Case Study: Maxio cuts customer onboarding time with GUIDEcx

A GUIDEcx Case Study

Maxio cuts onboarding time by 30% with GUIDEcx

Maxio, a financial services company focused on helping B2B SaaS companies grow, faced challenges with its customer onboarding process. Relying solely on spreadsheets made it difficult for their internal team to track task efficiency and capacity, while their customers struggled to understand their own responsibilities within the process. They turned to GUIDEcx for a solution to provide greater visibility and insight.

By implementing the GUIDEcx platform, Maxio gained significant visibility into their onboarding projects, allowing customers to see their tasks and timelines clearly. This solution from GUIDEcx led to a dramatic 30% decrease in onboarding time, cutting six weeks from the process. Additionally, Maxio automated 20% of manual tasks and increased its team's capacity by 40%, enabling them to onboard more customers with a greatly improved experience.


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