Using tech to create 5 Star Client Experiences

We have had many renovations done over the years. Some went better than others.

The one thing that was consistent with the great experiences were great processes that were clearly communicated.

We have another one coming up in January and we are using a contractor that we used previously. We loved our experience with them and are happy to be having them do the work again.

Our coffee maker is shot

I was tempted to get a wifi coffee maker. Of course, that would add more smart tech to my home - which usually I am all about.

But I had a stern conversation with myself (and conducted a consult with my dogs of course) to decide what I really needed in a machine that brews my morning magic.

And it wasn’t a smart coffee maker.

Even though I love new tech at home and in my business there is a limit to what will actually suit how I live and work.

I don’t profess to be a life coach - I can barely manage my own life.

But I am one of the calmest, truly happiest, least overwhelmed people I know. That’s why I’m pecking out a few thoughts on creating healthy habits and calm in your day. Not because I’m an expert, but because I want everyone to have the rewarding days I do.

Before I launch into my favourite systems and automation that have changed the way I work and live I need to preface with three key things you must do before you create any automation.

And I want to emphasize that systems, routines and processes are as powerful as automation.

Not everything needs to be automated - in fact automation can wreak havoc if not thought through properly.

It doesn’t take much to move your day from the monotony of mundane tasks and manual systems to the magic of efficiency.

By changing up your tech stack with three simple adoptions, you will find yourself thinking of your day as rewarding rather than busy!

“Stop overthinking. Just do three things.”

The short strokes of 17Hats is that this is a great program for lead vetting & follow-up (on-boarding and engagement), as well as CRM, calendar, project and workflow management.

Last was a year of personal chaos. Some good some challenging.

There are a million reasons to create and implement standardized bookkeeping workflows.

Creating efficient bookkeeping workflows is critical to running a successful bookkeeping practice.

That means that the users’ experience is largely dictated by their browser set up and usage habits.