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Onboarding Solutions By Role

We Help GUIDE Every Role In The Onboarding Process.

We are the original customer onboarding guides.

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Onboarding Roles We Help Guide

Sales Teams

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Onboarding Teams

Customer Success Teams

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
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Industries We Help Guide

SaaS

Easily track and manage projects, shorten timelines, and deliver results faster, so you make a good first impression every time.

HealthTech

Get HealthTech stakeholders on the same page and keep them there, even during the most complex implementation processes.

EdTech

Project transparency and accurate delivery timelines help manage expectations so everyone feels like the smartest person in the room.

AutoTech

Get a new client onboarding process that runs like a well-oiled machine—even when you are managing multiple stakeholders and tracking complex tasks.

FinTech

Trust is your currency in the financial services industry, and we can help you build it with complete project transparency.

Powerful, Purposeful, Seamless Integrations

Connect 1,000+ applications to GUIDEcx so you can increase automation and keep projects simple.

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300k+ Projects Successfully Completed on GUIDEcx

Join the ranks of companies providing stellar customer onboarding experiences.

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Don’t Take Our Word For It. Hear From Our Customers

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Customer Case Studies

GUIDEcx Is Leading The Client Onboarding Software Category

Our customers love us for our customer service and how we enable our users to engage their customers. See how we specialize in customer onboarding, task management, and project management.

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Client Onboarding Task Management
Project Management
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Workflow Management
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Project Management
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Task Management Project Management
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Enterprise Workflow Management
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Project Management
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Client Onboarding
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Client Onboarding Project Management
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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 industry-leading customer onboarding solution is supported by our unparalleled professional resources and unwavering commitment to excellence.

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