We’re always on the lookout for good partnerships that can make our clients’ lives easier. Step forward GoProposal, who provide a seamless onboarding experience for your firm’s new clients.
At Senta, we like to use automation to help you boost your clients’ experience, improve the efficiency of your practice and take the strain of everyday tasks. GoProposal gives your clients a smooth onboarding process with minimum effort from your team.
The way you begin a new relationship with your clients really matters. The GoProposal integration simply links items from your proposal to services in Senta, meaning you only have to input the client information once, at the proposal stage. You and your clients benefit from seamless communications between proposal and on-boarding, setting the standard for efficiency of service right at the start of your relationship.
The automation of this process is also a safety net for you and your team - you can be sure of complete accuracy between proposal and onboarding stage. With the detail taken care of, you can spend more time on providing the human insight and advice that make you different from your competitors.
Senta will help you manage the onboarding process with prompts for your teams to check the necessary documents and plenty of guidance notes on the process. As always, you can also use Senta’s time recording functions to make sure that you’re keeping track of your team’s work accurately.
Integrating GoProposal with Senta is really straightforward and flexible for different proposal templates and client types. Our how-to guide can be found here or you can speak to our Client Service team today.