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Agency Helps Clients Help Themselves

Posted on 8.16.2015

Anyone who has ever worked with a digital agency knows the challenges of sharing documents (e.g. spreadsheets, creatives, etc.), scheduling meetings (e.g. for planning, providing feedback or reviewing wins-losses) and managing payments.

While Dropbox and other cloud-sharing tools have made easier work of document-sharing, it does not address other functionality that clients and agencies need to streamline relationships. Experience Advertising, Inc., a digital marketing and social media agency, wanted to find a solution to proactively engage with clients and provide excellent customer service, so it turned to vCita to facilitate client scheduling, online payment process, client management and document sharing.

In the example below, Experience Advertising uses vCita to provide website visitors with the ability to schedule a call on their own and lists the different services offered, the time that will need to be allotted and how much the call will cost (depending on whether it's a consultation, strategy call, etc.).

Once the service has been selected, the website visitor is shown a list of available times that he or she can select from.

While this is just one example of vCita's functionality, it's important for agencies and brands alike to consider self-service options, as today's shoppers (both B2B and B2C) are increasingly looking to help themselves

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