4 Questions to Ask on Your Post Client Onboarding Survey

4 Questions to Ask on Your Post Client Onboarding Survey

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If selling your software or service requires an onboarding process, one of the most important things you can ever do is receive feedback with a post-client onboarding survey. In a pre-onboarding survey, you would have identified your customer's desired outcomes, their...

3 Questions to Ask on Your Pre Client Onboarding Survey

3 Questions to Ask on Your Pre Client Onboarding Survey

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You have a new customer and you’re about to begin the onboarding process with a client onboarding survey. The first thing you need to do, as part of your sales-to-onboarding handoff, is to collect all the information you can from the salesperson who sold the software...

Want to Reduce Customer Churn? Focus on How You Treat Customers

Want to Reduce Customer Churn? Focus on How You Treat Customers

Shawn Stinson

Do you remember that client you’ve meant to connect with for the past four months? Well, it’s been more like one year since you’ve reached out, and they’ve moved on. Did you know companies lose over $1.5 trillion per year in customer churn? It’s a casualty you simply...

6 Tips for a Responsive Client Onboarding Questionnaire

6 Tips for a Responsive Client Onboarding Questionnaire

Peter Ord

Sending out an onboarding questionnaire to clients is a common practice among B2B companies. They can provide great feedback and valuable insight; however, that’s if you do it right. If you don’t follow best practices, it can actually hurt your initial customer...

How to Create a Kickin’ Kickoff Strategy for New Client Onboarding 

How to Create a Kickin’ Kickoff Strategy for New Client Onboarding 

Peter Ord

What comes to mind when you hear the word “kickoff?” You might think of the first play of a football game, the first keynote speaker at a conference, or a new onboarding campaign. Either way, the kickoff sets the tone for what fans, guests, or a new client can expect...

Tobias Kederer: Understanding Customer Perspectives

Tobias Kederer: Understanding Customer Perspectives

Harris Clarke

Tobias Kederer is the founder of The Delivery Advisory Group and has worked as a consultant in industries like healthcare and financial services for over 20 years. We're lucky enough to feature him as a guest on our podcast, which examines customer perspectives....

SaaS Onboarding: Drinking Our Own Champagne

SaaS Onboarding: Drinking Our Own Champagne

Peter Ord

You’ve likely heard the business saying “eating your own dog food” or more elegantly “drinking our own champagne.” Simply put, this slang term means that a company uses their own products on a regular basis. That metaphor is so true here at GuideCX where our employees...

Transparency at GuideCX: Our Roadblocks

Transparency at GuideCX: Our Roadblocks

Belle Ferro

Here at GuideCX, we believe that transparency has a huge part to play when building trust. And although we've experienced onward and upward movement, there have been some challenges as well. Some of the best lessons shared often come from how a company overcomes and...

GuideCX vs. Process Street

GuideCX vs. Process Street

Todd White

When it comes to running a successful business, there is a significant amount of work that relies on repeatedly following the same processes: onboarding clients, approving documents, managing important data, and more. Efficiency requires you and your employees to keep...