Customer Onboarding July 20th, 2026 The Agentic Onboarding Playbook: What AI Agents Change About the First 90 Days Every high-growth SaaS company faces the same scaling problem: the volume of new customers grows faster than the capacity to onboa... Read more
Customer Onboarding August 30th, 2025 How to Fix Broken Projects Fast with Client Onboarding Software There’s a moment in every failing client onboarding project when the team realizes something is off. Unfortunately, that moment to... Read more
Customer Onboarding August 12th, 2025 How to Accelerate CAC Payback with SaaS Onboarding In a market with high Customer Acquisition Costs (CAC) and tight budgets, the focus has shifted from simply closing deals to reali... Read more
Customer Onboarding May 14th, 2025 Why Businesses Can’t Afford to Shortcut Customer Onboarding You didn’t lose that customer at renewal — you lost them during onboarding. You just didn’t realize it yet. In the race for growth... Read more
Resources December 2nd, 2024 New TaskRay Academy Course: Map Your Business Process Your business process is the heart of your TaskRay implementation. A structured business process is vital to success: it supports ... Read more
Customer Onboarding August 20th, 2024 Reducing Gross Churn Starts with Customer Onboarding Adopting proactive strategies and optimizing work processes are essential for preventing burnout and empowering project managers t... Read more
Customer Onboarding April 3rd, 2024 Customer Onboarding Metrics and KPIs You Should Be Tracking Customer onboarding metrics performance are crucial. Tracking and analyzing metrics provide insights for success. Learn five metri... Read more
Customer Onboarding February 12th, 2024 Managing Project Roadblocks with TaskRay Project roadblocks are inevitable. Learn how to turn setbacks into opportunities for improvement through leveraging data to improv... Read more
Customer Onboarding February 2nd, 2024 How to Measure Customer Onboarding Time To Value Time to Value is the duration it takes for customers to realize the worth of their investment in your product or service. Learn ho... Read more
Company News January 9th, 2024 TaskRay Secures Coveted Spot on Built In’s 2024 “Best Places to Work” List We are thrilled to announce our inclusion on Built In’s 2024 list of Colorado’s “Best Places to Work.” Now in its sixth year, this... Read more
