In Part 1 of the State of Customer Onboarding Webinar Series, we explored how teams can prepare their people and processes for AI.

In Part 2, we’re moving from readiness to practical execution.

AI is quickly becoming a priority for customer onboarding teams. Nearly half of the professionals surveyed in the State of Customer Onboarding Report said they are prioritizing AI and automation—but many teams are still deciding where AI can have the greatest impact.

Common applications such as drafting emails, summarizing calls, and updating CRM records can save time. Meanwhile, a much larger source of onboarding friction often goes untouched: preparing customer data for implementation.

When customers have to export information, match a rigid template, correct formatting, and resubmit files, the onboarding process can lose momentum before meaningful work begins.

Join GUIDEcx and Jeff Kushmerek, CEO of Infinite Renewals, for a practical conversation about using AI to improve the way customer data enters the onboarding process. We’ll explore how AI can read, map, validate, and clean unstructured data so teams can spend less time fixing files and more time helping customers reach value.

You don’t need to have attended Part 1. This session will provide the context you need and then dive into a specific, practical AI application.

What you’ll learn

• Why many early AI use cases create incremental efficiency without addressing the biggest onboarding delays
• How manual data mapping, validation, and imports add time and effort to implementation
• How AI can work with the spreadsheets, exports, and documents customers already have
• Where human review remains essential in an AI-assisted workflow
• How to identify a practical AI use case and begin testing it with your team
• Which metrics can help you measure the effect on effort, accuracy, and time to value

Join us for Part 2 of the State of Customer Onboarding Webinar Series to learn how AI can reduce the data-preparation burden, improve the onboarding experience, and give your team more time to focus on the work that requires human expertise.

October 27 at 2:00pm MT