Description:

Automation should enhance your human processes, not erase them. Learn how to find the ‘just right’ balance for scalable, relationship-driven onboarding.

In B2B onboarding, success depends on finding the right balance between automation and authentic human connection. While automation accelerates tasks, standardizes communication, and provides valuable insights, onboarding remains a critical window to build trust, uncover opportunities, and establish a consultative relationship that lasts well beyond go-live.

We’ll explore how leading organizations are blending smart automation with purposeful human touch to create an onboarding experience that’s not too cold, not too hot—but just right.

Participants will learn how to:

  • Diagnose when onboarding workflows are over-automated or too manual—and identify the early warning signs of imbalance.
  • Design “just right” automations that drive efficiency without sacrificing connection or client context.
  • Enable trust-building at scale through guided touchpoints, proactive insights, and consultative frameworks.
  • Identify friction points and opportunities using a combination of data intelligence and human observation.
  • Craft a repeatable “recipe” for onboarding success that delivers measurable client outcomes in the first 120 days.
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