The State of
Onboarding 2022

How you onboard your customers has a direct impact on your revenue. Provide a bad experience, and the project lags, your time to value stalls, and your retention rate plummets. On the other hand, if you deliver a smooth and efficient onboarding experience, you can accelerate your existing revenue and retention rates.

GUIDEcx surveyed over 100 individuals in the client onboarding industry and uncovered five trends for 2022 that every business needs to know. The survey discovered that client experience is becoming more of a focus during the onboarding process, and while more companies are adopting project management software, training and education aren’t keeping up.

Don’t let your company fall behind in customer onboarding.

Download The State of Onboarding 2022 to learn more about five trends in customer onboarding.

G2 Grid Score Chart
momentum leader
high performer
most likely to recommend
best meets requirements
momentum leader
high performer
most likely to recommend
best meets requirements

What Our Customers Are Saying

Task Management Cards

Customer Onboarding

With our customer-facing onboarding portal, customers, clients, and third parties have a space to coexist and communicate.

Build trust and awareness by white-labeling GUIDEcx to fit your company’s brand. You’ll get all the professional credit.

Project Management

Customers don’t need to know all of the behind-the-scenes work. If there are internal processes that you want to keep private, you can manage customer visibility settings.

Assign tasks to customers, internal team members, and third parties to make sure the right people get the right tasks done at the right time.

Project Plan

Task Management

With GUIDEcx’s Intelligent Forecasting Algorithm, you can predict revenue on hold, see what client onboarding projects can be brought forward for end-of-month or quarter deadlines, and more.