Case Study: Caring.com achieves stronger client trust and increased sales with ClearSlide

ClearSlide helps Caring.com establish trusting relationships

Caring.com, the leading U.S. senior care resource, helps adult children and families make difficult decisions about aging loved ones. Advisers like Suzanne Meyns needed a way to form a personal connection and walk clients through the Caring.com site over the phone, but lacked a means to share screens, slides, or a face-to-face presence—hindering trust and effective fact-finding.

Caring.com adopted ClearSlide to share personalized introductory slides, enable webcam video and screen sharing, and follow up by email. The tools made advisers appear more trustworthy and cutting-edge, improved fact-finding and client relationships, and led to higher customer satisfaction and increased sales, supported by ClearSlide’s responsive customer service.

Caring.com

Suzanne Meyns

Senior Membership Adviser