When it comes to delivering a stand-out service to your clients, WillSuite has got you covered.

Whether you’re a local business or a larger scale firm, it’s important to have multiple unique selling propositions to help you stand out from your competition. WillSuite can help accommodate and develop these USP’s through many of our system features.

• Invoicing - Preset products and services

Through our branded invoicing functionality, you’re able to enter all of the products and services you offer to your clients into the system. You can then input both the services and their respective pricing into your invoices with the click of a button. This allows you to input a variety of different client offerings like storage options, annual document reviews, repeat client rates or any other service you may offer your clients.

• Pipelines

There are so many different ways WillSuite’s customer journey tools can support your unique selling propositions, so let’s explore a few different examples.

You can offer document renewal plans for your clients and build reminder notifications entirely within the pipeline. This means when it’s time for your clients to revisit their documents, they will be sent automated emails or SMS communication to pick things back up.

Do you offer your clients document storage options? You can build a document storage pipeline to update your clients with progress notifications and details like storage reference number, all automatically.

You might even offer your clients service level agreements like document turn-around time. This unique proposition can be built into your pipelines by automatically letting the client know their documents will be with them in 48 hours as soon as instruction has been taken. This means from one single click of a button you can communicate with the client, send instructions to your advisers to begin drafting and create a task to meet the deadline and uphold your SLA.

These are just a few examples of how effective pipelines are when it comes to establishing your unique selling propositions, but hopefully this illustrates the possibilities of tailoring the system to your business.

• Filtering and exporting

If you often run marketing campaigns for clients who you have previously drafted documents for, you have the option to filter and export client data to begin an email marketing campaign. Filtering data is comprehensive and you’re even able to filter using custom CRM fields that you’ve set up.

If you’re interested in learning more about marketing and how WillSuite can help, keep an eye on our events page to book onto one of our upcoming sessions.

I hope this article has provided some insight into the software and how it can be used in-line with the unique offerings of your business. If you want to learn more feel free to book in some time with a member of our team! [email protected] 0330 223 0538