As with staff, we recommend that you clearly communicate to your clients about the platform via other channels before inviting them to join you on Qwil.
Ensure all staff are clear with clients and prospects on the benefits of using Qwil Messenger and what they can expect, so they accept your invitation (e.g. making communication safer and more convenient).
Tip: We have drafted a sample email template that can be used as a basis for the communication to your clients.
Client Onboarding Communications
Sample Client email 1
From: |
< Company Comms Team> |
|
To: |
<client email address> |
|
Subject: |
Qwil Messenger - invitation to use our new secure chat service |
Dear <Client Name>,
I am delighted to invite you to join us on our new secure business chat service, Qwil Messenger. We are deploying this service for our clients to use with us for two reasons: security and convenience.
Qwil Messenger not only provides a familiar chat user experience on both mobile and web, but has been designed to meet the strict compliance (including GDPR) and security requirements that make popular social platforms unsuitable for business purposes. It is an invitation only service which means that the identity of all participants is known and can be trusted. In this way, it provides us an efficient, convenient way to chat, request information, share sensitive documents (without passwords) and much more.
Your information will be securely linked between the application on your device(s) and us. The data included within the chat will only be visible by us.
To get up and running, you simply need to accept the invitation which will be sent to you by email and follow the one minute onboarding process (either on mobile or chrome browser) to create your account before engaging with us and directly your company representatives.
We hope over time, this will reduce the use of email between us (which is less secure) and the need for phone calls to verify information provided electronically.
If required, you can read additional help and frequently asked questions on the Qwil Messenger website.
Kind regards,
<Adviser Name>
For new prospects, also think about how you will position the platform in initial conversations and invite these users to complete your onboarding journey.