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...

3 Key Differences Between Client and Employee Onboarding (and Why They Should Be Treated Differently)

3 Key Differences Between Client and Employee Onboarding (and Why They Should Be Treated Differently)

Harris Clarke

During employee onboarding, a company wants to implement a new hire within the company system. During customer onboarding, you want to implement your product into the client company’s existing system. But is it that simple? In some ways, yes, but in others, no.  Some...

Get Out of the Office for Ongoing Team-Building Success

Get Out of the Office for Ongoing Team-Building Success

Peter Ord

“Team building” is a relatively general term nearly everyone has experienced in one way or another throughout their lifetime. Working together to achieve a common goal is the very nature of a business. And helping to develop interpersonal employee connections is an...

3 Ways Client Onboarding Helps HealthTech Companies Transition to a Value-Based Model

3 Ways Client Onboarding Helps HealthTech Companies Transition to a Value-Based Model

Todd White

The effects of the COVID-19 pandemic has been subsiding (albeit cautiously). With this, virtually every healthtech organization has been feeling pressure to reduce overhead healthcare costs. At the same time, there's the pressure of enhancing the patient experience. ...

3 Ways to Strengthen Client Relationships in a Virtual World

3 Ways to Strengthen Client Relationships in a Virtual World

Peter Ord

Business lunches. Golf course negotiations. Client appreciation parties. In-person onboarding. Afterwork happy hours. Handshakes. A lot of client relationship-building best practices and traditions we once took for granted had been canceled or altered. We all have...

Three Tips for Managing a High-Functioning Hybrid Workplace

Three Tips for Managing a High-Functioning Hybrid Workplace

Todd White

The future of work is hybrid. According to a recent Gartner survey, 82 percent of company leaders intend to support a hybrid workplace. This means that organizations must adapt to a more complex work model that not only challenges the traditional 9-to-5 model, but...

How the GuideCX CEO Fosters Entrepreneurial Employees

How the GuideCX CEO Fosters Entrepreneurial Employees

Harris Clarke

GuideCX is surrounded by startups. Utah a region that consistently ranks as the top state for entrepreneurs. Dozens of companies like Pluralsight, Qualtrics, InsideSales, and more are calling the industrious Beehive State home. Peter Ord began his career working for a...

Hybrid Work Demands More Trust in Onboarding Processes  

Hybrid Work Demands More Trust in Onboarding Processes  

Peter Ord

Trust is your company’s most important currency. But the new hybrid workplace—with some employees working remotely, some working in-person, and many going back and forth between the two—has made earning and keeping trust more difficult than ever. According to a recent...