You Client Onboarding Questions Answered

You Client Onboarding Questions Answered

So you’re onboarding new clients and you’re looking at GuideCX to help you do it. You won’t be disappointed! GuideCX® is a purpose-built tool designed to make the client onboarding process faster and easier for you and your customers. But just because GuideCX promises...

Want to Reduce Client Onboarding Time by 30%? Here’s How

Want to Reduce Client Onboarding Time by 30%? Here’s How

Think about the last time you put together a piece of furniture or a complicated toy for your kids. Was it a good experience or a bad one? Did you have to provide your own tools? Did it take more time than you expected or less? How many swear words did you say? (We...

How to Align Client Onboarding Expectations and Reality

How to Align Client Onboarding Expectations and Reality

When you buy something—from a sweater to a new TV—you have an expectation of what the product will be like. So, when your new blue sweater turns out to be purple instead, or when your new HD big screen has a grainy picture, you’re justified in feeling disappointed....

7 Client Onboarding Mistakes That Drive Customers Away

7 Client Onboarding Mistakes That Drive Customers Away

You know you have an excellent product—you wouldn’t be selling it if you didn’t. And you think you do a pretty good job delivering it to your customers, too. But somehow, they are never quite satisfied at the end of the onboarding or implementation process. What...

The Biggest Problems with Client Onboarding and How to Fix Them

The Biggest Problems with Client Onboarding and How to Fix Them

Let’s say you’ve always wanted to go to Disneyland to ride Space Mountain. You go to a travel agent and they plan the perfect trip. Except when you get to Disneyland, Space Mountain is closed for repairs. Your perfect trip has suddenly become a bit of a bummer, no...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...

Avoid These 5 Things When Choosing Client Onboarding Software

Avoid These 5 Things When Choosing Client Onboarding Software

In our consumer lives, we expect to know exactly what is happening and when. Just ordered a pizza? You can track it from the restaurant to your doorstep. Going on a trip? Your airline will notify you when it’s time to check in for your flight. You’ll get real-time...

3 Ways Customer Success Teams Can Improve Client Onboarding

3 Ways Customer Success Teams Can Improve Client Onboarding

Your sales team has closed the deal and landed a new customer. Congratulations! Now it’s time for you and your customer success team to shine. But just delivering the product or service your new client bought isn’t enough. Even if your customers get what they paid...

Building a Better B2B Onboarding Experience

Building a Better B2B Onboarding Experience

B2B onboarding is unique, but for companies that operate in this space, good B2B customer experience is essential. Your customers have high expectations about the products they purchased, and in many cases those products have higher costs and a longer lifespan than...