Case Study: Maxio cuts customer onboarding time by six weeks with GUIDEcx

Maxio Cuts Customer Onboarding Time by Six Weeks

Maxio, a B2B financial SaaS company focused on helping clients monetize and gain financial insights, struggled with customer onboarding tracked only in spreadsheets—leaving the implementation team without visibility into task timing, inefficiencies, or true capacity, and leaving customers unsure of their responsibilities. Maxio chose GUIDEcx to provide a collaborative, transparent onboarding platform that gives both internal teams and customers clear project plans and timelines.

GUIDEcx’s platform centralized tracking and visibility, enabling Maxio to shave six weeks off onboarding time, automate 20% of previously manual tasks, and increase capacity by 46%, while allowing customers to begin work before the kickoff call. By using GUIDEcx, Maxio improved its customer experience, streamlined implementation workflows, and significantly boosted throughput.

Maxio

Paul Ventresca

Director of Implementations