Implementation and customer onboarding specialists say almost the same thing on every kickoff call — how to configure the integration, how to import data, how to set up the first workflow. That repetition is exactly what a recorded guide is for: build the core setup guides once, send them ahead of the kickoff call, and spend the live call on the customer's specific edge cases instead of re-narrating the standard setup for the hundredth time.
Solution
Guidyy for Implementation & Onboarding Teams
Turn every new-customer setup call into a reusable guide instead of live-narrating the same configuration steps to every new account.
01
Standardizing the parts of onboarding that are always the same
Account setup, integration configuration, and first-workflow creation are usually identical across most new customers. Document those once and reserve live time for genuinely custom configuration.
02
Sending guides ahead of the kickoff call
A customer who's already done the basic setup from a guide arrives at the kickoff call ready to configure the parts that actually need a conversation — a shorter, higher-value call for both sides.
FAQ
Frequently asked questions
Can we track whether a customer actually opened the setup guide before the call?+
Guide analytics on Pro shows views and completion, so you know whether to spend kickoff time on setup basics or skip straight to configuration.
Guidyy
Ship the documentation in 60 seconds.
Record once with Guidyy. Get a step-by-step guide, a clickable interactive demo, and a branded PDF — automatically.
Get Guidyy freeRelated reads