Types of information you can get from clients
Not just for web designers!
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 the same kind of thing happens. Where you can’t do your work because you’re waiting for a client to send something through. Gathering information from clients is a giant pain in the bum. It’s one of those things we just write off as a necessary evil of doing business.
It doesn’t have to be that bad though. While we can’t wave a magic wand and fix every client, Content Snare helps speed up the process for a lot of different things.
Here are a few things it works with.
Collecting assets from designers
Requests for Information (RFI) for professional services
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.
Do you need regular content from clients to maintain their social media presence? Create several requests with staggered due dates.
Chances are that you’ll need similar info from each client, so save requests as templates and send them to new clients in under a minute.
Collecting speaker info before a conference
Managing a bunch of speakers for a conference is the fastest way to email overload that we’ve ever seen. Nobody needs that in their life.
Create a speaker profile only once as a request in Content Snare. Save it as a template and send it to the other 50+ speakers. It will remind them to complete it on time without you having to follow up and manage it all.
Collecting podcast guest info
Tired of guests never sending through their bios and info before you record?
Set it up once in Content Snare. Then for each guest, duplicate it and send to each guest with a due date. It’ll gently nudge them to complete it on time for you.
Client intake forms or questionnaires
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.
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 as document collection software for this exact purpose. Think of it as a client document portal where you can request files, documents and information. Typical industries include lawyers, immigration, consultants and mortgage brokers.