As a home builder, your goal is to deliver a smooth, stress-free experience for your clients while maintaining efficiency in your operations. One powerful tool to achieve this is Constructive’s To Do List module. This innovative component of the Customer Portal benefits both builders and clients alike.
Let’s explore why automating tasks and reminders for your clients is a game-changer in the home-building industry.
Benefits for clients
Clear expectations
An automated To Do List provides clients with specific instructions on their responsibilities throughout the building process. You can customise these instructions for each, individual client if needed, adding an extra layer of tailored and personalised information.
Task transparency helps reduce anxiety and confusion, allowing clients to feel more in control of their build.
Enhanced engagement
By actively participating in the building process through completing tasks, clients feel more involved and invested in their new home. Seeing their tasks ticked off as complete as they go along helps motivate them to continue!
Timely requests and reminders
To Do List can be connected to your Customer Portal Progress Template, which means Constructive can send new To Do task notifications at the perfect time, ensuring tasks are relevant to a specific phase of the building journey.
To Do tasks are automatically populated based on the progress timeline, ensuring clients receive the right instructions at exactly the right time.
This proactive approach minimises delays, keeping clients on track to send the information you need on time. Plus, automated reminders will gently and continually prompt clients on your behalf to complete any unfinished tasks. No more time wasted chasing up missing forms or scanned documents — Constructive does it for you!
Simplified document lodging
Clients can easily upload important documentation, such as proof of finance, broker contact details, signed plans and more, directly through their Customer Portal To Do List when you request it.
This streamlines the paperwork request process and reduces the risk of lost or misplaced documents buried in email inboxes. Anyone on your team can open a job and see everything requested, submitted and discussed within each To Do item, so clients feel looked after and don’t need to remember who they emailed and when.
Improved communication
To Do List serves as a central hub for client-builder communication around client responsibilities, making it easy for clients to reach out via comments with relevant questions or concerns at each stage of the process.
Clients enjoy a great customer experience and feel assured their building company is efficiently moving through their home-build, step by step.
“Address any comments immediately,” advises Emma Lord, Constructive Client Success Manager.
“Clients can be very understanding if you work hard to rectify their concerns and communicate transparently.”
“Showing clients you are listening, and care, will likely result in a higher NPS score, too.”
Benefits for builders
Increased efficiency
Intelligent, automated task scheduling reduces the need for constant follow-ups, freeing up your team to focus on important work, or more individualised customer service.
Reduced delays
By prompting clients to complete necessary tasks on time, you can minimise delays and keep those build schedules on track.
Improved client relationships
Clear communication and expectations lead to happier clients and fewer misunderstandings, potentially resulting in more referrals and positive reviews.
“Building a home these days is not perceived by the general public to be only about the destination — the finished product of the home — but also about the ‘journey’ to get there. Clients now expect — and in fact, demand — a positive experience end-to-end from their builder,” says Emma.
Streamlined operations
Integrating with back-end systems you already use can significantly streamline your operations. Cohesive workflows can be achieved via smart integrations to automatically deliver To Do tasks to your clients at just the right time.
Flexible, customised communications
Customising your reminder content as well as the frequency of timing can reduce the instances of clients forgetting to action their responsibilities. Automating follow-ups with your company’s tone-of-voice is a smart way to deliver on-brand communications with no extra contact time from your team.
Implementing an automated To Do List for your home-building clients is a win-win solution. Clients are empowered with clear guidance and expectations while your operations are streamlined and consistent.
By embracing To Do List within Constructive’s Customer Portal technology, you’ll enhance your clients’ building experience and set your business apart in a competitive market to thrive in an increasingly digital world.
Ready to get started with Customer Portal and To Do List?
Try a free, 30-day Demo today.
