Want to know how I improved my relationship with clients? It all started when I began using Figsflow’s proposal software for accountants. It changed the way I communicate with them completely!
The software makes everything interactive. Clients can choose different service packages right in the proposal. It’s like an online menu—they see all their options clearly. This makes them feel more in control.
You know what’s really cool? The software lets clients ask questions directly in the proposal. If they’re confused about something, they can just click and comment. No more long email chains trying to explain things!
I used to worry about following up with clients. Now the software does it for me! It sends gentle reminders when clients haven’t viewed or signed a proposal. This keeps things moving without me having to send awkward “just checking in” emails.
The proposals look great on phones too. This is super important because many clients check their emails on their phones first. When the proposal looks good and works well on mobile, clients are more likely to review it right away.
Another thing clients love is getting instant confirmation when they sign. They don’t have to wonder if everything went through okay. The software sends them a copy of the signed proposal automatically.
These little things make a big difference in how clients see you. They feel like they’re working with a modern, organised accountant who values their time. And happy clients mean more referrals!
