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

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

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


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

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

ratings:
Length:
19 minutes
Released:
Dec 19, 2023
Format:
Podcast episode

Description

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 businessHow to tell your existing clients where to reach youHow to eliminate your existing email addressResources mentioned in this episode:⚙️ Namecheap⚙️ Google WorkspaceThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com
Released:
Dec 19, 2023
Format:
Podcast episode

Titles in the series (66)

Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workflow Queen will provide solo teaching episodes as well as interviews with industry experts to help you grow as a bookkeeper or accountant. We discuss anything hiring team members, ways to automate your onboarding, help you decide on the right systems to manage your bookkeeping and accounting clients, when to hire, where to hire, creating operations for your practice and so much more. This is for bookkeepers and accountants who are ready to scale their practice, bring on staff and take a much needed vacation that they deserve.Where you can find us: Website: https://www.workflowqueen.com/Facebook: https://www.facebook.com/workflowqueenLinkedIn: https://www.linkedin.com/in/alyssa-lang-wq/ Instagram: https://www.instagram.com/workflowqueen/