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

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

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 less? How many swear words did you say? (We...

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....

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. And you think you do a pretty good job delivering it to your customers, too. But somehow, they are never quite satisfied at the end of the onboarding or implementation process. What...

Your Client Onboarding Questions Answered

Your Client Onboarding Questions Answered

So you’re onboarding new clients and you’re looking at GuideCX to help you do it. You won’t be disappointed! GuideCX® is a purpose-built tool designed to make the client onboarding process faster and easier for you and your customers. But just because GuideCX promises...

The Biggest Problems with Client Onboarding and How to Fix Them

The Biggest Problems with Client Onboarding and How to Fix Them

Let’s say you’ve always wanted to go to Disneyland to ride Space Mountain. You go to a travel agent and they plan the perfect trip. Except when you get to Disneyland, Space Mountain is closed for repairs. Your perfect trip has suddenly become a bit of a bummer, no...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...

Avoid These 5 Things When Choosing Client Onboarding Software

Avoid These 5 Things When Choosing Client Onboarding Software

In our consumer lives, we expect to know exactly what is happening and when. Just ordered a pizza? You can track it from the restaurant to your doorstep. Going on a trip? Your airline will notify you when it’s time to check in for your flight. You’ll get real-time...

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

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

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 less? How many swear words did you say? (We...

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....

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. And you think you do a pretty good job delivering it to your customers, too. But somehow, they are never quite satisfied at the end of the onboarding or implementation process. What...

Your Client Onboarding Questions Answered

Your Client Onboarding Questions Answered

So you’re onboarding new clients and you’re looking at GuideCX to help you do it. You won’t be disappointed! GuideCX® is a purpose-built tool designed to make the client onboarding process faster and easier for you and your customers. But just because GuideCX promises...

The Biggest Problems with Client Onboarding and How to Fix Them

The Biggest Problems with Client Onboarding and How to Fix Them

Let’s say you’ve always wanted to go to Disneyland to ride Space Mountain. You go to a travel agent and they plan the perfect trip. Except when you get to Disneyland, Space Mountain is closed for repairs. Your perfect trip has suddenly become a bit of a bummer, no...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...

Avoid These 5 Things When Choosing Client Onboarding Software

Avoid These 5 Things When Choosing Client Onboarding Software

In our consumer lives, we expect to know exactly what is happening and when. Just ordered a pizza? You can track it from the restaurant to your doorstep. Going on a trip? Your airline will notify you when it’s time to check in for your flight. You’ll get real-time...

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

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

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 less? How many swear words did you say? (We...

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....

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. And you think you do a pretty good job delivering it to your customers, too. But somehow, they are never quite satisfied at the end of the onboarding or implementation process. What...

Your Client Onboarding Questions Answered

Your Client Onboarding Questions Answered

So you’re onboarding new clients and you’re looking at GuideCX to help you do it. You won’t be disappointed! GuideCX® is a purpose-built tool designed to make the client onboarding process faster and easier for you and your customers. But just because GuideCX promises...

The Biggest Problems with Client Onboarding and How to Fix Them

The Biggest Problems with Client Onboarding and How to Fix Them

Let’s say you’ve always wanted to go to Disneyland to ride Space Mountain. You go to a travel agent and they plan the perfect trip. Except when you get to Disneyland, Space Mountain is closed for repairs. Your perfect trip has suddenly become a bit of a bummer, no...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...

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

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

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 less? How many swear words did you say? (We...

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....

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. And you think you do a pretty good job delivering it to your customers, too. But somehow, they are never quite satisfied at the end of the onboarding or implementation process. What...

Your Client Onboarding Questions Answered

Your Client Onboarding Questions Answered

So you’re onboarding new clients and you’re looking at GuideCX to help you do it. You won’t be disappointed! GuideCX® is a purpose-built tool designed to make the client onboarding process faster and easier for you and your customers. But just because GuideCX promises...

