Stop losing your client's choices along the way
Today, without Kolinea
A decision with no place of its own
A decision made by email or text stays where it landed, and nobody can find it when it is time to act
A client replies “grey, I think” at the end of an email about something else. The decision is made, but it is filed nowhere: it stays in that message.
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Wrong recipient
It goes to whoever wrote the last message, not to the person who has to place the order, and nobody is responsible for carrying it into the project.
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Hard to find
A few weeks later, when it is time to act, someone has to dig out the message. Was it grey or anthracite?
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Versions
The choice was confirmed on the phone, then adjusted by text, and everyone kept their own version. Who said it, one of the two clients or both?
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Already ordered
Once the material is ordered or the offer sent on, a wrong choice is expensive to put right.
With Kolinea, in a few steps
Write your message the way you always do
You write in the folder as you would in an email. Whatever needs an answer from your client becomes a request of its own, with its recipient and, if you wish, a due date.
With Write a requestAsk the question with its options
You give two to six options, each with a precise label, and say whether one or several can be selected. To show a colour or a façade, you attach the image to the same message.
With Client choicesLet your client decide from their own link
Your client ticks an option, adds a comment if they wish, then confirms. The answer carries the date and their name, and stays attached to the question it answers.
With Client choicesSpot the questions still unanswered
In each folder, what is waiting on your client is kept apart from what is waiting on you. A question still unanswered on its due date moves to the top of the list.
With “Waiting” viewThe result
Before
A “grey, I think” buried in an email, impossible to find when it is time to order
With Kolinea
Each choice attached to its question, with the date and the name of the person who made it
Your questions about this case
The answer is final. To change course, you ask a new question; the first one stays visible in the folder, with its date.
The first person to answer decides for everyone: there is no vote. If each person has to commit in their own name, submit a sign-off instead, which every named person gives for themselves.
Yes. A choice is open to both sides: your client can ask their professional to choose.
A choice asks someone to pick between several options. A sign-off asks for a yes or a no on one specific item, such as a quote or a variation.
Another question?
Contact usYour next folder, with nothing lost along the way
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