Onboard Clients Faster

GuideCX® is a client implementation and onboarding project platform that empowers you to invite, guide, and engage internal and customer teams in a transparent process that delivers value faster.

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Deliver Value Faster with GuideCX Client Onboarding Software

You only get one chance to make a first impression. A smooth, transparent client implementation and onboarding process is key to putting your best foot forward.

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Reduce Anxiety, Increase Participation
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Complete Control over Visibility Settings
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No Login Required for Participants
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Complete Tasks via Portal, Email, or Mobile App
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Increase Team Accountability
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Automate Project Updates, Tasks, and Reminders

GuideCX at a Glance

Client Implementation and Onboarding Software That Keeps Your Customers at the Center of Every Project

What Our Customers Are Saying

GuideCX allows us to take what our best implementation specialists are doing and duplicate that across our whole customer success team. The result: a more engaging, predictable, and streamlined customer experience. Net Promoter Scores have skyrocketed.

— Chad Estes —


The killer feature of GuideCX is the transparency and collaboration it gives you with your new customers during onboarding. I’ve used a number of tools throughout my career, and nothing compares.

— Tayler Ursu —


GuideCX is the solution we have been looking for! I love the intuitive interface, the ease of implementation, and the automation that has helped to dramatically increase our efficiency. I love that our customers now have additional transparency into our processes and know exactly what they need to do and when to help keep the project on track.

— Cody F. —

Lakebridge Realty

Rated #1 Client Onboarding Software on G2

momentum leader
high performer
most likely to recommend
best meets requirements

Invite, guide, and engage internal and customer teams throughout the implementation process.

internal teams

Internal Teams

Teams know what needs to be done, who is accountable, and who needs help. We increase team efficiency and bandwidth, which leads to greater output and satisfaction.

external customers

External Customers

Your customers know what to expect, when to expect it, and with whom to communicate. We increase customer insight and accountability, which leads to greater satisfaction.


Donna Weber: 3 Key Factors to Consider When Onboarding New Customers

Donna Weber: 3 Key Factors to Consider When Onboarding New Customers

Donna Weber, president of Springboard Solutions, has literally written the book on how to effectively onboard new customers. She has become a long-time advisor and friend to our team over the years. Her book, Onboarding Matters: How Successful Companies Transform New...

Comparing GuideCX and ChurnZero

Comparing GuideCX and ChurnZero

Retaining your customers is one of the most important aspects of running a successful business. Not only is it easier and more cost-effective, but it can also help you acquire new clients and make more money, as loyal customers are likely to spend more and buy more...

GuideCX Internship Program 2021

GuideCX Internship Program 2021

In the summer of 2021, GuideCX integrated nine interns into our company. This is the first official GuideCX internship program, but it certainly won’t be the last.    Our first unofficial interns, Clayton Jorgensen and Jacob Buhler, are now full-time employees....

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