Upcoming Webinars

Most onboarding tasks happen without your direct involvement, yet the success of the process defines long-term customer satisfaction, retention, and expansion. With different onboarding models requiring varying levels of client participation, how do you ensure smooth execution, manage risk, and maintain visibility?

What we will cover:

1. Introduction & The Client Onboarding Challenge

• Why onboarding success is critical for long-term client value
• The hidden risks when onboarding happens without direct oversight

2. Understanding the Three Types of Onboarding Scenarios

• Self-Service: 70-90% of setup is handled by the customer (e.g., CRM, marketing automation, or project management tools with guided onboarding)
• Mid-Market B2B Solutions: 40-70% of setup is done by the customer, with vendor support for integrations and best practices
• Enterprise Software & Complex Implementations: 10-40% is handled by the customer, while the vendor provides hands-on configuration, training, and customization
• Which category do you fall into? Or do you have a blend?

3. The 1% Rule: Tracking Progress & Managing Risk

• Every task you ask the customer to complete introduces risk—how do you monitor it?
• Strategies to measure progress, engagement, and potential roadblocks
• Common gaps that lead to onboarding failures

4. How Engage Ensures Onboarding Success

• How real-world teams use Engage to streamline onboarding and improve client retention and reduce risk