Jyo Shukla shares tips on creating an organization-wide focus on customer-centricity and adopting customer success as a strategy. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Crafting a customer onboarding program your customers will love](https://www.rocketlane.com/blogs/crafting-a-customer-onboarding-program-your-customers-will-love) Learn from Kristi Faltorusso how to create a customer-centric onboarding program that not only scales but also amazes your customers. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Crafting a customer onboarding program your customers will love](https://www.rocketlane.com/blogs/crafting-a-customer-onboarding-program-your-customers-will-love) Learn from Kristi Faltorusso how to create a customer-centric onboarding program that not only scales but also amazes your customers. Learn from Kristi Faltorusso how to create a customer-centric onboarding program that not only scales but also amazes your customers. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Building the business case for investing in client onboarding](https://www.rocketlane.com/blogs/building-the-business-case-for-investing-in-client-onboarding) Learn how to justify your investment in client onboarding to boost business growth, and maximize ROI. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Building the business case for investing in client onboarding](https://www.rocketlane.com/blogs/building-the-business-case-for-investing-in-client-onboarding) Learn how to justify your investment in client onboarding to boost business growth, and maximize ROI. Learn how to justify your investment in client onboarding to boost business growth, and maximize ROI. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Selling the value of your professional services](https://www.rocketlane.com/blogs/selling-the-value-of-your-professional-services) Discover the art of delivering value through professional services. Gain insights from Pat Muirragui's talk at the Propel23 conference. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 3 MIN READ [Selling the value of your professional services](https://www.rocketlane.com/blogs/selling-the-value-of-your-professional-services) Discover the art of delivering value through professional services. Gain insights from Pat Muirragui's talk at the Propel23 conference. Discover the art of delivering value through professional services. Gain insights from Pat Muirragui's talk at the Propel23 conference. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [The critical role of CS Ops in evolving and maturing the customer journey](https://www.rocketlane.com/blogs/the-critical-role-of-cs-ops-in-evolving-and-maturing-the-customer-journey) Sonam Dabholkar discusses the role of CS Ops in evolving the customer journey and gives some sound advice for CS Ops professionals. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [The critical role of CS Ops in evolving and maturing the customer journey](https://www.rocketlane.com/blogs/the-critical-role-of-cs-ops-in-evolving-and-maturing-the-customer-journey) Sonam Dabholkar discusses the role of CS Ops in evolving the customer journey and gives some sound advice for CS Ops professionals. Sonam Dabholkar discusses the role of CS Ops in evolving the customer journey and gives some sound advice for CS Ops professionals. [Tejasvini Ramesh](https://www.rocketlane.com/authors/tejasvini-ramesh) Content Marketer @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [3 key customer onboarding areas to level up in 2023](https://www.rocketlane.com/blogs/3-key-customer-onboarding-areas-to-level-up-in-2023) Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 4 MIN READ [3 key customer onboarding areas to level up in 2023](https://www.rocketlane.com/blogs/3-key-customer-onboarding-areas-to-level-up-in-2023) Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023. Donna Weber in her session at Propel23 talks about three key areas customer onboarding professionals need to prioritize in 2023. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) [Scaling customer onboarding at a hyper-growth startup](https://www.rocketlane.com/blogs/scaling-customer-onboarding-at-a-hyper-growth-startup) At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel23](https://www.rocketlane.com/blog-categories/propel23) 5 MIN READ [Scaling customer onboarding at a hyper-growth startup](https://www.rocketlane.com/blogs/scaling-customer-onboarding-at-a-hyper-growth-startup) At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup. At Propel23, Katie Clark talks about scaling the onboarding function at a hyper-growth startup. