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GUIDEcx Inspiration

Get inspired with how others use GUIDEcx

  • 64 Topics
  • 109 Replies
64 Topics
jjmcdev
jjmcdevInspiring
asked in GUIDEcx Inspiration
Where/How do you all store Customer Requirements?

Hey everyone, We use GuideCX as primarily an Onboarding/Implementation project management tool.  During our Kick Off Meeting with the customers we go through a slide deck with a series of Requirement Questions.  For ease of viewing I use Google Slides to list the Questions.  I don’t want to go out of presentation mode to stop and type up their answer - but instead will go back through the meeting transcript later to gather and document all the answers.My question is this - where do you all store your Requirements information that you gather?  Our requirements are pretty simple - no need for a huge complex document. It doesn’t make any sense to go back and put it in Google Slide deck - no one will ever open that file again.  I currently put it in meeting notes - in the Kick Off Task - but that also would be difficult to easily find and get back to.I was considering like a Google Sheet that is attached to the project.  I think I read where I can set up with the project initiation recipe

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jjmcdev
2 months ago
jjmcdev
jjmcdevInspiring
asked in GUIDEcx Inspiration
How do you handle meeting scheduling for projects in GuideCX?

One area that I consistently struggle in my GuideCX Project Plan is interacting with the customer to schedule their Implementation Kick Off and User Training meetings.  I’ve been striving to keep all of my communication with the customer coming from GuideCX if possible - so it reflects the total picture of the history of the project.  I have a task that is assigned to the customer called Schedule your Implementation Kick Off Meeting!” and in it - I have embedded a Calendly Link to my calendar so that they can select an available time that works for them. But I have found that I have a better response rate for scheduling if I utilize the Calendly feature where you can actually insert availability that they can select and schedule quickly.  So sometimes I reply to the task email from GuideCX and add that availability if I haven’t heard from them. Can anyone share how they handle meeting scheduling with their customers through the GuideCX project?  

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dthompson
2 months ago
icooper
icooperNew Participant
posted in GUIDEcx Inspiration
AI Efficiencies in Projects or Data?

I’m sure I’m not the only one who is getting asked about how we can improve our AI usage at their company. Since guideCX is a critical platform for my teams, I’m curious if anyone has started to leverage AI to help increase efficiency in the use of the guideCX platform?  I’m not necessarily sure where the value could lie directly, so any out of the box use cases people would be open to sharing would be really cool to hear. Would love to get some inspiration 🤓 

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Mark Mitchell
2 months ago
Elan
ElanInspiring
posted in GUIDEcx Inspiration
Steal my Experience Overview

I’m currently redesigning some onboarding flows for my new company. Here’s my framework. Feel free to steal it or let me know what you would add/take away!

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jjmcdev
4 months ago
jjmcdev
jjmcdevInspiring
posted in GUIDEcx Inspiration
What is your Project Title scheme?

I’m looking for inspiration on how others name their GuideCX Projects.  With the original basic interface with HubSpot - the GuideCX Project Name would match the Deal Name in HubSpot.  Now with the new Recipe Builder we have complete control over Project Naming and I would like to take advantage of that.I think the Deal Name is a bad idea because it isn’t “user friendly” and it’s long.  Here’s an example Center for American Progress - 6 Tuners + MTVH + 1 Custom Stream + 50 Event HoursSo that is really silly in all of the GuideCX emails to the customer referring to the project.  I think it’s important that it has the Customer’s Name in it (for our benefit) and our name in it (for the customer’s benefit.  But other than that - do you add anything else?  I’ve been playing around with this scheme - but it still gets kind of lengthy[Customer Name} - SnapStream [Purchase Type] - [Platform]Big Boy Agency - SnapStream - New - Cloud w/ Managed TV Hosting So what do you all do?  Show me your Pro

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Jackson
4 months ago
mayres
mayresNew Participant
asked in GUIDEcx Inspiration
Out of Onboarding...What's next?!

