Everyone hates paperwork. That’s certainly not a secret. But might be surprising is that long ago before paperwork automation solutions or even the Internet, people actually liked paperwork.
As hard as that is to believe now, the fact is that paperwork used to be at the forefront of a great customer experience.
Just a few decades ago, if you were applying for a loan or opening a new account, there was likely someone there with you to:
- Ask useful questions,
- Find the right forms, and even
- fill them out for you.
It wasn’t your job to fill out the paperwork, (well, unless you were the “someone” who was there helping – then yes, it was your job). You were the customer and the business was going to do everything they could to make you happy and start the relationship off on the best foot possible.
The paperwork itself was a catalyst for this new relationship. It helped the business understand your needs and in turn, the process helped you build trust and a long-lasting relationship with your chosen organization.
Somewhere along the way though this personal touch, and the corresponding relationship side of paperwork was lost, leaving customers with the burden of finding and completing these complex documents on their own.
This is where the current hate for paperwork, from the customer’s perspective, developed.
However, if we’re being honest, the paperwork itself isn’t the problem.
Paper-based documentation is usually built to serve an organization’s business processes and legal needs, and it typically does this very well. Chances are, it was crafted and refined over years or decades in an attempt to help the business run as efficiently as possible.
So, if the paperwork isn’t the problem, what is?
The problem is that over time organizations turned these internal forms – documents that once came with their own administrator – into customer-facing ones; completely eroding the good will that used to come with them.
Even now, as organizations begin to understand the absolute distain most customers have for paperwork, many can’t see a profitable path forward, so they continue to push customers to "document centers" where they are forced to find and complete paperwork on their own.
The general belief is that in order to reduce the burden of paperwork and improve the customer’s experience, a business will be forced to change their internal processes and retrain existing staff. That's a daunting task for a small business and a multi-year, multi-million dollar project for a large enterprise.
Change doesn’t have to be disruptive.
Paperwork, or the process of gathering customer information anyway, can be a positive for any business. There are practical steps you can take immediately to start improving how you engage with your customers and how you continue to produce and consume your existing paperwork.
STEP 1: Paperwork Automation
We live in a digital world, so look for digital solutions that help you automate your paperwork. Products like FormHero (I know, shameless plug) will allow you to create dynamic “smart forms” that interview customers like the old days, with simple, intuitive questions, and automatically generate pre-filled copies of your existing paperwork.
STEP 2: Eliminate Unnecessary Questions
Just like a great spring cleaning, sometimes you just have to throw a few things out. The concept applies to the fields in your forms. Over the years, you’ve likely collected a massive number of required and optional fields in your documents. Are they all really necessary for the process they power? What would happen if you asked a few less questions to your customers? Is it possible to change the questions depending on your customer's needs?
It’s important to periodically check to see if the questions in your documents are still relevant to the majority of your customers. If they aren’t, consider making a change.
STEP 3: Talk (or write) like a person.
Reading the language on a typical form can be painful. Consider going through your documents and changing the language of your questions to be more in line with a simple, natural conversion.
Instead of: "What is your primary residence", maybe ask “Where do you live?”
Little changes like that go a long way, especially when you’re talking about forms filled with industry jargon and legalese.
Paperwork can be optimized
If your business is still using paperwork to acquire new customers (we totally get it, some industries have legal requirements to do so), then it’s critical that you devote time to really study your documents and the ways they can be improved.
You probably already have teams devoted to optimizing conversions on your website, your landing pages and every other avenue for customer acquisition, so it’s time to pay the same attention to your paper forms.
If you want to learn more about how you can improve your paper-based processes through automation, download our e-book below.