Onboarding new and existing clients into a new platform can be a challenge. Your client may be excited about working with you, but they also have 1,000 other things on their plate. 😅
Moreover, bringing up a new system can add some friction. But just remember - if you get your client to onboard to Anchor, you can say goodbye to any manual billing and collections process with that client - forever!
Worth the effort, huh?
But how can we turn the approval process into an effortless one? Read on 😉
Set the expectations right
As a first tip, let your clients know that you use Anchor as a billing tool from the very beginning.
They need to know that:
An agreement powered by Anchor will be sent to them via email
As part of the process, they will be required to add a payment method for payments
The benefits - invoices will be sent to them automatically, they don’t need to pay manually and everything is documented for them! Read more here.
Utilize our features for faster approvals
Using the below suggestions and Anchor’s specific proposal features, approvals can be made easy.
Set up your brand
Let’s start from the basics, make sure you are fully set up so your clients recognize your brand!
Your logo will appear on agreements, emails, and eventually, invoices issued. So make sure to upload your logo at the very beginning to make your proposals on-brand and personal.
👩🏽💻 Feature used: Brand setup
📍 Page: Dashboard
Add clear service descriptions
Service descriptions are critical to defining the scope of the work you deliver to your clients. Make sure you utilize our description option to write clear service descriptions.
👩🏽💻 Features used: Service builder & the description section
📍 Page: Agreement studio
A note from us 🚩
Be sure to always include the services you and your client agree on.Adding additional services to an agreement for future use might hurt your approval rate since your client won't recognize them.
Remember, Anchor agreements can always be edited and services can be removed or edited.
Refer to this article to learn what’s the recommended formula for Anchor service descriptions. We’ve also created an example sheet that you can download at the end!
Edit the introductory message within the agreement
Your client will see this text on the first page of your agreement! Editing it gives your client context and a good, comfortable feeling, so they recognize it and are more likely to approve it. It's another opportunity for you to set expectations and provide clarification.
👩🏽💻 Features used: Introductory message📍Page: Agreement studio
Personalize the email’s text
It's always better if you add your own personal touch to an email you send to your client. And while Anchor has a default email copy, you want to make sure your client has clarity and trusts the process.
Using this real estate will help your clients recognize your business (your logo will appear there too, so make sure to upload your logo). 🙃
👩🏽💻 Features used: Email preview
📍 Page: Agreement studioSend the agreement via another communications channel
Copy the proposal link and share it via another email address, text message, your favorite messaging app, or any other communication channel, right after you’ve sent it to your client.
👩🏽💻 Features used: Copy agreement link
📍 Page: Proposals
Consider adding SMS reminders
Adding your client's phone number to the agreement ensures that we will also notify your client by SMS when the agreement has not been approved. Learn more about it.
👩🏽💻 Features used: Phone number
📍 Page: Agreement studioPro Tip 💡 You can add a phone number via the client's page. Clients who have received their proposals within the last week will instantly receive SMS dunning 👇🏼
Go back to Anchor for tracking using the ‘Proposal review’
Click on a proposal to get a deeper view of its current status including;When it was last viewed - including date and hour
Suggested action items to increase approval rates.
👩🏽💻 Features used: Proposal review
📍 Page: Proposals
