Onboarding Strategies
The content comprises a series of articles from 2024 to 2025 by various authors discussing strategies and tools for improving client onboarding, reducing churn, accelerating customer acquisition cost payback, tracking onboarding metrics, managing project roadblocks, and emphasizing the importance of structured business processes for scalable growth and project success.
How to Fix Broken Projects Fast with Client Onboarding Software
Jenn Moon
August 30, 2025
There’s a moment in every failing client onboarding project when the team realizes something is off. Unfortunately, that moment too often comes after the damage is already done. Maybe the…
How to Accelerate CAC Payback with SaaS Onboarding
Jenn Moon
August 12, 2025
In a market with high Customer Acquisition Costs (CAC) and tight budgets, the focus has shifted from simply closing deals to realizing value faster. With CAC payback now an essential…
Why Businesses Can’t Afford to Shortcut Customer Onboarding
Rachel Hoffmann
May 14, 2025
You didn’t lose that customer at renewal — you lost them during onboarding. You just didn’t realize it yet. In the race for growth, most companies are so busy chasing…
New TaskRay Academy Course: Map Your Business Process
Corinne Oertel
December 2, 2024
Your business process is the heart of your TaskRay implementation. A structured business process is vital to success: it supports scalable growth, fosters user adoption, and helps drive projects forward.…
Reducing Gross Churn Starts with Customer Onboarding
Sarah Wallace
August 20, 2024
Adopting proactive strategies and optimizing work processes are essential for preventing burnout and empowering project managers to drive sustained organizational success.
5 Customer Onboarding Metrics You Should Be Tracking
Sarah Wallace
April 3, 2024
Customer onboarding metrics performance are crucial. Tracking and analyzing metrics provide insights for success. Learn five metrics to track.
Managing Project Roadblocks with TaskRay
Sarah Wallace
February 12, 2024
Project roadblocks are inevitable. Learn how to turn setbacks into opportunities for improvement through leveraging data to improve future projects.
How to Measure Customer Onboarding Time To Value
Sarah Wallace
February 2, 2024
Time to Value is the duration it takes for customers to realize the worth of their investment in your product or service. Learn how enterprises can deliver on-time to value…
TaskRay Secures Coveted Spot on Built In’s 2024 “Best Places to Work” List
Sarah Wallace
January 9, 2024
We are thrilled to announce our inclusion on Built In’s 2024 list of Colorado’s “Best Places to Work.” Now in its sixth year, this prestigious accolade celebrates companies of all…
Planning for Success in the New Year
Sarah Wallace
December 20, 2023
The best way to have a great year is to start with a good plan. Annual planning is crucial to any business’s success and we break down the process.