Retention Starts in Onboarding

The Customer Journey

Once a deal closes, the timer starts. How quickly can new customers move through onboarding and begin to recognize the value of a purchased product? Lofty expectations have been set during the sales cycle, and too often, visibility and accountability are lost in the handoff to success teams. This results in the “trough of disillusionment” and major churn during onboarding. GUIDEcx is purpose-built to bridge the gap between sales and success teams. Immediately engage new customers once a deal closes, provide unrivaled visibility into project progress, speed up time to first value, and deliver a customer experience that matches expectations.

Optimize for Customer Engagement with GUIDEcx

The closer you are to your customers, the higher the likelihood of success and long-term retention.

Persona-based project experience
Subscribe external participants to different views depending on their role to boost engagement and improve project outcomes.
Customer engagement portal
Cut the noise of traditional project management tools. Customers can view upcoming deadlines and complete tasks from a personalized customer dashboard (no login required).
Automated emails from your domain
Send task assignments, reminders, and project status emails from your domain, improving email open rates and deliverability.
Seamless sales to success handoffs
Integrate GUIDEcx with your CRM to engage customers as soon as a deal closes. Automatically spin up a new onboarding project, invite team members, and populate based on purchase.


Deliver lasting success with intuitive engagement


Optimize your onboarding investment


Build trust for on-time completion


Align onboarding with how you work best

We GUIDE The World’s Leading Brands:

Is GUIDEcx right for you? Do you…

Struggle to onboard customers or complete implementations on time?
Experience customer disillusionment resulting in deal clawbacks or customer churn?
Want to speed up time to value so customers get to that “aha moment” sooner?
Lack accountability and spend time chasing customers to keep projects in motion?
Have customers, stakeholders, or cross-functional teams that want more visibility into onboarding?

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.