My team has a very dialed onboarding process.  However, our account management/ongoing customer success program could use some TLC.  Can anyone in this community point me to some resources that can help us learn about best practices for customers outside of onboarding?  We are looking for recommendations on PLN’s, books, articles, podcasts, blogs, etc. that you have found beneficial.  Thank you in advance! 

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mayres
4 months ago
KimberleyFrancis
KimberleyFrancisEmployee
posted in GUIDEcx Inspiration
FEATURE TIP FRIDAY: STATUS CHANGE REASONS - What reasons do you find come up most often when your project status is no longer on time?

Want to learn more about Status Change Reasons? Check Out our Status Change Reasons Help Article to start setting up today! Want to learn more about Status Change Reasons? Check Out our Status Change Reasons Help Article to start setting up today! 

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jjmcdev
4 months ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration
Resend Task Instructions

Sometimes tasks run late because the assignee might miss the assignment emails or overdue reminders flowing in their inboxes.A classic case is when a user is back from a long leave! Sending gentle reminders to Task Assignee is just a click easy! Best PracticeBefore resending the task assignment email, we recommend that you always @mention the assignee in the task notes and give them a heads up that you're sending the task again so it doesn't get lost!Below is an example: FAQsCan I send Task Assignment emails for tasks where dependency is not met?Yes, whether or not dependencies are met (even hard dependencies) you can send the reassignment email and it will appear in the inbox.Why is the date-time stamp of resent email not updating to the recent most email that was sent?If the task assignment email has been sent previously using this option to re-send the assignment email the Date and time stamp that appears in the task details will only show the date and time of when the assignment wa

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emaynez
5 months ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration
GUIDEcx Mobile App - Best Practices

Whether you're at your desk or not, onboarding doesn't stop.With the GUIDEcx Mobile App, you can drive project success from anywhere, at anytime.Stay in the loop with easy collaboration, one-click task updates, and instant alerts.You can download the apps here:On iOS On Android4 Tips to Get the Most Out of Your New AppTip 1: Update your mobile notification settings within the web-appGo to app.guidecx.com and click on the three-dot menu next to your company name in the navigation rail. Select Profile Settings > Notifications.  Tip 2: Create saved project and task filters in the web app so they can be accessed via the mobile app  Tip 3: Be sure to “Allow Push Notifications” when prompted after login to the mobile app, so you can get time sensitive action items via push notifications.Get notified when a task status is updated to stay informed on project progress, see when a user leaves a new task or project note, and more! Tip 4: Utilize the “Notes Digest” view to see all communication

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B
5 months ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration
How do you use GUIDEcx to know what needs to get done?

Enhance your work by using GUIDEcx reports to identify what needs your attention.Needs Attention will tell you if there are any unassigned tasks that need your attention.Assignee Task Efficiency can serve as a personal scorecard that you check weekly to be the best you can be!I’d love to hear your favorite way to use reports to ensure nothing slips through the cracks!

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emaynez
6 months ago
emaynez
emaynezGenius
asked in GUIDEcx Inspiration
What changes would you make to this template?

Pop quiz! This template takes 53 days on average to complete. What are a few things you would do to reduce the duration?Drop your ideas below!

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bnpguidecx
6 months ago
J
jeanettecazierNew Participant
posted in GUIDEcx Inspiration
How do you manage multi site deployments?

Hello All, My team has customers with a bunch of sites/locations where each site needs an entire project plan to onboard. How do you manage those using GCX? I’m just curious what other customers are doing to keep this organized and ensure the visibility for internal users and customers alike is simple as well as how you manage them functionally.  Thanks in advance!

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J
6 months ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration
[GUIDEclass] How to Onboard Busy Users Replay

Onboarding people is hard.Onboarding busy people is even harder.The secret to engaging busy people is to communicate more clearly and make it easy to be onboarded.Resources:1. Download the magical chrome extension for templatizing your meeting recaps! 2. Brush up on the 5 Principles of Communication3. Have questions? Ask them in the GUIDEcx community!

