Garrett O'Brien

Author

Your Client Onboarding Questions Answered

So you’re onboarding new clients and you have questions about the process. You won’t be disappointed with these answers! Everyone has onboarding questions about how the process will work. We get that, and we want you to succeed as much as you want you to succeed. We...

Things that Should (and Shouldn’t) Be in Your Knowledge Base

How well does your knowledge base perform for your clients? The “knowledge base” is a critical element of every SaaS company, and most have some type of information portal or repository where people can find articles or help—after all, six in 10 consumers say they...

The Difference Between Client Onboarding and User Onboarding

Many people use the terms “client onboarding” and “user onboarding” interchangeably, but there are some key differences between these two things. Understanding the differences can help you choose the right onboarding software to meet your needs as you bring in new...

How GUIDEcx Can Improve Your New Customer Experience

The traditional processes for onboarding new clients are broken. If you are a company that brings on new clients, you probably already know this, but you continue working with emails, spreadsheets and clunky project management software because there isn’t a better...

Onboarding Strategies When Your Clients are Medical Companies

Healthcare is one of the fastest-growing industries in the U.S., especially when it comes to tech. An industry that was slow to adopt technology has recently started to see the value it can provide for better patient care and cost savings. If you sell products to...