The Biggest Problems with Client Onboarding and How to Fix Them

The Biggest Problems with Client Onboarding and How to Fix Them

Let’s say you’ve always wanted to go to Disneyland to ride Space Mountain. You go to a travel agent and they plan the perfect trip. Except when you get to Disneyland, Space Mountain is closed for repairs. Your perfect trip has suddenly become a bit of a bummer, no...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...

Avoid These 5 Things When Choosing Client Onboarding Software

Avoid These 5 Things When Choosing Client Onboarding Software

In our consumer lives, we expect to know exactly what is happening and when. Just ordered a pizza? You can track it from the restaurant to your doorstep. Going on a trip? Your airline will notify you when it’s time to check in for your flight. You’ll get real-time...

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

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

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 less? How many swear words did you say? (We...

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....

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. And you think you do a pretty good job delivering it to your customers, too. But somehow, they are never quite satisfied at the end of the onboarding or implementation process. What...

Your Client Onboarding Questions Answered

Your Client Onboarding Questions Answered

So you’re onboarding new clients and you’re looking at GuideCX to help you do it. You won’t be disappointed! GuideCX® is a purpose-built tool designed to make the client onboarding process faster and easier for you and your customers. But just because GuideCX promises...

The Biggest Problems with Client Onboarding and How to Fix Them

The Biggest Problems with Client Onboarding and How to Fix Them

Let’s say you’ve always wanted to go to Disneyland to ride Space Mountain. You go to a travel agent and they plan the perfect trip. Except when you get to Disneyland, Space Mountain is closed for repairs. Your perfect trip has suddenly become a bit of a bummer, no...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...

Avoid These 5 Things When Choosing Client Onboarding Software

Avoid These 5 Things When Choosing Client Onboarding Software

In our consumer lives, we expect to know exactly what is happening and when. Just ordered a pizza? You can track it from the restaurant to your doorstep. Going on a trip? Your airline will notify you when it’s time to check in for your flight. You’ll get real-time...

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

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

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 less? How many swear words did you say? (We...

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....

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. And you think you do a pretty good job delivering it to your customers, too. But somehow, they are never quite satisfied at the end of the onboarding or implementation process. What...

Your Client Onboarding Questions Answered

Your Client Onboarding Questions Answered

So you’re onboarding new clients and you’re looking at GuideCX to help you do it. You won’t be disappointed! GuideCX® is a purpose-built tool designed to make the client onboarding process faster and easier for you and your customers. But just because GuideCX promises...

The Biggest Problems with Client Onboarding and How to Fix Them

The Biggest Problems with Client Onboarding and How to Fix Them

Let’s say you’ve always wanted to go to Disneyland to ride Space Mountain. You go to a travel agent and they plan the perfect trip. Except when you get to Disneyland, Space Mountain is closed for repairs. Your perfect trip has suddenly become a bit of a bummer, no...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...

Dealer-FX’s Experience Cutting Onboarding Time in Half

Dealer-FX’s Experience Cutting Onboarding Time in Half

  Customer Profile Toronto, Canada——Dealer-FX drives the digital transformation of dealerships with the only end-to-end service lane technology platform. It gives automotive dealership employees the tools they need to satisfy customers while driving higher...

App-Garden’s Experience Taking Onboarding to a New Level

App-Garden’s Experience Taking Onboarding to a New Level

86% decrease in meeting length. 4x increased bandwidth. Customer Profile Hickory, North Carolina——App-Garden is a software company working in the K-12 education market, providing software that helps streamline processes for school offices. They provide solutions to...

Dealer-FX’s Experience Cutting Onboarding Time in Half

Dealer-FX’s Experience Cutting Onboarding Time in Half

  Customer Profile Toronto, Canada——Dealer-FX drives the digital transformation of dealerships with the only end-to-end service lane technology platform. It gives automotive dealership employees the tools they need to satisfy customers while driving higher...

App-Garden’s Experience Taking Onboarding to a New Level

App-Garden’s Experience Taking Onboarding to a New Level

86% decrease in meeting length. 4x increased bandwidth. Customer Profile Hickory, North Carolina——App-Garden is a software company working in the K-12 education market, providing software that helps streamline processes for school offices. They provide solutions to...

