II.
Workflow overview
Reference · liveworkflow:customer-onboarding-B2B
Customer Onboarding (B2B) overview
Onboarding enterprise customers after contract signing — kickoff meeting, technical integration, data migration, user provisioning, training delivery, and success plan creation. Includes milestone tracking and time-to-value optimization.
Attributes
displayName
Customer Onboarding (B2B)
workflowKind
operational
triggerType
event-driven
typicalCadence
per-customer
complexity
cross-team
description
Onboarding enterprise customers after contract signing — kickoff
meeting, technical integration, data migration, user provisioning,
training delivery, and success plan creation. Includes milestone
tracking and time-to-value optimization.
Outgoing edges
applies_to_domain1
- domain:customer-experience·DomainCustomer Experience
involves_role3
- role:customer-success-manager·RoleCustomer Success Manager
- role:solutions-architect·RoleSolutions Architect
- role:account-executive·RoleAccount Executive
requires_skill_area2
- skill-area:customer-success·SkillAreaCustomer Success
- skill-area:onboarding-flow-design·SkillAreaOnboarding Flow Design
triggers_responsibility2
- responsibility:customer-satisfaction-metrics·ResponsibilityCustomer satisfaction metrics
- responsibility:user-activation-rate·ResponsibilityUser activation rate
Incoming edges
None.