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151 ⎸ The Secret to Staying out of your Inbox

client-related systems Jun 04, 2024

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: 

Listen to the full audio here 


🎧 Or listen on our website here  ambitiousbookkeeper.com/podcast

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