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Starting the journey to productize your services](https://www.rocketlane.com/blogs/productizing-professional-services) Sadee Akthar shares key insights at the PropelX conference on productizing services and enhancing customer experience. Sadee Akthar shares key insights at the PropelX conference on productizing services and enhancing customer experience. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [The case for professional services as subscription](https://www.rocketlane.com/blogs/transforming-professional-services-subscription-models) Learn how subscription-based professional services boost recurring revenue, enhance client satisfaction, and drive sustainable SaaS growth. Learn how subscription-based professional services boost recurring revenue, enhance client satisfaction, and drive sustainable SaaS growth. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Uses of AI in professional services](https://www.rocketlane.com/blogs/ai-in-professional-services) Discover how MongoDB is using AI to modernize legacy systems, enhance professional services, and streamline operations. Discover how MongoDB is using AI to modernize legacy systems, enhance professional services, and streamline operations. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Crafting a winning professional services strategy](https://www.rocketlane.com/blogs/crafting-a-winning-professional-services-strategy) At PropelX, a panel of speakers discussed how to build a winning professional services strategies to help your organization scale. At PropelX, a panel of speakers discussed how to build a winning professional services strategies to help your organization scale. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [3 truth-seeking questions to drive alignment during every implementation](https://www.rocketlane.com/blogs/boost-customer-engagement-during-implementation) Bob London shares three truth-seeking questions to enhance alignment and uncover valuable insights during customer implementations. Bob London shares three truth-seeking questions to enhance alignment and uncover valuable insights during customer implementations. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 6 MIN READ [Navigating the services journey: 
Onboarding to professional services](https://www.rocketlane.com/blogs/onboarding-to-professional-services) During this session of Propel24, Preethie Vimalan explores Freshwork's journey from onboarding to establishing a professional services team. During this session of Propel24, Preethie Vimalan explores Freshwork's journey from onboarding to establishing a professional services team. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Using customer bonding to maximize customer lifetime value](https://www.rocketlane.com/blogs/customer-bonding-for-customer-retention) Greg Daines, CEO of ChurnRX, shares how you can maximize customer lifetime value by focusing on customer bonding, not customer loyalty. Greg Daines, CEO of ChurnRX, shares how you can maximize customer lifetime value by focusing on customer bonding, not customer loyalty. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 4 MIN READ [How you can use resource management as a driver for growth](https://www.rocketlane.com/blogs/expert-resource-management-for-business-growth) Experts share how you can use resource management as a tool to enhance your service organization's performance and cost-effectiveness. Experts share how you can use resource management as a tool to enhance your service organization's performance and cost-effectiveness. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 4 MIN READ [Governance and quality control for enterprise deployments](https://www.rocketlane.com/blogs/governance-quality-control-enterprise-deployments) Saurabh Prabhu shares expert insights on what it takes to implement solid governance and quality control systems for enterprise deployments. Saurabh Prabhu shares expert insights on what it takes to implement solid governance and quality control systems for enterprise deployments. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Scaling without compromising: Blending digital and human touchpoints](https://www.rocketlane.com/blogs/scaling-customer-onboarding) Ciara Conlon of MongoDB discusses how to scale your customer onboarding function without compromising on quality or customer experience. Ciara Conlon of MongoDB discusses how to scale your customer onboarding function without compromising on quality or customer experience. