How to Streamline Client Communication and Save Hours Every Week

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

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Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)

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Dave Ramsey: 5 Stages to Build and Scale a Business That Lasts | Entrepreneurship | E344 1:03:38

for 19 dage siden1:03:38

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Too many entrepreneurs get stuck on the business treadmill, hustling nonstop, unable to scale, and unknowingly stalling their growth. That’s where Dave Ramsey began. After crashing into $3 million in debt, he rebuilt from scratch, turning a small radio program into a national show with millions of listeners. With over three decades of experience in entrepreneurship, business growth, and content creation, he knows what it takes to build a lasting business. In this episode, Dave reveals the six drivers of long-term success, the five key stages of startup growth, and how he balances life as an entrepreneur and a content creator. In this episode, Hala and Dave will discuss: (00:00) Introduction (00:23) The Core Principles of Financial Freedom (05:42) Adapting to Change as a Content Creator (09:22) Balancing Content Creation and Entrepreneurship (12:34) How to Create a Clear Path in Business (15:19) The Truth About Starting a Business Today (18:22) The Six Drivers of Business Success (26:20) Shifting From Tactical to Strategic Thinking (29:44) The Five Stages of Business Growth (41:10) Leading with Care, Clarity, and Accountability (47:10) Identifying the Right Leadership Skills (48:35) Starting a Media Business as an Entrepreneur Dave Ramsey is a personal finance expert, radio personality, bestselling author, and the founder and CEO of Ramsey Solutions. Over the past three decades, he has built a legacy of helping millions achieve financial freedom. As the host of The Ramsey Show , Dave reaches more than 18 million listeners each week. He is the author of eight national bestselling books. His latest, Build a Business You Love , helps entrepreneurs navigate growth and overcome challenges at every stage. Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify OpenPhone: Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at openphone.com/profiting Airbnb - Find yourself a co-host at airbnb.com/host Indeed - Get a $75 sponsored job credit at indeed.com/profiting RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold Factor - Get 50% off your first box plus free shipping at factormeals.com/factorpodcast Rakuten - Save while shopping at rakuten.com Microsoft Teams - Stop paying for tools. Get everything you need, for free at aka.ms/profiting LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/profiting Resources Mentioned: Dave’s Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove Dave’s Website: ramseysolutions.com Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Passive Income, Online Business, Solopreneur, Networking.…

for 26 dage siden 26:26

MP3•Episode hjem

In this episode you’ll hear:

How to create templates for repetitive emails and client FAQs
What steps can streamline client communication and improve experiences for both team and clients
How defining clear communication channels with clients reduces confusion and improves efficiency
Why automated follow-ups and check-ins with tools can prevent delays and improve your clients experience

Resources mentioned in this episode:

⚙️ Notion

⚙️ Content Snare

⚙️ Missive

⚙️ Xenett

⚙️ Keeper

💻 Effortless Client Requests for Bookkeepers & Accountants

💻 The Motherload of Email & Form Swipe File

🙋🏼‍♀️ Check out our courses and resources

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 at Sabr Media: sabrmediallc.com

Kapitler

1. Introduction (00:00:00)

2. Overview (00:05:12)

3. Choosing the Right Tools (00:05:30)

4. Automating Follow Ups and Check Ins (00:12:17)

5. Use Templates for Emails (00:18:05)

6. Conclusion (00:24:37)

115 episoder

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

How to Streamline Client Communication and Save Hours Every Week

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

published for 26 dage siden

Del

MP3•Episode hjem

In this episode you’ll hear:

How to create templates for repetitive emails and client FAQs
What steps can streamline client communication and improve experiences for both team and clients
How defining clear communication channels with clients reduces confusion and improves efficiency
Why automated follow-ups and check-ins with tools can prevent delays and improve your clients experience

Resources mentioned in this episode:

⚙️ Notion

⚙️ Content Snare

⚙️ Missive

⚙️ Xenett

⚙️ Keeper

💻 Effortless Client Requests for Bookkeepers & Accountants

💻 The Motherload of Email & Form Swipe File

🙋🏼‍♀️ Check out our courses and resources

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 at Sabr Media: sabrmediallc.com

Kapitler

1. Introduction (00:00:00)

2. Overview (00:05:12)

3. Choosing the Right Tools (00:05:30)

4. Automating Follow Ups and Check Ins (00:12:17)

5. Use Templates for Emails (00:18:05)

6. Conclusion (00:24:37)

115 episoder

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

Alle episoder

for 33 weeks siden37:52

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In this solo episode, Alyssa Lang covers the four key components you need to have in place in order to become a removable CEO within your business which include the right mindset, offers, systems and team. In this episode you’ll hear: How to reflect on how you got to where you are and how you will get to your next goal by shifting your mindset How to optimize your offers to align with more profit and ability to afford your dream team What systems you need to have in place in order to easily delegate and let go of the work What the employee/contractor lifecycle looks like and how to hire the right people in your firm Resources mentioned in this episode: ⚙️ Asana ⚙️ Notion 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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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) « » How to Streamline Client Communication and Save Hours Every Week

Kapitler

1. Introduction (00:00:00)

2. Overview (00:05:12)

3. Choosing the Right Tools (00:05:30)

4. Automating Follow Ups and Check Ins (00:12:17)

5. Use Templates for Emails (00:18:05)

6. Conclusion (00:24:37)

How to Streamline Client Communication and Save Hours Every Week

Kapitler

1. Introduction (00:00:00)

2. Overview (00:05:12)

3. Choosing the Right Tools (00:05:30)

4. Automating Follow Ups and Check Ins (00:12:17)

5. Use Templates for Emails (00:18:05)

6. Conclusion (00:24:37)

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How to Streamline Client Communication and Save Hours Every Week