The Strategic Bookkeeper Podcast

The Strategic Bookkeeper - EP127 - Content Snare Deep Dive: The Secret to Frictionless Client Comms


Listen Later

Ever feel like your clients are ghosting you… on purpose? 👻

You send the request.

Wait… Follow up… Wait again…

Eventually, they reply with 3 out of the 7 things you asked for 😵‍💫

Sound familiar?

Here’s the thing: it’s not that your clients are difficult — they’re overwhelmed, confused, or just can’t find what you asked for.

👉 And that’s your opportunity.

In this week’s episode of The Strategic Bookkeeper Podcast, I chat with James Rose, workflow automation guru and co-founder of Content Snare, about how to make your client communication so simple and seamless, even your most chaotic clients will get it done.

🎧 You’ll learn:

➡️ The secret to getting clients to respond faster (with the right info)

➡️ How to turn comms into a retention + referral machine

➡️ Simple tweaks to reduce stress and improve satisfaction on both sides

💡 This is about smart communication — not more emails.


🎟️The Bookkeeping Practice Blueprint Summit is coming soon!

You can grab your free ticket now and join 20+ experts sharing real strategies to help you build the practice (and life) you want.

👉 Grab your ticket here: https://www.thebookkeepingpracticeblueprint.com/ 


📌 Episode links:

  • The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

  • Learn more about James & Content Snare: https://contentsnare.com/ 


#ClientCommunication #ClientOnboarding #ClientRetention #ClientChasing #SimplifyClientComms  

#PracticeGrowth #BookkeepingStrategies #BookkeepingBlueprint #InvestInYourPractice #SmarterNotHarder  

#TheStrategicBookkeeper #TSBTransformationProgram #TSBProgram #BookkeeperInPractice #BookkeepingJourney #StrategicBookkeeping #SuccessfulBookkeeping #JeannieSavage

...more
View all episodesView all episodes
Download on the App Store

The Strategic Bookkeeper PodcastBy Jeannie Savage


More shows like The Strategic Bookkeeper Podcast

View all
Mamamia Out Loud by Mamamia Podcasts

Mamamia Out Loud

574 Listeners

The Get Paid Podcast: The Stark Reality of Entrepreneurship and Being Your Own Boss by Claire Pelletreau

The Get Paid Podcast: The Stark Reality of Entrepreneurship and Being Your Own Boss

272 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

85 Listeners

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business by Jenna Kutcher

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business

12,048 Listeners

Dateline NBC by NBC News

Dateline NBC

47,505 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,249 Listeners

The Bookkeepers' Podcast by The 6 Figure Bookkeeper

The Bookkeepers' Podcast

10 Listeners

Body Bites With Bec by Bec Miller, Health with Bec

Body Bites With Bec

34 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

59 Listeners

FP&A Today by Glenn Hopper

FP&A Today

43 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,674 Listeners

Better in Business with Jeannie by Jeannie Savage

Better in Business with Jeannie

0 Listeners

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101 by Erika Millard

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101

55 Listeners

Bookkeepers On Fire by Debbie Kilsheimer & Donna Reade

Bookkeepers On Fire

9 Listeners