Why do deals stall between yes and signed up?
A verbal yes is not a signed-up customer. After the prospect agrees, the rep sends the sign-up link, and the prospect runs into a password rule, an email verification step, a plan picker with four similar options, a card form that rejects their ZIP code, or an app download that asks for permissions they do not understand. On a phone call, the rep hears "hang on, it's asking me something" and has to guess what is on the screen. Sometimes the prospect says they will finish later, and later never comes. GuidedView lets the rep see the prospect's actual screen without moving the conversation into a video meeting. The rep texts a link, the prospect approves sharing on the phone or computer they are signing up on, and the rep watches each step, so the rep can say exactly which field to fill in and which button to press while the deal is still warm.
How is this different from sending a Zoom or Teams link?
Meeting tools are built for presenting, and they remain the right choice for a demo. GuidedView works in the other direction: the prospect shows you their screen while the conversation stays on the phone.
| Question | Meeting link | GuidedView link |
|---|---|---|
| What the prospect does first | Joins a meeting in an app or browser tab | Opens a text or email on the device they are signing up on |
| Where the conversation happens | Inside the meeting | On the phone call you are already on |
| Who shares | Either side, often the rep | The prospect, after approving |
| What the rep sees | Whatever the prospect shares in the meeting | The prospect's phone screen, computer screen or one browser window |
| Prospect account | Depends on the tool | Never needed |
| Recording | Check the meeting tool's settings | None. GuidedView does not record |
For detailed comparisons, see GuidedView vs Zoom, GuidedView vs Microsoft Teams and GuidedView vs Google Meet.
What does a guided sign-up look like on the call?
- Ask permission
"Want me to look at your screen while you sign up? I'll text you a link, and you can pause anytime." A prospect who says no simply continues the usual way.
- Send the link
Enter their cell phone number or email address in the GuidedView portal while you keep talking.
- Let them approve
They confirm they are on a call with you, choose Share and approve their device's prompt. Nothing appears before that.
- Walk the form
Tell them which plan, field and checkbox comes next as they reach each one. They do all of the typing.
- Pause for payment
Before the card form, ask them to tap Pause. They resume at the confirmation page so you can both see the order went through.
- Get them to first use
If there is an app, watch the download, the first login and the first setting that matters. Then end the session.
Which moments should the prospect keep private?
Sign-up flows send prospects into places a rep should not look. Ask them to pause before:
- Switching to their inbox to find a verification email, since their other email would be on screen too.
- Typing passwords or one-time codes.
- Entering card or bank details on the checkout page.
- Opening company systems to look up a billing address or purchase order number.
Pausing costs a few seconds and builds trust, because the prospect sees you only want to watch the parts you can help with. Only the rep who sent the invitation can view the session, and GuidedView keeps no recording.
What if the prospect is on a work computer?
On a computer, the invitation opens in a supported desktop browser with no download, and the browser asks which screen or window to share. Suggest sharing only the browser window with your sign-up page, which keeps chat apps and email on the rest of the screen private.
On a Mac, the browser may need permission to record the screen. Apple puts that setting in System Settings under Privacy & Security, then Screen & System Audio Recording, and unlocking it can require an administrator name and password. On a managed work laptop, the prospect may not be able to grant it. When that happens, have them sign up from their phone instead and share the phone.
Is GuidedView right for your sales team?
Strong fit
- Phone-first sales where the close happens in a self-serve sign-up or checkout
- Products with an app the customer must download and set up
- Reps who work from a phone, since sessions can be watched in a mobile browser
- Prospects who will not install a meeting app for a five-minute task
Not built for
- Presenting your own screen or running product demos
- Call recording, conversation analytics or CRM logging
- Filling in forms for the prospect, because GuidedView is view-only
- Prospects outside the United States, since text invitations go to US numbers
Each GuidedView account is $29.99 a month, billed monthly, and only the rep who sent an invitation can view that session. See how it works, read our guide to guiding a customer through app setup, or create an account and send a test invitation to yourself.
Questions
Can I demo my product with GuidedView?
No. GuidedView is designed for the customer to share their screen with you, not for you to present. Keep using your meeting tool for demos, and use GuidedView when the prospect needs to complete something on their own device while you talk on the phone.
Will prospects find it pushy?
Asking first makes the difference. The prospect approves before anything appears, can see when sharing is on, and can pause or stop at any time. Framing it as help, such as "I can spot what's blocking you," usually lands better than asking to watch.
Does GuidedView log sessions to our CRM?
No. GuidedView has no CRM integration and keeps no recording of the session. Reps log the call, what the prospect got stuck on and the outcome in your CRM the way they already do.
Can a sales manager watch a rep's session?
No. Only the rep who sent the invitation can view that session. Managers who want to coach can listen through your existing call tools, or send their own invitation while they are on a call with the prospect.
Does it work for consumer phone sales?
Yes. Consumers get a text on their cell phone, install the free GuidedView app on iPhone or Android the first time, or open the link in a desktop browser, and approve sharing. They never create an account or pay.
Sources
Third-party details were checked against these pages as of November 2, 2026. Products change, so confirm current pricing and features with each vendor.