Transform Your Lead Management System Like A Pro: 3 Automations for Tax & Accounting Practices 🚀

Описание: Free Training for Tax Pros & Accountants: Automate 70% of your practice with one proven system 👇

🔗 https://workflowsfortaxpros.com/free-...

In just 15 minutes, discover the Freedom Framework that’s helped over 1,000 small tax and accounting practices streamline TaxDome, eliminate busywork, and reclaim their time. This is the first step to transforming your practice into a streamlined, scalable operation that supports your life, not the other way around.

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Join Jamie Gruol as she shares three essential automations that can revolutionize your lead management process for tax and accounting practices. Learn how to streamline new client onboarding, protect your time, and enhance client experience using TaxDome.

Jamie, having helped over 500 practices, offers insights into automations that eliminate manual tasks, optimize client fit, and gather necessary information efficiently. In this session, discover how to implement self-service applications, filter non-ideal clients, and automate information collection.

⏰ TIMESTAMPS:-

00:00 Introduction to Key Automations for New Leads
00:39 The Importance of Automation in Modern Practices
02:26 Challenges with Traditional Methods
03:19 Setting Up New Clients for Success
05:39 Introducing Three Essential Automations
07:10 Example: Jessica's Client Onboarding Process
09:37 Implementing Self-Service Client Applications
13:57 Filtering Out Non-Ideal Clients
15:26 Automated Information Gathering
16:24 Invitation to New Lead Management Workshop
19:28 Conclusion and Next Steps

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🔗 RESOURCES MENTIONED:

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About Workflows for Tax Pros:-

We’re Jamie Gruol and Jessica Smith, EA - co-founders of Workflows for Tax Pros. We help small-but-mighty tax and accounting practices automate their operations, protect their time, and finally enjoy running their businesses again.

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KEYWORDS :-
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