GUIDEcx
The Best Client Onboarding Software for New Customers
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Latest posts
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How to Build an Asynchronous Customer Onboarding Process Customers Actually Finish
A problem we hear about frequently from onboarding leaders this year is customers who don’t show up. You’ve put the kickoff on the calendar, built a solid agenda, and sent the invite with a friendly note. Then it’s you, a colleague, and an empty Zoom room, or the customer’s…
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How to Manage Multiple Stakeholders During Customer Onboarding
Customer onboarding has always been a team effort. But for most B2B companies, the “team” is getting pretty crowded. In our State of Customer Onboarding in 2026 research, we surveyed 200 professionals responsible for onboarding new customers across 18 industries. More than…
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How to Track Project Health in Customer Onboarding
Onboarding leaders should be able to answer a basic operational question quickly: which onboarding projects are at risk right now? For most teams, getting an accurate answer takes more work than it should. In our State of Customer Onboarding in 2026 report, we surveyed 200…
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How to Use MCP with the GUIDEcx API for AI-Powered Customer Onboarding
The GUIDEcx API gives customers a programmable layer for the work already happening inside their onboarding operation. Projects, tasks, milestones, ownership, status, dependencies, and other implementation data can become available to approved systems outside the GUIDEcx…
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How to Reduce Manual Work in Customer Onboarding
In our State of Customer Onboarding in 2026 research, 28% of onboarding professionals said they spend more than six hours every week on manual status updates and internal reporting. Across the full group, 72% spend at least three hours a week on the same work. For an onboarding…
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Why Customers Churn During Onboarding, and How to Prevent It
Did you know that 62% of onboarding professionals say their company has lost at least one customer early because of a poor onboarding experience? That’s one of the findings from our survey of 200 customer onboarding professionals for our 2026 State of Customer Onboarding Report.…
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10 Best Customer Onboarding Software for 2026
After hundreds of conversations with implementation teams, we've evaluated the best customer onboarding platforms for 2026. Check out the rankings. The post 10 Best Customer Onboarding Software for 2026 appeared first on GUIDEcx .
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Introducing the State of Customer Onboarding in 2026: All New Report
Customer onboarding is changing quickly in 2026. AI is suddenly everywhere. Teams are looking for ways to automate more of the work and operate more efficiently in the face of increasingly complex implementations. But when we surveyed 200 customer onboarding professionals for…