At JigsawBox we totally understand your apprehension, so to help you feel a lot more confident in what you have produced we’ve come up with a few tips on how to test your work and know 110% that it’s as brilliant as you really think it is!
What does my package look like to my client?
This is going to be really important to you because you want it too look great and represent you and your company well. The best way to do this is to set up a test client and log in. So how do you do this?
Step 1: Go to your “My Packages” , find the Client link (the green arrows just underneath the heading ‘Actions’) next to the package that you wish to test. Once you do that, copy that link.
Step 2: Log out of JigsawBox and paste that copied link into your browser window (usually Google Chrome, FireFox or Internet Explorer).
Step 3: On your browser window you will see that you have been taken to the registration page for that package. Enter your details (pretending you are a new client) such as e-mail address, name, etc.. so that you will then get a new JigsawBox username and password. You are now officially a client of yourself!
Make sure that your package price is first set to $0.00. (This prevents you from paying yourself. However, if you want to test out the purchase process, then set the price to whatever you wish.) An advantage of going through the purchase process is that you get the full experience. You get the welcome e-mail (which is important if you are customizing your e-mail), you are able to double check that your modules are all available or that the dates on them are correct if set to release at a later date, and you can test all the features such as reply.
This is exactly what your potential new client will experience in full, so if any of them get stuck you will know what they need to do! Brilliant eh?!!
Also, if you have selected the “Alert When Response Submitted” check box for that particular package (which is done via the edit screen) then you are free to test this as well. Make sure that you have some test questions in your module, log in as the test client, enter some replies, and click on the “Submit to Coach” button. You, as the coach, will then get an e-mail stating you have a new reply.
All you need to do now is reply back to yourself, click on the “Submit to Client” button, and bingo! You see the exact e-mail your client gets!
Something to remember…
If you need to edit or delete the questions in the modules of this package, you need to completely delete your test client. You aren’t able to edit or delete questions in a module once a client has been assigned to it – this includes a test client (they are no different than an actual client).
So remember that if go into a module and cannot edit or delete your questions – make sure you don’t have any clients (test or otherwise) assigned to it.
So we’d really recommend setting up and using a test client, this will enhance your service and knowledge so that you will understand how your client uses JigsawBox and your packages. If you test it all first you can ask questions, allay any concerns you may have and really make yourself so confident in your product you will be singing and dancing about it which will in turn attract more paying clients your way!
You really can’t get any better than that! So what are you waiting for? Do it today and start your journey to creating your dreams.