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Comment collaborer avec vos clients dans un contexte de gratification instantanée

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This article is part 6 in our series from productivity psychologist Melissa Gratias. Follow her on Twitter @melissagratias.

Rebecca is a graphic designer with a thriving business. She works virtually with most of her clients, and as the business owner, manages a slew of document-driven processes, from getting initial agreements signed to collecting and documenting client feedback on her designs.

En tant que solopreneur, Rebecca doit prendre toutes les mesures possibles pour rationaliser les fonctions administratives de l’entreprise et pouvoir ainsi consacrer plus de temps aux projets de conception. Les clients étant plus exigeants que jamais, Rebecca a besoin de communiquer avec eux en temps réel, de partager leurs informations à tout moment et en tout lieu, et de gérer efficacement tous leurs documents administratifs.

Voici trois façons dont une plateforme de collaboration dans le cloud comme Nitro Sign peut l’aider à rationaliser les processus administratifs pour répondre aux attentes des clients dans une économie de la gratification immédiate :

  • Rebecca can request electronic signatures on contracts and statements of work without inconveniencing clients – all that’s needed to sign is a browser and internet access.
  • Because Rebecca uses the same agreement documents for multiple clients, she can create signing workflow templates to use over and over, so she can get contracts out for approval faster.
  • Elle peut suivre le délai moyen de retour d’un contrat signé, ce qui lui permet de comprendre si ses clients ont des difficultés à assimiler la substance du contrat.

However, Rebecca is not just a business owner, she is a creative as well. Once a client is on board, she designs logos, builds presentations, and produces marketing materials. This creative process is iterative. Rebecca sends designs to clients for feedback, they respond, and she adjusts her designs accordingly.

Without a cloud-based collaboration platform, she must email PDFs, sometimes huge PDFs, back and forth to multiple individuals – opening herself up to the many possible errors and delays inherent with email attachments.

A cloud collaboration solution enables business owners like Rebecca to collaborate with clients using a much more modern approach than email attachments:

  • She can manage the iterative design process without emails by sharing a the document directly from the platform, along with a customized message to the client.
  • Clients can insert comments, edits, and annotations to the PDFs as needed and notify her that they are done.
  • Elle peut demander l’approbation d’un document au moyen de la signature électronique pour indiquer que le projet est finalisé.

Solopreneurs like Rebecca may be working in their home offices wearing flannel pants and fuzzy socks, but their interactions with clients should not be as soft as their attire. Email attachments are not the most efficient way to collaborate on documents, and in today’s instant gratification economy, customers will choose partners who are working smarter.

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