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.

Grow

Included:

  • Setup of a basic B2B onboarding workflow for up to 30 new customers per month.
  • Automated registration form with essential fields (company name, email, tax ID).
  • Configuration of single-step approval for new customer accounts.
  • Basic automated email confirmation and welcome message templates.
  • Email & CRM-based support with standard priority (responses within 3–4 business days).

Not Included / Limitations:

  • No multi-level approval workflows or advanced access controls.
  • No integration with ERP/CRM platforms or advanced customer data syncing.
  • No custom portal design or bulk-import tools for existing customers.
  • Solutions delivered online only—no in-person setup or training sessions.

Advanced

Included:

  • Setup of a comprehensive onboarding workflow for up to 100 new customers per month.
  • Automated registration form with enhanced fields (e.g., purchase preferences, shipping addresses).
  • Two-step approval workflow with optional admin review for sensitive accounts.
  • Role-based access for up to 3 custom user roles (e.g., Buyer, Manager, Admin).
  • Advanced automated email templates: welcome, approval/denial, and next steps.
  • Email & CRM-based support with priority response (responses within 1–2 business days).

Not Included / Limitations:

  • No full ERP/CRM data sync or SSO login integrations.
  • No custom-designed customer dashboard or ongoing account maintenance.
  • Does not include unlimited approvals or fields—scope extensions require a custom agreement.
  • Solutions are fully remote—no on-site consultation or onboarding sessions.

Plus

Included:

  • Setup of an enterprise-grade B2B onboarding system for up to 250 new customers per month.
  • Automated registration forms with dynamic field logic (e.g., fields based on customer type or region).
  • Multi-step approval workflows with advanced role-based access controls for up to 5 roles.
  • Integration with ERP or CRM platforms for real-time customer data sync.
  • Custom-branded email templates and onboarding journey mapping for a premium customer experience.
  • Email & CRM-based support with high priority (responses within 24 hours).

Not Included / Limitations:

  • No unlimited customer onboarding or roles—requests beyond scope require a custom proposal.
  • Does not include developing fully custom portals beyond approval workflows and data sync.
  • No on-site implementation—services are delivered online only.
Service Plans:
$340.00
$340.00
Tax included.
8 Slots Available
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

1

Select Your Plan

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

2

Complete Secure Checkout

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

3

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.

4

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.

5

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.

6

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.

7

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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