![David M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David M.") DM David M. Director of Customer Success Mid-Market (51-1000 emp.) 6/17/2022 More Options - - [Respond as Rocketlane](https://www.g2.com/survey_responses/rocketlane-review-6750625/official_response/new) "Our Client's Love Being Implemented Using Rocketlane!" 5/5 What do you like best about Rocketlane? The interface of the product is extremely intuitive. Getting Rocketlane up and running was a breeze. I especially loved the fact we learned best practices on how to use Rocketlane and different tips and tricks on onboarding/implementation methodologies as we went through implementing it for our own company. As we implemented Rocketlane, we got even more excited about the software because of the flawless implementation we received from Rocketlane's team. In addition to the software being great, our Onboarding CSM, Madhu Venkatesan, shared different approaches they've taken at Rocketlane to improve the time to value for their clients getting implemented on Rocketlane. We incorporated a lot of Madhu's suggestions into the onboarding/implementation journey we built and rolled out for implementing our clients on our software using Rocketlane. Since launching Rocketlane, our clients have provided extremely positive feedback around our onboarding experience and a number of clients have inquired about what PSA software we are using. All around we are very happy! Another thing we have loved has been the FREE customer onboarding & implementation community they have built called "Preflight". Being a member of the Preflight community gives you access to a Slack channel made up of members from all different types of companies, sizes, and industries. Preflight hosts educational webinars, office hours, and much more. It's an incredible resource we lean on frequently to get help from our peers whenever we're struggling with something and need ideas on how other companies have solved the same challenge(s) related to everything onboarding, implementation, and customer success. Review collected by and hosted on G2.com. What do you dislike about Rocketlane? Up to this point, we really haven't found anything we dislike. One area of the product I recently identified that would be a "nice to have" is the ability to clone a task, phase, etc. from one "Project Template" to another already existing "Project Template". You are able to clone an entire "Template", but I don't believe you're able to clone specific portions of a template and add them to a different template. Additionally, it would be nice if you could clone tasks, phase, etc. from a "Template" into a "Project" you've already created (and also from an existing "Project" you've already created to a different "Project" you've already created as well). This would be a nice time saver when initially setting up your templates and for one-off tasks that may come up from time to time that you don't necessarily want to be included by default in every new project, but you want to have the option of adding into a project after the fact if needed. In speaking to Rocketlane's support team, it's my understanding they are working on this functionality and it should be available soon. Review collected by and hosted on G2.com. What problems is Rocketlane solving and how is that benefiting you? Prior to having Rocketlane, we were managing our onboarding/implementation projects when getting a new client up and running on our software via HubSpot, spreadsheets, and email. We would attempt to track what was done and what needed to still be done, but always struggled to keep up. The worst part of our old process was the fact clients had little to no visibility of where they were on the journey. We would attempt to send recap emails and status update emails at the end of each call/week, but this often was missed because of the other manual steps that sucked up everyone's time. Now with Rocketlane, these tasks that were getting missed, are all automated! Clients have the ability to go into their project and see all of the tasks they are responsible for, what due dates are, what the status is for each task, etc. Since rolling Rocketlane out to our clients, it's been a night and day difference. Another challenge we used to have was the notion of "When is implementation DONE for each client?! It feels like every implementation goes into a state of purgatory and we never FINISH..". We struggled with clients feeling like there wasn't really a clear point where things wrapped up and they were "live". Since launching Rocketlane, we aren't having this issue anymore. We have clearly set milestones that we review with each client at the start of every project. We agree on timelines and update dates live on the call right in Rocketlane. Clients get frequent updates on the status of their project and know exactly where things stand at all times. The impact on our business and the positive results we are seeing with our clients are phenomenal! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic See what 834 reviewers think of Rocketlane 4.7 out of 5 ยท Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/rocketlane-corp/reviews)