GUIDEcx
21 Case Studies
A GUIDEcx Case Study
Lone Wolf Technologies, a real-estate CRM platform, struggled with an inefficient, time-consuming onboarding process that left new customers waiting up to two-and-a-half weeks and forced staff to run frequent hour-long calls while managing as many as 36 simultaneous onboardings. To address these bottlenecks they turned to GUIDEcx and adopted its onboarding platform to streamline communication and task visibility.
GUIDEcx was implemented as the primary onboarding and communication tool, giving the team greater visibility into client progress and reducing manual work. As a result, concurrent onboardings dropped to 15–20, the time from booking to onboarding fell to two days, and customer experience improved. Productivity rose markedly after adopting GUIDEcx — the team more than doubled output, closing over 100 projects in a year versus an average of 40 previously (a reported 60% increase).
Eric Serota
Senior Onboarding Specialist