Showing posts with label Online Contracts. Show all posts
Showing posts with label Online Contracts. Show all posts

Friday, November 8, 2013

Think of Inspherio like...your own Administrative Assistant

People often ask me how I would best describe Inspherio to a new customer. Last month, we compared the program to a champagne waterfall; make sure to check out that article.

Today, we are comparing Inspherio to your own Administrative Assistant.
Photo credit: wiseGEEK.com
Here's how a job description of an Administrative Assistant might read: 

The Administrative Assistant  is responsible for providing administrative and clerical services in an effective and efficient manner that will ensure that daily operations are maintained in an effective and efficient manner.
  • Completes operational requirements by scheduling and assigning administrative projects; expediting work results.
  • Maintains office files
  • Opens and distributes the mail
  • Generates reports and other documents
  • Maintains supplies inventory
  • Compose and review contracts
  • Notifies and processes invoices and payments
  • Provides information by answering questions and requests.
  • Keeps Executive up to date on the status of various projects
Hmm, sounds very similar to how Inspherio works. The whole idea behind the program is to
ensure that daily operations are maintained in an effective and efficient manner. Let's take a look at how Inspherio does exactly each of those bullet-ed tasks: 

Completes operational requirements by scheduling and assigning administrative projects; expediting work results. 
With your Inspherio account, you can schedule any of your employees or contractors to various events, appointments, or tasks/projects. Not only can you view and manage your employees' calendars, but you record your payroll as well.

Maintains office files 
Upload files to your account's Resource Library or to individual event portals. 

Opens and distributes the mail 
View online communication with your leads and clients directly from their event portal. Additionally, send emails directly to them containing information on package pricing, contracts, invoices, and more.

Generates reports and other documents
Run a variety of reports from your account, including: profit & loss, payroll, outstanding balance, payment status, and more.

Maintains supplies inventory
Manage your business' entire inventory from your Inspherio account. Set your quantity on hand, ideal count, cost of good sold, replacement fees, and more. Check items out for events and back in once they are completed.

Compose and review contracts
With Inspherio , you can create a new contract within a matter of minutes. Just follow the easy step-by-step flow and - voilà! - you have a contract ready to be sent. Since we also offer the capability for you and your client to e-sign the contract, you can close deals faster than ever. 

Notifies and processes invoices and payments
When you create the contract, you set up a payment plan as well. Once the contract is signed, Inspherio will automatically generate all of the necessary invoices based on your payment plan. Your account will also keep you up to date of invoices that you have yet to send out and payments that are due soon. Don't let money fall through the cracks ever again. 

Provides information by answering questions and requests
If a new prospective client wants to know about pricing packages, you can send that out with a couple clicks. If you yourself need to know specific information on a particular event or client, just open their event portal and see the answers immediately. After all, with our unique Know Your Event questionnaire, your clients fill out the information and it ends up in your hands instantly. 

Keeps Executive up to date on the status of various projects 
Ever find yourself flipping through notepads, sticky notes, and emails trying to figure out if you've sent out the contract or received a payment? Just stop the nonsense. Your Inspherio account automatically shows you the latest milestone of an event, including: sent pricing, sent questionnaire, pending contract, contract awaiting client signature, contract awaiting your signature, employees assigned to event, and much more.

As you can see, Inspherio essentially serves as your very own personal assistant, and we've barely scratched the surface of what your account can do.

If you're new to the Inspherio family, start your free trial today and see how Inspherio can help you run your business that much easier.
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Tuesday, October 8, 2013

Think of Inspherio like...a Champagne Waterfall

People often ask me how I would best describe Inspherio to a new customer. Considering we're all about the event and wedding industry, it seems appropriate to describe Inspherio as a champagne waterfall.
I can hear you now: what the heck does that have to do with anything?

Well, let me explain. You've heard of the "trickle-down effect," right? Well, while we're not dealing with government economic policies, we have the same idea when planning events.

