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GuideCX

GUIDEcx is the industry leader in new customer onboarding and process implementation. Our intuitive and transparent onboarding platform puts the client at the center of every project.

  • Invite everyone to the project—internal resources, customer teams, and vendors.
  • Guide each step and stay on track with automated tasks, reminders, and updates.
  • Engage teams by enabling them to interact with the project in the way they prefer. They can complete tasks, view status, send updates, make notes, and more—through the portal, email, or mobile app.

GUIDEcx delivers projects faster with fewer issues and accelerates time to value for your customers. Schedule your demo today!

Project Handoff

Gainsight customers can leverage GUIDEcx to automatically create new onboarding projects using standardized templates and better manager CS handoff. The automation provided by GUIDEcx:

  • Guides the customer onboarding experience with established expectations and focused communication
  • Increases speed, transparency, and predictability for onboarding and handoff to CS

Onboarding Health

GUIDEcx provides data to Gainsight to surface onboarding insights and better understand and predict the health of customers during the onboarding process. This insight provided by GUIDEcx:

  • Provides engagement metrics from the onboarding experience
  • Notifies of acceleration and stalls during onboarding