Questionnaires / Onboarding details forms
under review
David Worrell
Getting a new client set up is a mess of details: what software do they use, how many credit cards do they have, who is their point of contact, what is their address, are they S or C corp? On and on.
Keeper could have either a FORM to capture all these details, or allow an uploaded document in an easy-to-find spot.
We put all this data into a "playbook", which is an XL sheet, but it often gets lost or overlooked.
How do y'all do it? Could Keeper help?
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Ben Stein
Merged in a post:
Conditional Questions - Onboarding Questionnaire
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Tyler Otto
I'd live to have a Project or Questionnaire I can assign to new clients, and create conditional logic where if they answer a question a certain way, it will ask more probing questions, and if they answer another way, it won't ask them anything further.
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Ryan McGuire
Ben Stein did this lose traction? It's been a while without activity on this suggestion and i could use the assist on this one. Being that we try to keep everything useful in Keeper, this feature can be huge for us.
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Ben Stein
Ryan McGuire: it didn’t lose traction! We’re working on slotting it in
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Alicia Bishop
Ben Stein It would be awesome to have an onboarding form that is sent to the client via a za/trigger as soon as they are added as a client in Keeper. so they sign our contract and get tagged "bookkeeping client", then that tag triggers a new client in Keeper and adds their email as a contact and first and last name - then an 'Onboarding Form' email is sent to them immediately. Currently we use Dubsado for our leads, questionnaires, proposals, engagement letters, retainer invoices, setting project start dates, and sending onboarding form and recurring payment authorization forms. But it's important that the whole team knows the new client info, but my whole team certainly does not need access to Dubsado. They need to know the client first and last name, contact email, business name, entity type, EIN, etc. So currently we have setup the Client Properties with all these info fields and then during onboarding, our admin team has to manually add alllll this information from the Dubsado onboarding form to the clients keeper properties. It's very manual and a time suck!
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Ben Stein
Alicia Bishop: have you caught up with Allyson? We're working on exactly this in the next Zapier update!
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Alicia Bishop
Ben Stein: Yes I did catch up w/ her! From what I understood, the only addition was going to be 'add contact'? But hopefully we can maybe map fields from the Dubs onboarding form to Keeper client properties?? That would be amazing.
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Ben Stein
Alicia Bishop: three new actions are coming: Add contact, Apply template (e.g., new client onboarding project), Add properties (EIN, business name, entity type, etc.)
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Alicia Bishop
Ben Stein: AHHHHHHH! This is so exciting!! What is the ETA??!!
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Ben Stein
Alicia Bishop: soon! (next few weeks)
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Mary Stuessy
Agreed. Even an internal tab for each client similar to the client "resources" tab but just for the admin team - where we can document some of those things or put in links to important google docs, google sheets, dropbox folders, etc.
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Andy Craig
This would be a great option. Right now we use Content Snare for this. Would love to have forms built in here, or at least have them accessible through a zapier integration.
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Ben Stein
under review
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Ben Stein
Love this idea David Worrell! Merging in Tyler Otto's feature request. These could feed directly into Properties: https://docs.keeper.app/client-properties
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Tyler Otto
Ben Stein: this is rather brilliant. I think customizable user forms for other purposes should be on the long term radar still, but I completely agree with David Worrell's suggestion, and I think his specific ask would deliver immediate value.
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Ben Stein
Merged in a post:
Forms
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Tyler Otto
This would be something that I wouldn't prioritize immediately (keep crushing it on Month End before trying to kill it on the Firm management side). But as you build out the functionality of managing tasks for the firm side, embeddable forms that could feed directly into "Firm Tasks" would be valuable. I'm particularly envisioning this for New Prospect Tracking, and Hiring new Employees (and feeding them through the application/interview process).