Happy customers across 63 countries rely on Content Snare
This is a range of feedback & stories from Content Snare customers. These include digital agencies, finance brokers, insurance professionals, education and all kinds of professional services.
All of them have drastically improved their businesses and client relationships.
All of them have drastically improved their businesses and client relationships.
Check out how illumin8 replaced manual data collection and tracking with Content Snare’s automated features to improve client onboarding, advisory workflows, and internal efficiency.
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Learn how Liston Newton Advisory optimized their client onboarding with Content Snare to achieve a 50% increase in efficiency and a smoother user experience.
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Not too long ago, Fuse Wealth used to rely on emails and manual follow-ups to gather client data. With no structured tracking system, they often faced delays, incomplete files, misunderstandings, and exhausting back-and-forth communication. All of that changed as soon as the company implemented Content Snare. Fuse Wealth now automates client data collection, which not […]
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Before discovering Content Snare, All In Advisory relied on an ad-hoc system for onboarding new accounting clients and preparing tax returns. Fast forward to today, and Content Snare has become the company’s standardized onboarding tool and an integral part of how it provides many more of its services. All In Advisory is a multi-award-winning accounting […]
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Before Content Snare, DFK Hirn Newey followed a similar process to a lot of accounting firms — sending regular information requests to its clients over email. Without having any awareness that there was a better way, it quietly accepted all the problems and delays that came along with this method. Today, Content Snare has become […]
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With the speed of technological change increasing all the time, processes that once worked well can quickly become outdated and inefficient. The best businesses are able to spot when a process needs rethinking — and embrace technology that removes the bottlenecks that are holding them back. In this article, we’ll look at how McFillin Accounting […]
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Digital transformation is an ongoing process rather than an overnight decision. With so many systems and tools to rethink, it can be hard to know where to start. As a result, businesses often have a mixture of modern systems that run smoothly and outdated ones that don’t. Take accounting, for example. Virtually all firms now […]
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Accounting can be a complicated business. But when it comes to potential bottlenecks and challenges, it isn’t necessarily the accounting itself that causes most problems, but rather the processes surrounding it. Take information gathering, for example. To do a tax return or provide business advice to a new client, you first need to gather a […]
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Onboarding is a critical process for any business. From an organisational perspective, the faster and smoother you can onboard new starters, the better. And in a world where people expect seamless digital experiences, onboarding is a window into the way your organisation operates. In short, first impressions matter. One of the most important steps in […]
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Individual tax returns make up a significant income stream for many accounting firms. While most tax returns are relatively straightforward to process, accountants often face difficulties in gathering the information and documents they need to get the job done. This turns a simple procedure into a time-consuming, resource-draining challenge. Thankfully, it doesn’t have to be […]
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For digital agencies, one of the biggest barriers to nailing client briefs is the content-collection process. To get moving on a project, you first need to gather all the relevant images, files, and information from the client. But this is often easier said than done. Many agencies struggle to gather the content they need, thanks […]
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As every accounting firm knows, gathering information and documents from clients is a critical business process. It can also be one of the biggest bottlenecks to getting stuff done. But with the right tech, this needn’t be the case. In this article, we’ll highlight how Day One Advisory ditched email for Content Snare, allowing it […]
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Gathering client information is a critical process for businesses in the service industry. But despite the central role it plays, many businesses still resort to collecting information using clunky, outdated tools like email. Thankfully, it doesn’t have to be this way. With a tool like Content Snare, you can sidestep efficiency bottlenecks and security concerns, […]
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Evolve Your Wedding Business helps wedding business owners work smarter, not harder, and enables them to achieve their goals without having to worry about any overcomplicated marketing efforts. We spoke with Heidi, Founder, to learn more about why she chose Content Snare to eliminate all of her content collection struggles and keep her virtual summits […]
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Ranksey is a digital marketing agency located in Ogden, Utah with a sharp focus on fulfilling their customers’ digital needs. They build and explode brands with a wide variety of different strategies, from web design to branding to search engine marketing. We spoke with Tanner, Founder and CEO, to learn more about where Ranksey’s issues […]
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Bookkeeping For Painters is a business helping painters that are paying too much in taxes and struggling to keep up with their bookkeeping. They provide tailored bookkeeping and tax strategies to save painting contractors time and money. We spoke with Melissa, CEO, to learn more about the reasons behind their search for a new content […]
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CapitalNow Cannabis is a Canadian invoice financing company focused exclusively on small to medium sized licensed operators in the Canadian cannabis sector. They provide operational cash flow in situations where traditional financial solutions aren’t an option, and operators don’t want to take on debt or lose equity in their business. We spoke with Pep Ruckpanich, […]
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Digital Relativity is a full-service marketing agency helping businesses across the globe understand how a mixture of digital and traditional marketing can help them reach their goals. We spoke with Ashton Harvey, marketing strategist, to find out more about the origin of Digital Relativity’s content collection woes and how Content Snare was able to completely […]
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Webinology is a web design agency made up of a talented team of full-stack developers who help businesses make their dream websites and applications a reality but also give them custom-tailored homes in the cloud. We spoke with Kenn Kitchen, CEO/CTO, to find out more about how Content Snare has transformed Webinology’s process. Forgetting something? […]
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O’Connells OBM is a team of proactive chartered accountants who help business owners identify opportunities that can improve their overall financial positions and create a positive impact both in their lives and companies. We spoke with Adam, Director, to learn more about the origin of their content collection struggles and how Content Snare got rid […]
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Foundations First Marketing is a marketing agency working with B2B companies to provide both fractional CMO leadership AND hands-on execution training with a proven process to level-up their marketing efforts. We spoke with Michelle, Co-Founder, to learn more about the effect their previous content collection system was having on their reputation and how Content Snare […]
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JPS is a Conformity Assessment Body dedicated to providing an audit service to NDIS Providers. They have experienced auditors in both the disability and aged care sectors, along with specialist therapists and registered nurses to participate in audits for high-risk NDIS providers. We spoke with Tony, General Manager, to learn more about the problems JPS […]
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The Automation Girl helps set up Membership Websites, eCommerce, Online Courses, Email Marketing Automations, Automatic Payments and Automated Onboarding Processes for businesses. We spoke with Sarah-Jane (SJ), Managing Director, to learn more about what drove her to search for a solution to her content collection issues and how she knew that Content Snare could save […]
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Clarity Bookkeeping is a virtual bookkeeping and advisory firm helping business owners understand their numbers. They work with clients remotely using cloud-based accounting software and receipt management tools, all with bank-level security. We spoke with owner Brooke Swan, to find out more about their switch to Content Snare, and which processes have been impacted the […]
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By using Content Snare, Incentax have been able to grow and scale their business like never before thanks to their newly seamless client onboarding process.
