Is your digital client experience up to the same standard as your in-person interactions? If it’s compromising your professionalism, quality of communication, or personal touch, you should be making adjustments.
Let’s look at 3 key areas that will improve your digital interactions with clients.
File sharing
File sharing is a great place to refine the digital client experience. When neglected, you run into issues such as document requests being too big which require work arounds like uploading files onto a USB and downloading them off of that. You may also be opening up security risks as consumer grade file hosting services like Dropbox and Gmail aren’t equipped with the high-grade security features that’re expected these days.
Put your business a step ahead with a client portal to collect files securely. Doing so will give you a centralized space for collecting files that is able to handle the larger sizes which usually require USBs. You’ll also be protecting your client information with features like two-factor authentication and file encryption. Using a client portal boosts your perceived professionalism and builds trust with clients.
Check out our advice for implementing a client portal
Digital signing
Delight your clients with a simple digital signing experience!
If you’re not yet using a digital signature solution, you’re putting your clients through a lot of work unnecessarily. Unless they’re signing in person, they’ll have to print, sign, scan, and send to you. Why make a 5-minute task into a multi-step process?
What if your signing could be administered from one spot with minimal oversight?
Here’s what the process looks like in SuiteFiles:
Saving correspondence
If there’s multiple team members of yours working with a client and you’re not all on the same page, your client is going to have to repeat their circumstances to each person.
Make sure you have a system in place to process your correspondence so you’re not siloing information or relying on manually saving emails to a shared location.
Investing in an email management solution will give you complete oversight of your client history. The end result is that everyone in your team is up-to-date with clients no matter how many emails they send in a day 😉
Looking for more insights into the digital client experience?
Join our team for an hour-long discussion into the nitty gritty of working with clients online.
Follow the link below to level up your game!
