GUIDEcx Inspiration

Get inspired with how others use GUIDEcx

  • 57 Topics
  • 90 Replies

57 Topics

emaynez
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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B
6 days ago
emaynez
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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emaynez
18 days ago
emaynez
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!

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bnpguidecx
18 days ago
J
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!

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J
18 days ago
emaynez
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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emaynez
24 days ago
emaynez
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

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bnpguidecx
24 days ago
emaynez
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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emaynez
1 month ago
emaynez
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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emaynez
2 months ago
KimberleyFrancis
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!  

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bnpguidecx
2 months ago
emaynez
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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bnpguidecx
2 months ago
emaynez
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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Mark Mitchell
3 months ago
emaynez
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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emaynez
3 months ago
emaynez
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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jjohnson
3 months ago
K
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! 

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K
3 months ago
KimberleyFrancis
KimberleyFrancisEmployee
posted in GUIDEcx Inspiration

OPEN for FEATURE TIP FRIDAY: Task Tags

Similar to Project Tags, Task Tags are a great way to label tasks with visual cues! Learn more about how to use Task Tags here!  

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KimberleyFrancis
6 months ago
KimberleyFrancis
KimberleyFrancisEmployee
posted in GUIDEcx Inspiration

OPEN for FEATURE TIP FRIDAY: Manually Resending Task Assignment Emails - Customers not completing tasks on time? Applying these Best Practices could help!

No one likes to get called out by the teacher!! If you practice to message customers on late tasks within 1-3 days of a task becoming overdue, you increase the chances of on time task completion for all future tasks because your customer realizes you’re keeping a close eye! But don’t spam the resend button 😅 . Leave a note first and then hit resend and give them the opportunity to act. Rinse and repeat for future late tasks.  Check out Best Practices below!   

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emaynez
6 months ago
bobm
bobmEmployee
posted in GUIDEcx Inspiration

GUIDEPost: Revising the Project Start Date in presence of DONE tasks

Q: I have updated my project start date to reflect a new, later date, and I see the correct (revised) dates in the Project Overview:Project Start Date reflects the new start date I’ve entered Planned End Date also reflects the new end date I’ve defined Forecasted End Date is also automatically updated to reflect the new start dateFor example, from Project Start Date = 5/19/23To Project Start Date = 1/1/2024 But why do I still see some start dates in the project reflecting the original project start date?For example, I see date information relating to the original start date in:Some Milestone Headers Some Task cards The GANTT Viewer A: This is likely because 1 or more of the following causes:Any tasks that were already marked DONE prior to your revision of the project start date, REMAIN DONE on their DONE date. Any tasks with dependencies on those ‘previously-marked-DONE’ tasks will also show that they can start on dates as soon as possible after their input dependencies. As a result, i

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emaynez
6 months ago
KimberleyFrancis
KimberleyFrancisEmployee
posted in GUIDEcx Inspiration

OPEN for FEATURE TIP FRIDAY: Inviting 3+ Customers to Projects - Let's Face It, We All Work Harder When Someone's Watching!

Check out our Help Article on Which Customer Team Members to Invite, and what level of Project Visibility may be best for their role! 

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emaynez
6 months ago
KimberleyFrancis
KimberleyFrancisEmployee
posted in GUIDEcx Inspiration

OPEN for FEATURE TIP FRIDAY!! PM Notes - How do you close off your projects in a memorable way?

Want to learn more about PM Notes? Check out our PM Notes Help Article and Customer Engagement MasterClass recording to start using them today!  Send your customers off in style using the PM Note. Here's how you do it:1. Have an internal hidden task name "Add PM note" at the end of your template2. Before marking the project as done, add a personalized note to the PM Note.3. Mark the task as done.4. Mark the project as done.5. CelebratePRO-TIP: Things to include in your PM note. Thank you's, Congratulations, reminder about CSAT survey, and links to post-onboarding resources (help center, community, etc).How do YOU use PM notes? Let us know in the comments below!

