The B2B onboarding process is a structured journey that guides customers from contract signing to successful product adoption and value realization. It begins with a clear sales-to-onboarding handoff to capture goals, expectations, and stakeholders. This is followed by a kickoff to align teams on timelines and success criteria, then setup or implementation to configure systems and integrations.
Training and enablement help users adopt key workflows, while progress tracking ensures transparency throughout. The process concludes with validation of outcomes and a smooth transition to ongoing customer success. A well-defined B2B onboarding process builds trust, accelerates time to value, improves adoption, and reduces early churn risk.
