Client Connect allows the experts in your firm to suggest content and authors for their clients to subscribe to. This allows your experts to ensure that the people who are most important to them are receiving the content they want most.
To invite a client to subscribe to your content follow the steps below:
- Head over to your firm's Passle page
- Select the subscribe button
- You will now be directed to the subscription page, select the Invite button
- You can now select the topics and authors that you think your client would like to receive updates from
- Enter their details, suggest a frequency, and add your personalised note and details
- Your client will now receive an email asking them to review your suggestion and confirm their subscription
- Once they have confirmed their subscription they will be set up to receive your tailored regular updates.