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Connected Accounting is an accounting practice that automates info and processes, gives clients access to real-time data and educates them on how to use it, allowing them to spend more time on their business and less time worrying about the numbers. We spoke with Nicole Meloni, Operations Coordinator, to find out just how Content Snare […]
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Membee is a fully automated membership & event system designed to help professional associations, trade associations, chambers of commerce, and numerous other membership-based organizations. Membee's automated features help eliminate mundane administrative tasks so that organizations can focus on the needs of their membership. We spoke with Kathy Goodman, senior implementation specialist, to find out just […]
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Kickstart Web Design is a web design agency based in Ballinasloe, Ireland. They focus on designing beautiful websites & eCommerce stores for their clients, with a clear understanding that every business is unique, with different goals, different requirements and different budgets at their disposal. We spoke with Joe Glennon, Co-founder, to find out more about […]
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Web of Arc is a digital marketing/digital media boutique agency that creates premium websites and monthly marketing packages for a one-of-a-kind first impression. We spoke with Lauren Lopez, Co-founder, to find out more about how Content Snare has played an active role in increasing the productivity and efficiency of her agency. Files Galore “There’s lots […]
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ByteNoize Digital Marketing is a one stop shop agency that provides solutions to everyday marketing problems. They help with website design, development, social media and SEO campaigns, along with offering additional creative services. We spoke with Daniel Tullberg, Co-Founder, to learn about his struggles before transitioning to Content Snare and the impact making the switch […]
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Excite Media is a web design, graphic design and online marketing company based in Brisbane, Australia. Their team are experts at growing businesses with strategic websites and digital marketing, finding hidden opportunities and helping to grow revenue as quickly as possible. We spoke with Scott Maynard, Co-founder and Technical Director, to find out why they […]
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LightHouse Graphics is a boutique and specialised digital consulting company based in Orange County, California. They specialise in design, development and marketing expertise, paired with the latest technology and outside the box thinking to produce custom solutions for their clients. We spoke with Kaitlin Anselmo, Head of Marketing, to find out more regarding their switch […]
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Summit In A Box provides training and resources to help people strategize, plan, and launch their first profitable online summits. Their signature program has aided many experienced business owners in hosting summits capable of skyrocketing their email lists, revenue, and expert statuses without waiting years for slow-growth strategies to take off. We spoke with Krista […]
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Coffee Quality Institute (CQI) is a non-profit organization working internationally to improve the quality of coffee and the lives of people who produce it. They primarily focus on education certification, sending out instructors to train everyone across the Coffee Value Chain in the art of cupping and coffee processing. We spoke with Kim Ta, Education […]
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Huga are a web design and digital marketing agency in the UK. They focus on providing a warm, personal service for clients. From start to finish, the client experience is extremely important. We spoke with project manager, Jenny Bowler to find out why they switched to Content Snare and how it has impacted their workflow. […]
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Jarrod runs The App Match - a company that builds mobile apps for market leaders. These are businesses which leverage blogs, memberships and podcasts and have an existing audience. These apps help their clients achieve higher engagement and traffic - by making it easy for their customers to consume their existing content. Collecting information from […]
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EventMobi is a full lifecycle event management platform. For 10+ years they have enabled organizers to easily plan and manage events and conferences. Their attendee engagement features help create better experiences for attendees, sponsors and organizers. For event planners that need more, EventMobi provides a range of professional services including website design and virtual events […]
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REN Marketing are a digital agency based in Miami, Florida. They focus on ecommerce, and provide website design and build, usually on Shopify, through to PPC and social ads. We spoke with Franco Aquino, Operations Director, about how they manage collecting data and content from clients. Starting with Google Forms Ecommerce is an especially content-heavy […]
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Jarrod from the App Match is saving over an hour a day that used to be spent trying to collect information from clients.
Read the full story here or watch the video above.
Imogen set up her first project and had received most of her content within 2 hours. She puts it down to having a clear structure and using a tool like Content Snare.
Learn how Content Snare can help you in under 2 minutes
