How I can help forgetful people better access my services

Some clients are forgetful 

Sometimes people come in with a problem you can help with, armed with documents they think you need, photos of kids on their mobile and stories about their cat. When you explain the documents you need to help them, they nod, go home and come back tomorrow asking for the information again.

Eventually you write everything down on paper to save the office repeatedly seeing kids photos and hearing about this cat. And you watch them insert your written instructions into their notebook or wallet, so they can go home to collate the documents needed for you to help. 

Next week, this person comes back with a few more documents, more stories about their cat and asks for another copy of the misplaced instructions.

Upload once to help forgetful clients 

Imagine there were written instructions which forgetful clients can't lose... 

If they forget how to access the bookmarked page of instructions, you can file a screenshot of the instructions on their mobile with the photos they habitually share and print a copy for their notebook or wallet.

The great news is, UploadOnce is more than an electronic version of the instructions. It also gives your business smart templates to collate all the right documents faster. 

The smart templates allows you to sit with your forgetful client to request documents from a third party as well as ask friends and family can help gather documents. This not only saves time on administration.... you and your team also hear less about the cat.

Each time a document is supplied using UploadOnce, the document is logically named in your client's personal folder. Documents are ready for reuse because your client may need additional services from you, you might refer them to other organisations or they may need to supply the same documents to a range of businesses to buy a suite of services.

And to give everyone peace of mind, UploadOnce is secure. The technology was developed in Australia and documents are stored in secure data centres located in Australia. 

Just an email is all you need to help forgetful clients 

See how the smart templates work in less than 2 minutes or see a step-by-step presentation using a mortgage example. 

An email is all you need to get started on UploadOnce so you can better help your forgetful clients.