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emaynez
6 months ago
bobm
bobmEmployee
posted in GUIDEcx Inspiration

GUIDEPost: Total Plan Days in Templates vs. Projects

Q: I created a TEMPLATE A that shows a 55-day plan.  When I create a PROJECT B that pulls in TEMPLATE A, the PROJECT plan indicates a 77-day plan. Why?A: The TEMPLATE A that you created is a building block that is not yet aware of when it will be launched in a PROJECT.  Once you pull that TEMPLATE into a PROJECT (such as into PROJECT B above), the plan will now have calendar dates associated with it, which include weekend dates.  It is those weekend dates that cause the overall plan days to appear like they are exceeding what your original TEMPLATE A had indicated.Many thanks to @Sara Fowers for her brilliant insight here as always 😀

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bobm
7 months ago
willpatterson
willpattersonInspiring
asked in GUIDEcx Inspiration

Professional Services within GuideCX

Hey all! First and foremost, i’d LOVE to connect with anyone in the community who is currently supporting their professional services team within GuideCX. It was easy to transition my onboarding team into GuideCX as they were already used to a project management tool (albeit not as great lol) and the concepts of templates/milestones/tasks/etc.  We’re building out our professional services arm at my company and we will be having that team live inside of GuideCX.  This team is currently managing a lot of their work out of sheets, gmail, calendar, todo lists. I’d love to hear how others have set up their GuideCX processes to help support their Professional Services teams. ❤️Are you using templates? If so, what do they look like! Are you using recipes to trigger proserv projects? Are they running off salesforce opportunities or forms? Cool! Are you tracking time? How are you using that data? Is it going back into other tools for billing? I’m all ears! Would love to connect! Or chat on here

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willpatterson
7 months ago
KimberleyFrancis
KimberleyFrancisEmployee
posted in GUIDEcx Inspiration

FEATURE TIP FRIDAY: STATUS CHANGE REASONS - What reasons do you find come up most often when your project status is no longer on time?

Want to learn more about Status Change Reasons? Check Out our Status Change Reasons Help Article to start setting up today! Want to learn more about Status Change Reasons? Check Out our Status Change Reasons Help Article to start setting up today! 

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KimberleyFrancis
7 months ago
KimberleyFrancis
KimberleyFrancisEmployee
posted in GUIDEcx Inspiration

You've been thinking about automating your process haven't you?

😏 Great news! Today I’ll be joined in my Recipe Builder Q & A MasterClass by GUIDEcx’s very own @Hamani.Po'oi who’ll be able to answer your toughest Recipe Builder questions! Join us at 1:30pmET to learn more about how you can be the integration architect of your wildest dreams! Let us know you’re attending on the Events page or via my Calendly link so you can access the recording! We hope to see you there! 

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emaynez
7 months ago
emaynez
emaynezCommunity Manager
posted in GUIDEcx Inspiration

What is something you wish someone told you earlier in your onboarding career??

What are some pro-tips that you wish someone shared with you sooner??? Let’s get a list of amazing pro-tips together!

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Mark Mitchell
7 months ago
emaynez
emaynezCommunity Manager
posted in GUIDEcx Inspiration

Things I wish I knew: Cameras that are turned off are a turn off.

I used to follow the customer’s lead whenever I hopped on a virtual call. Do I turn my camera on or off??? Ahhh my hair looks crazy and my eye bags have bags! I used to worry a lot of how I’d be perceived, but over time I realized that the benefits to showing my face on camera will always trump the cons.Keeping your camera on during customer onboarding calls can offer several benefits that contribute to a positive and effective onboarding experience. Here are my top two reasons to consider:1. Build Trust and Rapport: Visual communication allows for a more personal connection. By having your camera on, you can establish a stronger sense of trust and rapport with the customer. Seeing a friendly face can make the interaction feel more genuine and build a foundation for a productive and collaborative relationship. It also helps the customer put a face to the name and role, making the interaction more memorable.2. Non-Verbal Communication: A significant portion of communication is non-verba

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emaynez
7 months ago
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