Transcript:
OPENING
“This guide takes you through the complete process of creating and sending a Business Review in Clientshare.
The workflow consists of five steps, from selecting recipients through to sending the review.”
SELECTING YOUR CLIENT
“Before you begin your review, select your client from the drop down list on the left hand menu.”
ADDING RECIPIENTS
“In addition, if you haven’t already - you should add your client recipients to the recipients page.
You can do this by selecting Recipients on the menu bar, clicking on Add Recipients and adding the first name, last name, email address and job title of each recipient you would like to share your review with.
You can share your review with your colleagues and add them to the recipient list too by selecting the colleague option, but when they receive the review, they of course won’t be able to provide scores and feedback.
Select the Add recipient button to save your new recipients.
Once completed you can navigate back to the dashboard.”
STEP 1: STARTING THE CREATE REVIEW FLOW
“To start the create review flow either select Review via the menu bar under the Create heading or navigate to the centre of your Account Dashboard”
The first step in the create process is to choose the recipients who receive your Business Review and select the type of meeting.”
MEETING TYPE
“For meeting type you can select virtual or face to face to reflect how your meeting is taking place.
If you are sending a Business Review or other Content in lieu of a meeting, you have the option to select ‘no meeting.’”
SELECT RECIPIENTS
“If a recipient doesn’t appear in the list, you can select the Add new recipient option and complete their details in the pop up as I showed you at the beginning of this video.
To choose which recipients receive your review, you can either:
- check the box at the top of the list, to select all.
- or select individual recipients
We recommend selecting a minimum of 5 recipients where possible, to reach client stakeholders who have attended the meeting, and those who haven’t.
If a recipient doesn’t appear in the list, you can select the Add new recipient option and complete their details in the pop up as I showed you at the beginning of this video.
When you click on Next it will take you through to the Cover page of your review. This is the first page your clients will see.”
STEP 2: CREATING THE COVER PAGE
“Here you can add the title of your business review, The date of the meeting, or if a meeting isn’t taking place, you can select today’s date.”
INTRODUCTORY VIDEO
“You also have the option to add an introductory video. Reviews that include a video, generate around 20% greater engagement… and it’s really simple to do.
Either record a video directly in the product – you’ll have 60 seconds to record your introduction!
Or upload a pre-recorded video by selecting this option, or dragging the video file directly onto the page.
We recommend keeping videos to less than 1 minute for maximum impact.
Please also note that uploaded videos can be up to 100 megabytes in size and should be recorded in landscape mode for the best client reviewing experience.
The video recording will appear below the Record Video button.
As you create your cover, you will see a live preview to the right of the page – showing you how it will look to your client.
There is also a Preview Review button on each page so you can check the full image as you build your review.
Select Next to move onto Adding Content.”
STEP 3: ADDING CONTENT
“This is where you have the opportunity to add value-driven content to your client. You can add up to 10 items at 100 megabytes each, so lots of opportunity to showcase content which might include for example your business presentation, reports, industry articles, information about new products and whitepapers.
A number of file types are supported and your client will have the option to either preview or download any file you upload.
You can either drag and drop the file directly into the content page, or use the upload file option to select your file.
Files automatically save as they are added to the page as a labelled row below the upload file button.
You can also add URL links if you want to send your clients directly to a web page.
Paste the URL in the URL field and select the plus sign to add the link.
You can reorder files by dragging the handle on the left, edit the display name with the edit icon or remove the file by selecting the remove item icon.”
“Once you are happy with the content your client will see, select Next to move onto adding Next Steps!”
STEP 4: NEXT STEPS
“Next steps is an optional step where you can document any actions captured during the meeting that will be visible to both you and your recipients.
Just add the action description in each field, select the plus sign or press Enter.
You can assign an action to any recipient, including yourself or a colleague by choosing the manage assignee icon and then checking the box next to their name on the list - if you select the bell icon here, when you send the review, an email notification will be sent to the respective recipient.
Please note that actions will no longer appear as a calendar entry in your diary.
You can however provide a deadline, by adding a date to the action.
You can add as many actions as needed and if you want to edit or delete an action item before sending your review, the edit and delete action icons enable you to make those changes.”
“Select Next to progress to the final step where you can get ready to send your review.”
STEP 5: GET READY TO SEND
“This is where you create an email to your client to accompany the review.
An example message is available that provides a foundation for your own message. We of course recommend creating your own message to your client to increase engagement.
When you are ready, you simply select Preview and Send.
You will have a final opportunity to preview your review and see the review your customer will receive.
We recommend a final check to ensure you are happy with the review.
You will also see the Customer Satisfaction and Net Promoter Score questions and the message from one of your Senior Team asking for written feedback and the opportunity for your client to speak to the senior team too.
If you would like to make edits to your review prior to sending, you can select Exit Recipient review in the top right of the screen and navigate to the respective page.
Or simply press send.
Once sent, recipients will receive an email containing a link to view your review.
Clients can score the review and submit feedback — all responses are tracked in your Clientshare dashboard.”
“And that’s it – 5 steps to creating and sharing your review!”
Read more:
How to use Pulse Share-to-Many
