66: Eliminate Repetitive Tasks With Templates And Workflow with Amy Hooke, Angie Martin and Maia Coghlan

EPISODE · Apr 30, 2020 · 57 MIN

66: Eliminate Repetitive Tasks With Templates And Workflow with Amy Hooke, Angie Martin and Maia Coghlan

from The Bookkeepers' Voice · host Amy Hooke

Do you find yourself doing repetetive tasks OVER and OVER again? Do you ever avoid creating or updating a template, and then later find yourself frustrated, wishing you'd done it last time? You're not alone! Join Team Savvy (aka Angie, Maia and Amy) to hear how three very different people organise themselves in business (and life) by using templates, workflows and batching tasks. Key takeaway: Templates and workflows are business assets which give you back time and increase the value of your business Helpful links: Health Check Templates https://thesavvybookkeeper.com.au/healthcheck Initial Consult & New Client Form Templates https://thesavvybookkeeper.com.au/initialconsult Airtable - Organise ANYTHING! (Affiliate Link) https://thesavvybookkeeper.com.au/airtable PandaDoc - Digital Templates & eSignatures (Affiliate Link) https://thesavvybookkeeper.com.au/pandadocSee omnystudio.com/listener for privacy information.

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66: Eliminate Repetitive Tasks With Templates And Workflow with Amy Hooke, Angie Martin and Maia Coghlan

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