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.


Want more information?

If you’re ready for a customer onboarding solution on Salesforce that will help your company deliver a killer customer experience from day one, TaskRay may be the perfect fit. To learn more, check out one of our other webinars or send us an email.

Want to see more?

If you want to learn more about how TaskRay can help you get every customer off to a good start, sign up for our next overview webinar.