Why You Can’t Use a Project Management Tool for Onboarding

Why You Can’t Use a Project Management Tool for Onboarding

Harris Clarke

As we’ve commonly outlined, project management and client onboarding tools, while having some overlap in functions, are actually very different and not always interchangeable. So it stands that using a project management tool for onboarding can actually hurt your...

Manual Project Status Updates: Take Back Control

Manual Project Status Updates: Take Back Control

Shawn Stinson

Ring-ring. It’s that one account executive calling to ask you for an update again. He sounds panicked and frustrated. His email is getting blown up by his boss and needs you to help him out. Now, his problem becomes yours. Buzz-buzz. You just got a text message. It’s...

Customer Engagement: One Size Does Not Fit All

Customer Engagement: One Size Does Not Fit All

Shawn Stinson

When I was growing up, baseball was my life. I loved everything about the game and wanted deeply to be a professional baseball player. That’s when my obsession with hats started. I wore a hat every single day growing up. I would wear one on the field, I would wear on...

GuideCX Project Manager Group on LinkedIn

GuideCX Project Manager Group on LinkedIn

Harris Clarke

We have some good news for you––you’re home! GuideCX has created a project manager group on LinkedIn for people just like you. This is a space for project managers to come together, discuss industry best practices, and how to deliver the best experience.   ...

3 Suggestions for Improving Your Sales to Delivery Handoff

3 Suggestions for Improving Your Sales to Delivery Handoff

Shawn Stinson

Almost eight years ago, I was on one of the worst onboarding kickoff calls I can remember. The sales account executive spent months courting the corporate CFO and finance team at a very large sandwich restaurant chain in the nation. The sales process took so long that...

5 Project Management Pain Points and How to Solve Them

5 Project Management Pain Points and How to Solve Them

Shawn Stinson

Managing projects and being a project manager can sometimes be difficult. It seems like an easy job, but when not given the right tools and right information, the consequences are high. I have spent the last 10 years as a CSM (Customer Success Manager), here are five...

The #1 Cause of Project Failure

The #1 Cause of Project Failure

Harris Clarke

When you’re studying to take the Project Management Professional Certification exam, you may come across this question: What is the number one cause of project failure?  I went to lunch with someone who took the exam. They said that most people answer that question...

Why Project Management Isn’t Enough

Why Project Management Isn’t Enough

Harris Clarke

There are a lot of project management tools on the market. Depending on the industry and the type of workload and teams you are managing, you may prefer card views, Gantt views, or integrations with the myriad of software apps at the disposal of managers to increase...