Comparing GuideCX and TaskRay

Comparing GuideCX and TaskRay

With the onset of cloud-based project management tools, the pressure to attract and retain valued customers through efficient onboarding processes is more important than ever.  Experts estimate over 90 percent of customers feel companies have plenty of room for...

Hybrid Work Demands More Trust in Onboarding Processes  

Hybrid Work Demands More Trust in Onboarding Processes  

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...

5 Best Practices for Superior Client Onboarding

5 Best Practices for Superior Client Onboarding

We talk a lot about how GuideCX® can help you improve the client implementation and onboarding experience through transparency, project visibility, and automated communication that keeps everyone in the loop.  But no matter how great we think GuideCX is (and we think...

How to Align Client Onboarding Expectations and Reality

How to Align Client Onboarding Expectations and Reality

When you buy something—from a sweater to a new TV—you have an expectation of what the product will be like. So, when your new blue sweater turns out to be purple instead, or when your new HD big screen has a grainy picture, you’re justified in feeling disappointed....

Your Client Onboarding Questions Answered

Your Client Onboarding Questions Answered

So you’re onboarding new clients and you have questions about the process. You won’t be disappointed with these answers! Everyone has onboarding questions about how the process will work. We get that, and we want you to succeed as much as you want you to succeed. We...

Want to Reduce Client Onboarding TTV by 30%? Here’s How

Want to Reduce Client Onboarding TTV by 30%? Here’s How

So what is TTV? TTV stands for time-to-value. Think about the last time you put together a piece of furniture or a complicated toy for your kids. Was it a good experience or a bad one? Did you have to provide your own tools? Did it take more time than you expected or...

7 Client Onboarding Mistakes That Drive Customers Away

7 Client Onboarding Mistakes That Drive Customers Away

You know you have an excellent product—you wouldn’t be selling it if you didn’t. Picture this: you think you do a pretty good job delivering it to your customers, but somehow, they are never quite satisfied at the end of the onboarding process. What gives? You could...