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CLIENT ONBOARDING
AND IMPLEMENTATION
SOFTWARE THAT UPGRADES
YOUR FIRST IMPRESSIONS

Book a Demo With a Guide Today Start Your Free Trial Today


Give your customers a first impression they’ll never forget by providing a
shared workspace environment branded to your company and powered by the #1
Client Onboarding software.


GUIDECX IS LEADING THE CLIENT ONBOARDING SOFTWARE CATEGORY

Our customers love us for our customer service and how we enable our users to
engage their customers. See how we specialize in customer onboarding, task
management, workflow management, and project management.

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Client Onboarding
Project Management

Client Onboarding Project Management Task Management
Client Onboarding Project Management Task Management Workflow Management
Project Management
Client Onboarding
Client Onboarding
Project Management

Client Onboarding Project Management Task Management
Client Onboarding Project Management Task Management Workflow Management
Project Management
Client Onboarding
Client Onboarding
Project Management

Client Onboarding Project Management Task Management
Client Onboarding Project Management Task Management Workflow Management
Project Management
Client Onboarding
Client Onboarding
Project Management

Client Onboarding Project Management Task Management
Client Onboarding Project Management Task Management Workflow Management
Project Management
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WHY DO YOU NEED A CLIENT ONBOARDING SOLUTION?

You only get one chance to make a first impression on your customers. A smooth,
transparent SaaS onboarding process is key to putting your best foot forward.



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BENEFITS OF A CUSTOMER ONBOARDING SOFTWARE

Improve Customer Experience
Deliver Projects Faster & Better
Scale w/o adding Headcount
See Everything at a Glance
Create Transparent Implementation
Decrease Churn & gain Loyalty

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HOW IT WORKS



Book A Demo With A Guide Today

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INDUSTRIES WE HELP GUIDE

SAAS

Easily track and manage projects, shorten timelines, and deliver results faster,
so you make a good first impression every time.

HEALTHTECH

Get HealthTech stakeholders on the same page and keep them there, even during
the most complex implementation processes.

EDTECH

Project transparency and accurate delivery timelines help manage expectations so
everyone feels like the smartest person in the room.

AUTOTECH

Get a new client onboarding process that runs like a well-oiled machine—even
when you are managing multiple stakeholders and tracking complex tasks.

FINTECH

Trust is your currency in the financial services industry, and we can help you
build it with complete project transparency.

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DELIVER VALUE FASTER WITH GUIDECX CLIENT ONBOARDING SOFTWARE


49%

Reduction in Onboarding Time


4X

Increase in Project Manager Capacity


86%

Fewer Onboarding Meetings


90%

On-time Delivery Rate when 5+ Users are Invited

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WHY GUIDECX CLIENT ONBOARDING SOFTWARE?

 * Reduce Anxiety, Increase Participation
 * Complete Control over Visibility Settings
 * No Login Required for Participants
 * Complete Tasks via Portal, Email, or Mobile App
 * Automate Project Updates, Tasks, and Reminders

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300K+ PROJECTS SUCCESSFULLY COMPLETED ON GUIDECX

Join the ranks of companies providing stellar customer onboarding experiences.



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LEARN MORE ABOUT GUIDECX

EdTech Customer Onboarding 101 GUIDE


Read The Guide

Ultimate Client Onboarding Guide for Beginners


Let Us Help Guide You

8 Ways Customer Onboarding Helps You Do More With Less


Be More Efficient Today



TALK WITH A GUIDE TODAY! 

Discover how GUIDEcx can help you improve efficiency by reducing your customer
onboarding timeline and increasing the capacity of your project managers.

Our industry-leading customer onboarding solution is supported by our
unparalleled professional resources and unwavering commitment to excellence.


Book A Demo
Start Free Trial

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