5 Ways to Organize Your Onboarding Projects by Tags

By Harris Clarke
Dec 20, 2021

Is your desk, laptop, or desktop a flurry of random lists, notes, and reminders? If this sounds familiar, it might be time to explore the benefits of tags. Using tags for your onboarding projects can help turn a cluttered mess into an organized process. 

What are tags? Tags are something GuideCX (and perhaps other softwares) uses to label projects. If you have traditionally relied on spreadsheets and emails in your onboarding and project management, you know it can be difficult to stay organized and track progress. Tagging projects into categories and priorities is a time-consuming feature if not automated. 

Here are five ways you can use tags to filter and compare onboarding projects.


Tag by Industry

If you sell your product or service to different industries, use the industries as different tags. 

For example, if you sell to restaurants, you can categorize those by diners, cafés, independent restaurants, chains, etc.

When looking at the history of your onboarding projects, you can then compare the following: 

  • The average onboarding project duration of each industry
  • If one industry keeps having the same bottleneck
  • How different industries require different processes or steps


Tag by Internal People

Tagging by people can be helpful when looking at internal processes. 

Whatever software or process you’re using to organize your onboarding projects, you’re most-likely already organizing projects by project manager. But that doesn’t mean they’re the only internal person involved in the onboarding project. 

Tagging by internal people can especially be helpful for identifying bottlenecks during the sales-to-onboarding handoff

Here’s who you could tag by:

  • Project manager
  • Customer success manager
  • Sales representative


Tag by Product/Service

If you’re a company that sells different products or services, categorizing tags could mean the difference for a good customer onboarding experience. For instance, using tags you could compare the different products and see which ones are selling better.

If you are already tagging projects by product or service, you now are also better able to compare the onboarding process to create a consistent experience for your customers. 


Tag by Company Size

Tagging by company size can help analyze the difference your internal support efforts. It can also identify any standout successes or chinks in the system.

It can also help bring to light common things enterprise companies require compared to small businesses. For example:

  • More internal support
  • Advanced reporting
  • Transparency to share to higher-ups
  • Technical support for more automation
  • Action plans for bottlenecks


Tag by Growth Potential

Tagging by growth potential is vital as you want your clients (and your own company) to grow. If your product or service allows for expansion packages or you sell subscriptions, analyze how much potential different customers have to grow. 

If you’ve seen in your reporting that mid-market cafés are experiencing the most growth, you’ll now be able to keep a closer eye on that market segment.  

The great thing is that GuideCX allows for multiple tags on projects and templates (project outlines). Although you could organize your onboarding projects without adding multiple tags to a project, it definitely helps. Especially if you’re trying to compare the onboarding for your newest product, but only with your small-business customers. 

By creating tags for growth potential, company size, product or service, internal team members, and industry, you will be better able to track, compare, organize, and manage all your onboarding projects. 

Harris Clarke

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