✅ Breakdown of FOUR CRMs for Accounting Firms and Tax Offices ✅ Outline of how these CRMs handle Lead Management, Marketing, Project Management, Client Onboarding, Client Retention, Integrations, and Implementation ✅ Links to go DIRECTLY to the websites so you can view them yourself Basically, I just did most of your research for you. 👉🏾 Text “Blog” to 210-942-0548 to get access to this PLUS our other checklists and blog posts on how you can SIMPLIFY different areas of your Company Operations 💎✨💎 Book your Clarity Call - www.wgrnow.com/clarity Topics Discussed: CRMs Tax Office Service Bureau Accounting Accounting Firm CPA CX Client Onboarding Project Management Lead Generation TaxNitro 

Because automation DOES NOT save poor processes. In our 2nd @clubhouse LIVE session I break down the pre-work that needs to be done BEFORE you automate anything in your project management system. There is also a STEP-BY-STEP Checklist to accompany this video available on our Members-Only Blog. 👉🏾 Text “Blog” to 210-942-0548 to get access. There is a lot here, so I’m sure you’ll have questions about exactly how to implement this for YOUR company. No worries. 👉🏾 Just go to https://www.wgrnow.com/clarity and book your ✨ Clarity Call ✨ today. 

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In other words, speak from the part of your knowledge that is WHOLE. This means to only speak that which you know. You should never be speaking on a topic that you know nothing about. The only way to TRULY know a thing is through EXPERIENCE, so you must commit to only speaking from that which you have EXPERIENCE.  When you have EXPERIENCE with something, the energy of that thing is stored in YOUR BODY, which means you will be able to access it at whatever point in time you choose. If you choose to speak on things for which you have no experience, you may be a really good presenter and so you can present it really well, but what happens when that speaking opportunity opens up MORE opportunities in that area in which you have NO EXPERIENCE. Then you’ll be able to get the opportunities but you won’t be able to KEEP them. You won’t have the confidence to KEEP them and sooner or later, it will show. Sometimes, what happens is that people rise so much to the challenge of developing fake confidence in things they have no experience in that when it is finally revealed that they have no experience, the stage is SO BIG that it becomes a huge, embarrassing SCANDAL. So speak from Integrity.

The only reason for enunciation is so that the words you speak can be heard from afar. NOT so you can hide your accent. Unless your accent is something you would like to change, because YOU desire to play with another way of Being, then do not focus on attempting to change or hide your accent. Your willingness and ability to be UNAPOLOGETICALLY your SELF is what will unlock your confidence and it is also what will allow your confidence to be felt and to be WITNESSED by other people.

Sometimes we can be soooo attached to the outcome... will they buy my thing, will they like me, will I get booed off of the stage, what if everyone gets up and leaves in the middle of my presentation, sometimes we can get so caught up in the outcome that we cast a HUGE shadow over the fact that we are SUBJECT MATTER EXPERTS.  How do you do this?

STAY IN YOUR OWN BODY!  Yes, there are people in the audience, yes there is a crowd, yes there are lights, and cameras, and whispers, and all kinds of things, but the MOST IMPORTANT thing in that moment to YOU is YOU and your message. Now when I say that, many people will feel like “oh that is so selfish,,, you’re there for your audience, what about what THEY need blah blah...”

Here’s the thing:

You are NO GOOD to anyone else if you are no good to your SELF FIRST. Yes, your audience needs your message, but they’ll never GET your message, if you can never DELIVER your message. And the only way you can DELIVER your message is if you are PRESENT with YOU FIRST!

If you want to go deeper and get more of the technicals, then you want to take my Public Speaking Masterclass for Leaders

PLUS a BONUS - 7 DAYS of VOXER access to Coach A'Tondra Jones. where you can ask questions and get RESPONSES within 2 hours!  Go to bit.ly/tclpublicspeaking sign up for this Masterclass!