On this week's episode of The Bookkeepers' Voice, Angie and Maia continue their discussion on follow-up processes, now getting into the juicy details of how to automate them.

This week you'll learn exactly how to set up your automation process to make your follow ups as easy for you to manage as possible. Maia goes through and outlines the process of using a CRM to set up your automation in step by step detail, so you can get started today.

Following the tips this week will allow you to implement your learning from the last few episodes and get automated!

Key takeaway: “The purpose of automation is to make things happen automatically… so you don't have to them yourself!!”

This is the 5th episode in our series on Automations and Follow-ups. if you haven't listened to the previous few episodes check them out:
#083 Why Bookkeepers Need a Website
#084 Streamline Your Bookkeeping Business with the help of your Website
#085 Why Bookkeepers Need a Follow Up Process
#086 Creating Your Follow-Up Process

And if you want to hear more from Maia about automation check out her solo episode.

On this week's episode of The Bookkeepers' Voice, Angie and Maia continue their discussion on follow-up processes, now getting into the juicy details of how to automate them.
This week you'll learn exactly how to set up your automation process to make your follow ups as easy for you to manage as possible. Maia goes through and outlines the process of using a CRM to set up your automation in step by step detail, so you can get started today.
Following the tips this week will allow you to implement your learning from the last few episodes and get automated!
Key takeaway: &ldquo;The purpose of automation is to make things happen automatically&hellip; so you don't have to them yourself!!&rdquo;
This is the 5th episode in our series on Automations and Follow-ups. if you haven't listened to the previous few episodes check them out:
<ul>
<li>#083&nbsp;<a href="https://thesavvybookkeeper.com.au/Podcast/why-bookkeepers-need-a-website/">Why Bookkeepers Need a Website</a></li>
<li>#084&nbsp;<a href="https://thesavvybookkeeper.com.au/Podcast/streamline-your-bookkeeping-business-with-the-help-of-your-website/">Streamline Your Bookkeeping Business with the help of your Website</a></li>
<li>#085&nbsp;<a href="https://thesavvybookkeeper.com.au/Podcast/why-bookkeepers-need-a-followup-process/">Why Bookkeepers Need a Follow Up Process</a></li>
<li>#086&nbsp;<a href="https://thesavvybookkeeper.com.au/Podcast/episode-086-creating-a-bookkeeping-automated-follow-up-process-hosted-by-angie-martin-maia-coghlan/">Creating Your Follow-Up Process</a></li>
</ul>
And if you want to hear more from Maia about automation&nbsp;<a href="https://thesavvybookkeeper.com.au/Podcast/bookkeeping-business-workflow/">check out her solo episode</a>.

A podcast for bookkeepers wanting more profit, freedom and joy in business.

Get practical lessons, entertaining stories, and special guests plus bookkeeping, pricing and marketing-specific hints you won’t find anywhere else.

Tune into The Bookkeepers' Voice Podcast every Friday at 10 am AEDT/ST.

A podcast for bookkeepers wanting more profit, freedom and joy in business.
Get practical lessons, entertaining stories, and special guests plus bookkeeping, pricing and marketing-specific hints you won’t find anywhere else.
Tune into The Bookkeepers' Voice Podcast every Friday at 10 am AEDT/ST.

Business Management, Pricing, Marketing and Workflow for Bookkeepers

The Bookkeepers' Voice

Hey, I'm Amy Hooke. Welcome to my podcast.

Hey, I'm Amy Hooke. Welcome to my podcast.

Amy Hooke | Think, Laugh and Know You're Not Alone In Business

This week you'll learn exactly how to set up your automation process to make your follow ups as easy for you to manage as possible, with step by step detail.

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