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 6 MIN READ [Unleashing the full potential of your service expertise: Hal Stanley at Propel24](https://www.rocketlane.com/blogs/unleashing-the-full-potential-of-your-service-expertise-hal-stanley-at-propel24) Discover insights on shifting to services-led innovation from Hal Stanley's compelling session at Propel24. Discover insights on shifting to services-led innovation from Hal Stanley's compelling session at Propel24. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Sprinting to success: Implementing scrum methodology for seamless customer onboarding](https://www.rocketlane.com/blogs/scrum-in-customer-onboarding) Jasmine Reynolds discusses how the scrum methodology can help divide the customer onboarding journey into sprints for better customer experi Jasmine Reynolds discusses how the scrum methodology can help divide the customer onboarding journey into sprints for better customer experi [Propel24](https://www.rocketlane.com/blog-categories/propel24) 7 MIN READ [Pricing for professional services profitability](https://www.rocketlane.com/blogs/professional-services-pricing) Learn to create pricing models, leverage historical data, and optimize customer journeys for better profitability and service delivery. Learn to create pricing models, leverage historical data, and optimize customer journeys for better profitability and service delivery. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Expert insights on how to optimize the customer journey](https://www.rocketlane.com/blogs/optimizing-the-customer-journey) Learn how effective customer onboarding can drive business value. Discover insights to optimize the customer journey and improve retention. Learn how effective customer onboarding can drive business value. Discover insights to optimize the customer journey and improve retention. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 4 MIN READ [Leverage KPIs to maximize operational efficiency](https://www.rocketlane.com/blogs/kpis-to-maximize-operational-efficiency) Discover how to leverage KPIs to maximize operational efficiency in professional services teams. Learn best practices and drive success. Discover how to leverage KPIs to maximize operational efficiency in professional services teams. Learn best practices and drive success. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Shared beliefs: The ultimate customer onboarding destination](https://www.rocketlane.com/blogs/the-ultimate-customer-onboarding-destination) Ed Powers shares how neuropsychology can help build shared beliefs with customers, strengthen relationships, and boost customer retention. Ed Powers shares how neuropsychology can help build shared beliefs with customers, strengthen relationships, and boost customer retention. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Balancing AI and human touch in resource management](https://www.rocketlane.com/blogs/balancing-ai-and-human-touch-in-resource-management--susan-thomas-gary-becker-at-propel24) Discover how AI and human expertise combine to enhance resource management. Insights from Susan Thomas and Gary Becker at Propel24. Discover how AI and human expertise combine to enhance resource management. Insights from Susan Thomas and Gary Becker at Propel24. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Customer education in the age of AI](https://www.rocketlane.com/blogs/customer-education-in-the-age-of-ai---kristine-kukich-at-propel24) Kristine Kukich explores AI's transformative impact on customer education at Propel24, covering personalization, content creation, and data Kristine Kukich explores AI's transformative impact on customer education at Propel24, covering personalization, content creation, and data [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [How to get buy-in from stakeholders for your project](https://www.rocketlane.com/blogs/internal-project-stakeholder-buy-in) Discover strategies and tips to effectively rally internal project stakeholders and secure their buy-in for your big initiative. Discover strategies and tips to effectively rally internal project stakeholders and secure their buy-in for your big initiative. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Elevating customer relationships in the age of AI and automation](https://www.rocketlane.com/blogs/ai-for-better-customer-relationships) Discover a structured approach to harnessing AI to achieve customer outcomes. Learn how AI can help elevate your customer relationships. Discover a structured approach to harnessing AI to achieve customer outcomes. Learn how AI can help elevate your customer relationships. