Email Settings for your Template making dreams
PROBLEM
FreshBooks is an Invoicing and Accounting solution for Small Business owners.
Every single business is Unique. FreshBooks and Customers alike believe relationships are important.
CUSTOMIZATION
The lack of control of emails today makes business owners feel unprofessional, not in control of their business and worse can be detrimental to client relationships.
AUTOMATION
Customers need a way to customize their email communication system wide, and the flexibility to tweak to add a further personalization on specific comms on a per entity or client basis.
“I need my emails to sound like me. I send thousands of invoices each month, and need a way to do that for all my clients, not one bye one.
—Customer
OBJECTIVE
How might we allow business owners to customize all communication sent from FreshBooks to their clients, so that they can feel more in-control of their business and client communication while not alienating our other customer segments?
Iterative Testing
Customization
template
Automation
variables and global templates
Confidence
preview mode and blue pills
OUTCOMES
Support caseload decrease, Google heart model showing steady engagement and. ….