How to Streamline Client Onboarding Using Automation with Brooke Swan

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

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הוסף לפני three שנים

תוכן מסופק על ידי Alyssa Lang. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Alyssa Lang או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

לפני שנה 39:50

MP3•בית הפרקים

In this episode you’ll hear:

What distinguishes your onboarding from your cleanup processes
How to visually map out processes for better clarity and workflow
Why separating onboarding and cleanup enhances operational efficiency
How tools like Asana and Content Snare streamline the onboarding experience

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

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Content Snare

📋 Large sticky notes for planning & processing mapping

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: iangilliam.com

פרקים

1. Introduction and Episode Overview (00:00:00)

2. Meet Brooke Swan (00:02:01)

3. The Onboarding Headache (00:02:45)

4. Splitting Onboarding and Cleanup (00:06:26)

5. Improving Onboarding Systems (00:12:31)

6. Automating Onboarding with Content Snare (00:17:59)

7. Fun and Loose Conversations (00:20:43)

8. Onboarding Process Evolution (00:21:06)

9. Speeding Up Onboarding (00:21:59)

10. Effective Client Communication (00:23:07)

11. Conditional Questions in Onboarding (00:24:37)

12. Improving Client Experience (00:27:28)

13. Mapping Out Processes (00:32:29)

14. Effortless Client Requests Program (00:36:21)

15. Conclusion and Upcoming Topics (00:38:29)

115 פרקים

#MBA #Entrepreneur #Business #Alyssa Lang #Podcasting Education #Bookkeeping #Accounting #Online Business

How to Streamline Client Onboarding Using Automation with Brooke Swan

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

published לפני שנה

שתפו

MP3•בית הפרקים

In this episode you’ll hear:

What distinguishes your onboarding from your cleanup processes
How to visually map out processes for better clarity and workflow
Why separating onboarding and cleanup enhances operational efficiency
How tools like Asana and Content Snare streamline the onboarding experience

About our guest:

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

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Content Snare

📋 Large sticky notes for planning & processing mapping

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: iangilliam.com

פרקים

1. Introduction and Episode Overview (00:00:00)

2. Meet Brooke Swan (00:02:01)

3. The Onboarding Headache (00:02:45)

4. Splitting Onboarding and Cleanup (00:06:26)

5. Improving Onboarding Systems (00:12:31)

6. Automating Onboarding with Content Snare (00:17:59)

7. Fun and Loose Conversations (00:20:43)

8. Onboarding Process Evolution (00:21:06)

9. Speeding Up Onboarding (00:21:59)

10. Effective Client Communication (00:23:07)

11. Conditional Questions in Onboarding (00:24:37)

12. Improving Client Experience (00:27:28)

13. Mapping Out Processes (00:32:29)

14. Effortless Client Requests Program (00:36:21)

15. Conclusion and Upcoming Topics (00:38:29)

115 פרקים

#MBA #Entrepreneur #Business #Alyssa Lang #Podcasting Education #Bookkeeping #Accounting #Online Business

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1
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1
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לפני 27 weeks39:50

39:50

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on client onboarding systems. Alyssa and Brooke chat about the challenges of streamlining onboarding, utilizing tools like Content Snare for efficiency, and reimagining workflows to transform both team dynamics and client experiences! In this episode you’ll hear: What distinguishes your onboarding from your cleanup processes How to visually map out processes for better clarity and workflow Why separating onboarding and cleanup enhances operational efficiency How tools like Asana and Content Snare streamline the onboarding experience 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 💻 Kickoff with Asana for Bookkeepers & Accountants ⚙️ Content Snare 📋 Large sticky notes for planning & processing mapping 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: iangilliam.com…

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How to Creating a Stress-Free Holiday Closure for Bookkeepers & Accountants 30:01

לפני 27 weeks30:01

30:01

In this solo episode, Alyssa Lang dives into the details of holiday closures, offering insight on efficiently managing your bookkeeping or accounting firm during this time of the year. Alyssa explains the importance of prepping your clients, effective implementation of holiday pay policies, and using downtime for strategic planning and personal projects, ensuring a smooth and beneficial break for you, your team and clients. In this episode you’ll hear: What to do to prepare your firm for a smooth holiday closure How to handle team pay fairly during time off and holiday closure Why holiday downtime benefits you and your team What you can do during holiday closure to recharge and move the needle forward Resources mentioned in this episode: 💻 Breakthrough for Bookkeepers & Accountants 💻 Effortless Client Requests for Bookkeepers & Accountants ☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm 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: iangilliam.com…

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