GUIDEcx Inspiration

Get inspired with how others use GUIDEcx

  • 63 Topics
  • 107 Replies

63 Topics

bobm
bobmEmployee
posted in GUIDEcx Inspiration

Did you know? You can create templates directly from your live projects!

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

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bobm
1 year ago
ellibot
ellibotEmployee
posted in GUIDEcx Inspiration

Complete Tasks without Logging In

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! 

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ellibot
1 year ago
Davi1700
Davi1700Employee
posted in GUIDEcx Inspiration

Project Notes give onboarding context

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.

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Davi1700
1 year ago
emaynez
emaynezGenius
posted in GUIDEcx Inspiration

My Team Feature

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! 

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emaynez
1 year ago
emaynez
emaynezGenius
posted in GUIDEcx Inspiration

Onboarding isn't a sprint. It's a distance event.

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): 

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emaynez
1 year ago
emaynez
emaynezGenius
posted in GUIDEcx Inspiration

Pro-Tip Tuesday: Be the best Doorman you can be

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

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emaynez
1 year ago
emaynez
emaynezGenius
posted in GUIDEcx Inspiration

Pro-Tip Tuesday: Master your craft

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

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emaynez
1 year ago
emaynez
emaynezGenius
posted in GUIDEcx Inspiration

Pro-Tip Tuesday: Not every customer wants an all-you-can-eat buffet.

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!”

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emaynez
1 year ago
Mark Mitchell
Mark MitchellEmployee
posted in GUIDEcx Inspiration

Pro-Tip Tuesday: Build Trust Through Preparation

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.

1
emaynez
1 year ago
JakeMesser
JakeMesserNew Participant
posted in GUIDEcx Inspiration

Pro-Tip Tuesday: Know When It's Time To Pick Up The Phone!

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. 

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dana_slapfive
1 year ago
emaynez
emaynezGenius
posted in GUIDEcx Inspiration

Pro-Tip Tuesday: Fail to plan, plan to fail.

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!

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emaynez
1 year ago
emaynez
emaynezGenius
posted in GUIDEcx Inspiration

It's Pro-tip Tuesday!!!

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

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emaynez
1 year ago
emaynez
emaynezGenius
published in GUIDEcx Inspiration

GUIDEu: GUIDEcx University. Level up your onboarding skills here!

 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.

700
emaynez
1 year ago
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