Content Snare is the smart, stress-free way to onboard new clients.
Collect everything you need from clients in one simple, secure portal.
Automatic reminders keep clients accountable and let you work on more important things than chasing clients.
Onboarding new clients means you need information from them. Whether you're asking them to fill out a form or send over documents, it's like pulling teeth.
You can send a client onboarding checklist over via email, but you'll end up chasing them for weeks (or months). When you finally get some information back it'll be across 57 emails, and half of it won't even be the right stuff.
Navigating this process drains your productivity, makes your job harder, and is no one’s idea of a good time.
We didn't have a central platform for exchanging files with our clients. Not everybody is savvy enough to use Dropbox, and some clients would flood our inbox with 20 emails in a day.
We decided to move forward with Content Snare because we had overwhelmingly positive feedback from the clients we were testing it on.
Content Snare transforms the way you onboard new clients. It's client onboarding software that turns a tangled mess into a smooth process for both you and your clients.
Create an onboarding checklist for your clients which they can complete on their own time. Content Snare's automatic reminders keep them accountable and nudge them to complete their onboarding before the due date.
When they're done, you'll have everything you need from all your clients in one place.
Your clients will never be in doubt what you need them to do. Your team will always know the status of the process. The result is more free time and boosted productivity.
"We are saving time and money with Content Snare, but it’s more than that. It alleviates the heat, miscommunication and frustration of trying to get the information we need from clients."
Request any kind of information or task from your clients. Anything they type in or save is immediately saved. That ensures nothing gets lost and everyone knows the status of the onboarding process.
Ask clients to:
It's dead simple for them to use so you'll get what you need faster and keep clients happy at the same time.
Constantly chasing clients is a productivity killer.
Content Snare sends automatic, periodic reminders to your clients to save you time, and to keep them accountable.
If they make a mistake or upload the wrong thing, simply reject the item and your client will be prompted to come back and correct it.
Once their fnished, download all your client info in one click, or send it to other systems with our integrations.
If your clients go through the same onboarding, save your onboarding checklist request as a template.
From then on, reuse that template with each new client. It will take less than a minute to set up.
Content Snare has loads of templates ready to go, to help you get set up in record time.