Everest base camp Gorak Shep rescue helicopters in action Himala

See How GUIDEcx Products Help Guide Your Client Onboarding

GUIDEcx is a client onboarding project platform that helps you deliver projects faster, experience fewer issues, and speed up time to value for your customers.

Here’s How It Works

1. We create your templates

Our team will work with you to build your project templates, including milestones and tasks. You can easily customize the template for each new type of onboarding. No two clients are exactly alike, so you don’t want to feel like a cookie cutter experience, but you also need to have structure for your team to ensure quality, speed and consistency.

screenshot of kick off and data gathering task plan

2. Invite all stakeholders to the project

You can invite internal team members, external customers, and third-party vendors to your project at no extra cost. You only pay for the project manager and administrator licenses.

3. Guide your customer through the project

Use GUIDEcx’s automated process for tasks, reminders, and updates. Keep everyone on the same page and clear on their responsibilities.

4. Engage customers in the way they prefer

With GUIDEcx, your users don’t need to log in to interact—update status, add notes, complete tasks, etc.—with the project. They can use email or the mobile app. When customers are engaged, they complete tasks faster, and you deliver value sooner.

5. Analyze project trends

Identify project bottlenecks and accelerators across all your projects. Use this data to optimize future projects and deliver better customer experiences.

6. Get help whenever you need it

From onboarding sessions to live chat support to new-hire training, the GuideCX success team is with you every step of the way.

Why GUIDEcx?

We GUIDE The World’s Leading Brands:

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.

9/26 Webinar: How Customer Onboarding Improves Trust by Accelerating Time to Value with Forrester