Engage the executive sponsor in week 1
B2B customers expect executive-to-executive engagement. Skip this and the relationship feels transactional.
Map the customer's internal stakeholders
Implementation lead, executive sponsor, technical owner, end-user champion. Track each in CRM.
Build a joint project plan
Shared timeline with named owners on both sides. Update weekly.
Run weekly status calls
B2B onboarding cycles are long. Weekly cadence keeps momentum.
Plan for integration complexity
B2B products typically integrate with multiple customer systems. Plan integration milestones explicitly.
Define success at the executive level
Not just product adoption metrics. Business outcomes the executive sponsor cares about.
Run an EBR at 90 days
First executive business review at the 90-day mark. Sets the pattern for ongoing engagement.
Frequently asked questions
What's different about B2B customer onboarding?
Longer timelines, multi-stakeholder coordination, executive engagement required, and integration complexity with customer systems.
CTA
Run B2B onboarding inside Salesforce alongside the account plan. See how CRUSH supports the cross-functional workflow. [Book a Demo]
