Struggling to turn new customers into successful, long-term partners? 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.

We’ll cover how to define clear onboarding goals, outline a repeatable onboarding journey, and assign responsibilities across your internal teams. You'll also learn how to centralize communication with customers, reduce time to first value, and track key metrics that drive success.

Real Business Impact:

An effective onboarding program reduces churn, shortens time to revenue, and sets the stage for long-term growth and expansion. Organizations with a well-defined onboarding process are more likely to retain customers, improve satisfaction scores, and uncover new upsell opportunities earlier in the customer lifecycle.

What you’ll learn:

  • How to define onboarding goals and key success metrics
  • The core stages of a high-impact B2B onboarding journey
  • How to set roles, responsibilities, and timelines across your team
  • Best practices for creating a customer-facing workspace or hub
  • Tactics to shorten time to first value and drive early engagement
  • How to measure onboarding success and optimize over time

Who should attend:

Customer success leaders, onboarding and implementation managers, SaaS founders, and revenue leaders looking to build or improve their onboarding strategy.

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