Conquer compliance. Service agreements are a core part of providing support services to individuals in the community. For many types of service, a written agreement is legally mandatory and must be communicated to the client in a mode that's appropriate for them. Ensuring each client has received theirs and have a record of this can be a challenge for any organisation.
Efficiency is key. Whether a small organisation servicing a few clients, or a larger provider with clients numbering in the thousands, streamlining your ability to communicate efficiently and effectively and at scale around service agreements is a core operational function.
Keeping them in the loop. Ensuring clients are informed of the services they've received, those that are yet to be delivered and updates around funding balances provide reassurance and peace of mind.
Use it or lose it. Some clients can be at risk of losing unused funding balances once they reset. Being kept up to date on where they're at provides an opportunity to try other services offered by your organisation.
Get a boost withmulti-channel. While email is a great channel for sending more detailed information and including necessary attachments, it can have a low delivery rate (emails bounce, can be left unread or get filed in hidden inbox folders). Adding SMS to your customer flow leads to better open rates and provides clients with the opportunity to reply with alternative or new email addresses when things bounce.
Before you start
To enable the following experiences it's key that you have access to your client service agreement data:
At a minimum, you will need the relevant dates for each service agreement
the related contact information (mobile phone number and email address) of the person who is to be delivered the service agreement and associated communication.
To provide a better experience, having the clients name, value, and balance data to include within each communication body.
Furthermore, if you have access to an electronic copy of the client's service agreement, these can be included as an attachment