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January 22, 2014 | Updates | Posted by Craig Baldwin Craig Baldwin

A Look at Sqrls to Come

The Sqrl team is getting closer to our first release and wanted to give a preview of sqrls to come (some screens and features on the way).


Our goal as a team is to retrieve information faster and more accurately than any other technology available (read: email & collaboration software). As such, we have focused on limiting the amount of time and thought you spend on creating requests and doing all the legwork necessary to collect every last answer and document you need before deadlines come due. Here’s how we’re going to do it.


Create Requests


Sending and re-sending calculated, well thought out emails can get tiresome. And there’s plenty of research to prove that time and thought isn’t just lost during the process of composing an email but even after (like 16 minutes after).


Here’s what creating a request looks like with Sqrl:




Pretty simple, right? Creating a list of items should be quick and easy. And if you’ve already made a template for your requests, you can populate the entire request in one click.


What Does the Receiver… Receive?


Great question. You’ve just sent someone a list full of items to perform, so how do you break the news lightly? Most long emails are opened and then instantly saved for later. Our goal is to properly contextualize each request while friendly asking the recipient to click the link.


This is what the recipient will receive each time you create a request for him/her (and yes, that’s my personal email. Feel free to send me a “hello!”):




All the recipient has to do is click the link in the green box and they’ll be taken directly to their request. If the recipient does not perform the list of items, then Sqrl will send a friendly reminder based on its algorithm to make sure you meet your deadline. Sqrl’s goal is for you to never follow-up again on outstanding requests.


Keep Tabs on Your Requests: Dashboard


Getting lost in your inbox is one of the easiest things to do. So we’ve focused on making the Sqrl dashboard an outbox focused inbox. Your requests are held in an easy-to-navigate list. All requests have due dates and listed as outstanding, past-due, or gathered. Sqrl will notify you with an email alert each time a request is gathered.


The intention is for you to focus only on what’s actionable, and if you’re done with a request completely, just archive it.


Here’s a peek at the Sqrl Dashboard:




Filter and sort to your liking for prioritizing your requests, just like your own to-do list.


What happens if, rather when, my client sends me the wrong information?


Email becomes a real time suck when you get caught back-and-forth in points of clarification. Sqrl aims to structure requests and allow for easy follow up so you and the receiver are always on the same page. Once requests are gathered, following up is as easy as commenting. Any new comments will re-open a request and send another email notification to your recipient.

Here’s what opening and commenting on a gathered request looks like:





And after I post a comment the request is opened back up, and in this case, past-due:





No reason to waste time creating new emails over and over when you can easily send a quick comment.


How to Manage Requests by Client


A large piece of managing requests on engagements and teams is knowing how many have been sent and which client contacts have outstanding or past-due requests. In Sqrl’s contacts hub you can instantly view the amount of outstanding, past-due, and gathered requests by contact, and drill down to the individual requests.


Take a view at your list of contacts, their current amount of active requests, and drill down to see more detail:




Staying on top of each relationship is much easier when you know exactly what you need from each contact at all times.

That’s a quick rundown of some things coming from Sqrl. We have many features, integrations, and ideas in the queue. But would always love to hear from you on what you’d like to see!