The templates in Karbon are great for Onboarding new clients. How do people usually handle onboarding current clients - we are moving them from sharefile and no communication type portal to Karbon.
I could just email my clients and let them know (with whatever other information we decide to include), or create a current client template with a client request and have that include the same exact information. Is there a benefit to one over the other?
Advice on onboard CURRENT clients
- If it is purely a notification with information, then a bulk mail might be best
- If you use something like MailChimp already for marketing you could leverage this to see who has opened/read the email
- If there is something you need them to do (for example, create their Karbon client login) then a client task might be best - you could have two tasks
- One: We’re moving to Karbon! Read these details and leave us a comment if you have any questions, mark this complete once you’ve done!
- Two: A benefit of Karbon is the client portal - create your login to easily access your future client requests!
You could also do a combination - a mailing list with the key details and letting them know what to expect when receiving the task, and then also just a task to setup their login. This would also reduce the chances of the client tasks being dismissed as spam/suspicious if it’s the first communication from you about Karbon.
Let us know what you decide!
You can also send them this video link to a short video on how the client portal works. We had great feedback from our clients when I sent them this link.
https://fast.wistia.net/embed/iframe/gu4w66or9u
Great advice
Getting your clients and team familiar with the Client Portal from the beginning would be so valuable! I would vote for Rebecca’s second option and include the video Diane mentioned in that communication - you would be setting everyone on the right path and be all in in Karbon.
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