Hello and welcome to the last newsletter of 2019. If you’re a B2B business like mine, then over the past year you’ve probably aimed to retain customers while also getting new ones.
In this newsletter I’ll discuss how to build trust with consistent customer service by delivering timely proposals, accurately tracking billable hours, accurately invoicing and getting feedback to understand how you’re doing.
Timely Proposals with Hello Sign
Hello Sign makes it easy for your customers to sign a sales proposal with secure signatures or get employees and contractors to sign forms. Also, Hello Sign integrates with Gmail, Google Docs, Dropbox and more. Free to get started. Available on the web and on mobile.
Track Billable and Non-Billable Hours
Toggle is a real-time Time Tracker and Time Sheet for Work Hours that allows you to break down your hours by projects, clients and tasks. Along with real-time tracking, Toggl can track manual time entries (at the end of the day or week) and capture time events from your calendar.
In the Toggle dashboard, you can run reports and organize your timesheets by Project, Clients, and Teams. Try Toggl free for 30-days. Available on the web and mobile.
Accurate Invoicing & Quotes
Customers appreciate working with a well-organized business, and that’s where Invoice Ninja comes in handy. With Ninja Invoice, you can easily send an invoice in seconds. When a client receives an invoice from Ninja Invoice, they can pay directly from their invoice with the click of a button.
Other features include setting up recurring invoices, sending invoice payment auto-reminder emails, and notifications when a client views and pays your invoice. The basic plan is free. Available on the web and mobile.
Create a Customer Satisfaction Survey
SoGOSurvey lets you continue doing what you do best and learn how to improve the rest by gaining feedback. Create a survey, reach out to your audience, and start collecting instant feedback to inform key decisions and meaningful next steps. The basic plan is free. Available on the web and mobile.
Contact Mike Grossman Consulting now to discuss your software project! We offer a free consultation and price quote.