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emaynez
6 months ago
emaynez
emaynezGenius
posted in GUIDEcx Inspiration
How do you use Project Tags?

The best GUIDEs are organized. Thankfully with GUIDEcx, there's more ways to stay organized. Today I want to share a tip that helped me know within seconds who needed my attention and who didn't need as much handholding. Back in my early onboarding days I had a weekly meeting with my CEO to discuss three things: Which customers were at risk, Why they were not progressing quickly, and Which ones were healthy. I always dreaded this meeting because it took too long to prepare for it. I wish I had GUIDEcx at the time because of the Project Tag feature. When I learned that I could tag projects as "🐌" for "Slow Moving" it became a game changer. With GUIDEcx, I can tag and filter between truly healthy customers and customers who were just slow moving and not at risk. Other ways I've seen tags get used is to identify what kind of service package was purchased. Not only does it help the onboarder immediately know what kind of service the c

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bnpguidecx
6 months ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration
GUIDEstory: How HBI Solutions increased customer engagement by 95%

Hi again - Elan here 😄I’ve got an amazing GUIDEstory to share with you today.Say hello to Jackie, Sr. Director of Client Success at HBI Solutions.Jackie’s team has found themselves working tirelessly to serve their clients, but struggled to balance easy customer communication with internal efficiency, including clear visibility into the team’s workload and revenue impact. See how Jackie was able to improve customer engagement by 95% and show her team’s impact on revenue to executive leadership by partnering with GUIDEcx.  

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emaynez
6 months ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration
GUIDEstory: How Boulevard Doubled Their Productivity Without Increasing Workload

Hi there - Elan here 😄One of my favorite things to do is to revisit successful implementations to learn what worked so we can repeat that.There’s so much we can learn from studying successful implementations, but often we forget to because it goes so smoothly. Raise your hand if you find yourself paying more attention to the AT RISK customers more than the HEALTHY ones.So that’s why I want to start the GUIDEstory series.As you know, GUIDEs are the best storytellers. At the end of a long day, they gather around a fire to recount the stories of the day.Today we’re diving into how Boulevard, a customer experience platform, was able to reduce their onboarding time from 20 to 10 hours, double their productivity, and achieve record-breaking launch months.I sat down with Will Patterson to discuss their secrets to success.I am happy to share Boulevard’s GUIDEstory.🔑 Key Takeaways1️⃣ Assess and Recognize: Identifying inefficiencies and challenges in the onboarding process was key. He identifi

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emaynez
8 months ago
KimberleyFrancis
KimberleyFrancisEmployee
posted in GUIDEcx Inspiration
OPEN for FEATURE TIP FRIDAY: Project Tags

Projects tags a great way to organize your projects, make them easier to find, and provide a visual reference and custom report for your team members! Learn more about how to use Project Tags here!  

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bnpguidecx
8 months ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration
Customize your Column Headers

As you may know, GUIDEcx captures and displays a lot of data. Sometimes that data can be helpful and other times you just want more white space.We know different people care about different views and it's not a one-size-fits-all. Did you know that each column is dynamic and you can hide/show and reorder columns exactly how you want?You have the ability to change which columns are displayed on the "Projects" and "Templates" pages (This functionality is coming soon for the "Tasks" page).PRO-TIP: Pair this with filtering to create your perfect view! To learn more about how to do that check out this helpful guide!  FAQs Can I display custom columns i.e. I want to see my custom fields, is that possible? Not yet. We know that many of you would like this functionality and we are working on some foundational elements that can enable that future functionality. Is the view I create available to my whole organization or is it available to just me? The view you customize is just for you! The

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bnpguidecx
8 months ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration
Reporting for Managing Your Team

