Onboarding & Launch Project Management Tools

Michelle Vock

For those navigating complex onboarding processes with clients, what is your preferred joint project management tool to multiple threads?

1. Onboarding Scope and Goals
2. Onboarding Project Management
3. Communication Plan and Timeline

Must be able to share/collaborate with clients.

Michelle

VP of CS at Learn In

Jeffrey Kushmerek

Michelle,

Great question. For tools, I like both Baton and Rocketlane. They both do a great job, so I would encourage to check them both out to see which one maps your needs better. I have found that both can do Project Management and Timeline best.

For Scope and Goals- I like to use a Joint success plan to define the goals and document. From there, I would hope that the scope maps to templates that you have in the tools.

From there, you have weekly status reports, and many companies also have Slack for implementation only. I don't advise for CSM's, but for Onboarding it can be very efficient.

I hope this helps- and happy to answer more in depth questions

[Deleted User]

I've heard great things about both Baton and Rocketlane as Jeffrey mentioned.

We've built out a process here using an integration between Salesforce and Monday.com. This passes the right info from Salesforce over into a project management tool that our team can use to then manage the project.

@Jeffrey Kushmerek @Michelle Vock

Shianna Andersack

Hello there, we are using GuideCX for customer onboarding on our SaaS platform. It can integrate into Hubspot and Salesforce. I have heard good things about Rocketlane.

For Scope & Goals - we use a gsheet for internal customer success plans that sales hands off to our implementation team which gets incorporated into our deck for the initial onboarding kick-off call.

PazitCSM

Hi Michelle, I recommend EverAfter, as its main strength is the fact that it is a customer-facing app! So you can not only share the tasks, timeline,  but make them an accountable part of the journey.
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