Dealer-FX’s Experience Cutting Onboarding Time in Half

Dealer-FX’s Experience Cutting Onboarding Time in Half

  Customer Profile Toronto, Canada——Dealer-FX drives the digital transformation of dealerships with the only end-to-end service lane technology platform. It gives automotive dealership employees the tools they need to satisfy customers while driving higher...

App-Garden’s Experience Taking Onboarding to a New Level

App-Garden’s Experience Taking Onboarding to a New Level

86% decrease in meeting length. 4x increased bandwidth. Customer Profile Hickory, North Carolina——App-Garden is a software company working in the K-12 education market, providing software that helps streamline processes for school offices. They provide solutions to...

Finsmes: ” GuideCX Raises $10M in Series A Funding”

Finsmes: ” GuideCX Raises $10M in Series A Funding”

"GuideCX, a Salt Lake City, UT-based platform for onboarding new customers, raised $10m in Series A funding. The round was led by Sorenson Ventures with participation from new investors Epic Ventures, Orchard Ventures, and previous investors Album VC and Prelude,...

Finsmes: ” GuideCX Raises $10M in Series A Funding”

Finsmes: ” GuideCX Raises $10M in Series A Funding”

"GuideCX, a Salt Lake City, UT-based platform for onboarding new customers, raised $10m in Series A funding. The round was led by Sorenson Ventures with participation from new investors Epic Ventures, Orchard Ventures, and previous investors Album VC and Prelude,...

Finsmes: ” GuideCX Raises $10M in Series A Funding”

Finsmes: ” GuideCX Raises $10M in Series A Funding”

"GuideCX, a Salt Lake City, UT-based platform for onboarding new customers, raised $10m in Series A funding. The round was led by Sorenson Ventures with participation from new investors Epic Ventures, Orchard Ventures, and previous investors Album VC and Prelude,...

Ongoing Onboarding with Donna Weber (Podcast)

Ongoing Onboarding with Donna Weber (Podcast)

Taking your onboarding to the next level Our very own Harris Clarke interviews Donna Weber who is passionate about engaging customers. Donna specializes in the post-sales customer success journey. With over 20 years' experience, she has a proven track record helping...

Ongoing Onboarding with Donna Weber (Podcast)

Ongoing Onboarding with Donna Weber (Podcast)

Taking your onboarding to the next level Our very own Harris Clarke interviews Donna Weber who is passionate about engaging customers. Donna specializes in the post-sales customer success journey. With over 20 years' experience, she has a proven track record helping...

Ongoing Onboarding with Donna Weber (Podcast)

Ongoing Onboarding with Donna Weber (Podcast)

Taking your onboarding to the next level Our very own Harris Clarke interviews Donna Weber who is passionate about engaging customers. Donna specializes in the post-sales customer success journey. With over 20 years' experience, she has a proven track record helping...

Three Onboarding Keys to Reduce Churn (Webinar)

Three Onboarding Keys to Reduce Churn (Webinar)

 The #1 cause of churn? A bad implementation. The last thing a new customer wants to do is leave your company before they even get to use what they bought! So where's the breakdown? If our implementations are confusing, elongated, and unpredictable, our customers...

Three Onboarding Keys to Reduce Churn (Webinar)

Three Onboarding Keys to Reduce Churn (Webinar)

 The #1 cause of churn? A bad implementation. The last thing a new customer wants to do is leave your company before they even get to use what they bought! So where's the breakdown? If our implementations are confusing, elongated, and unpredictable, our customers...

Three Onboarding Keys to Reduce Churn (Webinar)

Three Onboarding Keys to Reduce Churn (Webinar)

 The #1 cause of churn? A bad implementation. The last thing a new customer wants to do is leave your company before they even get to use what they bought! So where's the breakdown? If our implementations are confusing, elongated, and unpredictable, our customers...