Denice Fraser, Senior
Marketing Executive
As a business
grows and develops, so too does the volume of customers, the number of segments
and industries which they come from.
Customer
needs change. They grow. And to be able
to change and grow with you, it’s important we know how you came to be a
Cleardocs user and how your needs and priorities have developed.
For instance,
late last year I spoke briefly to my tax accountant about his business and how
it had evolved since launching almost two decades ago. A financial planning arm
had been added to the business and there were plans brewing to partner with a
legal practitioner in order to meet some of his client’s estate planning needs. He also told me he needed to do more with
less human resources, so finding solutions which would save him time was key.
From this
brief conversation, I learnt a few things about my accountant:
- he is not afraid of change - in fact, he embraces it;
- he has a genuine concern for his clientele and keeps in touch with what they need; and
- he wanted to work smarter, not harder and was open to looking at new ways of doing things - especially if it resulted in more time to add value in the areas his clientele relied on him for.
I walked away
from his office that day with a nice tax refund, an insight into how diverse my
tax agent’s business was becoming and a smile on my face J (mostly because of the tax refund!).
As an online
business with over 65,000 users, it’s a little more difficult for Cleardocs to
keep an ear to the ground on the changes in your business, so please keep your
customer profile up to date via the Cleardocs user My Profile page. It will help us better service your
needs.
While there
are some particulars that our Business Intelligence can tell us, there are things
we won’t know for certain, unless we ask.
To help us
know a little more about you, we’d like to know how you first heard of us. We
plan to include a “How you heard of us” drop down menu as you sign up to
Cleardocs. We’ve kept the list short and re-created it in
a poll below. +Cleardocs Thomson Reuters
