Before Content Snare intervened, onboarding was proving to be a difficult and expensive task for Bookkeeping For Painters. However, with their new system in place, this all changed.
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 collection system.
Our onboarding was really unorganized. We had a process but it wasn’t being followed because we had a few different people doing onboarding, all with different ways of doing things.
Putting processes in place for content collection is always a fantastic start but, of course, if they’re not followed by everyone, it can cause some issues and, in addition to that, some discrepancies in how much and what types of content are collected from each client.
Having one, universal process that really works is the key to ensuring satisfaction and ease amongst all clients and all team members.
It was really hard to keep track of what information we had, where it was going and who had access to it. Overall, it was very disorganized and a lot of things were falling through the cracks.
Lost and disorganized information is pretty much always the culprit when it comes to delays.
We had a series of clients that filled out our survey and let us know that our onboarding process was just complete garbage.
As we’re all taught, honesty is the best policy and your clients will always be the first people to be honest.
If they’re paying for a service, they expect borderline perfection from start to finish and, if something is missing, they won’t hesitate to tell you that they’re unhappy.
If done wrong, content collection can become something that clients dread, which is exactly what Melissa saw within the feedback provided to her regarding the onboarding process.
It was really embarrassing, actually, because we’re known for our processes. I knew that I had to find a solution so that we could be known for our quality and not for disastrous onboarding.
Sometimes, one little niggle can make a huge difference in the mind of a client which will, of course, play a part in their overall view of your business and their experience.
This is why Bookkeeping For Painters made the decision to search for something that could take their processes to the next level and eliminate the one thing that was diluting the quality of their hard work.
We’ve cut down so many onboarding meetings. We’re definitely saving at least $1000 per client.
$1000 per client is a huge amount of money that Bookkeeping For Painters are now able to invest in much more important parts of their business rather than wasting it for content collection.
Time is money and your time is truly valuable, which is why it’s best put towards the things that matter.
Let us take care of the rest.
Getting started was a lot easier than I thought it was going to be too.
Content Snare was designed to be easy from the get-go, allowing for a limited learning curve so you can instantly jump in and get things started.
Melissa, after being slightly worried about learning how to use a new tool, had her first requests ready to go in a fraction of the time she had originally estimated.
It’s also great that we can add instructions for clients, as it’s much more efficient.
Whether you choose to embed videos, images or written instructions, there’ll be no more confusion as to what you’re looking for from your clients.
They’ll see your instructions and react accordingly.
The email reminders have taken a lot of the follow-up off of my plate as well because Content Snare lets clients know that things have to be done.
That’s right! Content Snare lifts that weight off your shoulders and takes on the task of following up with your clients so you don’t have to.
It’s much easier, much more streamlined and provides a better user experience for our clients.
Content Snare not only makes you feel good but also makes you look good and leaves your clients with a really positive impression of your business and processes.
When we took on Content Snare, it allowed me to delegate onboarding which was one of the best things I could have done.
Woo-hoo!
It’s been amazing. Onboarding was the bane of my existence before Content Snare!
We definitely agree that onboarding can be somewhat of a pain, especially if, like with the accounting industry, there’s a lot of preliminary information you need to collect before you can even think about taking on a client.
However, with Content Snare, onboarding can become much smoother and much more autonomous, allowing you to just sit back and relax as the information you need starts rolling in for you.
It’s definitely been a game changer for me personally. I would definitely recommend it to other bookkeepers.
If you’re a bookkeeper or accountant experiencing the same issues as Bookkeeping For Painters was before taking on Content Snare, why wait?
Grab your free trial and start seeing the difference from day one.
Ready to start saving time and turn content collection chaos into organized bliss?
Give Content Snare a try today with your free trial.
Ready to start saving time and turn content collection chaos into organized bliss?
Give Content Snare a try today with your free trial.
