Overview

B2B sales may close the deal, but it’s onboarding that makes or breaks the customer relationship. In fact, the majority of churn risk lies not during the sales process—but in the critical first 90 days of onboarding. Yet, many companies still struggle to deliver the seamless, personalized, and ROI-driven onboarding experience today’s customers expect.

This webinar will uncover the five most pressing challenges onboarding teams face today—from aligning multiple stakeholders to scaling personalization—and share proven strategies to overcome them. You’ll gain new perspectives on how to transform onboarding from a tactical project into a strategic driver of growth, retention, and expansion.

If your onboarding feels reactive, siloed, or difficult to measure, this session will show you what’s missing and how to fix it.

Actionable Impact Points

By attending, you will learn how to:

  • Tackle fragmented alignment across executives, managers, and end users so everyone moves toward the same business outcomes.
  • Unlock visibility into onboarding progress and risks, giving both your team and your customer confidence in the process.
  • Balance efficiency and resourcing by leveraging structures and champions that keep onboarding moving without overwhelming teams.
  • Deliver personalization at scale by tailoring experiences to roles and personas without adding unnecessary complexity.
  • Prove onboarding’s ROI with metrics that tie onboarding directly to retention, expansion, and customer lifetime value.

Why This Matters to You

Onboarding is no longer a back-office process—it’s a mission-critical growth lever. When done right, it accelerates time-to-value, builds trust with every stakeholder, and cements your product as indispensable. When done poorly, it leads to delayed adoption, rising support costs, and churn before customers ever achieve success.
 

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