How can we align sales promises with our automated onboarding workflow?

[Dennis25]

I’m trying to standardize our client onboarding, but our sales team keeps making verbal promises that our automated workflow can’t actually fulfill. This disconnect is creating a lot of manual cleanup and client frustration. Has anyone else hit this wall when trying to implement a standardized client onboarding process?

[Kyle30]

Yep, we hit that wall too. Sales kept promising a seamless signup, but the automation flagged missing fields and approval rules, so we had to pause and document a separate handoff before the live flow.

[Emma_R]

I remember a few calls where the promises sounded great in the moment, but after we tested with real clients the gaps showed up in data quality and role assignment. We tracked cleanup time and it stayed stubbornly high.

[GeorgeDL]

We tried to push a standard mock process and yet got pulled into ad hoc requests every week. It felt like chasing promises rather than shaping a real process.

[Nora59]

Do you think the real issue is misaligned incentives or something in the actual data flow?