One of the biggest hidden bottlenecks in B2B customer onboarding isn’t your process—it’s your customer’s data. Missing fields, outdated spreadsheets, inconsistent formats, and incorrect submissions can grind an otherwise well-planned onboarding journey to a halt.

In this session, we’ll unpack why bad or incomplete customer data is one of the most overlooked threats to onboarding efficiency—and what leading teams are doing to fix it.

What you’ll learn:

  • The Silent Killer of Onboarding Efficiency
    • Why 70% of onboarding delays can be traced back to bad or incomplete customer inputs.
  • Ripple Effects Across the Journey
    • How a single bad dataset impacts compliance, product configuration, go-live readiness, and long-term customer trust.
  • The Cost of Manual Fixes
    • Wasted hours chasing down corrections, version conflicts, and customer frustration.
  • Strategies to Get Better Data from Day One
    • Smart intake forms and validation
    • Automating reminders for missing info
    • Educating customers on why good data matters
    • Templates and “single source of truth” tools
  • Case Examples
    • Companies that cut onboarding cycle times by 30–40% by fixing their data intake process.
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