Background: At ConnectPay Payroll Services a portion of new clients added each year comes from an Acquisition.
Communication task: New clients must sign paperwork and authorizations, log in to a new platform and learn how to record employees payroll as well as pulling reports. There are several needs for downloadable PDFs such as direct deposit, new employee onboarding form and W-4s. The most important communication tasks for the email are to let new clients know that they will still be getting service form the payroll professionals they know and can call the same phone number for assistance.
Creative Idea: Creating a Welcome Center landing page for new clients and directing them there via email seemed to be a logical step. Using our friendly illustrated business owner characters to show diversity and . Here they can easily log in to their account, find several short tutorial videos on how to use the payroll program, as well as one long webinar. Five employer forms are available to download, and a Help Desk form sits at the bottom if they run into any trouble.
