Onboarding & Implementation Blog

When people know what to expect, they feel better—and that includes you. The GUIDEcx blog tells you everything you need to know about new client implementation and onboarding so you can rock at it every time.

Blog, Customer Experience + Self-Service, Onboarding + Implementation

Customer Onboarding Best Practices—Lessons from Sales That Can Reduce Churn

“We closed it! Now what?” This moment marks the true beginning…

Andrew Hull

March 3, 2025
Blog, Customer Experience + Self-Service, Onboarding + Implementation

Stop Giving Away Onboarding: How to Turn Implementation into a Profit Center

Discover how SaaS companies can turn onboarding into a profit center…

Andrew Hull

February 28, 2025
Blog

Keeping Salesforce Squeaky Clean: How Integrations Are Your Digital Power Washer 🧼

Ah, the sweet smell of Salesforce hygiene in the morning! It’s…

Genevieve Easterling

September 24, 2024
Blog

The Psychology of Onboarding: What Makes Customers Tick

Customer onboarding is more than just a set of steps to…

Stacey Hatch

September 5, 2024
Blog

Cooking Up Success: How Culinary Precision Translates to a Data-Driven Business Strategy

When my wife and I first embarked on our journey as…

Prem Mall

August 20, 2024
Blog

How Embedded Tools Are the GPS for Navigating Modern Challenges

The year was 2010 and I had just started my first…

Cameron Crossett

August 7, 2024
Customer Experience + Self-Service

Onboarding Customers: A Couch to 5K Program for Success

Onboarding customers is similar to a Couch to 5K training program.…

Shaun Wright

August 1, 2024
Blog

Custom Email Templates That Drive Customer Onboarding Engagement

Punchline Up Front Custom email templates were one of the most…

Bentley Redden

July 17, 2024
Blog

3 Onboarding Strategies to Drive Higher Customer Engagement

Onboarding is a key phase of the customer journey. It sets…

Jared Orr

July 3, 2024