3 Trends Guaranteed to Change Your Client Onboarding Process

3 Trends Guaranteed to Change Your Client Onboarding Process

GuideCX

Recovering from the pandemic has been a unique challenge for organizations. We are anxious to get back to business as usual, but changes in work environments, industry and customer demands, and staff expectations across all industries have some project managers...

Everything You Need to Know about Client Onboarding and Time Tracking

Everything You Need to Know about Client Onboarding and Time Tracking

GuideCX

Have you ever put hours into a project without realizing it? Or worse, have you ever put lots of time into a project without having much to show for it? Without keeping track of time, we miss out on valuable information and better project results that can benefit us,...

GuideCX’s Ultimate Client Onboarding Guide for Beginners

GuideCX’s Ultimate Client Onboarding Guide for Beginners

Belle Ferro

Contents: What is client onboarding? Why is it important? How long does the client onboarding process take? What makes a good client onboarding specialist? Preparing for onboarding success What does it look like when a client onboarding process is successful? What...

5 Different Ways to Use a Workflow Software at Your SaaS Company

5 Different Ways to Use a Workflow Software at Your SaaS Company

Peter Ord

From healthcare to humanities, nearly every industry is making the switch to digital workflow software. Why? Not only does workflow software save on time and money, but it also provides an easy, readily accessible way to stay organized.  Though these benefits matter...

A Guide on Reducing Churn During SaaS Client Onboarding: Customer Success Managers

A Guide on Reducing Churn During SaaS Client Onboarding: Customer Success Managers

Belle Ferro

Whether you’re a B2B enterprise corporation or a mid-market company, SaaS client onboarding is an essential part of your business. At some point as you scale, you realize a spreadsheet-driven process isn’t going to be enough. Not only that, but basic project...

3 Ways to Build Trust with Your Buyer During Onboarding in GuideCX

3 Ways to Build Trust with Your Buyer During Onboarding in GuideCX

Shawn Stinson

In a blog post, Christopher Penn wrote, “transparency is the currency of trust.” When you’re onboarding a new client, you need to build trust with your buyer quickly. When I first joined GuideCX, it was an initiative of mine to meet with some of our largest customers...

4 Essential Customer Onboarding Features

4 Essential Customer Onboarding Features

Harris Clarke

Are you looking into leveling up your implementations with new customer onboarding features? Here are some options that can help you be more successful and reduce churn.    White Labeling Your customers need to know who they’re working with, right? If you have a...

How Short- and Long-Term Goals Guide SaaS Client Onboarding

How Short- and Long-Term Goals Guide SaaS Client Onboarding

Todd White

When your clients purchase your software or product, they do so for very specific reasons. During the sales process, something made them think your product could solve one or more of their problems. In most cases, your product probably can, but too many companies fail...

3 Easy Ways to Reduce Time-to-Value

3 Easy Ways to Reduce Time-to-Value

Todd White

[Updated January 6, 2022]   Anyone who has ever been through an onboarding process likely knows the importance of learning to reduce time-to-value (TTV).  At its most basic, time-to-value is the amount of time between when a client purchases your products and...