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Past Webinars

This webinar offers a practical framework for building your first B2B customer onboarding program from the ground up. Whether you're a startup or a growing B2B company, you'll walk away with a clear plan to accelerate time to value, increase adoption, and improve retention.

Customer onboarding is no longer a one-time event. It’s a strategic lifecycle that unlocks long-term growth. Join us for a fast-paced session where we unpack how leading companies are transforming onboarding into a continuous value journey and how you can do the same. Elevate onboarding from a task to a revenue lever.

Siloed teams are more than just an internal nuisance—they're a critical risk factor for both sellers and customers. When teams operate in isolation, friction increases, accountability drops, and customer experience suffers. In this focused webinar, we’ll explore how to identify, break down, and overcome silos across the sales-to-onboarding journey.

When your customers operate in highly regulated environments (healthcare, finance, government, etc.), sales cycles are more complex and expectations are sky-high. In this webinar, we’ll dive into what it takes to deliver a seamless transition from sale to onboarding in regulated industries.

Customer onboarding is no longer a support function—it’s a revenue lever. In this tactical webinar, we’ll show onboarding leaders how to connect onboarding to business-critical outcomes like TTV, retention, and expansion. You can secure investment, build cross-functional alignment, and prove onboarding as a growth lever. 

Client onboarding is often disorganized, one-sided, or inconsistent. Discover how mutual onboarding plans transform the customer experience, drive clarity, and set the stage for retention and growth. Learn how leading teams are using real-time collaboration to create a repeatable process that delivers results.

In today’s fast-paced B2B landscape, complex sales require more than just a persuasive pitch — they demand deep expertise, strategic alignment, and seamless execution. Join us for an exciting and insightful webinar where we explore how Subject Matter Experts (SMEs) play a pivotal role in driving trust, alignment, and confidence from discovery to deployment.

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? Join us as we explore how teams can drive successful client onboarding.

For small and mid-sized consulting firms, growth depends on the ability to secure new business, deliver exceptional client experiences, and maximize long-term client value. In this webinar, we will walk through how consulting firms can use Engage to optimize every phase of the client journey, from initial prospecting to long-term account expansion.