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Client Communications

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Need to communicate with us? Here is a guide for what you should do, whether it’s emailing your project manager, calling Vanguard’s office or submitting a new task through [email protected].

Email / Tasks

Best for most tasks

Phone

Best for emergencies
[email protected] 303-382-2999
  • Appropriate staff at Vanguard are automatically notified
  • No need to CC on emails
  • Older tasks don’t lose priority
  • Available during business hours
  • Staff ensure urgent requests are handled appropriately
  • Complex issues are easier to discuss by phone

Why not email individual staff?

 Why not always call?
  • Request may not be received (ex: if that individual is out of the office)
  • Creates duplicate work
  • Other emails must be copied into tickets
  • Older tasks lose priority
  • Older emails can become buried as new emails arrive
  • Sending a typed email ensures we have your exact request
  • The resources required to manage calls takes away from the time we can spend marketing your practice

 

What Are Tasks?

An email is just an email.
[email protected] is an email with superpowers.

Vanguard uses a powerful project management system to ensure all client needs are managed quickly, efficiently, and effectively. Every email, phone call, or any other client need is kept in this system as a task.

Want to stick to email?

Want to get juicy details?
No problem. No login required.

Have a new request?

Email [email protected]

Any time a task is updated with a comment or other information, you will receive an email.

Need to respond to us?

Reply to the email just as you normally would.

 No problem. Login and explore.

Click the links in the emails we send and you’ll be taken into our project management system.

You will be able to see all tasks, due dates, timelines, documents, and other details about your projects.

Learn how to use our task management system