Jun 27, 2022
In Business Forum
Having a branded client portal can be a great investment for any agency. Not Banner Design only does it look professional for clients, but it can also save your team time and generate additional revenue. Some of the main sections you can include in your portal are: Current and past projects Let customers check the status of their current projects and download reports for their Banner Design previous ones. Invoices and billing information If you have a customer portal, they can log in to download invoices or update their billing information. Live reports Access to live reports is a perk that many agencies charge extra for. These can also be hosted in your customer portal. Upsells and cross-sells Saving your clients' billing Banner Design information allows them to easily add additional services to their projects. As for a platform on which to build your client portal, you can use WordPress with a myriad of plugins, build it from Banner Design scratch (be prepared to spend 5-10x of the original estimate) or use an all-in-one solution. made like SPP.co. “We wouldn't be able to manage the number of orders we receive with any precision, if we didn't have our dashboard. It's hard to go back and somehow imagine all the little things that have to go right Banner Design to execute an order accurately and precisely. - Adam Steele, Chief Operating Officer, Loganix 3. Choose a communication channel and stick to it Even if you want to be flexible during the sales process - using phone, email, help desk, live chat and even Facebook - it's nearly impossible to get your team and your customer on the same page. with updates from multiple directions. Establish a primary communication channel after the sale and forward all outside messages to it. Email is the Banner Design preferred channel for 81% of B2B communications, but emails get deleted, lost, and sometimes hard to find. Tools like Helpscout solve these problems by allowing your team to have a shared inbox with tagging, attribution, and organization features. The same issues persist on the client side, especially if they have more than one project with you. Creating proper helpdesk-style messaging in your customer Banner Design portal can be costly. But if you can get it to work, it should allow customers to reply via email or login to see all their messages and reply from the portal.