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 3 MIN READ [Customer is king! How to keep the king pleased in 2024: Terinee Pooler](https://www.rocketlane.com/blogs/improve-customer-satisfaction-rates) Discover how customer satisfaction rates impact revenue, retention, and the overall health of a business. Learn how to keep customers happy. Discover how customer satisfaction rates impact revenue, retention, and the overall health of a business. Learn how to keep customers happy. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 6 MIN READ [Unveiling the first value advantage: What's behind the smoke?](https://www.rocketlane.com/blogs/first-value-advantage-in-implementation) Jarvis Harris discusses the 'first value advantage.' Learn how to lead the implementation instead of following your customers' cues. Jarvis Harris discusses the 'first value advantage.' Learn how to lead the implementation instead of following your customers' cues. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 6 MIN READ [A results-driven customer onboarding strategy](https://www.rocketlane.com/blogs/customer-onboarding-strategy-results) Learn strategies to ensure onboarding success, drive impactful results during customer onboarding, and ensure customer satisfaction Learn strategies to ensure onboarding success, drive impactful results during customer onboarding, and ensure customer satisfaction [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [How to sell, retain, and renew service offerings](https://www.rocketlane.com/blogs/how-to-build-and-sell-professional-service-offerings) At Propel24, Dennis Mahoney discusses how companies should go about developing, selling, and scaling their service products. At Propel24, Dennis Mahoney discusses how companies should go about developing, selling, and scaling their service products. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 6 MIN READ [Embracing AI and human connection in customer success](https://www.rocketlane.com/blogs/embracing-ai-and-human-connection-in-customer-success) Discover how Meredith Mann and Star Hofer integrate AI in customer success while maintaining human connections in their Propel24 session. Discover how Meredith Mann and Star Hofer integrate AI in customer success while maintaining human connections in their Propel24 session. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Productizing, packaging, and pricing your implementation and professional services](https://www.rocketlane.com/blogs/productizing-packaging-and-pricing-your-implementation-and-professional-services-jan-young-at-propel24) Learn key insights from Jan Young's Propel24 session on productizing and packaging service offerings for profitability and growth. Learn key insights from Jan Young's Propel24 session on productizing and packaging service offerings for profitability and growth. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [From service to solution: Leveraging product thinking in professional services](https://www.rocketlane.com/blogs/product-thinking-in-professional-services) At Propel24, Rocky D'Souza from Netomi discusses how you can make your services tangible and standardized to scale your organization. At Propel24, Rocky D'Souza from Netomi discusses how you can make your services tangible and standardized to scale your organization. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Navigating the future of customer onboarding](https://www.rocketlane.com/blogs/future-of-customer-onboarding) Donna Weber shares her perspectives on how customer onboarding has changed, and what teams can do to adapt. Donna Weber shares her perspectives on how customer onboarding has changed, and what teams can do to adapt. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 6 MIN READ [How PS can work with CS to improve the customer journey](https://www.rocketlane.com/blogs/professional-services-customer-journey-success) Sadee Akhtar shares learnings from how Pluralsight drives collaboration between PS and CS teams for improved and effective customer journeys Sadee Akhtar shares learnings from how Pluralsight drives collaboration between PS and CS teams for improved and effective customer journeys [Propel24](https://www.rocketlane.com/blog-categories/propel24) 6 MIN READ [The 3 data mistakes that are slowly killing your business](https://www.rocketlane.com/blogs/customer-adoption-mistakes) Is poor adoption and low upsell hindering your business success? Discover the top 3 data mistakes and how to fix them. Is poor adoption and low upsell hindering your business success? Discover the top 3 data mistakes and how to fix them. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Proactive vs. reactive: How modern PS teams leverage data to their advantage](https://www.rocketlane.com/blogs/professional-services-proactive-communication) At Propel24, Mark Sloan of Asaph Advisors discusses how Professional Services teams can act proactively with their sales and HR teams. At Propel24, Mark Sloan of Asaph Advisors discusses how Professional Services teams can act proactively with their sales and HR teams. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [You can't win revenue at onboarding…but you CAN lose it](https://www.rocketlane.com/blogs/customer-onboarding-revenue) In this Propel24 session, we discuss why customer onboarding is the key to securing revenue and how to make customer onboarding effective. In this Propel24 session, we discuss why customer onboarding is the key to securing revenue and how to make customer onboarding effective. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 5 MIN READ [Enabling high impact partner ecosystems: Christine Camp](https://www.rocketlane.com/blogs/enabling-partner-channel-ecosystems) Learn how to create high-impact partner ecosystems and discover actionable strategies to maximize the potential of your partner network. Learn how to create high-impact partner ecosystems and discover actionable strategies to maximize the potential of your partner network. [Propel24](https://www.rocketlane.com/blog-categories/propel24) 4 MIN READ [UX of delivery: Unlock the service experience](https://www.rocketlane.com/blogs/ux-of-delivery) Brett Jarvis and Srikrishnan Ganesan from Rocketlane discuss why it's time to take the UX of professional services seriously. Brett Jarvis and Srikrishnan Ganesan from Rocketlane discuss why it's time to take the UX of professional services seriously. [Propel25](https://www.rocketlane.com/blog-categories/propel25) 7 MIN READ [How to turn post-go-live into a growth engine](https://www.rocketlane.com/blogs/go-live-into-growth-engine) Your go-live moment isn’t the end. It’s your inflection point. Here’s how to turn post-implementation CX into your biggest growth lever. Your go-live moment isn’t the end. It’s your inflection point. Here’s how to turn post-implementation CX into your biggest growth lever. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 7 MIN READ [Lessons from starting and scaling partner implementations](https://www.rocketlane.com/blogs/starting-and-scaling-partner-implementations) Learn how professional services leaders use partner-led delivery to solve for margin, scale, and speed without bloating internal teams. Learn how professional services leaders use partner-led delivery to solve for margin, scale, and speed without bloating internal teams. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 6 MIN READ [Scaling professional services in multi-product SaaS](https://www.rocketlane.com/blogs/scaling-professional-services-in-saas) How Proofpoint scaled services across multiple SaaS products using accountability, alignment, and a matrix model that actually works. How Proofpoint scaled services across multiple SaaS products using accountability, alignment, and a matrix model that actually works. [Shuvedha Subramaniam](https://www.rocketlane.com/authors/shuvedha-subramaniam) Marketing @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 6 MIN READ [The growth-stage SaaS paradox: Why PS leaders keep fixing the wrong things](https://www.rocketlane.com/blogs/growth-stage-saas-ps) PS teams often chase profit before readiness. This Propel25 recap shows how to sequence delivery, scale, and margin for real growth. PS teams often chase profit before readiness. This Propel25 recap shows how to sequence delivery, scale, and margin for real growth. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 6 MIN READ [CIO perspectives on AI, transformation, and the role of PS](https://www.rocketlane.com/blogs/ai-and-role-of-ps) At Propel 2025, CIOs from Zoom, Palantir, Zuora, and Rocketlane shared how professional services teams can drive real transformation with AI At Propel 2025, CIOs from Zoom, Palantir, Zuora, and Rocketlane shared how professional services teams can drive real transformation with AI [Propel25](https://www.rocketlane.com/blog-categories/propel25) 6 MIN READ [Tools and techniques to solve for professional services challenges](https://www.rocketlane.com/blogs/tools-for-professional-services) Explore how AI helps PS teams automate handoffs, monitor risks, and improve delivery without adding pressure or sacrificing trust. Explore how AI helps PS teams automate handoffs, monitor risks, and improve delivery without adding pressure or sacrificing trust. [Kirthika Soundararajan](https://www.rocketlane.com/authors/kirthika) Head - Content Marketing @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [How professional services teams can drive modernization](https://www.rocketlane.com/blogs/modernization-professional-services) Learn how MongoDB’s professional services team uses a ‘modernization factory’ model to drive impact and change for their customers. Learn how MongoDB’s professional services team uses a ‘modernization factory’ model to drive impact and change for their customers. