Overview
Introducing your customers to a GUIDEcx powered onboarding experience can be extremely exciting! We recognize it can be quite the transition to intentionally have your customers engaged more throughout onboarding. Hopefully this helps!
Give them a quick tour
We have created a GUIDEcx Customer Introduction video to help you set proper expectations with customers and walk them through what to expect during onboarding.
By default, this video is included in the Experience Overview section of new templates as the YouTube Video Link: https://youtu.be/i3TzjLuSvLs.
You can replace this video with a YouTube Video Link of your choice if you prefer. Learn more about editing the Experience Overview here.
If you want to download GUIDEcx's Customer Introduction Video to further customize it to meet your needs, you can do that here.
Experience Overview
This is the first email a customer gets from you after being invited to a project. As you’re setting expectations around the experience process, you can set expectations with a quick sentence for how to interact with the GUIDEcx system as well.
Things you can say: “Throughout the implementation experience, this project will help you have visibility into where we are in the process as well as email you tasks that we need your help with”.
Alternatively, you could add, “We use a great tool that will keep you updated via email about what you need to do and where the project stands. You can do all of this straight from the comfort of your inbox”!
For more information on setting up an Experience Overview, click here.
Task Instructions
You want your task instructions to be as clear as possible so that there’s no confusion. It really helps the customer to add a sentence at the end of the first few customer tasks. This could range from a simple “After you have completed the task, please mark it ‘Done’”, to a more descriptive “If you approve of x, y, z, mark this task ‘Done’, otherwise, mark it stuck.”
For more information on creating a task, click here.
"View As" Customer
Utilize the "View As" Customer feature on kickoff calls to walk your customer through GUIDEcx, showing them how to complete tasks, send messages, and more.
PS Here's a handy tutorial you can share in your experience overview that was designed to walk your customers through the Compass Experience.
Including these tips above can help your customers engage easier than ever. Now, go to your projects and make sure that you’re creating the best, most frictionless experience for your customers!