What if you never had to deal with an endless back-and-forth email chain to get the docs + info you need from your clients?
Welcome to the world of seamless, automated client information collection.
Let's be honest...
Trying to get your clients to give you the information you need to do your job is a headache
You want to deliver a smooth, easy process... but it just doesn't ever seem to happen.
Instead you're over here:
❌ Sending a million emails trying to track down what's missing
❌ Rescheduling deadlines and moving tasks around because you don't have what you need to get started or close out the month
❌ Twiddling your thumbs, waiting days or weeks for a nonresponsive client to get it together and give you what you need
❌ Finally getting a document and then realizing it's the wrong one and re-starting the entire never-ending email chain process again
Enough is enough...
It's time to unlock Effortless Client Requests
Don't let missing + incorrect client information slow you down and throw your tasks off track
There's a better way.
And it starts with Content Snare.
We've tried every automation software out there, and when we found Content Snare it changed everything.
With Content Snare, we are able to do the following:
✅ Send pre-written emails that we can schedule and send out to clients that are fully automated
✅ Send pre-built requests that include ALL the questions we need to ask to gather information and documents —already built out in a seamless software
✅ Get the right information more quickly (without dozens of back-and-forth emails)
✅ Use conditional questions to make each unique request work for every client. For example, they will be asked "Do you run payroll for your business?" and then receive different follow-up questions based on their answer. (No need for different questionnaires or to customize yours for each new client!)
✅ Deliver a more seamless, enjoyable client experience
✅ Customize Content Snare to reflect our brand without requiring clients to log into another platform (they're way too busy for that!)
We have spent years creating, tweaking, finalizing, and refining these schedules, emails, and requests within Content Snare so they're as smooth as butter.
And now we're giving it ALL to you!
When you're ready to save HUNDREDS of hours and headaches, here's how it works. We give you:
31 pre-written email templates
that are ready to use! Simply customize them with your firm's details, and they're good to go — saving you hours of writing emails from scratch.
7 request templates
designed to gather all the information you need from your clients. These templates include detailed questions and requests for: onboarding, cleanup, month/quarter/year-end, 1099/W9, diagnostic review, accounting software setup, and accounts receivable setup.
Email support
We are here to support you via email for any questions or issues you may encounter while using the program! This support is available to all students as you implement Effortless Client Requests into your business.
8 ready-to-use automated email schedules
that follow up and send reminders to clients for you. Set them up once, and let the system nudge clients until you get the information you need — no manual chasing required.
Video trainings and step-by-step walkthroughs
so you can easily set up your Content Snare, everything we provide and put your automated client requests to work
Lifetime access to the program content
so you can revisit the trainings, templates, and tools anytime you need a refresher or want to optimize your Content Snare and information gathering process.
Old school emails are out.
Effortless Client Requests are IN.
Automated requests to get everything you need from clients
Pre-written emails + automated schedules
Video trainings for every step of the process
Meet the automated solution to your biggest client headache 👉🏼 Content Snare
Our program, Effortless Client Requests, is powered by Content Snare.
This smart, stress-free information collection software has completely transformed the way we run our own bookkeeping and consulting firms, and it will save you hundreds of hours and countless emails.
With other automated collection tools like Keeper or Xennett, you can request documents and information, but your clients will get annoying, redundant weekly email reminders that they tune out or ignore.
With Content Snare, your clients only get emails (that we already wrote for you) customized to specific requests instead of a generic email that lumps all sorts of different questions together that have no rhyme or reason.
The way you talk to your clients (and the info you need) is vastly different depending on what you need. Content Snare is set up to be clear, specific, and completely tailored to each individual need.
And you don't have to remember to manually set the emails up, follow up, or request anything. It's all scheduled FOR YOU! (We did the hard work in the backend so you can simply set it up with our program and watch Content Snare work for you.)
Reasons You'll LOVE Content Snare 👇🏼
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No additional portal or log-in for clients
Clients don't need to create or remember yet another login—requests are sent directly to their inbox for a smooth, hassle-free experience.
