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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:
Resources mentioned in this episode:
⚙️ Notion
⚙️ Content Snare
⚙️ 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:
5
9595 ratings
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:
Resources mentioned in this episode:
⚙️ Notion
⚙️ Content Snare
⚙️ 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:
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