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What integrations have you built with the GUIDEcx Recipe Builder?

3 months ago

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Explore tips and tricks from fellow Guides and the GUIDEcx team!

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Celia_at_FleetioNew Participant

posted in Onboarding Tips

RFPs - How much info is too much?

Curious as to if there are any tips / formats / standard y’all follow will filling out RFPs that ask for a breakdown of implementation services? I provide a high level breakdown of our different phases and a few short sentences as to what is required within each phase. When it comes to time commitments, I struggle to put accurate numbers as I want to be realistic but also don’t want to scare the prospect off as to what will actually be required of them.

2 days ago

emaynezCommunity Manager

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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6 days ago

emaynezCommunity Manager

published in Onboarding Tips

From Cost Center to Cash Cow: Rethinking Customer Onboarding

Customer onboarding, is the most crucial phase in the interaction between customers and a brand, because it holds immense significance for overall success.Fortunately it’s essential. Overlook your onboarding experience and your retention will suffer.Unfortunately it’s viewed as a cost center.Why is that the reality? Here are the top two reasons (I’d love to hear your thoughts too)Resource Allocation: Onboarding requires people, tools, and time. Customization + Integrations: Depending on the complexity of your product or service, onboarding may require customization or integration efforts to meet the specific needs of each customer, adding to the overall cost.How can we change that narrative? Here are some ideas I have, but please share your thoughts below!Emphasize the Long-Term Benefits: Measure things like customer retention, CSAT, and lifetime value. Quantify the ROI: Gather data around churn rates, upsells, and customer referrals. Align with Business Goals: A well-executed onboardi

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11 days ago

Debra OlberdingNew Participant

asked in Onboarding Tips

Training Consultant using Guide CX

Hi All,I am looking at using Guide CX in a Training Consultant role. Does anyone have a template they created for this role using Guide CX?

16 days ago

emaynezCommunity Manager

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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18 days ago

emaynezCommunity Manager

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!

18 days ago

jeanettecazierNew Participant

asked 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!

18 days ago

emaynezCommunity Manager

published in Onboarding Tips

HOW TO ONBOARD BUSY PEOPLE

Onboarding people is hard.Onboarding busy people is even harder.The secret to engaging busy people is to communicate more clearly.I’m always on the look out for content that is applicable to customer onboarding. I found this webinar from the Harvard Kennedy School that talks about “The Science of Corresponding with Busy People.”Todd Rogers, a behavioral scientist and professor of public policy at Harvard Kennedy School shares his take on the five principles for effective communication and how to implement them in your writing (emails, task instructions, meeting recaps, etc).The 5 principles Todd shared are:Use fewer words. Less is more. Get to the point faster to get people to higher engagement. Decrease reading-level. Making it easier to read will increase engagement. Format to direct attention. Formatting can highlight what the writer thinks is most important. Use it judiciously. Make key information obvious. The point of the communication should be obvious. Don’t make it a maze to f

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23 days ago

emaynezCommunity Manager

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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24 days ago

emaynezCommunity Manager

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

24 days ago

sharonruizParticipating Frequently

asked in Onboarding Tips

Customer Success Plans?

We have a great kickoff call agenda and slide deck, but it does not include a Customer Success Plan which we are contemplating adding. Does anybody out there have any best practices around the CS Plan or have a template to share? I’d love to hear your input!

24 days ago

emaynezCommunity Manager

published in Onboarding Tips

Share this one-pager with your sales team to reduce customer fear

The number one momentum killer in onboarding is “fear.”When prospects sign on the dotted line and become new customers they are overwhelmed with excitement, but also fear.Think of the last time you made a big purchase. 🧐Maybe it was a new car!Maybe it was a vacation to some tropical paradise!Chances are you felt excited, but in the back of your mind your brain is looking for evidence that it was a good decision.That’s called cognitive bias.It’s just your brain (mankind’s best friend because it’s evolved to protect us from all sorts of harm) trying to confirm that your actions (in this case making a big purchase) was the right choice.So put yourself in your customer’s shoes.They just purchased an amazing software/service.They would be so sad if things didn’t go as smoothly as they were promised from sales.One antidote to fear is to “share understanding.”In this case it can be as simple as a one-pager that explains “What to Expect” for their onboarding.When sales shares something as sim

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25 days ago

emaynezCommunity Manager

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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1 month ago

emaynezCommunity Manager

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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2 months ago

emaynezCommunity Manager

posted in Onboarding Tips

Better Pizza Experience can inspire a better Onboarding Experience

Remember that local pizza shop called “Domino's Pizza”?This is their stock price over the last 20 years.It was worth around $8 back in 2004.Today it’s worth over $400.So what changed?In 2008, Domino's realized that customer uncertainty about 🍕 delivery times was impacting their bottom line.As such, they decided to implement the 'Domino's Pizza Tracker' which provided full transparency to customers throughout the order process.The Lesson? 📖Research has found that it is less psychologically stressful to know something negative is about to happen (i.e. late pizza 🚙) than it is to be left in uncertainty (i.e. no idea where 🍕 is).Bad news is better than no news. Keep your customers updated and you’ll see some serious returns.

2 months ago

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!

2 months ago

emaynezCommunity Manager

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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2 months ago

emaynezCommunity Manager

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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3 months ago

emaynezCommunity Manager

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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3 months ago

emaynezCommunity Manager

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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3 months ago

emaynezCommunity Manager

published in Onboarding Tips

What are your 2024 Onboarding Resolutions?

It’s a new year, which means we have new goals, aspirations, and more!Since we’re a community dedicated to all things onboarding, implementation, and project management… I’d LOVE to hear what your goals are for this year! Comment below!

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3 months ago

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!

3 months ago

emaynezCommunity Manager

asked in Onboarding Tips

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