We’re thrilled to announce the launch of our new Post-Sale Playbook!

Customer success, onboarding, and implementation teams are under a lot of pressure to deliver a top-notch experience after the sale is marked closed won. And, often, these post-sale teams are asked to do the job with limited resources and minimal time. We encourage you to spend a little time on strategic initiatives and start to build easily repeatable processes that enhance your efficiency and customer experience.

Our new Post-Sale Playbook helps you bridge the gap between sales and success with our best resources personalized to you! We’ve spent the last few years compiling these resources to enhance your post-sale moments and now you can find it all in one place with our Post-Sale Playbook.

Because every business and team has unique challenges, each play is personalized to you when you use the Post-Sale Maturity Assessment tool. From Novice to Scaling, you’ll be matched with plays that help you build on your current business processes.


Play-by-play, we’ll show you how to take your post-sale experience to the next level with a step-by-step PDF, our best templates, webinars, articles, and ebooks. Here’s a sneak peek at a few plays available in the playbook:

To get personalized recommendations for plays that are geared toward your business and post-sale maturity, take our free Post-Sale Performance Assessment.

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.