Timeline Genius now lets you effortlessly start your timelines by sending an upfront questionnaire to your clients! Your clients then complete this questionnaire online, and their answers serve as your basic input for starting the timeline. Why is this such a time saver? Because you don’t have to enter the vendors, venues, or other input to start your timelines. You simply review the answers from your client and approve or reject their input with the click of a button. To see the new client questionnaire feature in action, just check out the video below… |
Another nice thing about the new client questionnaire feature is that it works as an extension of your branding. For example, your client will only see your logo — not ours — when they’re filling out the questionnaire.
Our goal is to help your clients see and appreciate the highly professional, tech-savvy service you’re giving them.
We’ve got more exciting features coming your way in the weeks ahead, so stay tuned!
