All kinds of businesses enjoy streamlined information collection
You might have noticed that we talk a lot about using Content Snare to gather content for websites. That’s because web designers & developers have to deal with clients delaying projects day in, day out. We know how much that sucks.
But there’s plenty of other industries where gathering information from clients is a huge pain. You can’t do your work because you’re waiting for a client to send something through. It’s one of those things we just write off as a necessary evil of doing business.
But it doesn’t have to be a problem.
We're not claiming Content Snare will fix 100% of your clients, because there will always be a problem client or two. However, we can say that our customers on average save 71% of their time normally spent chasing clients.
Here are a few ways our customers use Content Snare.
Client onboarding & intake forms
At the start of project, there’s almost always a bunch of info you need from the client before you can even get started. For these project intake forms, Content Snare can help you get what you need in a timely fashion.
It’s much easier to manage than long email trails or documents that clients struggle to understand. Copy in the same template you use for every client and send it off. Content Snare does the rest.
If any of the provided info doesn’t fit the bill, request changes without firing off yet another email.
Requesting files or documents from clients
A range of professional services need to collect documents from clients.
This inevitably leads to large attachments getting blocked by email rules, enormous email trails and stalling client intake.
Content Snare can be used for document collection, file requests or as a client document portal. Request files, documents or any kind of information in one place. Typical industries include accountants, lawyers, immigration, consultants and mortgage brokers.
Website or marketing content
This is what Content Snare was originally designed for. When you need content, design assets or marketing info, Content Snare makes it extremely easy to collect from your clients.
Some of our customers include:
- Design/ and marketing agencies - requesting content from clients, or asking clients to fill out lengthy questionnaires.
- Marketing departments - at universities or large organizations, who need to collect content from other departments to build websites or campaigns.
- Large-scale events - who need to collect design assets, video or copy from a range of sponsors prior to a big event.
Enterprise SaaS/marketplace onboarding
Setting someone up on your SaaS or marketplace, delays in gathering information slow the initial momentum and can lead to unhappy customers.
Content Snare helps the onboarding process run like a well-oiled machine. It saves your staff the headache of constantly following up, and makes the process easy for your customers.
RFIs (Requests for Information)
RFIs can be one of the biggest causes of delay for projects in construction, engineering, government and agencies. When there are multiple outstanding RFIs, they become hard to manage through spreadsheets.
Content Snare is RFI software presents your clients with all RFIs in one central application. They’ll see what you need, how many items are outstanding, due dates and more. If the response doesn’t meet requirements, request changes without a never-ending email trail.
Speaker or exhibitor information
Managing speaker info and exhibitor assets before a conference is a surefire way to overload your inbox. Nobody needs that in their life.
Create a speaker profile and an exhibitor profile in Content Snare. Then just reuse those templates to request the same info from the other 50+ speakers. It will remind them to complete it on time without you having to follow up and manage it all.