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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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How to Streamline Client Communication and Save Hours Every Week
Manage episode 473229156 series 3439732
Contenido proporcionado por Alyssa Lang. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Alyssa Lang o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this solo episode, Alyssa Lang covers the art of streamlining client communication to enhance productivity and client satisfaction. Alyssa shares actionable steps such as choosing the right tools, automating follow-ups, and utilizing templates for consistent communication, ensuring your interactions are seamless and stress-free!
In this episode you’ll hear:
- How to create templates for repetitive emails and client FAQs
- What steps can streamline client communication and improve experiences for both team and clients
- How defining clear communication channels with clients reduces confusion and improves efficiency
- Why automated follow-ups and check-ins with tools can prevent delays and improve your clients experience
Resources mentioned in this episode:
⚙️ Notion
⚙️ Missive
⚙️ Xenett
⚙️ Keeper
💻 Effortless Client Requests for Bookkeepers & Accountants
💻 The Motherload of Email & Form Swipe File
🙋🏼♀️ Check out our courses and resources
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Check out our courses: workflowqueen.com/courses
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com
Capíttulos
1. Introduction (00:00:00)
2. Overview (00:05:12)
3. Choosing the Right Tools (00:05:30)
4. Automating Follow Ups and Check Ins (00:12:17)
5. Use Templates for Emails (00:18:05)
6. Conclusion (00:24:37)
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