Category
News
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The Public Roadmap Has Arrived: What’s Next for Your Client Vault
In brief: Client Vault’s roadmap is public and community-driven. You can follow each project by status — proposed, under review, planned, delivered — and…
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Major update to Client Vault: 11 languages, flawless emails, and a sharpened interface
In brief: a new version of Client Vault has just been released, and it’s a significant update. Its goal can be summarized in one…
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Client Vault Pro – Orchestrate your clients’ support journey so that none drop off in silence.
In brief — Client Vault Pro adds a layer of scripted journeys (individual, group, or free-form) to the Solo vault, with configurable guardrails, native…
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Client Vault Solo — The digital vault that eliminates “I didn’t receive it” between you and your clients
In brief — Client Vault Solo is a WordPress plugin that you install on your own server. Your clients deposit documents, videos, and files…
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Justifying a +30% price increase without losing clients: the premium experience method
In brief: raising your rates by 30% without losing clients is not about your pitch — it is about the perception of value. Four…
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5 client reminders to automate this week
A missing document, a deadline coming up, a forgotten step: five reminders are enough to keep your cases moving without thinking about it. Here’s…
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High Ticket Coach: how to increase your NPS from 42 to 81 in one quarter
In brief: for a high-ticket coach with 30 clients at an average ticket of 6,000 €, the challenge is not the coaching itself —…
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The secret of independent professionals who finish their deliverables on the 10th instead of the 15th
In short: the difference between a firm that wraps up on the 15th and one that wraps up on the 10th is not the…
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7-step client onboarding: from the first meeting to signing
In short: a good onboarding process is not measured by its speed, but by the trust it builds. Seven steps, from the first appointment…
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Real estate agency with 3 negotiators: sales agreements signed in 4 days instead of 11
In short: a typical real estate agency with three negotiators can, by automating the Compromis-Vente process, reduce its average signing time from 11 to…
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Training organization with 8 trainers: Qualiopi audit passed in 2 hours
In brief: A typical training organization with eight trainers can reduce its eight-hour Qualiopi surveillance audit to two hours by structuring its trainee journey…
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Configure a standard ‘Compromis-Vente’ workflow in 12 minutes (checklist)
In brief: A Sale-Compromise workflow consists of six steps that follow automatically between your seller client, your buyer client, and your follow-ups with notaries.…
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