Accounting firms
Client newsletter writer
Writes your monthly client newsletter with key dates and firm news from your notes, and sends it in Mailchimp.
Common
For accounting and bookkeeping firms
Client meeting booker
Books review meetings when a client's work is ready, with your Calendly link and a reminder the day before.
- Karbon
- Calendly
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsWhen work is ready for client review
- 1See which work is ready for the client's reviewKarbon
- 2Write the client a note with your Calendly linkCalendly
- 3Ask you first before sending the notesHe asks you first
- 4Send them from your GmailGmail
- 5Remind each client the day before the meetingGmail
- 6Text you the week's meetings
- What you getReview meetings booked through your Calendly, and every client reminded the day before.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for accounting and bookkeeping firms
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New client onboarder
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