The Customer Onboarding Podcast

Explore

Overview
Episodes

Overview

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.

Episodes

11 Episodes

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

46min

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.

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

42min

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.

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

41min

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.

Revolutionizing your Company Through Customer Obsession with Eric Berridge

53min

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-...

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

42min

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 succes...

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

32min

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...

Designing a human-centric onboarding process with Stephen Poppe (Sr. Manager of CS, LabelInsight)

40min

In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Stephen Poppe (Sr. Manager of Customer Success, LabelInsight) to discuss how to design human-centric onboarding practices, fostering creativity from your onboarding team, 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, th...

Why Product and Onboarding Teams Should Collaborate with Ashvin Vaidyanathan (CCO, Gainsight)

42min

In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Ashvin Vaidyanathan (CCO, Gainsight) to discuss why product and onboarding teams should collaborate, how to hire for onboarding leaders, 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. 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 ...

Why 70% of Churn Occurs Because of the Customer's First 90 Days with Dan Steinman (Chief Evangelist, Gainsight)

54min

In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Dan Steinman (Chief Evangelist, Gainsight) to discuss why 70% of churn happens because of the customer's experience in the first 90 days, how to build a successful hand-off process, 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. 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 cust...

The State of Customer Onboarding with Blakely Graham (CEO, TaskRay)

32min

In this episode, Jamie Cole (Chief of Staff, TaskRay) sits down with Blakely Graham (CEO, TaskRay) to discuss the current state of customer onboarding, how to measure onboarding performance, 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. 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 enter...

Got questions? We've got the answers

What is Himalaya?
Himalaya is an audio platform that delivers the inspiration and knowledge you need to achieve your most ambitious goals. In just 10 minutes a day, you’ll learn the secrets of happiness, success, and more from some of the world's highest achievers and thought leaders. From our powerful life stories to high-impact courses, you'll find what you need to get inspired and get ahead.
Is there a free version that I can try out?
By default, you’ll have 7 days after signing up before you are charged. You may also be given some promo codes with a longer free trial period. During the free trial period (7 days or longer), you will have full access to all paid content in Himalaya Learning.
How can I redeem a promo code?
You can edit your promo code on the checkout page. Go to https://www.himalaya.com/premium/us and select "Start 7-day free trial". You need to register your account or log in to your account before you go to the checkout page. Click “Have a promo code to apply?” and replace the default promo code with the code you have.
Why do you need my credit card?
In order to verify your identity, we require credit card validation upfront. We'll never charge your card until the free trial period is over. And unless you'd like to cancel, no further action will be needed on your part to begin recurring monthly payments as an official Himalaya listener! If you ever have any questions about payments or charges, please don’t hesitate to contact us at support@himalaya.com. We’ll help you solve your problem as fast as we can.
How do I cancel my free trial?
1. On desktop: Go to https://www.himalaya.com; click your username on the upper right corner, and select “Membership” from the drop-down list; Click your active membership, then click on "Next Billing Date >" and "Cancel Subscription" 2. On Android mobile: In the app, go to "account" and choose the “member details” page, then choose to unsubscribe; 3. On iOS mobile: If you initially subscribe on the web, you cannot cancel it on the iOS mobile app. You need to follow the instructions for cancellation on desktop; if you subscribe via the iOS mobile, you can also turn off the automatic renewal via the iTunes/Apple ID settings.
How do I cancel my subscription？
Subscribed from the Website?
You can click here to unsubscribe. If you cancel the subscription during the trial period, it will not automatically renew; if you cancel the subscription after successful renewal, the next deduction cycle will not automatically renew.
Subscribed from IOS or Android apps?
You can cancel the subscription through Apple or Google Play settings. If you cancel the subscription 48 hours before the expiration of the trial period, the subscription will not be automatically renewed; if you cancel the subscription after successful renewal, the next deduction cycle will not be automatically renewed. You can find detailed information on how to unsubscribe from the link below:Cancel a subscription from Apple Cancel a subscription from Google Play

With Himalaya APP

Listen On-The-Go

Audio courses turn your chore time into productive learning moments. No need to sit down and get locked in front of a screen

Short & Sweet

Each course is composed of lessons about 5 mins long and designed to be bite-sized to make the learning schedule flexible for you

Accomplish More

Get ahead by learning first-hand insights and knowledge from some of the world's sharpest minds and industry leaders.

The Customer Onboarding Podcast

Subscribed from the Website?

Subscribed from IOS or Android apps?

With Himalaya APP