151 ⎸ The Secret to Staying out of your Inbox

The Ambitious Bookkeeper Podcast

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This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!

In this episode you’ll hear:

• managing client emails
• streamlining client communication
• utilizing central client care inbox for team visibility
• prioritizing discussions with clients
• using tools like Hubdoc or Dext

Resources mentioned in this episode:

• Hubdoc
• Dext
• OpenPhone (affiliate link)
• Voxer

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, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Luvut

1. Teaser (00:00:00)

2. Introduction (00:00:54)

3. Disclaimer (00:01:44)

4. Communication with Clients through Spreadsheets (00:02:26)

5. Communicating with Your Team (00:05:34)

6. Duplicate Communication (00:08:21)

7. Client Communication with Your Team (00:09:12)

8. Other forms of Communication (00:13:13)

9. Texting Communication (00:15:21)

10. Prioritizing Communication (00:16:01)

11. Using Apps for Document Transfering (00:18:07)

12. Conclusion (00:19:36)