A "brochure" in Aisle Planner can be anything you want it to be when it comes to sharing information with your prospective clients. To get started, we recommend creating one beautiful brochure that introduces prospective clients to you, your company and your client experience, so that you can quickly and easily share this information with any new lead that comes your way.
When it comes to creating brochure templates in Aisle Planner, you have two options:
You can upload your own pre-designed brochure PDF to use as a template =OR=
You can create / design a brochure from scratch
To learn how to create a brochure template from scratch, click here.
To learn how to create a brochure template by uploading your own pre-designed brochure, read on below.
To create a brochure template using your own brochure PDF, head on over to the Settings menu, which you'll find towards the top right of your Pro Dashboard and follow the steps below!
Click on the Templates tab (which you'll see on the left) and select the Documents option.
Click on the gold Add New Button.
Chose the Brochure option from the menu.
The first thing you'll want to do is give your new template a name for future reference. Naming your templates is SUPER important, so you won't have any challenges finding the right template that you need down the road.
Pro Tip: Since all documents, including proposals, contracts, questionnaires AND brochures are all housed here as document templates, we recommend starting your template name with some indication of WHAT type of document this is, just to make it super easy and straightforward - and since templates are organized alphabetically, it helps to see each type of document grouped together.
Brochure // Your Company Name
Add an optional description for this template.
Note: This description is completely optional and is just internally for your own reference - your clients won't have access to see this!
We recommend only adding a description if your template name isn't obvious for your team to understand what the template is for. For example, "Platinum Planning" (vs. Full Service Planning) could be confusing to certain members of your team, so you'll want to note that in the description area that the Platinum Package is for Full Service Planning.
Click the gold Edit Document button.
Check the box to enable the "Use File Upload for Brochure" option, then follow the prompts to upload your PDF.
You can upload any of the following file formats:
DOCX (Microsoft Word)
Please note: While you can upload additional file types, such as XLS (Microsoft Excel), we've noticed that the Excel files don't translate as well (visually) in the document previewer. For the best client experience, we recommend saving any Excel files as a PDF before uploading to retain the expected format.
Once uploaded, we recommend that you take the time to Preview and Print (or just view as PDF) to be sure that everything looks just right.
To preview and print, click on the gold arrow button towards the top right of your screen, then click on the Preview and Print button.
Now that you're set, click on the gold Done button to your top left, and you're set!
Now that you've set up this brochure template, you'll be able to use this template to quickly and easily send your brochure to prospective clients within a lead record.
Learn more about sending brochures to prospective clients within leads records in your lead manager here. (Link coming soon)
Learn how to automatically send brochures to new lead inquiries here. (Link coming soon)