Unveiling the Pain Points of B2B Onboarding

Tobias Frieder
June 15, 2023
7 Minutes

B2B onboarding processes often present a multitude of challenges for companies, impeding the smooth integration of new clients or the expansion of services for existing customers. From disjointed handoffs between teams to a lack of visibility and accountability, these pain points can hinder the onboarding experience. At Bonder, we’ve identified several pain points that most of the B2B companies suffer. In case this resonates with you, Contact Us and we’ll show you how we’ve been helping companies to address these issues:

1. Handoffs between Sales and Customer Success teams:

The effect of a smooth transition is priceless. However, the handoffs between Sales and Customer Success often suffer from miscommunication, delays, and a lack of alignment. The transfer of knowledge, responsibilities, and expectations between these teams can be a significant pain point, necessitating incentives alignment, improved communication channels and a streamlined processes.

2. Handoffs between the Buyer Persona and End Users:

From your client’s perspective, when the buyer persona hands over the reins to the end users, a gap in understanding and expectations usually arise. The buyer's perspective and goals may differ from those of the actual users, leading to potential complications during the onboarding process. Bridging this gap requires effective communication strategies and a deep understanding of both the buyer persona and the end users to ensure alignment and a smooth transition.

3. Sequential tasks performed by different teams:

B2B onboarding often involves a series of sequential tasks that are spread across different teams and individuals. This fragmented approach can lead to bottlenecks, miscommunication, and unnecessary delays. Coordinating and aligning these tasks pose a significant challenge, emphasizing the need for improved collaboration, streamlined processes, and effective project management tools.

4. Lack of responsiveness and task completion:

What do you do when a client doesn’t answer to your messages? A common pain point in B2B onboarding is the lack of responsiveness from individuals involved in the process. Messages may go unanswered, and assigned tasks may remain incomplete, causing frustration and hindering progress.

5. Multiple documents and information sources:

The onboarding process often extends over a prolonged period and involves multiple documents and information sources. Without a centralized repository or single source of truth, confusion can arise, leading to inefficiency and errors.

6. Lack of visibility about the project progress:

A lack of visibility can be a major frustration for both providers and clients’ teams. Without a clear understanding of progress and milestones, stakeholders may feel uncertain and disconnected. Usually, you know your onboarding process, but not necessarily share it in advanced with your clients, diminishing accountability and ownership.

B2B onboarding poses numerous challenges that can impede the successful integration of new clients or upselling to existing customers. By recognizing and understanding the pain points outlined above, companies can take proactive measures to address these issues and create competitive advantages. By prioritizing solutions to these challenges, B2B companies can foster stronger client relationships, maximize the value of their offerings, and drive long-term business growth. If any of these issues resonates with you, Contact Us to learn more about how we can help you!

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Tobias Frieder
June 15, 2023
7 Minutes