By Pain Point

Client Onboarding:

We Work, Where You Work

It may sound simple, but collaboration, communication, and transparency must occur for this onboarding process to succeed.

Climbing Guide and GUIDEcx employee
  • Welcome emails
  • Initial questionnaires or surveys
  • Task assignments (with templates)
  • Task reminders
  • Gathering and sending progress reports (for your team and your clients)
  • How-to videos
  • Articles on your features
  • Your knowledge base (help articles)
  • Case studies
  • Best practices
  • A list of contacts
screenshot of Task Management Cards and project plan

Streamlined Workflows and Task Management

GUIDEcx platform view showing how you can use tags in your onboarding platform to enhance your onboarding process and flow

Efficient Organization with Tags and Filters

mobile app for GUIDEcx onboarding platform. Showing what the platform looks like in the mobile app.

Manage Projects On-The-Go with Mobile App

Powerful, Purposeful, Seamless Integrations

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.