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...

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...

4 Roles Essential for Successful Client Onboarding

4 Roles Essential for Successful Client Onboarding

Peter Ord

Unlike onboarding a new employee, the client onboarding process is often an all hands on deck situation with everyone playing a vital and distinct role. But how do you know which person will ultimately be responsible for which onboarding task? Take a look at these...

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...

Donna Weber: 3 Key Factors to Consider When Onboarding New Customers

Donna Weber: 3 Key Factors to Consider When Onboarding New Customers

Harris Clarke

Donna Weber, president of Springboard Solutions, has literally written the book on how to effectively onboard new customers. She has become a long-time advisor and friend to our team over the years. Her book, Onboarding Matters: How Successful Companies Transform New...

GuideCX Product Release Webinar: August 27, 2021

GuideCX Product Release Webinar: August 27, 2021

GuideCX

As you might’ve heard, GuideCX had our biggest product release yet! The exciting new features were inspired by what companies and their clients value the most: time, resources, and engagement. Here are the list of features that were released: Time Tracking and...

Increase Engagement by Making Projects More Accessible with Secure Links

Increase Engagement by Making Projects More Accessible with Secure Links

GuideCX

Passwords, believe it or not, are on their way out. Too often, the login experience is overly complicated or inconvenient. According to a recent study by Transmit Security, “87.5% of consumers have found themselves locked out of an online account after too many failed...