Transitioning your clients to Karbon for Clients should be as seamless as possible. Our goal is to ensure they feel informed, supported, and ready to use the platform with minimal effort on your end. Here’s how to make the process smooth and effective.
1. Communicate Early and Clearly
Proactively inform your clients about the transition to Karbon for Clients. Emphasize the benefits and how it will enhance their experience.
Recommended Email Template:
Subject: Exciting Update: A New Way to Collaborate with Us!
Hi [Client's Name],
We’re excited to introduce Karbon for Clients—a new way for you to securely communicate and collaborate with us. With Karbon for Clients, you can easily send documents, track progress, and stay updated in one place.
There’s nothing you need to do except watch for an invite from us soon! If you have any questions, you can visit Karbon’s Help Center or reach out to us directly.
We look forward to making your experience even better!
Best,
[Your Name / Your Firm’s Name]
2. Leverage Karbon’s Help Center
You don’t need to create training materials—Karbon has already done it for you! Direct your clients to the Karbon for Clients Help Center where they can find articles on:
Setting up their account
Security and data protection
How to send and receive messages
Share this link with your clients: Karbon Help Center
3. Offer a Gradual Rollout
Instead of inviting all clients at once, consider introducing Karbon for Clients in phases:
Phase 1: Start with a small group of tech-savvy or engaged clients.
Phase 2: Expand to a larger client segment based on feedback.
Phase 3: Fully transition all clients.
This allows you to troubleshoot any issues in a controlled way and refine your communication approach.
4. Rely on Karbon Support for Assistance
If clients have technical questions or run into any issues, remind them that Karbon’s Support Team is available to help. They can reach out via: support@karbonhq.com.
Encourage them to contact Karbon Support directly for any troubleshooting needs.
5. Keep the Transition Simple
The only thing your clients need to do is accept the invitation and start using Karbon for Clients—no additional setup is required on their end.
By providing clear communication, directing them to Karbon’s resources, and relying on support when needed, your transition to Karbon for Clients will be smooth and effortless for everyone involved!