What is Reddit's opinion of Content Snare?

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A friend that runs an MSP sent me this thread because we have a tool that professional services use to collect onboarding info from clients. It's mostly used by web designers and digital agencies.

I never realised MSPs would deal with this as well.

I'm interested in learning about this. Would you be interested in trying it out at no cost for an extended period? In exchange for telling us what it needs to do better.

If you're interested in what it actually does, think of it as a kind of forms tool with a focus on making it stupid simple for your client to see what you need. Rather than submitting it all at once, they get a link to access it whenever they get a chance, to add things as they can. You get to approve or reject items if they screw it up, which saves the back and forth email. It sends out reminders if they don't finish it all too.

That's great.

Does "touch points" mean meetings?

Meetings are even better for getting info from people. Probably the best way if there's room in the budget for them and for collating & editing everything afterwards.

Re GDPR yep we are the processor which is why there's a DPA. You still control what data you ask clients to provide, making you the controller. There's some more info here: https://contentsnare.com/gdpr

In the future we plan on doing whatever is necessary to allow sensitive data and maybe even compliance for medical etc but I don't have an ETA on that

Awesome! Great checklist man.

Do you include any instructional material with it for clients?

I can only imagine a client seeing "Facebook Pixel ID" and wondering what they are meant to do to get that.

I get to speak to a lot of people who deal with content delays beacuse we built a tool to help people with content collection (Content Snare).

In the conversations, the biggest difference BY FAR beteween people that struggle getting things on time, and the ones that get it quickly are the instructions. Guiding people through how to write their content goes a long way. Like how long the author bios should be, examples etc

If you are treating them like a client gather all the site information ahead of time. Not sure what that is, see the link:
https://contentsnare.com/client-website-content-checklist/

Unless you are charging $500 for a website, a yearly fee that low isn't really a big concern. Both options are great, but Beaver Themer has really changed the game. Hope Divi builds something similar soon

Beaver community is pretty awesome too. Not as big as Divi's yet but it's getting there.

Start local looking for clients - at networking events. I think it's the easiest place to start and get a few under you belt. Add those to your portfolio and ask them if they know anyone else who needs a site.

Also it can help just to let people know that's what you do, just posting on Facebook on your personal profile.

I've had success and seen other people have success with both of these.

The end goal are partnerships - someone who has a non competing service that gets asked about websites. e.g. IT, marketing. We get 50% of our work from these with no networking/outreach/whatever

If you're up for some reading I wrote a pretty massive post that rounds up a lot of the main ways to get clients, and the ones that worked for us.

I swore off ThemeForest a while back for a bunch of reasons. Right now I think the best option on the market is the Beaver Builder plugin with either the Beaver Theme or GeneratePress. Take a look at those :)

Start building your network locally. IMO the easiest way to get started, and leads to referrals provided you do an awesome job.

I wrote a massive post on this last month (link below). Few different things you can do in there, plus advice on how to run your actual business

https://contentsnare.com/get-web-design-clients/

Here's some of those things:

1. Networking
   • Structured networking (BNI etc), Meetup.com (where I started), Chambers of Commerce, coworking
2. Specialization
   • Allows you to charge more and makes it easier to sell
3. Referrals
   • The key is to actually ask for them
4. Partnerships
   • What businesses already have your target market? e.g. IT companies, accountants (have lots of clients)
5. Outreach
   • To me this is a last resort, because I hate it and find it soul destroying. But you can still do it without cold calling