GUIDEstory: How HBI Solutions increased customer engagement by 95%
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In a Task’s Notes > Internal section, I @ an internal team member in an Internal note I entered and saved. (functions as expected) The internal team member receives a ‘ <my name> mentioned you in a task on the project <name of project> email. (functions as expected) The internal team member replies to the email (functions as expected) GUIDEcx seems to capture the reply as a Public note (functions unexpectely) Expectation is that GUIDEx would capture the response as and Internal note Curious if anyone has had a similar experience.Thanks!
One hurdle that GUIDEcx users must leap, is getting their customers to start using the platform in the way it’s meant to be used--streamlining all communication into the platform with project and task notes AND updating task statuses to provide visibility and keep the project momentum rolling.We all know it’s easier said than done! It’s a new “accountability muscle” that your customers have to flex. However, there are some best practices that can be applied to increase customer engagement with the platform. What methods have you implemented that proved successful in getting your customers to update their task statuses?
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
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
When I am on my task screen, and I refresh the page, the task list goes to my default task view.What is the proper way to refresh the task screen, with the filters that I’m using at that moment?
I need your help! I want to build resources that you can use to help your internal teams and customers navigate their onboarding projects easier. Can you comment on this thread with things that would help you?Here’s a sample of what I’m talking about. This is a product tour designed for YOUR customers when they are given the Compass view.https://app.demoboost.com/demo/lq2sp8ic
There are some tasks we have set for other internal teams and they really don’t need the “you have been added to a project” email, they just need the task ones.Can you disable that email? Also they really dont need the “project overview” emails, but I still want to send those to the customers. Can we disable those for specific users?
I’ve selected 34 tasks that need to be reassigned to someone else, but they aren’t showing up in the drop down. I keep getting a “No Users Match the Selected Responsibility” error.How do I reassign these tasks?PS We have resource management. Not sure if that helps.
Our friends at Cin7 are looking for someone to mature the customer onboarding team and deliver a world-class onboarding experience for their customers.Read more about it here: https://jobs.lever.co/cin7/44d4fb96-a9a3-4a6f-b0ba-639fc296ff5a Let me know if you apply!
if you cancel a project can the customer still access it?
Where do I go to add third-party users and who generally should be a third-party user?
When will participants receive the participant task instructions and how do you resend them?
I can’t seem to assign two customers to one shared checklist (it’s on a single task).I was only able to assign all the tasks to one customer, and now the other customer whom I didn't assign all the tasks to can’t see the checklist in their compass view.Any tips or workarounds are welcomed!
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!
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?
These are two very different beasts to onboard. What are some key differences and approaches to onboarding an enterprise vs. SMB account?Drop your thoughts below!👇👇👇
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