11 episodes

Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value.

On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new customers. Jamie and guests discuss onboarding best practices, innovative strategies, and how to plan a career in customer onboarding. Subscribe today and learn how companies like Dominos, The YMCA, Calix Technologies, and others ensure success for their customers in their first 90-120 days every time.

TaskRay, the customer onboarding company, is the maker of the top-rated enterprise customer onboarding solution on the Salesforce AppExchange. Since 2010, we’ve provided innovative solutions that help companies scale their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce. We’ve also built our business on the belief that providing world-class support to help our customers excel is just as important as our powerful, flexible, and simple-to-use tools.

The Customer Onboarding Podcast TaskRay

    • Business
    • 5.0 • 4 Ratings

Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value.

On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new customers. Jamie and guests discuss onboarding best practices, innovative strategies, and how to plan a career in customer onboarding. Subscribe today and learn how companies like Dominos, The YMCA, Calix Technologies, and others ensure success for their customers in their first 90-120 days every time.

TaskRay, the customer onboarding company, is the maker of the top-rated enterprise customer onboarding solution on the Salesforce AppExchange. Since 2010, we’ve provided innovative solutions that help companies scale their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce. We’ve also built our business on the belief that providing world-class support to help our customers excel is just as important as our powerful, flexible, and simple-to-use tools.

    The Neuroscience of Customer Onboarding with Donna Weber (Founder, Springboard Solutions)

    The Neuroscience of Customer Onboarding with Donna Weber (Founder, Springboard Solutions)

    In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Donna Weber (Founder, Springboard Solutions) to discuss the neuroscience behind customer onboarding, how to approach customer issues psychologically and more.

    • 46 min
    Onboarding as a Value Accelerant with Shannah Van Winkle (Principal, Van Winkle Consulting)

    Onboarding as a Value Accelerant with Shannah Van Winkle (Principal, Van Winkle Consulting)

    In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Shannah Van Winkle (Principal, Van Winkle Consulting) to discuss why onboarding can be an accelerant to achieving value realization, whether to hire technical vs relationship-based CSMs and more.

    • 42 min
    Understanding the Time to Value Equation with John Drinane (Sales Enablement Manager, Revenue River)

    Understanding the Time to Value Equation with John Drinane (Sales Enablement Manager, Revenue River)

    In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with John Drinane (Sales Enablement Manager, Revenue River) to discuss the Time-to-Value equation, how to effectively communicate with customers and more.

    • 41 min
    Revolutionizing your Company Through Customer Obsession with Eric Berridge

    Revolutionizing your Company Through Customer Obsession with Eric Berridge

    In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Eric Berridge (Former Chief Customer Officer, Bluewolf - an IBM Company) to discuss how to transform any company with customer obsession, what to do when business needs and customer needs are misaligned, and more

    Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new customers. Jamie and guests discuss onboarding best practices, innovative strategies, and how to plan a career in customer onboarding. Subscribe today and learn how companies like Dominos, The YMCA, Calix Technologies, and others ensure success for their customers in their first 90-120 days every time. TaskRay, the customer onboarding company, is the maker of the top-rated enterprise customer onboarding solution on the Salesforce AppExchange. Since 2010, we’ve provided innovative solutions that help companies scale their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce. We’ve also built our business on the belief that providing world-class support to help our customers excel is just as important as our powerful, flexible, and simple-to-use tools.

    • 53 min
    Why You Should Hire Both Technically-focused and Relationship-focused Customer Success Managers with Shannah Van Winkle

    Why You Should Hire Both Technically-focused and Relationship-focused Customer Success Managers with Shannah Van Winkle

    In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Shannah Van Winkle (Principle, Van Winkle Consulting) to discuss why companies should hire a specific mix of technical and relationship-centered customer success managers, how to ensure onboarding is prioritized by your post-sales executives, and more.

    Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new customers. Jamie and guests discuss onboarding best practices, innovative strategies, and how to plan a career in customer onboarding. Subscribe today and learn how companies like Dominos, The YMCA, Calix Technologies, and others ensure success for their customers in their first 90-120 days every time. TaskRay, the customer onboarding company, is the maker of the top-rated enterprise customer onboarding solution on the Salesforce AppExchange. Since 2010, we’ve provided innovative solutions that help companies scale their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce. We’ve also built our business on the belief that providing world-class support to help our customers excel is just as important as our powerful, flexible, and simple-to-use tools.

    • 42 min
    How to Establish Value Through Onboarding Success with Bernie Kassar (Chief Customer Officer, Xactly)

    How to Establish Value Through Onboarding Success with Bernie Kassar (Chief Customer Officer, Xactly)

    In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Bernie Kassar (Chief Customer Officer, Xactly) to discuss why companies should prioritize onboarding within their customer success strategy, what the future of customer onboarding can look like, and more.

    Learn how to onboard customers faster, better, and with higher success. Leading customer support and customer experience leaders share their hard-won onboarding strategies that have enabled them to retain customers and increase their customer's life-time value. On each episode, your host Jamie Cole (Chief of Staff, TaskRay) uncovers how leading companies in SaaS, telecommunications, finance, and beyond ensure the success of new customers. Jamie and guests discuss onboarding best practices, innovative strategies, and how to plan a career in customer onboarding. Subscribe today and learn how companies like Dominos, The YMCA, Calix Technologies, and others ensure success for their customers in their first 90-120 days every time. TaskRay, the customer onboarding company, is the maker of the top-rated enterprise customer onboarding solution on the Salesforce AppExchange. Since 2010, we’ve provided innovative solutions that help companies scale their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce. We’ve also built our business on the belief that providing world-class support to help our customers excel is just as important as our powerful, flexible, and simple-to-use tools.

    • 32 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Austin Spread ,

Looking forward to more

TaskRay is laser focused on getting the first 90-120 days of the customer journey right. Can’t wait to hear from some of the innovators in the space on lessons learned and insights into the nuance involved in successful Customer Onboarding.

Brian Brannon ,

Jamie uncovers realistic and usable onboarding playbooks

I listened to the exclusive preview and can’t wait for the next episode! Jamie’s investigative yet approachable hosts style extracts usable onboarding best practices for customer success teams big and small. Highly recommend subscribing!

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