What changes for your client, and for you
| Emailing PDFs | A rufl deck | |
|---|---|---|
| Opening it | Download each attachment, then pinch and zoom on a phone. | One private link that opens in the phone's browser. No app, account or password. |
| Comparing | Flip between files and keep the details in their head. | One card at a time, with the deciding facts in the same place on every card. |
| Answering | Write a reply explaining what they liked. | Tap Interested or Not a fit on each card, or swipe. |
| What you learn | Usually only the favorites, if they reply at all. | Every yes and no, including what they turned down. |
| The next step | Another round of emails to set it up. | The shortlist has your button, like Request quotes. One tap emails you the request with the list attached. |
| Nothing fits | Silence, or "keep looking." | A Request more button, so a miss becomes a clear request. |
| Following up | You remember to chase them. | Automatic reminders, and an alert when someone opened the deck but didn't decide. |
| Privacy | Files sit in inboxes for good and get forwarded. | Hide fields from clients, set the link to expire, or delete the deck after they respond. |
When a PDF is still the right call
rufl is for choosing between options. Plenty of documents should stay documents.
Keep the PDF for
- Contracts, offers and anything that needs a signature
- Long reports clients need to read in full or keep on file
- Disclosures and other paperwork you're required to send
Send a deck for
- A shortlist of candidates, homes, trips, venues or bids
- Anything where the client's job is "yes, no, or show me more"
- Decisions several people need to weigh in on
Switching takes one deck
- 1Pick a templateRecruiting, real estate, travel and more set up the facts each card shows.
- 2Add your optionsType them in, paste rows from a spreadsheet, or drop in a resume or link and get a summary.
- 3Send the linkBy email or text. You get an email the moment they ask for the next step.
Questions
Can I still send the full document?
Yes. Keep emailing the full file when the client needs it. The deck is for the decision: it gets you a clear yes or no on each option first.
Do my clients need to install anything?
No. Each client gets a private link that opens in their phone's browser. There's nothing to download and no account to make.
What if the client prefers email?
They still get an email. It has a button that opens the deck, and when they're done, you get their answer by email too.
Send your next options as a deck.