Artwork

Nội dung được cung cấp bởi Alyssa Lang. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Alyssa Lang hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Player FM - Ứng dụng Podcast
Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !

Why You Should Stop Emailing Your Clients To Gather Information & Do This Instead with Brooke Swan

32:55
 
Chia sẻ
 

Manage episode 455066839 series 3359646
Nội dung được cung cấp bởi Alyssa Lang. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Alyssa Lang hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance business growth!

In this episode you’ll hear:

  • Why Alyssa and Brooke stopped relying on emails for getting info from clients
  • How Content Snare streamlines and automates client requests and follow-ups
  • What benefits you can experience from using Content Snare with your clients
  • How automating tasks saves time and mental bandwidth
  • Why setting clear deadlines is essential for client expectations and timely submissions

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

⚙️ Content Snare

☎️ Book a Human Design Reading with Brooke Swan at Aligned Self

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:

  continue reading

Chương

1. Introduction (00:00:00)

2. The Problem with Email Communication (00:02:17)

3. Finding a Solution: Automation Tools (00:04:06)

4. Implementing Content Snare (00:08:01)

5. The Cost of Sticking with Email (00:12:12)

6. Missed Deadlines (00:15:20)

7. A Better Solution (00:18:28)

8. Real-Life Scenarios and Client Feedback (00:26:11)

9. Effortless Client Requests Program (00:29:25)

10. Conclusion and Upcoming Episode (00:31:29)

113 tập

Artwork
iconChia sẻ
 
Manage episode 455066839 series 3359646
Nội dung được cung cấp bởi Alyssa Lang. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Alyssa Lang hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance business growth!

In this episode you’ll hear:

  • Why Alyssa and Brooke stopped relying on emails for getting info from clients
  • How Content Snare streamlines and automates client requests and follow-ups
  • What benefits you can experience from using Content Snare with your clients
  • How automating tasks saves time and mental bandwidth
  • Why setting clear deadlines is essential for client expectations and timely submissions

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

⚙️ Content Snare

☎️ Book a Human Design Reading with Brooke Swan at Aligned Self

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:

  continue reading

Chương

1. Introduction (00:00:00)

2. The Problem with Email Communication (00:02:17)

3. Finding a Solution: Automation Tools (00:04:06)

4. Implementing Content Snare (00:08:01)

5. The Cost of Sticking with Email (00:12:12)

6. Missed Deadlines (00:15:20)

7. A Better Solution (00:18:28)

8. Real-Life Scenarios and Client Feedback (00:26:11)

9. Effortless Client Requests Program (00:29:25)

10. Conclusion and Upcoming Episode (00:31:29)

113 tập

Tất cả các tập

×
 
Loading …

Chào mừng bạn đến với Player FM!

Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.

 

Hướng dẫn sử dụng nhanh

Nghe chương trình này trong khi bạn khám phá
Nghe