Customer onboarding can often feel like herding cats. With so many moving parts and people involved, it can be a daunting task. However, with GUIDEcx, the process becomes much more manageable and efficient. Here are the top 5 things that every guide avoids doing to reduce time-to-value (TTV) and increase customer satisfaction (CSAT), leading to happier, long-term customers.

The first step in the onboarding process is to invite your customers to the GUIDEcx platform. The best Guides always invite 3-5 customers. By having 3-5 customers involved, you can ensure that the customer's work gets done on time. Check out this article to see who to invite.

Inviting the right customers to your GUIDEcx projects is crucial for a successful onboarding process. By having 3-5 customers involved, you can ensure that the workload is distributed evenly and that tasks are completed on time. This also allows for better communication and collaboration between the customer and your team.

One of the biggest challenges in customer onboarding is ensuring that nothing slips through the cracks. With GUIDEcx, you can automate project creation by integrating with your CRM. Not only that, but you can also sync important information from your CRM to the GUIDEcx project so your customers don't need to repeat themselves.

By automating project creation, you can save time and reduce the risk of human error. This also allows for a smoother onboarding experience for your customers, as they don't have to provide the same information multiple times.

Assigning tasks to specific people is crucial in keeping the onboarding process on track. GUIDEcx allows you to assign tasks to individuals, ensuring that everyone knows their responsibilities and deadlines. This also helps to avoid confusion and miscommunication, leading to a smoother onboarding experience.

By assigning tasks to the right people, you can ensure that each task is completed efficiently and on time. This also allows for better accountability and transparency within your team.

With GUIDEcx, you can easily track the progress of each task and identify any roadblocks that may be hindering the onboarding process.

The best guides will take 5 minutes of regularly scheduled calls and share their screen to show the customer where they are at and what is coming next. This allows you to address any issues quickly and keep the project moving forward.

Every time you @mention a customer or an internal user, GUIDEcx will send them an email notification. The best times to @mention someone is when a task is falling behind schedule or to get a status update on something.

Using the @mention feature in GUIDEcx allows for better communication and collaboration within your team. It also helps to keep everyone on the same page and ensures that tasks are completed on time.

In conclusion, with GUIDEcx, customer onboarding becomes a much more manageable and efficient process. By following these 5 steps, you can reduce TTV and increase CSAT, leading to happier and more satisfied customers.