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...
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,...
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...
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...
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...
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...
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...
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...
[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...