flowlora

B2B Customer Onboarding

Onboarding new wholesale customers should be quick, easy, and secure.
Our B2B Customer Onboarding service streamlines the process of adding and approving new business customers—from account creation to custom pricing access, and approval workflows.

We configure automated registration forms, approval steps, and set up custom roles for your team to manage B2B customer access securely. With clear, structured forms and automated emails, new customers can join smoothly, and you can control who gets what access, when.
Because a smooth onboarding process builds a great relationship from the start.

Essentials

Perfect for brands with straightforward B2B registration needs.

Custom B2B registration form (name, company, tax info, etc.)
Manual approval process (admin-approved account creation)
Customer login & access restrictions (wholesale-only products)
Welcome email with terms and pricing guidelines
1 revision round + setup guide

Professional

Ideal for businesses with more complex approval processes or custom requirements.

Everything in Essentials, plus:
Dynamic approval workflow based on custom data (e.g. customer size, location, etc.)
Automated email notifications for pending approvals
Role-based access to catalog and pricing (e.g. sales reps, finance)
Multi-location registration support
2 rounds of testing + Notion-based SOP

Enterprise

For high-volume, multi-channel B2B businesses with complex customer management needs.

Everything in Professional, plus:
Integration with CRM or ERP for seamless customer data management
Conditional approval logic based on customer credit or order history
Shopify Flow automation for customer segmentation and discount approval
Account tiering system for different levels of wholesale access
14-day monitoring + staff training + process feedback loop

Service Plans:

Essentials Professional Enterprise

Product variants:

Regular price: $340.00
Sale price: $340.00
Regular price

Tax included.

Only 8 Slot(s) Left

Expert Consultation

All-In Solutions

Timely Support

Flexible Options

Professional Expertise

Happy Assurance

Focus on Efficiency & Growth

Unlock Key Benefits & Accelerate Your Growth

Save Valuable Time

Delegate complex tasks to our experts and free up your internal resources to focus on core business activities.

Increase Efficiency

Streamline your operations with optimized processes and reliable solutions, reducing manual effort and potential errors.

Drive Sustainable Growth

Leverage our expertise to enhance your store's performance, improve customer experience, and unlock new revenue opportunities.

Gain Peace of Mind

Rest assured knowing your Shopify store is managed and supported by certified professionals, minimizing risks and downtime.

Getting Started is Simple & Secure

Our Streamlined Process

Select Your Plan

Choose the service plan above that best aligns with your current needs and business goals.

Complete Secure Checkout

Easily finalize your service activation through our secure and encrypted payment gateway.

Grant Store Access via Shopify Partner

You'll receive an official request through Shopify to grant us secure, limited access to the necessary areas of your store. No password sharing is ever required, ensuring your store's security.

Work Commences Promptly

Once access is confirmed, our expert team immediately begins working on your request or implementing the service according to the agreed-upon scope and timeline.

Track Progress in Real-Time

Stay informed every step of the way. You'll receive access to our client CRM portal where you can monitor the status and progress of your tasks.

Receive Your Detailed Report

Upon completion, you will receive a comprehensive report detailing the work performed, key findings, results achieved, and any recommendations for future actions.

Resolution & Confirmation

We will notify you as soon as the service is completed or the issue is fully resolved to your satisfaction.

Trusted By Businesses Like Yours

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