6 easy steps for a great client experience
1
Welcome message and video
Your client receives a personalised welcome to the review and can view a 30 second video from your Account Manager or Senior Leader.
Estimated time 1 min
2
Access Content
Here your client can access any files, in any format, from review decks to thought leadership to back up data.
Estimated time 1 min
3
Scores
Your client can score against standardised measures and give an NPS rating. Each time they do we even plant a tree on your behalf!
Estimated time 1 min
4
Actions
Clients can see that actions are assigned and who is owning them. Anyone with an action will also receive a calendar invite.
Estimated time 1 min
5
Leadership Feedback
You can ask your client a specific question or ask for feedback, meaning clients are closer than ever to your senior leaders.
Estimated time 1 min
6
Follow-up
In one click your client can ask for a follow up meeting with your leadership team - this is especially powerful when a client has an issue but doesn't feel listened to.
Estimated time 1 min
Complete!
Total time for your customer 6 minsReady to give your customers seamless reviews?
