GUIDEcx Professional Resources

By Sarah Ludlow Jensen
Feb 9, 2023

GUIDEcx is the leader in customer onboarding. With our experience, unrivaled training, and onboarding, we’ll get you working at 100% in record time. Getting a new tool or software and then realizing you have absolutely no idea how it works is frustrating and disappointing; but don’t worry, you won’t have that problem with GUIDEcx.


To speed up and ease the learning process, we’ve developed a thorough range of professional resources designed to guide you to maximum efficiency. No matter what challenges you face in your onboarding process, we’ve got you covered.

Best-In-Class Onboarding

GUIDEcx’s best-in-class onboarding will show you firsthand how to gain trust and confidence from day one. With experts dedicated to each step of your learning process, you will never be left in the dark.


Onboarding Coordination

Once you sign on, your onboarding coordinator will kick off your GUIDEcx experience. Together, you’ll identify internal stakeholders and team members, along with determining their access needs and setting a communications plan. In addition, you will review and confirm your desired outcomes before receiving an overview of the teams that will help guide your process. Finally, your Guide will lay out detailed next steps to your onboarding journey based in our two-phase approach of diving into projects, trainings, and integrations before moving on to engagement (when your GUIDEcx projects get to go live!).

“Your onboarding and training Guides want to take training your team completely off your plate. In six months from now, when you’re long done with onboarding, you can come to us with a new team member and we will get them up to speed for you. With GUIDEcx, you’ll get the best experience possible because we know you and we know your team.

Cheyanne LeFrance

GUIDEcx Onboarding Coordinator

Projects, Trainings, and Integrations

Next, your project, training, and integration managers will continue on a deeper level. You’ll receive hands-on, one-on-one guidance as you build templates, create and test projects, dive into training resources, and manage integrations. Your guides will ensure that you know the lay of the land, are comfortable with the processes you’ll be managing, and that GUIDEcx is blended seamlessly with your workflow and existing tools.

Moving forward, your onboarding and training will be conducted using GUIDEcx. This means that you get a hands-on experience with what your customers will be experiencing while learning for yourself how to maximize the software’s capabilities. You will complete tasks within GUIDEcx based on the goals and plan that you set up with your onboarding Guide. As you work through your tasks, you’ll get an explanation and understanding of how and why certain elements are useful. This deeper understanding will allow you to move forward with confidence once you go live!

All training is scalable – we take complete responsibility for making sure that your team is well-trained and prepared to onboard your customers.

Check out more details about the training resources below!




Finally, it’s time for you to spread your wings. Our engagement manager (what we affectionately call your ‘river guide’) will help you drive early internal and external adoption by offering tailored support, feedback, and guidance directly correlated to your specific goals and objectives. They’ll help you leverage reports to improve processes, adapt to the unpredictable, and be ready to consult on projects, activities, and needs.

Rest assured that your Guides will always be available to further educate, inspire, and proactively problem-solve to ensure you are confident as you traverse the waters of customer-facing onboarding.

Guides for Your GUIDEcx Journey

We are human. While it may seem obvious, it’s important to us. GUIDEcx is built around being human. You aren’t a software. You aren’t a number. And neither are your clients! Nothing can teach humans how to do something better than another human.

Our team of professional guides are more experienced than anyone else in the industry. With more than 500,000 projects successfully completed with GUIDEcx, they’ve seen it all! Luckily for you, they are ready and waiting to answer questions, provide tips, and lead you through everything GUIDEcx has to offer. To make your experience as easy and intuitive as possible, they’ve created incredible resources just for you:

“The training materials, onboarding process, and support staff consistently exceed my expectations. Whenever I have a question, I chat with support and they have an answer within moments. I love [that] feedback is taken from users and implemented.”

Theresa H.

Implementations Project Manager


GUIDE hours are one major perk of using GUIDEcx. As part of your package, you get access to a specific number of hours each year that you can use for additional one-on-one training.

GUIDE hours can be used for live project reviews, custom report building, template audits, integration architecture, onboarding consultations, and more.

Plus, if you want more expert assistance, additional GUIDE hours can be purchased so you always have access to the help you need to succeed.


GUIDEcx Masterclasses are free 30-minute live sessions where you explore GUIDEcx best practices, share and collaborate with others, and apply what you’ve learned to your own use cases. If you miss a class, you can still view all past Masterclasses, so you’ll never miss out on any tips and tricks!

GUIDEcx Office Hours

Remember when your professor held office hours in college? GUIDEcx recently launched a new monthly webinar series — exclusively for customers.

In this series, we provide an in-depth look at the latest product features with the Guides on our team who were instrumental in creating them. Meant to be a free-flowing discussion, we also answer any customer questions and share what’s to come.

GUIDE University

GUIDE University is a self-led set of training courses that include our Cartographer course, GUIDEcx best practices course, and GUIDEcx basics course. Depending on your role, different courses will be available and recommended for your learning experience.

Cartographer Course

As part of GUIDE University, the Cartographer Course is all about learning how to map your customer experience. In this course, you’ll learn how to start building your project templates. In addition, learn best practices on how to get customers from point A (post-sale handoff) to point B (product adoption/go live) as fast and safe as possible.

GUIDEcx Basics Course

The GUIDEcx basics course is another piece of GUIDE University that is designed specifically for your project managers. They will learn how to create projects, assign project managers, and assign templates. In addition, you’ll learn why the customization of the customer journey is important!

GUIDEcx Integrations

Forget multiple tabs and countless transfer steps; GUIDEcx integrates with other professional tools in your tech stack. Our integrations marketplace is a one-stop-shop for all of our integrations. Check them out below! Don’t see your favorite tool? Use the GUIDEcx Open API to customize your integrations!


GUIDEcx Mobile App

Not only does GUIDEcx integrate nicely with other tools, you can also update tasks, communicate with your team, and review projects on the go with the GUIDEcx mobile app. Download the app and stay on top of your goals no matter what trail life takes you on!

GUIDEcx’s professional resources provide countless ways for you to continue learning, get inspired, and become even more productive. With all this and more, it’s no wonder that GUIDEcx is the leader in client onboarding.


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