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Clients can save their progress and come back to a request later
If clients get interrupted or need more time, their progress is saved automatically, ensuring they can return and complete the request when it's convenient for them.
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No back and forth emails to get the info you need
Centralized communication, eliminating endless email chains and ensuring you get the right information faster and without frustration.
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Every request template we provide works for every client
With built-in conditional questions, each request adapts to your client's unique needs, saving you time and preventing repetitive customization.
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Seamless and simple for clients
The intuitive design makes it easy for clients to understand what's needed, upload documents, and stay on track—without confusion or extra steps.
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Track what's missing, submitted, and rejected—easily
Stay organized with a clear dashboard that lets you track submitted documents, identify missing items, and reject incomplete files with feedback—all in one place.
Effortless Client Requests + Content Snare = Automation Magic
We know what you're thinking... Do I really need to sign up for a new software in order to use our Effortless Client Requests program?
The answer, honestly, is yes.
We have spent YEARS in our firms creating the email schedules, requests, and email templates needed to truly automate the client information gathering process during:
- Onboarding
- Cleanups
- Month/quarter/year-end
- 1099/W9 requests
- Accounts receivable setup
- Accounting software setup
And now we're handing you EVERYTHING in a pretty little package, wrapped up in a bow.
In order to implement the massive time savings this program offers and avoid all the client request headaches, you need Content Snare to power the automation process.
Effortless Client Requests gives you all the email schedules, email templates, and requests—totally written, structured, and ready to plug and play. We've also recorded tons of step-by-step videos about how to set up and use Content Snare and all the resources we've provided in the program.
Content Snare will deliver the smoothest, most hands-off information gathering experience imaginable and keep your clients up-to-day and on track without much effort on your end.
No more inaccurate data or getting behind because your clients don't know what you need or ignore your unclear instructions.
With Effortless Client Requests, you can truly automate the entire information gathering process, get what you need when you need it, and never send another "Hi, Client ... you uploaded the wrong documents..." email again.
Why should I choose Content Snare?
Content Snare
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No annoying weekly email that your clients ignore
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Customize the verbiage in each email and control the frequency of reminders that are sent
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Control when you send requests by pre-scheduling them
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Give clients clear due dates
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Deny incorrect or incomplete document uploads within the request with a comment about what's missing and needed—no emails!
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No additional log-in required for your clients
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Streamlined requests for things like onboarding, document requests, and much more with ONE form that works for ALL clients thanks to the conditional question format that customizes the experience for each client based on their responses
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Use our discount code to get 50% OFF your first 3 months of Content Snare when you join Effortless Client Requests (must sign up for a monthly subscription and be a first-time Content Snare user)
Other Softwares
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Weekly (or even more often) generic, boring emails sent to clients who quickly learn to tune them out
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Limited ways to send customized requests per need
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Don't create a sense of urgnecy because there's no way to schedule custom due dates
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When wrong documents or incomplete info is uploaded you have to manually remove it and email your client (over and over to upload the correct doc
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Require clients (busy business owners without the time!) to create an account and log-in to use the software
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Require you to create a unique onboarding form and process for each client based on how they run their business and what tools they use
You're ready to get the right information from your clients without sending a million emails or waiting weeks for a response
You're ready for Effortless Client Requests, powered by Content Snare
Join by December 27th for the best savings + bonus 6 months of support!
Due to the digital nature of this course + resources, there are no refunds.
Most Flexible
TWO MONTHLY PAYMENTS
$399
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31 pre-written email templates
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8 email schedules
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7 request templates
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Video trainings and step-by-step walk throughs (lifetime access)
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Email support
*Plus one additional payment of $399
Best Value
PAY-IN-FULL
$777
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31 pre-written email templates
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8 email schedules
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7 request templates
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Video trainings and step-by-step walk throughs (lifetime access)
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Email support
*Save an additional $21
On the fence about whether this is the right program for you and your bookkeeping or accounting business?
