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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 talk about the importance of—and best practices for executing— 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!