Resources

Welcome to the GuideCX Blog

When people know what to expect, they feel better—and that includes you. The GuideCX blog tells you everything you need to know about new client implementation and onboarding so you can rock at it every time.

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

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

Harris Clarke

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

Belle Ferro

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

Belle Ferro

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....

Reducing Client Churn With Red Carpet Customer Service

Reducing Client Churn With Red Carpet Customer Service

Harris Clarke

Every business has its fair share of roadblocks. According to industry leader Donna Weber, it's estimated that more than 50 percent of client churn is related to poorly executed onboarding and equally poor customer service. While no one wants to lose a customer, churn...

Auto Industry: Faster Project Management Will Rev Up Your Client Onboarding 

Auto Industry: Faster Project Management Will Rev Up Your Client Onboarding 

Todd White

1.82 seconds. That’s the world’s fastest time for a pit stop in a Formula One race––a huge feat for the auto industry. The Red Bull Pit Crew can lift the race car and change out four tires in less time than it takes most people to adjust their rearview mirror.  The...

Comparing GuideCX and Onboard.io

Comparing GuideCX and Onboard.io

Belle Ferro

Client onboarding is beneficial not only for your customers but also for your entire organization and staff. Did you know companies that invest in customer experience initiatives see employee engagement increase by an average of 20 percent? Additionally, 63 percent of...

Boost Your Team’s Monday Mood with Clever Motivational Ideas

Boost Your Team’s Monday Mood with Clever Motivational Ideas

Peter Ord

Someone once said, “When life gives you Monday, dip it in glitter and sparkle all day.” To that, most of us would likely respond with a resounding, “Mondays? Meh.” No matter how much glitter and sparkle you add—likely in the form of caffeinated beverages—Mondays are...

Comparing GuideCX and Rocketlane

Comparing GuideCX and Rocketlane

Belle Ferro

Did you know that it costs between five and 25 times more to acquire a new customer than it does to retain an existing one? It’s becoming increasingly clear that organizations must not only attract new customers but also focus on retaining them in order to drive the...

Better Fintech Onboarding Service Strategies—Free Lollipop Not Included

Better Fintech Onboarding Service Strategies—Free Lollipop Not Included

Todd White

With online services available for account access from anywhere at any time, this isn’t your grandma’s bank. What used to operate with limited business hours and basic in-person services now offers the new customer plenty of modern features, such as 24-hour online...