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 6 MIN READ [How Rocketlane uses Rocketlane: Five workflows that power our delivery engine](https://www.rocketlane.com/blogs/how-rocketlane-uses-rocketlane) Learn how Rocketlane uses Rocketlane to run onboarding, from dynamic project creation to customer portals and AI-powered insights. Learn how Rocketlane uses Rocketlane to run onboarding, from dynamic project creation to customer portals and AI-powered insights. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [A delivery framework for professional services excellence](https://www.rocketlane.com/blogs/delivery-framework-professional-services) A new professional services delivery framework built by Rocketlane to help PS orgs execute smarter and deliver outcomes consistently. A new professional services delivery framework built by Rocketlane to help PS orgs execute smarter and deliver outcomes consistently. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 7 MIN READ [Building professional services while building the product: Clutch’s blueprint for scale](https://www.rocketlane.com/blogs/building-ps-org-while-scaling) Scaling fast? Learn how Clutch’s PS team evolved operations, onboarding, tooling, and monetization while launching two major products. Scaling fast? Learn how Clutch’s PS team evolved operations, onboarding, tooling, and monetization while launching two major products. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [How to use data storytelling to reduce churn and drive revenue](https://www.rocketlane.com/blogs/data-storytelling-drives-revenue) How Syndicately slashed churn and grew revenue with a data-first, human-centered retention strategy. How Syndicately slashed churn and grew revenue with a data-first, human-centered retention strategy. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [From manual to modern: AlayaCare's journey to intelligent professional services delivery](https://www.rocketlane.com/blogs/intelligent-professional-services-delivery) How AlayaCare is modernizing PS with intelligent delivery, scoping innovation, and customer-focused discovery. How AlayaCare is modernizing PS with intelligent delivery, scoping innovation, and customer-focused discovery. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 6 MIN READ [Building an automated PS engine: How CLV Consultants turned Rocketlane into their end-to-end services hub](https://www.rocketlane.com/blogs/automating-project-rocketlane) Discover how CLV Consultants transformed their lean team into a fully automated, scalable PS delivery engine using Rocketlane. Discover how CLV Consultants transformed their lean team into a fully automated, scalable PS delivery engine using Rocketlane. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [AI for leaders: Knowing enough to be dangerous on what’s the latest with AI](https://www.rocketlane.com/blogs/ai-transforming-professional-service-teams) Propel25 explores how AI empowers teams to streamline operations, enhance customer engagement, and build reliable, scalable processes. Propel25 explores how AI empowers teams to streamline operations, enhance customer engagement, and build reliable, scalable processes. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [Meet the genies: Inside the toolkit of an intelligent delivery organization](https://www.rocketlane.com/blogs/ai-accelerators-in-professional-services) Cut your implementation timelines in half. Discover how smarter delivery models and AI accelerators boost PS speed and precision. Cut your implementation timelines in half. Discover how smarter delivery models and AI accelerators boost PS speed and precision. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 7 MIN READ [The changing landscape of PS in the age of AI](https://www.rocketlane.com/blogs/ps-in-the-age-of-ai) AI is redefining efficiency in professional services. Discover the mindset and methods needed to lead through this transformation. AI is redefining efficiency in professional services. Discover the mindset and methods needed to lead through this transformation. