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Hi everyone! As you know we’re looking to revamp our Professional Service feature offerings and we’d love to hear from everyone and see what kind of things would make Resource Management better than ever.I promise that we will read every single comment so don’t be shy! Let your voice be heard!

I was talking with a colleague about basic training for new users in applications, and how a lot of websites/apps are running with tools like WalkMe, Userpilot, etc to give step-by-step training on a DIY basis. Super cool. Wanted to pick the brains of this community to see…What in-app training tool are you using? Are you using with web-based (browser access) tech, desktop, or both? What do you love/hate about it?Exploring options to bring to our team for future enhancements - thanks for any input!!

I created a task that I wnt my customer to sign off. When I click the Require Sign Off slider to turn it on, I am unable to save the task because it says I need to sign off at that time. I’m apparently not understanding how this works. Anyone able to set me straight? Thank you. 

We’re super excited for our next webinar “Work Smarter, Burnout Less” with Ryan Johansen, Founder of Stress Less and Get More Done.As a former Customer Success leader who ended up hospitalized due to workplace stress, Ryan’s mission in life is to help people avoid what happened to him.On this webinar (really a virtual workshop), Ryan will share actionable steps to help you connect the dots between burnout and productivity, manage your stress effectively, and implement techniques to get more done in less time - without sacrificing your mental and physical health.➡ Register here: https://bit.ly/3Z9kQ58 

The customers we support LOVE engaging via text and we see much higher response rates when we reach out via SMS instead of email or phone.We currently use Zoom Phone, but it’s been cumbersome.Difficulties in associating conversations back to the SFDC Contact If PM’s out OOO - it’s not easy to route text’s to other team members.  The App doesn’t do a great job of notifying our PM’s when a text comes inI’d love to know if anyone else is using SMS within their projects and what platforms/tools you’re using! I know Guide released SMS notifications, but we’re looking specifically to reach out, engage, nudge, ask questions, etc.

Better than the best kept secret of Santa’s presents to your kids...did you know that GUIDEcx has a three-tiered partner program?! The best partnerships in life share some key elements:1- They are mutually beneficial2- There are aligned goals and vision3- Sharing of complimentary strengthsThe partner program is amazing for building your own personal brand, helps the network of GUIDEs grow which benefits everyone directly in the community, and can generate revenue for individuals or companies. If your company has a partner program, or you would like to hear about the basic affiliate program, let’s chat! 

Hey everyone,Welcome Dave to your new role - I’m sure you are going to rock it!  You encouraged us all to do a quick intro so we can all get to know each other. So here’s all about me Career/Background:  I’ve been around the block a time or two 😁  My first job doing customer onboarding work was in 1989 - before computers and cell phones.  😂 I just had my company car, my “daytimer” and my briefcase of handouts!  (Oh and had to wear a dress and heels - Yikes!)  Current Job:  I work for SnapStream Media - the software that all of the late night shows use for their clips!  I started with the company in 2022 and took over the GuideCX platform and now I do all of the Onboarding and  User Training for the company.Little Known Fact About Me:  My stepdaughter was on Survivor - and I appeared in the closing credits on the night she was voted off.  (I am sadly not on IMDB 😂)Favorite GuideCX Features: New Custom Fields Customized Project Layout Recipe Builder - Auto Project Creation from GuideC

I’m thrilled to have joined the GUIDEcx team as the newest Customer Success Manager working out of the headquarters in Utah. I look forward to the relationships I’ll create both internally and with our amazing customers.

Hey all! Curious if any of you are willing to share your price points and offerings when it comes to your implementation packages?I’ll go first - we currently offer two options, one at $2000 and another at $10,000, but we are struggling at really differentiating the two when it comes to execution.  What criteria goes into the package (training, data work, number of meetings)? How do you make sure that your team doesn’t over-deliver? TIA!

Hey everyone,Welcome Dave to your new role - I’m sure you are going to rock it!  You encouraged us all to do a quick intro so we can all get to know each other. So here’s all about me Career/Background:  I’ve been around the block a time or two 😁  My first job doing customer onboarding work was in 1989 - before computers and cell phones.  😂 I just had my company car, my “daytimer” and my briefcase of handouts!  (Oh and had to wear a dress and heels - Yikes!)  Current Job:  I work for SnapStream Media - the software that all of the late night shows use for their clips!  I started with the company in 2022 and took over the GuideCX platform and now I do all of the Onboarding and  User Training for the company.Little Known Fact About Me:  My stepdaughter was on Survivor - and I appeared in the closing credits on the night she was voted off.  (I am sadly not on IMDB 😂)Favorite GuideCX Features: New Custom Fields Customized Project Layout Recipe Builder - Auto Project Creation from GuideC

Hi, I am just learning how to post a question/idea or start a conversation.

New to GuideCX so walking around the system, any tips would be appreciated  

Glad to be a part of Guide CX. My name is Jeff Baird and am looking forward to seeing how we are strengthened by this project management.

Glad to be a part of Guide CX. My name is Jeff Baird and am looking forward to seeing how we are strengthened by this project management.

The time has finally come!! We are super excited to announce the first installment of the GUIDEcx Lunch and Learn series! We are opening up our corporate headquarters training room on June 27th at noon where our very own Harris Clark and Genevieve Easterling will present installment one of our series “Customer Journey Mapping”. The topic for this months event will be “Overview and Consideration”. Come join us for lunch, networking, and the chance to learn from the absolute best in the business (I may be slightly biased 🤣)! Register here and invite your friends, whether they are GUIDEcx customers or not!  

Hi, I am just learning how to post a question/idea or start a converstation.

Hello everyone! My name is Dave and I’m fortunate and unfortunate to be stepping in to fill the HUGE shoes Elan left to be your GUIDE host of the amazing Onboarding Community powered by GUIDEcx. It would be great to get to know more of the amazing community members. What better way to start that conversation than to introduce myself to everyone! First, a little about me personally. I have been married to my dream girl for 13 years. We are the proud parents to 8 amazing kiddos. They range in age from 12 to 2 and it is absolutely as crazy around our home as you might think! I love playing sports and watching them with my kids. Nothing makes me more proud than to see them learning to love the BYU Cougars! Fun and embarrassing fact (especially that my father in law loves to bring up any time we meet new people) is that I was in a movie back in my college days so try to find me on iMDB. 🤣Second, professionally I have been with GUIDEcx for over 5 years. I have been an Account Executive, Dir

I get it. Newly onboarded customers might have a hard time letting go. (I've even heard some people call their handoff calls "Break up calls"). After all, you worked hard to be a product expert, a trusted advisor, their advocate, the list goes on.Here's my standard format for a handoff call:🟢 Introduce the customer to the CSM and vice versa🟢 Give a brief overview of how amazing each member was to work with🟢 Set basic guidelines for when to reach out to support vs. CSM ("Support's job starts when the product stops working")🟢 Turn the time over to the CSMHow do you set clear boundaries to make sure that the customer is empowered in knowing where to go if they have questions post onboarding?

Drop a picture of you in your Halloween costume below!!!

I’m putting together a little packet of valentine day cards that can be shared next month. Drop your best ideas below!