I’ve done it my way for so many years, and now ClearSlide has changed all of that.

Suzanne Meyns Senior Membership Adviser

ClearSlide helps Caring.com establish trusting relationship

Challenge

  • There was no way to walk people through the website over the phone
    Advisers were unable to deliver other valuable information via slides or other content
    Difficulty forming a personal relationship with clients & establishing trust

Form a personal connection with a client over the phone.

The Caring.com team is responsible for helping people; mostly adult children helping their aging parents make decisions about their future care. This can be a very difficult time for families and Caring.com wants to make it as easy as possible.

Advisers take clients to the Caring.com website to show them their options, but there was no way to walk people through the website. Also, advisers were unable to deliver other value information via slides or other content. This left them incapable of forming a personal relationship with clients. Advisers want to be trusted by their clients and want to form a relationship to provide the best advice and service possible.

Suzanne Meyns, Senior Membership Adviser for Caring.com, faced this challenge of wanting to be able to put a face to her name and form a personal relationship with her clients. But, how could she accomplish this over the phone?

Solution

Put a face to name and gain trust using ClearSlide

ClearSlide was the platform that Caring.com selected to allow them to form this personal connection with clients. With the technology they were able to put a face to their name by sharing an introduction slide with a picture and brief bio or easily turn on their webcam, so they could really get to know the person on the other end of the line.

This was especially beneficial for advisers at Caring.com because it lead them to better fact finding since they were able to gain the client’s trust and establish a personal connection.

  • Each advisor could create a personalized introductory slide
    Put a face to name and gain trust using ClearSlide

Result

Satisfied customers have increased and so have sales at Caring.com

ClearSlide allows the Caring.com advisers, like Suzanne, to come off as cutting-edge and allows them to be trusted when it comes to making difficult decisions. The customer support at ClearSlide also allows the advisers to stay up-to-date on new features and answer any questions that may come up about the product.

Why ClearSlide?

Make that personalized connection even over the phone with screen sharing, webcam and then follow-up with email to seal the deal.

  • ClearSlide lead them to better fact finding since they were able to gain the client’s trust and establish a personal connection.
    Also helped advisors to come off as cutting-edge and allows them to be trusted when it comes to making difficult decisions.

Company

ClearSlide helps Caring.com establish trusting relationships

Caring.com is the leading senior care resource for those seeking information and support as they care for aging parents, spouses, and other loved ones. Caring.com provides helpful caregiving content, online support groups, and a comprehensive Senior Care Directory for the United States, with more than 55,000 consumer ratings and reviews and a toll-free senior living referral line.

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