86: Creating a Bookkeeping Automated Followup Process - Hosted by Angie Martin & Maia Coghlan

Join us today for another exciting episode of The Bookkeepers' Voice as we continue to discuss the importance of client follow up and how automating this process will not only save you a whole lot of time, but give your business the boost it needs in the easiest way possible. Listen in as Angie and Maia share with you our 6 simple steps to implementing an effective automated follow up process for your Bookkeeping Business which will help you increase productivity and efficiency. Key takeaway: “Whilst automating your workflow process is great for productivity, remember that there’s one very important thing you can’t automate – and that is the client relationship. The bookkeeping industry is based on trust and at the end of the day, this is how our clients measure and value us." Useful Links: Check out the previous 3 episodes to get yourself up-to-date with the automation series: Episode 1 https://thesavvybookkeeper.com.au/Podcast/why-bookkeepers-need-a-website/ Episode 2 https://thesavvybookkeeper.com.au/Podcast/streamline-your-bookkeeping-business-with-the-help-of-your-website/ Episode 3 https://thesavvybookkeeper.com.au/Podcast/why-bookkeepers-need-a-followup-process/ Extra links: Savvy I <3 Bookkeeping Facebook Page Savvy Instagram Page Savvy LinkedIn Page See omnystudio.com/listener for privacy information.