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December 2021

Workshop: 4 Steps to Successful Tech-Touch Onboarding

December 15, 2021 @ 10:00 am - 10:45 am MST

Delivering an efficient and successful tech-touch onboarding experience is essential for product adoption and customer loyalty. You need a well-designed strategy for automatically sending new customers the right information, at the right time, and in the right place.

In this interactive workshop, you’ll learn how to build a strong tech-touch framework for onboarding your new customers and helping them effortlessly use your product or service from day one.

Can’t make it? Be sure to register to receive the recording and our free onboarding email templates.

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TaskRay December Overview

December 16, 2021 @ 10:00 am - 10:45 pm MST

Join Account Executive A.J. Kamish for an inside look at how TaskRay’s customer onboarding solution can help your team build a successful and scalable onboarding program.

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January 2022

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January Getting Started

January 13 @ 10:00 am - 10:30 am MST

Join the TaskRay Customer Success team for our monthly Getting Started webinar. We dive into the best practices for getting up and running successfully with TaskRay, including building projects, templates, task creation, UI navigation, and some user-friendly tips for getting your work done!

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Workshop: How to Design a High-Touch Onboarding Experience

January 19 @ 10:00 am - 10:45 am MST

When your company lands a new client, it may be customary for your team to high-five each other and savor the accomplishment. Though, in truth, the selling isn’t done when the sale closes—not by a long shot. After the sale, your onboarding team takes the baton and begins a critical aspect of a profitable business.

Ultimately, a five-star customer onboarding process is both a financial victory and an ongoing investment in customer success. Companies that nail onboarding are rewarded with that most coveted asset in any business: customer loyalty.

In this interactive workshop, you’ll learn how to design effective high-touch customer onboarding programs without actually having to take every single new customer out for a coffee date—they’ll just feel like you did.

Can’t make it? Be sure to register to receive the recording.

Find out more »

January TaskRay Overview

January 20 @ 10:00 am - 10:30 pm MST

Join Account Executive Tim Weinstein for an inside look at how TaskRay’s customer onboarding solution can help your team build a successful and scalable onboarding program.

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