GUIDEcx Inspiration

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

We have been using GUIDEcx for just over a year. We are using it for SaaS software implementations at the Enterprise level. Our implementation plans are long and complicated. We would LOVE to chat with other GUIDEcx customers that are using it at this level as well. I am sure there are things we are doing that could be done differently or better, but we really need the perspective of someone using it in the same way. Anyone willing to chat with me?  

Hello, all! I’m trying to create KPIs/Metrics that will help drive the right behaviors in GuideCX by my internal team members. What kinds of metrics are you all using to do this?For example, I’m going to use the Task Efficiency Report to identify patterns of late tasks for team members. This will enable me to have a conversation with the individual and ask what blockers they are facing to getting tasks done on-time.Any other ideas on what reports/metrics you’re using to drive good planning, communication, execution, etc. within Guide? Thanks in advance!

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?  

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 🤓 

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!

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

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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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!

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

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!  

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! 

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!