The Process of Transitioning Clients to a New Email: Strategies for a Smooth Changeover

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

In this solo episode, Alyssa Lang covers how to smoothly transition clients to a new point of contact email for your bookkeeping and accounting firm and how to create one. This is the perfect episode for those that are lost on where to start to transition clients.

In this episode you’ll hear:

• How to create a new, professional email for your business
• How to tell your existing clients where to reach you
• How to eliminate your existing email address

Resources mentioned in this episode:

⚙️ Namecheap

⚙️ Google Workspace

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

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Kapitler

1. Introduction (00:00:00)

2. Why to Make a New Email (00:02:06)

3. Setting Up a Support Email to Avoid Bottlenecks (00:04:21)

4. Creating a Professional Email Address (00:06:16)

5. Retracing All the References to the Old Email (00:09:55)

6. Transitioning Clients (00:12:35)