Let’s zoom in on one crucial client interaction for a minute: When your client briefs your service partner on a project and they are required to revert back with a proposal.
Its origins usually begin with a long but puzzling email that then needs to be clarified and explained over a call (when everyone is available to meet, of course). Then, you need to create a proposal detailing the deliverables, Ts & Cs, price, etc – Etch it onto the to-do list.
Compile a delicate email summarising the request with the proposal/quote attached. (Try as you might to get it signed off – wouldn’t want all that effort & time to be for nothing!)
Agree on payment terms and finally kick off the project.
WOW! What a long and laborious process. In this digital age, you’d expect things to be a little easier and a little faster for your customer and your partners.
Our Submit A Brief feature makes this whole interaction quicker, easier, and just a whole lot smoother. #customerexperience
Here’s how it works:
- Your client logs into their portal and clicks “Submit A Brief“.
- Using the digital briefing template they list their requirements (with the option to include files as references), pop in their budget and timeline considerations, and click “submit”.
- Your partner will get notified, so they log in to their portal, click on the brief and turn the digital brief into a proposal. All the information they included is there! All they need to do is work on the final touches and confirm the price & payment terms.
[PRO TIP]: If you have a few unanswered questions relating to the brief, send your customer a message using the conversations box.
- Your customer is notified once the proposal has been sent and can view the portal with the message your partner wrote.
- When they click “Accept Payment”, they are directed to make a secure Stripe payment.
[PRO TIP]: Setup automated payments according to milestones of the project/retainer.
And voila! It’s done!
A process which used to take days (at best) is quick, easy and creates a unique customer experience.
Here’s a little bonus: All the information about the project: The deliverables, the payment terms, and the back-and-forth discussion about the project, is all there in one central place for your customer and for your team.