One of the beauties of Inspherio is the time-saving nature of the program. Our mission is to save you from the headache of constant double and triple entering of the same information. A lot of event professionals waste a lot of time typing out pricing options, client info, or event info in an email...

...then a contract

...then an invoice

...then a year end report

Before you know it, you've written down the same information 4-5 times. With Inspherio, you enter your data once. That's right: ONE time. Here's how it works...

SENDING PRICING
Once you establish your packages, you can send them over and over without every having to re-type the data. Need to send various pricing packages to your leads? That only takes a couple clicks of the mouse.

GATHERING CLIENT INFO
Trying to gather all the information from a lead or client? Well, you don't even have to do it. With our KYE (Know Your Event) form, you put that responsibility into your clients' hands. They fill out the information and it updates in your Inspherio account in real-time. This not only saves you time, but it severely limits the times that a client comes complaining that you got something wrong. After all, they are the ones that provided the information.

CREATING CONTRACTS
What's next? The contract. All the info received from the KYE automatically populates into your contract template, as does the pricing option you sent earlier. No more filling your hard-drive with "Save As" or accidentally saving over other documents. No more embarrassing slip-ups when you forget to change a name or address while sifting through and editing documents. All you have to do is enter your payment schedule and - voilà! - your contract is ready to go.

GENERATING INVOICES
After that? Well you want to get paid, right? Invoices also auto populate with the prior information. Not only that, but Inspherio will create as many invoices for you as your payment schedule dictates. If you set three different due dates with three different amounts, Inspherio will prepare those invoices for you without asking, due dates and all. What about the actual payment? Well, your client can pay each invoice immediately via a number of online payment gateways.

RUNNING REPORTS
At the end of the year, you're going to want to check out your Profit & Loss statements. Don't go wasting time looking through each event to calculate your numbers. Data from every one of your events will total up when you run a report.

And taxes? Well that's easier, too. Simply run and print your report, hand it to your accountant, and forget about the rest.

Let's take a look at that photo again, with a small change. Now it makes a little more sense, huh?
If you're new to the Inspherio family, start your free trial today and see how Inspherio can help you run your business that much easier.
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Friday, April 13, 2012

When You Think Innovation, Think Inspherio!

There are many products on the market that assist you in the managing of your business. You may have one that handles your leads, another for your expenses, and then your handy dandy calendar; but did you know that  Inspherio can handle all of this for you? What about all of the exclusive features that can only be found in Inspherio?

  • The KYE Form --> A customizable form that allows you to quickly gather pertinent information for your client’s event. Receive real-time feedback of your client’s responses and notifications if anything is updated at a later time. 

  • Communication --> You and your clients are able to chat directly through Inspherio, allowing you to easily keep track of conversations with clients. Receive email notifications every time you have a new message!

  • Maintaining Your Identity --> One of our biggest goals with Inspherio was for our users to feel that they could use our program and their business was still the main focus. That is why we made sure that you are able to brand any email, form, or website used within Inspherio. Change the font, color, and background to match your own; even upload your companies logo to accompany any outgoing documents. We know that our users have worked hard to build their name and it should stay that way!

  • Full Accounting System --> Keep track of all income and expenses through Inspherio and see how easy it is to do your taxes! Print a few reports and you are good to go! Income is automatically recorded as your clients make payments, all you have to do input any expenses.

  • User Friendly --> How many times have you started using a program and had no idea where to start? Inspherio ensures that you understand every step of the way and offers descriptive Help Text to answer any lingering questions you may have. We have also provided a road map of Inspherio to guide you along in setting up your business. 

  • Super Support System --> The Inspherio Support Team are available for your convenience around the clock via email! You may contact us either via telephone or live chat Monday through Friday, 9AM to 6PM EST. Take advantage of our Support Team’s expertise and schedule a 1on1 training, as they walk you through the program and answer any questions you may have. Our Inspherio Youtube Channel offers over 30 tutorial videos to explain and demonstrate the many features Inspherio offers. 

See for yourself why Inspherio is the top choice for professionals in the event planning industry to manage their business. Start your full-version free trial today and start Planning Your Success!

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