Reps ask right inside the CRM and get guided live, in the moment
Someone types “how do I add a contact to this deal?” right on the page. Guidely answers live — it spotlights the exact field and says “now you try.” Adoption sticks because they learn by doing, not in another training session.
This is not your job. But here you are.
You've tried to get ahead of the questions. Nothing worked.
You're IT support
"Where do I find X in Netsuite?" You know the answer faster than Google. So they skip Google and ask you. Every time.
You answer. They forget. They ask again next month.
You're the Loom library
You've recorded 30+ Looms. They're scattered across Slack threads from 6 months ago. Nobody can find them.
When they do find one, they watch passively and still can't do it.
You're the doc maintainer
You wrote the Confluence page. It's already outdated. They find it, follow old steps, get confused, and message you.
Now you maintain docs AND answer questions. Double the work.
Count the cost of being the answer.
Not software costs. Context-switching costs.
"How do I export the pipeline report?"
"Where do I add a contact to a deal?"
"How do I set up the approval workflow?"
"Where's the template for X?"
"Can you screen share real quick?"
~5 hours/week
That's a full half-day, every week, answering questions that have already been asked.
Each guide takes 30 seconds to record.
5 guides = 2.5 minutes. Then zero hours/week.
The big idea
Adoption sticks when help arrives on the screen, in the moment.
Reps don't adopt the CRM in a kickoff deck. They adopt it the moment they're stuck on a real record. Guidely lets them ask right there and get walked through it live — and every answer you give can become a guide you push to the whole team.
Asked on the page. Guided live. Never repeated.
@Sarah: Hey how do I export the pipeline report?
@You: Sure, go to Reports > Deals > click the three dots > Export > choose CSV > ...
typing for 3 minutes
@Sarah: Wait which three dots?
@You: Let me just screen share...
15 minutes later
@Mike: Hey, how do I export the pipeline report?
same question, 2 hours later
@Sarah asks Guidely right inside the report screen: how do I export this?
Guidely spotlights the menu, then the Export button, then waits: “now you try.”
guided live, on the page
@Sarah: Oh nice, it walked me right through it — no Slack needed.
@Youpushed that walkthrough to the whole team's extension
@Mike hits the same screen — Guidely offers the guide before he even asks.
adoption without shadow training
How it works
A rep asks on the page
Stuck on a record in Salesforce or HubSpot, they type "how do I do this?" into Guidely — right there, no leaving the CRM, no Slack ping to you.
In the moment of need
Guidely walks them through it live
It spotlights the exact field, says "now you try," and waits for the real click before moving on. Interactive, not a video — so the workflow actually sticks.
Learn by doing
Push the best answers to the team
Turn that walkthrough into a guide and push it to everyone's extension — or pin the link in Slack. No shadow training, no repeating yourself. Any web app, no integration.
Adoption that compounds
“But I'm the only one who knows this stuff.”
Exactly. That's the problem — and the opportunity.
"If I record guides, they won't need me anymore."
They'll need you for the hard stuff — the edge cases, the strategy, the judgment calls. Not for "which three dots do I click to export a CSV." You're not getting replaced. You're getting promoted from help desk to expert.
"Our tools change too often."
Re-recording takes 30 seconds. That's less time than answering the question once. And Guidely flags when a guide breaks — you fix it before anyone notices. Compare that to updating a Loom, a doc, AND still answering the Slack message.
"People should just read the docs."
They should. They won't. They haven't. That's why they're messaging you right now. Guidely runs on the actual tool — the guide is right there, on the page, impossible to ignore. Not a doc they have to find, open, and follow alongside the app.
"What about WalkMe / Whatfix?"
$30-50K/year. Months of configuration. Dedicated admin to maintain. You're one person answering Slack messages — you need something you can set up in 30 seconds, not a enterprise software project. Guidely is free and you record the guide yourself.
Help your team where adoption actually happens — on the page.
Install Guidely and reps get guided live the moment they're stuck. Turn the best answers into guides you push to the whole team.
Add to Chrome — it's freearrow_forwardFree. AI-powered. 30 seconds. No credit card.