Congratulations! You’ve just signed a contract with a brand-new client. Now what? Although it may seem like your hard work is over, the next step in the process is just as critical to you and your customer’s success. Now, it’s time to invest in customer onboarding and...

GuideCX
An In-depth Look at GuideCX’s Resource Management Feature
For many businesses, resource management is quickly becoming one of the most important factors to consider in business optimization. As your company grows and takes on new staff, clients, projects, and resources, you may need to adjust much of what you do in order to...
3 Trends Guaranteed to Change Your Client Onboarding Process
Recovering from the pandemic has been a unique challenge for organizations. We are anxious to get back to business as usual, but changes in work environments, industry and customer demands, and staff expectations across all industries have some project managers...
Everything You Need to Know about Client Onboarding and Time Tracking
Have you ever put hours into a project without realizing it? Or worse, have you ever put lots of time into a project without having much to show for it? Without keeping track of time, we miss out on valuable information and better project results that can benefit us,...
Improving the Dealer Onboarding Process: The Ultimate Autotech Guide
When it comes to the automotive industry, being smooth, fast, and efficient isn’t just desirable for the automobiles themselves. Each step in the dealer onboarding process should be just as polished as the customer’s new ride. This process is critical to ensuring that...
EdTech Onboarding 101: Mastering the Art of education client onboarding
Of all of the industries that could benefit from implementing new technology, the education industry may take the cake. Educators are constantly managing a hefty load of projects to complete, students to manage, and meetings to attend. With the efficiency that EdTech...
GuideCX Introduces Two New Features: Project Team Builder and Calendar Sync
To continue improving the functionality and new client implementation process for business professionals everywhere, GuideCX has introduced two new features: Project Team Builder and Calendar Sync. Each component is designed to offer a never-before-experienced ease of...
GuideCX’s New Year’s Resolutions and Goals
As the new year approaches and we anticipate a fantastic 2022, we are creating a list of our company-wide New Year's resolutions and goals. GuideCX has two main resolutions we want to focus on as we continue to build on the momentum of a great 2021. Having recently...
Introducing Our New Navigator Reporting Engine
As the premier purpose-built solution for the new client implementation process, GuideCX has announced our highly anticipated debut of the Navigator Reporting Engine. Featuring never-before-seen insights into a business’s health resulting from onboarding, the...