Description:

Adopting a new platform for customer onboarding—like Engage—can raise real concerns across your team. Will sales and onboarding reps actually use it? Will customers engage? Can a guided process really flex to unique needs? And what about the growing fatigue from too many tools?

This webinar tackles those challenges head-on. We’ll unpack the most common fears that leaders face when introducing a centralized onboarding hub and show you how high-performing teams are overcoming them to drive faster time to value, greater consistency, and stronger customer relationships.

What we’ll cover:

  • How to introduce a centralized onboarding hub without disrupting workflows
  • Proven strategies to drive internal adoption among sales and CS teams
  • Encouraging customer contact engagement through guided, personalized experiences
  • How to balance structured onboarding with flexibility for complex deals
  • Ways to avoid "tool fatigue" and make your platform feel like a value-add, not a burden

You’ll walk away with real-world examples, rollout strategies, and a framework for onboarding tools with confidence.

Who should attend:
Revenue leaders, onboarding and implementation teams, and customer success managers looking to streamline onboarding without sacrificing flexibility or adoption.

Dive in to Engage