🚀 Elevating Team Management with Data-Driven Insights!In today's dynamic work landscape, effective team management requires more than intuition – it demands insights backed by data. 📊 Here are some ways leveraging data in GUIDEcx can significantly impact team productivity: Performance Metrics: Measure what matters! Track key performance indicators to identify strengths and areas for improvement. Celebrate wins and optimize strategies based on data insights. You can look at completed projects, project duration, CSAT, and Assignee Task Efficiency to see how each team member is performing! Resource Allocation: Optimize your team's potential! Analyze data in Resource Management to ensure tasks align with skills, preventing burnout, and maximizing productivity. Communication Analytics: Break down communication barriers! Analyze data to identify bottlenecks and streamline workflows for enhanced productivity and a collaborative team culture.  Training and Development: Invest in growth

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Mark Mitchell
8 months ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration
How do you manage your onboarding experience better with Reports?

There are all sorts of out of the box reports found in GUIDEcx that can help you elevate your onboarding experience. Template Analysis is there to help you identify what is missing on a template (i.e. instructions, experience overview, etc).Historical Trends help you see how many projects have been completed and their average duration.I’d love to hear how you’ve used reports to identify opportunities for process refinement.

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emaynez
8 months ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration
What integrations have you built with the GUIDEcx Recipe Builder?

GUIDEcx launched its Recipe Builder in 2023 to better serve you and your integration needs.Recipe Builder allows you to connect data from GUIDEcx to your tech stack and vice versa. This allows you to capture valuable information from sales and pass it into GUIDEcx for onboarding and then into customer success for a more cohesive customer journey.And the best part? You can customize it exactly how you want.I’d love to hear what integrations you’ve created or are wanting to create!

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jjohnson
8 months ago
K
knieberdingNew Participant
asked in GUIDEcx Inspiration
Presenting Guide to clients

We are looking for a good “how-to” guide to present Guide to external clients who do not have tasks directly assigned to them. It may all seem overwhelming/confusing to them to look at a project and not have any tasks assigned.Any tips/notes are helpful :) Thanks in advance! 

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K
9 months ago
KimberleyFrancis
KimberleyFrancisEmployee
posted in GUIDEcx Inspiration
OPEN for FEATURE TIP FRIDAY: Task Tags

Similar to Project Tags, Task Tags are a great way to label tasks with visual cues! Learn more about how to use Task Tags here!  

0
KimberleyFrancis
11 months ago
KimberleyFrancis
KimberleyFrancisEmployee
posted in GUIDEcx Inspiration
OPEN for FEATURE TIP FRIDAY: Manually Resending Task Assignment Emails - Customers not completing tasks on time? Applying these Best Practices could help!

No one likes to get called out by the teacher!! If you practice to message customers on late tasks within 1-3 days of a task becoming overdue, you increase the chances of on time task completion for all future tasks because your customer realizes you’re keeping a close eye! But don’t spam the resend button 😅 . Leave a note first and then hit resend and give them the opportunity to act. Rinse and repeat for future late tasks.  Check out Best Practices below!   

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emaynez
11 months ago
bobm
bobmEmployee
posted in GUIDEcx Inspiration
GUIDEPost: Revising the Project Start Date in presence of DONE tasks

Q: I have updated my project start date to reflect a new, later date, and I see the correct (revised) dates in the Project Overview:Project Start Date reflects the new start date I’ve entered Planned End Date also reflects the new end date I’ve defined Forecasted End Date is also automatically updated to reflect the new start dateFor example, from Project Start Date = 5/19/23To Project Start Date = 1/1/2024 But why do I still see some start dates in the project reflecting the original project start date?For example, I see date information relating to the original start date in:Some Milestone Headers Some Task cards The GANTT Viewer A: This is likely because 1 or more of the following causes:Any tasks that were already marked DONE prior to your revision of the project start date, REMAIN DONE on their DONE date. Any tasks with dependencies on those ‘previously-marked-DONE’ tasks will also show that they can start on dates as soon as possible after their input dependencies. As a result, i

1
emaynez
1 year ago
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