Achieve Customer Success with TaskRay’s Customer Onboarding Playbook
Every company in every industry has a finite amount of time to make that all-important first impression. And there’s a lot on the line if you fail. If you’re lacking a solid post-sale game (because as Donna Weber says, “hope is not a strategy”), are struggling to scale, have important data in disparate or siloed systems, or need to get a handle on resource management — to name just a few of the challenges facing our customers — you’re in the right place.
If you’re looking to build the relationships required for long-term success, for you and for your customer, it all starts with onboarding. Because, in business as in life, first impressions really do matter.
Create a Five-Star Onboarding Process
High-touch onboarding is a way to ensure your customers feel cared for and are trained on how to use your product or service. Learn how to design a high-touch onboarding experience that puts you in the position of a trusted guide and encourages deep customer engagement.
Guide Customers with a Consistent, Automated Experience
Learn how to build a strong tech-touch approach to automatically send new customers the right information at the right time in order to keep them engaged and build trust and loyalty.
Establish Lifelong Relationships Built on Trust
In order to empower your teams to deliver value at every touchpoint, you need to plan out your new customer journey from engagement to adoption.
Turn Every Customer into a Cheerleader
When you identify and cultivate customer champions during onboarding, you have a significantly better chance that you’ll keep them as customers for life.
Get Onboarding Transparency & Insights
Onboarding teams need a way to track metrics, milestones, and KPIs to ensure no customers slip through the cracks, making project reporting mission critical.
Improve New Customer Forecasting
Getting a better handle on your onboarding pipeline will help you manage employee and customer expectations and deliver consistent customer experiences.
How (and Why) to Charge for Onboarding
A paid onboarding program communicates that you understand exactly what your customers need to be successful with your product or service.
Create a Blueprint for Success
By creating a success plan template, you’ll have a resource that will keep your teams focused and aligned around your customers’ needs.
Get Repetitive Tasks Off Your Team’s Plate
Automating your internal handoffs will improve your employee experience and is a crucial step in being able to scale customer onboarding.
Set Your Team Up to Deliver Results
Identifying and understanding your customers’ desired outcomes is crucial to delivering value, establishing trust, and setting your post-sale team up for success.
Build Trust from Day One
Learn how to create alignment with your customers around their goals, set expectations, and establish a reliable communication structure.
Master the Critical Post-Sale Transition
Nailing the transition period between the final stage of the sale and the kickoff with your new customer is critical to long-term success.
Make a Memorable First Impression
Learn how to craft the all-important first communication — phone call or email — new customers receive from you after they’ve purchased your product or service.
PLAYBOOK WEBINAR #1
Why First Impressions Matter
Join TaskRay CEO and co-founder, Eric Wu; Sales Engineer, Alex Mendrano; Customer Onboarding Specialist, Laura Pellar; and Customer Success Manager at Automox, Carly Otte, for an in-depth knowledge dump about the all-important first steps in every new customer journey — and the first three plays in our Customer Onboarding Playbook — the Internal Handoff, the Customer Welcome, and the Customer Kickoff. If you’re thinking about running one of these plays, you won’t want to miss this webinar!
PLAYBOOK WEBINAR #2
Playbook Webinar: How to Get Desired Outcomes & Success Plans Right (Bonus: Automating Your Handoffs)”
The last thing you want is to figure out too late that you failed to understand your customer’s goals and objectives or meet their expectations, i.e. when the customer is walking out the door. In this webinar, TaskRay Customer Onboarding Specialists Laura Pellar and Ryan Ensign will talk about the importance of—and best practices for executing—the next three plays Customer Onboarding Playbook: Desired Outcomes, Success Plans, and Automating Your Handoffs. If you’re thinking about running one of these plays, you won’t want to miss this webinar!
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.