Why You Should Stop Emailing Your Clients To Gather Information & Do This Instead with Brooke Swan

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

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance business growth!

In this episode you’ll hear:

• Why Alyssa and Brooke stopped relying on emails for getting info from clients
• How Content Snare streamlines and automates client requests and follow-ups
• What benefits you can experience from using Content Snare with your clients
• How automating tasks saves time and mental bandwidth
• Why setting clear deadlines is essential for client expectations and timely submissions

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

⚙️ Content Snare

☎️ Book a Human Design Reading with Brooke Swan at Aligned Self

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

💸 Are you ready to take control of your firm’s profitability?
The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions.

👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck

Κεφάλαια

1. Introduction (00:00:00)

2. The Problem with Email Communication (00:02:17)

3. Finding a Solution: Automation Tools (00:04:06)

4. Implementing Content Snare (00:08:01)

5. The Cost of Sticking with Email (00:12:12)

6. Missed Deadlines (00:15:20)

7. A Better Solution (00:18:28)

8. Real-Life Scenarios and Client Feedback (00:27:13)

9. Effortless Client Requests Program (00:30:27)

10. Conclusion and Upcoming Episode (00:32:31)