Customer experience · 6 min read
Client portal launch kit
Branch scripts, SMS copy, and a two-week incentive plan for digital repayments.
1. Week 1 · Staff first
Every officer logs into a demo client and completes a payment. If staff cannot do it, customers will not.
2. Week 2 · Invite at the counter
Do not blast passwords. Issue access when the customer is in front of you and watch the first login.