This article applies to: Professional Managers and Administrators
Introducing your clients to AuditDashboard is an opportunity to start a conversation about why you chose this platform and how it benefits them. Clients love knowing that they can track the progress of their engagement, keep things organized, and have a clear and open line of communication throughout the engagement.
We've provided a sample email template below to introduce your clients to AuditDashboard before they receive the registration invitation. Feel free to customize it to meet your clients' specific needs.
To: Client(s) email
CC: All engagement members' emails (including the partner)
From: Your email
Subject: New Request List Process
Hi [Client First Name(s)],
We're implementing a more efficient process for gathering information like questions and files. You'll receive a registration link shortly. If you don't see one, check your spam or let us know. This new, web-based platform allows everyone to collaborate on one dynamic request list, instead of exchanging multiple request lists and files over email. This leads to more organized and efficient communication.
Please let us know if there's anyone else on your team who needs access, and we'll send them a registration email as well.
If you have any questions, please let us know.
Signed, [Your Name]