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [Leading through AI: How modern managers can empower teams in the age of AI and automation](https://www.rocketlane.com/blogs/ai-first-leadership) Empathy meets AI: Learn how modern leaders use AI and automation to boost creativity, feedback, and team growth. Empathy meets AI: Learn how modern leaders use AI and automation to boost creativity, feedback, and team growth. [Preethi Ragu](https://www.rocketlane.com/authors/preethi-ragu) Digital Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [From start to success: Mastering the end-to-end customer journey to deliver unmatched value](https://www.rocketlane.com/blogs/optimizing-customer-journeys) End-to-end excellence = raving fans. Kate Brady shares tactics to fix handoffs, fuel empathy, and drive customer value at every stage. End-to-end excellence = raving fans. Kate Brady shares tactics to fix handoffs, fuel empathy, and drive customer value at every stage. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 6 MIN READ [Rocket fuel for onboarding: The Actabl playbook for customer excellence](https://www.rocketlane.com/blogs/actabl-playbook-for-customer-excellence) Learn how Actabl unified its onboarding process with Rocketlane, boosting efficiency and customer satisfaction across four brands. Learn how Actabl unified its onboarding process with Rocketlane, boosting efficiency and customer satisfaction across four brands. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 6 MIN READ [The influence playbook: Smart conversations that drive system adoption](https://www.rocketlane.com/blogs/driving-system-adoption) Learn how PS leaders improve implementations. Jenn Brantmier dives into how empathy, influence, and iteration drive better system adoption. Learn how PS leaders improve implementations. Jenn Brantmier dives into how empathy, influence, and iteration drive better system adoption. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [The domino effect: Stopping risk chain reactions in onboarding](https://www.rocketlane.com/blogs/the-domino-effect-stopping-risk-chain-reactions-in-onboarding) Jasmine Reynolds shares strategies to stop onboarding risks before they spiral—using risk webs, stress tests, and her DIVE methodology. Jasmine Reynolds shares strategies to stop onboarding risks before they spiral—using risk webs, stress tests, and her DIVE methodology. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [Strategic resource management to accelerate customer time-to-value](https://www.rocketlane.com/blogs/strategic-resource-management-to-accelerate-customer-time-to-value) Gian Luis Delgado shares how LogicGate accelerates onboarding by aligning the right people early, using empathy, and optimizing for outcomes Gian Luis Delgado shares how LogicGate accelerates onboarding by aligning the right people early, using empathy, and optimizing for outcomes [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [From implementation to impact: Using data to accelerate time-to-value](https://www.rocketlane.com/blogs/from-implementation-to-impact-using-data-to-accelerate-time-to-value) Lisa LaVan shares how Firstup's focus on Time-to-First-Value transformed their onboarding process, driving better customer engagement. Lisa LaVan shares how Firstup's focus on Time-to-First-Value transformed their onboarding process, driving better customer engagement. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 4 MIN READ [Services as a product (SaaP™) - How to accelerate services sales & set yourself up for success](https://www.rocketlane.com/blogs/services-as-a-product-saap-tm---how-to-accelerate-services-sales-set-yourself-up-for-success) Learn how productizing services helps PS teams scale, sell faster, and align with sales and finance. Learn how productizing services helps PS teams scale, sell faster, and align with sales and finance. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [Scaling professional services in high-growth SaaS startups](https://www.rocketlane.com/blogs/scaling-professional-services-in-high-growth-saas-startups) How MaintainX scaled PS to support hypergrowth using culture, AI, and KPI rigor. How MaintainX scaled PS to support hypergrowth using culture, AI, and KPI rigor. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 4 MIN READ [Operational excellence: Driving profitability in professional services](https://www.rocketlane.com/blogs/operational-excellence-driving-profitability-in-professional-services) How OpenGov turned a -50% PS margin into 30%+ profitability with data, strategy, and Rocketlane. How OpenGov turned a -50% PS margin into 30%+ profitability with data, strategy, and Rocketlane. [Rahul Sridhar](https://www.rocketlane.com/authors/rahul-sridhar) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 4 MIN READ [Make the most of Propel25: 7 things to do in Santa Clara](https://www.rocketlane.com/blogs/propel-25-santa-clara-attractions) Join us for Propel25 at Hyatt