Peter Ord

Author

5 Different Ways to Use a Workflow Software at Your SaaS Company

From healthcare to humanities, nearly every industry is making the switch to digital workflow software. Why? Not only does workflow software save on time and money, but it also provides an easy, readily accessible way to stay organized.  Though these benefits matter...

Cultivate Success by Reaping the Benefits of Relationship Capital

Some of the world’s most well-known organizations achieved success by leveraging relationship capital. Business relationships offer many potential benefits beyond the obvious. All of which can help you gain a competitive advantage in the marketplace. However, the key...

How to Track the Client Onboarding Process with Templates

Templates have been the new way to simplify and better track the client onboarding process. Whether you’re looking for them online or making your own, here are some important things you should know.   Templates Should Be Chronological This may seem obvious, but...

5 Must-Know Metrics For Your Client Onboarding Strategies

Let's face it—not everyone on the sales team recognizes the impact onboarding has on client retention until it's too late. Studies show that 44 percent of companies focus on customer acquisition, while only 18 percent focus on retention.  "It's our responsibility to...

How to Prep for a Project Kickoff Meeting

The time from the signing of the contract to the project kickoff meeting is valuable.  In a 2018 survey by HubSpot, almost half of companies (43%) responded that they don’t have enough time to focus on “administrative tasks,” which includes client onboarding. ...

How to Encourage a High-Performance Onboarding Team

There’s a difference between a busy team and a high-performance team that works cohesively and efficiently. “High-performance teams focus on maintaining clear communication, alignment, buy-in and extreme accountability,” says Brent Gleeson, founder and CEO of...

A Letter from Our CEO: Giving Gratitude this Thanksgiving

When I first had the idea to start GuideCX in 2017, I sketched my ideas down on napkins during family vacations. Fast forward just three years later and those little pencil-drawn thoughts are now the top client onboarding platform for business professionals across the...

3 Ways to Keep Track of a Project Team’s Effectiveness

If time means money, where are you spending your time? More importantly, where are you spending your client’s time? Your client trusts you to optimize their valuable time. That means every team member must do their part to keep the onboarding process on track. But how...