GUIDEcx Inspiration

Where did my GUIDEcx tab go?! 😱I always end up with like 15,000 tabs open and hate it when my important applications get lost in the weeds. It’s why I like to run things like my email and calendar in their applications rather than running them in the web. GUIDEcx is an essential part of my work day, and so making it easy to get to and work with was HUGE for me, and thanks to Chrome’s ability to create manual desktop apps I was able to make sure it doesn’t get lost in my sea of tabs. Here’s how you do it! Creating a GUIDEcx Desktop Application Via Chrome Shortcut 🎁 Go to your chrome menu (three dots in upper right) More Tools > Create a Shortcut Name it GUIDEcx Check the “Open as window” checkbox   How to Create a Chrome desktop Application of GUIDEcx  Note: I believe other browsers have this same capability - but I use chrome 😅

In the GUIDEcx mobile app, you get the only view of all project and task notes in one place and it is in reverse chronological order. I absolutely love this feature because it acts as a newsfeed for everything going on with new customers. These notes from customers and internal team members are always in the context of their projects and tasks, so it is easy to understand where they are succeeding and struggling. From there, I can easily chime in, or send a note that only my team internally can see. This feels like a superpower.

My favorite feature of GUIDEcx is the ability to personalize the experience for all customer and internal team users. Compass Path was recently released, giving you the option to designate a specific view for each customer user. Consider each person’s role, if they are looking for visibility or tools to execute, and assign a view that will help them work effectively and efficiently. For internal team members, explore our Gantt, List and Board views to find the experience that works best for you. 

Q: I just made several updates to the template(s) used in my live project.  I now want all the task changes I’ve made in this live project to be reflected back in the Template Library so future projects can leverage these updates.  Can I do that without manually recreating the changes in the original template?A: YES! If you have created project P using templates A,B, and C, and you have made updates to templates A, B, and C in project P while it is in flight, you can write back any/all of these templates back to your template library:Click on the 3 dots in the upper right corner of your project & select EDIT TEMPLATES The TEMPLATE INFO drawer will open where you’ll see a “Create template” link. Click on that link to create a copy of this project plan template back into your Template Library You will be prompted to give this written back template a new name, for example: A_v2 Repeat for as many templates in this project that you’d like to write back by scrolling further down in the

One of my favorite features of GUIDEcx is allowing my customers the ability to complete tasks without having to log into another system. Once a task is ready for them, an email gets sent out. It’s then as easy as clicking ‘Done’ directly in the email. Like magic, the task is marked complete! Completing a task without having to log in! 

I love using GUIDEcx project notes to send meeting recaps, project updates and have conversations with my clients and team members. It’s so nice to finally have a space to collaborate and coordinate, instead of having separate communication channels that I need to juggle.  It also allows all project members the ability to follow along and see a record of what has happened throughout the project :) truly a game changer.

Did you know that if you have an Admin or Manager license in GUIDEcx you can see all projects even if they aren't assigned to you. As you can imagine, if you have a large team this may be a lot of information to take in. That's why we built the "My Team" feature. When enabled your access is limited to projects, tasks and notifications related to you and your selected team members. To get this set up all you need to do is go into your profile settings » Select My Team » Select the team members you want on your team! 

TTV or time to value is a classic metric that every single onboarding team has a constant pulse on.It’s great because you want to know how long it takes a customer to go from signing the contract to getting value from your product/service. However, as the onboarding space evolves so do the metrics that we use. A common trend I’m seeing SAAS companies do is onboarding in smaller chunks. Story time!Growing up I was a swimmer. My main event was the 200m backstroke. I wanted to break the 2:00 minute barrier more than anything. However, I couldn’t because I was racing it 200m at a time. I’d go as fast as I could for as long as I could, but no matter what I’d be gassed at the end. I’d always get close to 2:00 minutes, but I could never break it.One day my coach approached me with a new plan. We were going to train splits. This meant instead of racing the whole 200m at once, I’d break it down into 4x50m phases. I’d race each 50m phase as follows (1 being the fastest and 4 being the slowest): 

Have you heard of the Doorman Fallacy?Back in the 80’s when revolving doors were gaining popularity, hotels decided that doormen were obsolete. They cut back costs and fired their doormen because all they did was open doors, right? WRONG. This actually backfired on hotels and instead of making more money they lost money.How did that happen you ask? Doormen do more than open doors (say that outloud 10x fast). They actually acted as taxi hailers, security/vagrant deterrent, friendly face to the customers, and a signal of luxury. When they were removed, all that was left was a door that revolved.In the age of AI and automation, now it’s more important than ever to lean into the human aspect of your onboarding experience. Let the AI overlords and automation do the email sending and task assignments while you focus on the relationship building and other ancillary (yet still important) soft skills.Now’s the time to refine these types of human skills that robots can’t do better than you:Commu

Jiro Ono (If you don’t know who he is, you need to watch the documentary "Jiro Dreams of Sushi”) is a master sushi chef who has dedicated his life to perfecting his craft. His unwavering commitment to excellence has led him to become one of the most respected and sought-after sushi chefs in the world. Jiro's story is a powerful reminder to me of the importance of mastering your craft. Regardless of what profession you are in, there is always room for growth and improvement. We (as client onboarding + implementation professionals) should take note of Jiro's example and strive to continually hone our skills and knowledge.Easier said than done, Elan. You’re right! I think that the key to mastering any craft is to approach it with a sense of passion and purpose. Jiro's passion for sushi is evident in every aspect of his work. He is constantly experimenting with new techniques and ingredients, and he is never satisfied with his current level of success.Similarly, we can approach our work wi

It’s so easy to get caught up in the magic of your product that is changing the world, wait no, the galaxy. Wait… no the whole universe!!! I know that I would get excited to share the awesome benefits of any product I was implementing that I would dump a ton of information on my new clients. One thing I wish I knew sooner was “remember the magic, but make it digestible for your clients. Not everyone wants an all-you-can-eat buffet, so meet them where they’re at!”

When you’re conducting a kickoff call with customers, make sure you’re prepared! Gather intel from the sales experience about what they are looking to get out of your product or service (desired outcomes). That way, you can confirm what you know rather than asking them to start over with someone new. This will do wonders for building trust, and maintaining momentum throughout the customer journey.

With email and text communication being the first line of defense, sometimes implementation professionals rely too heavily on this way of communicating. When things are getting misunderstood or a client is escalating, I am always surprised how just exchanging words over the phone calms them down. I also find it helpful because it takes away the anonymity/delayed feedback of email, where clients tend to be more forceful. Not only do you get a quicker resolve, you maintain the relationship. Nevertheless, always a good idea to follow up in written communication, what was discussed over the phone for documentation purposes. 

I wish I knew that anytime I ended a meeting without scheduling the next meeting I could lose a LOT of momentum. Never end a meeting without scheduling the next meeting!

It’s pro-tip tuesday! Go share a tip that you wish you knew (or comment on someone else’s pro-tip idea) that would be helpful in customer onboarding!  (Don’t forget to use the tag “pro-tip tuesday”) https://onboardingnetwork.guidecx.com/general-chat-104

 How to Access GUIDEu: Log into GUIDEcx Click on the SUPPORT tab on the lower left hand corner Click on GUIDE UNIVERSITY, this will take you to GUIDEu. Start your assigned courses! What if I don't see any courses? Check this article out to troubleshoot. FAQs: What is GUIDEu? GUIDEu is where you go to learn best practices and other pro tips on GUIDEcx. There are several courses to learn from, each designed to be worked on in the cracks of your busy schedule. What courses are available? To learn more the available courses, click here.