Regency Santa Clara! While you're here, explore these seven exciting places to visit, dine, and unwind nearby. Join us for Propel25 at Hyatt Regency Santa Clara! While you're here, explore these seven exciting places to visit, dine, and unwind nearby. [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane [Propel25](https://www.rocketlane.com/blog-categories/propel25) 5 MIN READ [Propel: Rocketlane’s event for professional services leaders](https://www.rocketlane.com/blogs/propel-professional-services-delivery-event) Level up your service delivery at Propel! Connect with PS leaders, explore trends, and gain actionable insights. Don’t miss out! Level up your service delivery at Propel! Connect with PS leaders, explore trends, and gain actionable insights. Don’t miss out! [Madhushree Menon](https://www.rocketlane.com/authors/madhushree-menon) Content Marketer @ Rocketlane #### Move your service delivery into the fast lane reCAPTCHA Recaptcha requires verification. I'm not a robot reCAPTCHA Thank you! Your submission has been received! Oops! Something went wrong while submitting the form. [Book a demo](https://www.rocketlane.com/demo?utm_source=blog_page&utm_medium=button&utm_campaign=demo_cta&utm_term=demo&utm_content=blog_page_demo_button) [Try for free](https://www.rocketlane.com/signup) [Pricing](https://www.rocketlane.com/pricing) [Login](https://www.rocketlane.com/login) Rocketlane [For professional services](https://www.rocketlane.com/professional-services-automation-software) [For onboarding and implementation](https://www.rocketlane.com/onboarding-implementation-software) Products [Projects and Processes](https://www.rocketlane.com/project-management-process) [People and Finance](https://www.rocketlane.com/people-finance) [Customer experience & Accountability](https://www.rocketlane.com/customer-experience-accountability) Industries [SaaS](https://www.rocketlane.com/industry/saas-customer-onboarding) [Fintech](https://www.rocketlane.com/industry/fintech-customer-onboarding) [Marketing](https://www.rocketlane.com/industry/marketing-customer-onboarding) Integrations [Slack](https://www.rocketlane.com/integrations/slack) [Salesforce](https://help.rocketlane.com/support/solutions/articles/67000695100-how-to-get-started-with-the-rocketlane-salesforce-integration-) [Hubspot](https://help.rocketlane.com/support/solutions/articles/67000715492-rocketlane-s-integration-for-hubspot) [Zapier](https://zapier.com/apps/rocketlane/integrations) [Jira](https://help.rocketlane.com/support/solutions/articles/67000701085-getting-started-with-rocketlane-s-jira-integration) [Workato](https://help.rocketlane.com/support/solutions/articles/67000710283-the-workato-rocketlane-integration) [View all →](https://www.rocketlane.com/integrations) Security [Privacy policy](https://rocketlane.com/privacy-policy) [DPA](https://www.rocketlane.com/legal/data-processing-agreement) [Compliance](https://www.rocketlane.com/trust) [Responsible disclosure](https://www.rocketlane.com/responsible-disclosure) [Trust center](https://app.sprinto.com/trust-center/view/78e9adf1-54d8-42bf-8de2-d496b2750ef6) Get help [What's new ⋆\*](https://app.getbeamer.com/rocketlaneapp/en) [Help center](https://help.rocketlane.com/support/home) [Chat](https://www.rocketlane.com/blogs#) [Product tours](https://www.rocketlane.com/blogs#p) Resources [Join Preflight Community](https://preflight.cx/) [Rocketlane TV](https://www.rocketlane.com/tv) [Events](https://www.rocketlane.com/events) [Podcast](https://www.rocketlane.com/podcast) [Blog](https://www.rocketlane.com/blogs) [Trust center](https://rocketlane.com/trust) Company [Press](https://rocketlane.com/press) [Customers](https://www.rocketlane.com/customers) [Partners](https://www.rocketlane.com/partners) [Merch Store](https://www.rocketlane.com/store) [Wall of love ♥️](https://testimonial.to/rocketlane/all) [Careers · We are hiring!](https://careers.kula.ai/rocketlane) Compare [vs Guidecx](https://www.rocketlane.com/alternatives/guidecx-alternative) [vs Kantata](https://www.rocketlane.com/alternatives/kantata-alternative) [vs Certinia](https://www.rocketlane.com/alternatives/certinia-alternative) [vs Smartsheet](https://www.rocketlane.com/alternatives/smartsheet-alternative) [vs Planview](https://www.rocketlane.com/alternatives/planview-alternative) [vs Monday](https://www.rocketlane.com/alternatives/monday-alternative) [vs Asana](https://www.rocketlane.com/alternatives/asana-alternative) Contact us 3524, Silverside Suite 35B Wilmington, Delaware 19810-4929 [+1 260 632-7586](tel:+1260632-7586) [care@rocketlane.com](mailto:care@rocketlane.com) Copyright © 2025 Rocketlane Corp. All rights reserved. reCAPTCHA