The Importance of a Customer Success Plan

GuideCX

Did you know that simply increasing customer retention rates by 5 percent increases profits by 25 to 95 percent for an organization? The high-ROI act of engaging and retaining a client begins with the client onboarding process.  However, well-executed customer...

Customer Success vs. Customer Service: What’s the Difference?

GuideCX

You probably interact with a customer service representative on an almost daily basis. Picking up a coffee on your way to work, shopping at the grocery store, or calling your internet provider when the internet is down are all examples of you receiving service as a...

GuideCX Appoints Cody Irwin as Vice President of Product

GuideCX

As we continue our growth as the nation’s premier client onboarding platform, GuideCX® is expanding our team. To help us continue to propel our vision forward, we have appointed Cody Irwin as vice president of product. The role will see Irwin concentrating on the...

Perfecting the Sales to Customer Success Handoff

Perfecting the Sales to Customer Success Handoff

GuideCX

Have you ever been to a track meet and seen the runners practicing the baton handoff? If a teammate isn’t ready to grab the baton or tries to hand off the baton too soon, trust and communication break down, leading to catastrophic results.  It’s much like how a new...

5 More Must-Know Metrics for Customer Onboarding

GuideCX

You’re patting yourself on the back as you walk away from what you consider a successful onboarding process. “Nailed it,” you say, thinking of the awesome slide deck you implemented, the carefully written script you followed, and the clear set of objectives you...

Client Onboarding – The Process You Build, And Use Will Impact Your Customers Beliefs And Their Results

Chad B. Rawlings

The best leaders at the best companies in the world, are constantly striving to create a culture of customer centricity! The culture of customer centricity is more than just saying the customer is at the top of your mind. It's about truly understanding who your...

GuideCX Introduces Two New Features: Project Team Builder and Calendar Sync

GuideCX Introduces Two New Features: Project Team Builder and Calendar Sync

GuideCX

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...

5 Ways to Improve Your Client Onboarding Experience

5 Ways to Improve Your Client Onboarding Experience

Belle Ferro

You only get one chance to make a first impression.   Your new client onboarding process could be that chance.   When you deliver an exceptional onboarding experience, you build trust that will last far beyond the process.   Your new clients will be clients for life....

Security at GuideCX: SOC 2 Type 2 Audited

Security at GuideCX: SOC 2 Type 2 Audited

Alex Nelson

Your customers can trust your process GuideCX is a single solution for your entire customer onboarding experience. We help companies work closely with their customers and we know security plays a critical role in that relationship. We are proud to announce GuideCX has...