How to Streamline Client Communication and Save Hours Every Week

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

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

⚙️ 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:

• Podcast Editing: Ian Gilliam at Sabr Media: sabrmediallc.com

章节

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)