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UPCOMING WEBINAR
Top 5 Challenges in B2B Client Onboarding (and How to Solve Them)
Date & Time: 10/16/2025 @ 1:00 CST
Overview
B2B sales may close the deal, but it’s onboarding that makes or breaks the customer relationship. In fact, the majority of churn risk lies not during the sales process—but in the critical first 90 days of onboarding. Yet, many companies still struggle to deliver the seamless, personalized, and ROI-driven onboarding experience today’s customers expect.
This webinar will uncover the five most pressing challenges onboarding teams face today—from aligning multiple stakeholders to scaling personalization—and share proven strategies to overcome them. You’ll gain new perspectives on how to transform onboarding from a tactical project into a strategic driver of growth, retention, and expansion.
If your onboarding feels reactive, siloed, or difficult to measure, this session will show you what’s missing and how to fix it.
Actionable Impact Points
By attending, you will learn how to:
- Tackle fragmented alignment across executives, managers, and end users so everyone moves toward the same business outcomes.
- Unlock visibility into onboarding progress and risks, giving both your team and your customer confidence in the process.
- Balance efficiency and resourcing by leveraging structures and champions that keep onboarding moving without overwhelming teams.
- Deliver personalization at scale by tailoring experiences to roles and personas without adding unnecessary complexity.
- Prove onboarding’s ROI with metrics that tie onboarding directly to retention, expansion, and customer lifetime value.
Why This Matters to You
Onboarding is no longer a back-office process—it’s a mission-critical growth lever. When done right, it accelerates time-to-value, builds trust with every stakeholder, and cements your product as indispensable. When done poorly, it leads to delayed adoption, rising support costs, and churn before customers ever achieve success.
Reserve your spot now via the form —
Can't make it? Register and we will send you the recording!
UPCOMING WEBINAR
How Accounting Firms Can Overcome Complex Sales & Onboarding Challenges
Date & Time: 10/9/2025 @ 1:00 CST
Description:
Winning a new client is only half the battle for accounting firms—the real test begins with managing complex sales cycles and seamlessly onboarding those clients into your practice. In today’s fast-paced, compliance-heavy environment, firms are facing longer deal cycles, increased client expectations, and onboarding processes that can make or break the relationship.
This webinar will uncover the hidden pitfalls firms face in both sales and onboarding and offer practical strategies to improve efficiency, client satisfaction, and long-term retention.
Key Challenges We’ll Explore:
- Lengthy Sales Cycles – Navigating multiple decision-makers and compliance reviews
- Misaligned Expectations – Ensuring promises made during sales translate into reality during onboarding
- Data Collection Chaos – Streamlining KYC, tax records, and financial history gathering
- Communication Breakdowns – Managing clear updates between partners, staff, and clients
- Retention Risk – Why the first 90 days determines whether a client becomes a long-term partner
Key Takeaways:
- By attending, accounting firm leaders and business development professionals will learn:
- Proven ways to shorten complex sales cycles without sacrificing diligence
- How to create an onboarding process that reduces friction and builds trust quickly
- Best practices for aligning sales, implementation, and client services teams
- Tools and frameworks to increase visibility across onboarding stages
- How to turn the onboarding experience into your best sales asset for referrals and retention
Reserve your spot now via the form —
Can't make it? Register and we will send you the recording!
UPCOMING WEBINAR
Overcoming Complex Sales & Onboarding Challenges in Biotechnology
Date & Time: 10/28/2025 @ 1:00 CST
In the BioTech world, every new client relationship is high stakes. Sales cycles are long, negotiations are complex, and onboarding new partners or clients involves regulatory scrutiny, cross-functional alignment, and flawless execution. For Chief Commercial Officers, the challenge isn’t just winning the deal—it’s ensuring a seamless transition from signed contract to value delivery.
This webinar will explore the unique hurdles BioTech firms face when managing complex sales and onboarding, and share proven strategies to strengthen client trust, accelerate time-to-value, and ensure sustainable partnerships.
Key Challenges We’ll Explore:
- Extended Sales Cycles & Stakeholder Complexity – Managing multiple scientific, financial, and regulatory decision-makers
- Regulatory & Compliance Onboarding – Navigating KYC, clinical data validation, and global compliance requirements
- Cross-Functional Misalignment – Bridging gaps between commercial, scientific, legal, and operational teams
- Data & Documentation Overload – Handling vast amounts of sensitive data during onboarding without bottlenecks
- Client Retention Risks – Why onboarding sets the tone for long-term strategic partnerships
Key Takeaways:
- Blueprints for Reducing Sales Friction while maintaining credibility and compliance
- Best Practices for Seamless Onboarding that accelerate time-to-value and client confidence
- Strategies to Align Commercial & Operational Teams across the sales-to-delivery handoff
- Visibility Frameworks to monitor progress, risks, and client experience during onboarding
- Tactics for Turning Onboarding into a Growth Driver through upsell and long-term partnerships
Target Audience:
- Chief Commercial Officers & Commercial Leadership Teams
- Business Development Executives in BioTech
- Client Success & Account Management Leaders
- BioTech Operations & Regulatory Leads involved in onboarding