Setting up clients
A central theme to SideDrawer is data ownership and control. A client’s tax return sent to you – is your property or theirs? Your estate plan prepared for them – is your property or theirs?
If the data is shared, should you be able to delete it without their knowledge? As a result, we recommend setting up client SideDrawers under your own ownership, and adding the clients as Collaborators. This provides you with maximum flexibility, and the SideDrawer can always be transferred or data ownership shared with only a few clicks.
existing storage for
more security and
If you are onboarding existing clients and are using Sharepoint, Dropbox, Google Drive, or OneDrive, reach out to us to find out how to leverage our storage sync feature.
Like working on
SideDrawer Desktop is a local computer sync application that allows you to use SideDrawer in a more traditional computer file/folder environment. This will enhance your experience and streamline file work on your local computer.
While we already have back-ups in place, you can also use this approach to back-up onto your entire computer back-up if needed.
Setting up Content Packages
Content Packages are a great way to simplify the delivery of generic documents (marketing material, newsletters, bio’s, forms, engagement letters etc). We recommend creating Content Packages with groupings of documents so they can be delivered as needed. For example:
Content Package: Introduction
This is best to include simple, and minimal documents.
We suggest including:
Content Package: Prospect
These are the recommended documents:
Content Package: Engagement
These are the recommended documents:
Setting up Info
Info Requests are a great way to simplify the collection of important
client data and documents, with an excellent client experience.
This approach to data and document gathering typically results in a 3- 5x faster client response, a 65% reduction in email volume on the gathering process, and a savings of about 1 hour per day.
You are also able to support your client through a screen-share or adding information yourself which your client can correct or amend as needed.
We recommend creating Info Requests that are bite-sized and grouped based on the type of information you’re collecting. For ad-hoc requests, you can use the Simple File Request functionality.
Info Request: Introduction
Questions to use:
Info Request: Prospect - Initial
Info Request: Prospect - Detailed
Info Request: Full Onboarding
This allows you to usually break each Info Request into sections of 10- 20 questions which can be streamlined.
Since each Info Request has its own percentage completed indicator, the client will feel as if they’ve accomplished a lot when they’re completing the individual sections.
Our support team can provide additional guidance during your onboarding.
Prospecting requires a lot of time invested up front. As new leads come in, you need to gather information to determine if they meet your requirements, and if they are a good match for your business.
You also don’t want to inundate them with too much being asked upfront. It’s why we recommend breaking up the Content Packages and Info Requests to give you the flexibility based on which stage or how qualified your lead may be.
The Info Requests also provide a great way to determine whether your lead is actually interested in pursuing further. You’ll be able to see how much of the Info Request they’ve answered without requiring you to ‘chase’ them for answers, or spend valuable time calling/reaching out.
1. Creating a simple Info Request that has a few questions and perhaps asks for an ID, pay stub or tax statement.
2. Creating a Content Package that contains:
3. Create SideDrawers for prospects and add the Content Packages and Info Requests during the creation process.
Or, for ad-hoc requirements, use the Simple File Request functionality.
If some of your senior clients find it difficult to navigate a computer but are comfortable on tablet/mobile, let them know they can download the free version of SD on iOS or Android.
We also encourage you to have your senior clients add their adult children as Collaborators on the SideDrawers to help if needed.
This will allow you to maintain the security through your organization, maintain your productivity and efficiency, as well as drive a relationship with your clients’ children.
We all know that turnover of a book is high when the primary relationship/client passes on, so this is a great way to help with household retention.
Get more out of
SideDrawer has a native Salesforce integration which allows you to view client documents natively within the Salesforce app.
Want to streamline your workflows further? Use our Zapier connection (coming in Q3) to integrate securely with your other applications!