GUIDEcx Onboarding Products

In GUIDEcx, you’ve found a solution intentionally built for the team that runs implementation and onboarding projects with new customers.

GUIDEcx enables your team to manage everything from one place while automatically keeping your customers updated, informed, and engaged—even if they never log in. With GUIDEcx, you can scale your current process without adding additional staff.

How It Works

Is GUIDEcx Right for You? Do you…

  • Struggle to onboard clients or complete implementations with consistency and on time.
  • Have pressure to increase the number of projects your project manager or implementation managers can handle
  • Spend a good part of your week following up and reminding clients to complete tasks, provide information, or send status updates.
  • Struggle to hold your customers accountable for the work they need to do during implementation.
  • Spend hours providing manual updates and in meetings answering status update questions about when your new customers will be fully onboarded.

Get What It Takes to Deliver Value to Clients Faster

woman looking at calendar on computer

Time Tracking & Resource Management

Tackle inefficiencies to increase productivity.

hand holding a phone looking a computer both showing graphs

Process Automation

Scale onboarding and increase the bandwidth through intelligent automation.

hand drawing on window with red and black markers

Project & Task Management

Streamline workflows to reduce time to value in your customer onboarding.

person working in a car dealership on laptop

ADVANCED REPORTING

Empower your onboarding teams through data.

Two people sitting at a table, working on laptops while one guy is standing and looking at them.

Communication Tools

Ensure accountability through streamlined communication outreach and collaboration.

Two females and a male looking at a computer

CUSTOMER ENGAGEMENT PORTAL

Increase external engagement through a simplified experience.

Powerful, Purposeful, Seamless Integrations

What Our Customers Are Saying on G2

GUIDEcx reviews sourced by G2

Talk With a Guide Today

Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.