Onboarding via digital channels
Business customers access the onboarding process via the website, app, or sales partner (“Order Now” / “Register Now”).
Why Modernize B2B Onboarding?
Traditional onboarding processes often rely on emails, paper-based forms, manual checks, and disconnected systems. These inefficiencies slow down customer acquisition and increase operational costs.
With Agree&Sign, organizations can:
- Accelerate onboarding and contract completion through digital workflows
- Reduce manual verification and back-office effort
- Improve completion and conversion rates
- Ensure compliance through integrated verification and approval processes
- Gain full visibility into process status, responsibilities, and progress
- Integrate onboarding seamlessly with existing CRM, ERP, and business systems
Step-by-Step Onboarding Process
1
Entering company information
Entering relevant basic information (company name, industry, revenue, contact person).
2
Product Selection & Configuration
Selection and configuration of the desired product/service (e.g., contract, device, rate plan).
3
Automated verification (e.g., KYC / creditworthiness)
In the background, validations such as identity verification or credit checks are performed in accordance with the respective company-specific compliance regulations.
4
Contract Execution (Digital)
Digital confirmation and digital signature (SES, FES, QES) of the contract documents.
5
Decision & Approval
Automated or semi-automated decision on acceptance, with manual review in special cases if necessary.
6
Activation & Provisioning
Activation of the product/service and, if applicable, shipment of hardware or access credentials.
7
Key Benefits
-
Faster Time-to-Revenue
Move customers from initial registration to active business relationships in a fraction of the time.
-
Better Customer Experience
Provide a simple, intuitive onboarding experience without unnecessary friction or paperwork.
-
Reduced Operational Costs
Automate repetitive tasks, reduce manual reviews, and free teams to focus on high-value activities.
-
Improved Compliance
Ensure onboarding processes meet regulatory and internal policy requirements through built-in controls and verification mechanisms.
-
Scalable Growth
Handle increasing onboarding volumes without proportionally increasing administrative resources.
Use cases
-
Financial services customer onboarding
-
Telecommunications and utility customer acquisition
-
Dealer and partner onboarding
-
B2B subscription and service activation
-
Technology and SaaS customer contracting
-
Supplier and business partner registration
Download our guide"B2B Customer Onboarding 2026: Best Practice Between Revenue, Risk and Regulation" to discover:
- The key trends reshaping B2B onboarding
- Best-practice principles for modern onboarding strategies
- Real-world examples from the DACH market
- Practical recommendations for sales, risk, and strategy leaders
- How to prepare for evolving regulatory requirements such as eIDAS 2.0, AMLR, and DORA
Ready to modernize your onboarding processes?
Download the B2B Customer Onboarding 2026 Guide Book a private session to see Agree&Sign in action
Contact - Name:
Annika Jessat
Business Development Manager