Consider the process of engaging with a prospective client:

Initial Exposure

The content management system delivers to your website information about your line of business, providing brief information about previous services delivered and client profiles.

Initial Contact

Having reviewed the portfolio a potential client is able to follow a link to a request for information form. This form is an intelligently scripted form of questions that ensures that the initial information gathering provides key information to enable a focused business approach to the client.

Contact Management and Relationship Development

A new category to manage this potential new business is established which can be accompanied by a user account that can be provided to the client. Any content created in relation to this contact can be stored within this category which enables the client to review at any time. If the client requires more information than is publicly available but already exists elsewhere they can be given access through this account.

The publication of new content can be emailed from within the contact management system directly thus removing the requirement to access directly to your email account. In addition if content is for a wider audience it can be mass emailed through the contacts management functionality.

Potentially the client can be permitted to add content, perhaps responding to a request for more information or to notify of a change that might impact the relationship. Again this can trigger an email alert (or potentially a text message to a mobile) notifying you of the new content.

Through this the client will experience the benefit of an active role in the development of the business relationship. The client will be able to keep updated on progress and both parties can focus on key milestones.

Continuing Business Development

By using the content management system to store and share information your business exists wherever you need it. Whether working from home, office, a client site, an internet café, hotels or holiday destination with an internet connection you have access to all of your business information.

You are able to react to urgent business or respond to new requests for information from anywhere. By having a content management system that retains your business contacts and developments your business will benefit from the reuse of content and a powerful search function to provide information fast. In addition the historical context of the developing business relationship will provide useful analytics for business improvements. 

No longer is your business dependant on having your laptop available, or at the risk of your hard disk crashing without recent backups available. The content management system stores all content in a database that is regularly backed up. Regular extracts of the database can be stored locally on your computer for offline working also.

All business content can be stored and easily accessed within a planned structure. All that remains is for you to think about that structure.