5 Ways to Create Visibility in Your Customer Onboarding Process

If you can’t see where your customers are in the onboarding journey, you can’t guide them to success.

One of the biggest challenges organizations face is visibility: knowing exactly how new clients are progressing, where bottlenecks are forming, and whether everyone is aligned on next steps. Without it, onboarding stalls, customers get frustrated, and time-to-value stretches far too long.

You’re not alone—visibility is one of the biggest challenges B2B companies face. Without it, teams chase status updates, customers lose confidence, and onboarding stalls.

In this webinar, we’ll share five proven ways to bring clarity, structure, and transparency to your onboarding process—so both your team and your customers know exactly what’s happening, what’s next, and what success looks like.

What You’ll Learn:

• Mutual Plans that Build Alignment: Create shared accountability with customers from day one.
• Phased Journeys: Break onboarding into manageable, trackable milestones.
• Structured Data Collection: Gather and validate critical inputs the right way to avoid delays.
• Clear Roles & Responsibilities: Ensure both internal teams and clients know who owns what.
• Actionable Reporting & Dashboards: Track progress, flag risks early, and celebrate wins.