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How this firm owner built automation to achieve an increased client retention rate in his firm
Manage episode 425911903 series 3582774
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In this eye-opening episode, Korey Cournoyer, the Director of Corporate Development & Strategy at Growth Lab Financials, joins host Roman Villard to discuss the process for building efficient automation for your firm.
Their conversation covers how to leverage automation tools to serve clients better while improving retention, challenges firm owners face and how to navigate them.
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Luvut
1. Introduction (00:00:00)
2. Process mapping and automation in client lifecycle management. (00:04:13)
3. Automation for accounting firms with a focus on process mapping and client retention. (00:09:36)
4. Automation tools for streamlining business processes. (00:14:48)
5. DIY automation challenges and the importance of ongoing support. (00:19:30)
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