5time-saving automations every application and review process needs

Today’s presenters

Sean ClancyCustomer Service Manager

FluidReview by SurveyMonkey

Hannah CameronMarketing Specialist

FluidReview by SurveyMonkey

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Housekeeping items

● We’ll send out a copy of the recording and slides● Questions? Leave them in the comment box below● You can also tweet us @GetFluidReview● Grab your free copy of our guide, “5 time-saving

automations every application & review process needs”

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In the next 30 minutes, we’ll show you how to leverage 5 automations that will save you and your staff hours of time, while making

things easier for your applicants and reviewers.

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Why are we here?

Before automating...

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“Things were managed haphazardly. Pieces of applications were floating everywhere, arrived in the mail after deadlines, and applicants missed sections or completed them incorrectly, which means we’d have to track them down. It wasn’t manageable.”

“Our process was held together with emails, spreadsheets and physical application forms. It was very inefficient for applicants, nominators, administrators and reviewers.”

After automating...

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“We completely replaced our old manual processes with automations, saving hours and hours of staff administration time.”- Carol Cameron, Education Foundation of the Colorado Society of CPAs

“The staff time required to run our programs has been dramatically reduced through the use of automations, and they’ve also enabled us to provide the best end-user experience to our applicants and reviewers.”- Katie DeBeer, University of Massachusetts

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5 powerful - but easy-to-implement - automations that will save you hours of time

Pre-screen incoming applications for eligibility

Validate applications for completeness

Automate applicant notifications

Route applications to reviewers

Create a centralized hub for reviewers

Let’s see these automations in action

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Automations can help you spend less time on process, and more on mission, while creating a better process for applicants, reviewers and administrators.

Implement these 5 powerful automations in your process today:

1. Pre-screen applications for eligibility2. Validate applications for completeness

3. Automate applicant notifications4. Route applications to reviewers

5. Create a centralized hub for reviewers

Summary

5 time-saving automations everyapplication & review process needs

FluidReview.com

Get your free guide

Automated workflows are becoming the norm for today’s busy program managers. Are you using them to make the best use of your time?

If you’d like to learn how to automate your application and review process with FluidReview, we’d be happy to set up a discovery call.

Let us know and a representative will reach out!