Customer Onboarding Archives

How Do “Happy Meals” Guarantee Your Success with Customer Onboarding?

Guest Author October 20, 2022 No Comments

Do you charge for customer onboarding? If not, you better reconsider. Customers who pay for onboarding are more accountable and partner with the onboarding teams from day one. “Happy meals”…

Your New Favorite Tool: The Ultimate Post-Sale Playbook

Guest Author August 4, 2022 No Comments

Our new Post-Sale Playbook helps you bridge the gap between sales and success with our best resources personalized to you! We’ve spent the last few years compiling these resources to…

Deep Dive: How to manage better internal project handoffs

Cory April 7, 2022 No Comments

Sticking your internal handoff will ensure every customer feels like a VIP as they begin their journey with you. Get TaskRay's essential resources for internal handoffs.

Want to Increase Customer Loyalty? Map the Customer Journey.

Guest Author November 17, 2021 No Comments

When it comes to increasing customer loyalty, consider customer journey mapping. A journey map is a visualization of a process people go through in order to accomplish defined goals.

Deep Dive: New-Customer Journey & Customer Onboarding Journey Maps

Cory November 4, 2021 No Comments

Join us for a close look at new-customer journey mapping—a critical process for understanding the touchpoints and interactions new customers have with your company, product, and team members.

Get the Extra-VIP Treatment with Revamped TaskRay Support Plans

Lindsey Kocel November 1, 2021 No Comments

Coming soon, we will be taking it to the next level with revamped support plans that will provide customers with “extra-VIP” treatment. Our new three-tiered model will include one free…

Creating Clear Expectations with Project Management Success Plans

Guest Author October 6, 2021 No Comments

A success plan is a single place to capture customer goals and your approach for reaching them. The plan is a document that includes best practices and quick wins while…

Metrics: Showing the Value of Customer Onboarding

Guest Author September 8, 2021 No Comments

It’s not enough to hope leaders notice all the hours you and your team strive to onboard and enable customers. Most likely, management doesn’t fully understand what you do all…

Ticking All the Boxes: Salesforce Ben’s Review of TaskRay

Guest Author August 31, 2021 No Comments

We are proud of the in-depth review Salesforce Ben wrote on TaskRay’s customer onboarding and project management solution.

Paying It Forward to Build Lasting Customer Relationships

Guest Author August 18, 2021 No Comments

We love it when our customers share their story on how they are using TaskRay especially since it highlights creative ways to apply it to their business, and in this…

Category: Customer Onboarding

How Do “Happy Meals” Guarantee Your Success with Customer Onboarding?

Your New Favorite Tool: The Ultimate Post-Sale Playbook

Deep Dive: How to manage better internal project handoffs

Want to Increase Customer Loyalty? Map the Customer Journey.

Deep Dive: New-Customer Journey & Customer Onboarding Journey Maps

Get the Extra-VIP Treatment with Revamped TaskRay Support Plans

Creating Clear Expectations with Project Management Success Plans

Metrics: Showing the Value of Customer Onboarding

Ticking All the Boxes: Salesforce Ben’s Review of TaskRay

Paying It Forward to Build Lasting Customer Relationships

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