Book a call and talk to us about it!
🎉 Meet the Experts 🎉
Learn from the best in the bookkeeping business
ALYSSA LANG
Founder of Workflow Queen &
Owner of Magnetic Profits
Alyssa is a multi-passionate entrepreneur with a number of successful businesses to her name. Here at Workflow Queen, she educates and coaches bookkeepers and accountants to create offers, systems, and build a team like a pro, and she runs her own financial advisory and bookkeeping firm, Magnetic Profits.
After Brooke Swan introduced her to Content Snare, Alyssa has been in love with the ease and customization of the software and uses it to save herself and her team hundreds of hours and headaches within her own firm.
She loves an efficient system that frees firm owners up to focus more on their genius (and let’s be honest, take a vacation!), so she teamed up with Content Snare pioneer, Brooke Swan, to bring Effortless Client Requests to bookkeepers + accountants like you.
BROOKE SWAN
Founder & Owner of Clarity Bookkeeping and The Aligned Self
Brooke Swan is a an absolute genius when it comes to running and growing a thriving bookkeeping business. She's built her team of account managers, bookkeepers and so many more to manage the day-to-day work so she can focus on educating others in the industry.
Brooke has been using Content Snare for years and pioneered bringing Content Snare into the industry to solve her client request issues.
She brings a lot of industry insight, provides excellent feedback and always keeps it real when it comes to the truth of running a successful firm. She's a wonderful asset to Effortless Client Request and you'll love learning from her!
Questions? We've got answers!
Do I really have to sign up for Content Snare? Can't I use something else?
Yes, you really do need Content Snare in order to use the extensive resources we’ve created for you. The 31 pre-written emails, 8 email schedules, and 7 request templates are specifically designed for Content Snare and won’t work seamlessly anywhere else.
We also know from years of experience that Content Snare is the best automation tool out there for gathering information from clients, and we feel 100% confident this is the best tool for automating client requests and document gathering in your business.
We don’t own Content Snare (we’re paying customers, just like you!) so there are changes and updates that we can’t control. Click here for the most up-to-date Content Snare pricing.
Can I get a refund?
No refunds are offered for this course because you get instant access to our proprietary emails, requests, and schedules. We work in the bookkeeping and accounting field (and have years of experience!) so we know the pain points you face and the obstacles you deal with day in and day out. We know you will get what you need to improve your information gathering system, take the stress out of onboarding, and give your clients the smooth, seamless experience you want to provide when you sign up for Effortless Client Requests.
What if I already use Keeper, Xennett, or Google Forms to gather information from my clients?
Great! I’m glad you’ve found a software that works for you. However, I know if you’re all the way down here reading… something in your current software just isn’t cutting it for you when it comes to gathering client documents and information. Some of these softwares are great for quality control (we recommend Keeper and Xennett for that!), but they aren’t top performers when it comes to requesting client information and they are not nearly as customizable as Content Snare.
You can learn more about how Content Snare works here, and when you’re ready to make the switch and experience the automated difference––Effortless Client Requests is here for you!
Will this be helpful if I've already been using Content Snare for some time?
It sure will! 💕 It really depends on how well your current Content Snare setup is working for you. If you feel there are gaps in your process or you’d like access to our direct request templates, customized email sequences, and automated schedules, this program can be the perfect complement to what you already have in place.
How long will it take to go through the program and set everything up in Content Snare?
The exact program watch time is 3 hours and 16 minutes, and the total implementation time is 3 hours and 55 minutes, meaning you’ll spend about 7 hours and 11 minutes watching and implementing the program and Content Snare. Most people can complete everything in a single weekend! We’ve streamlined the process with step-by-step lessons and pre-built resources to make it as efficient as possible.
Don't settle for endless email chains and unresponsive clients who throw off your schedule and create more work for you
With Effortless Client Requests, you can automate everything and get exactly what you need, on time!
support@workflowqueen.com
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