Imagine a world where your computer does most of the work, from sending emails to organizing data. Sounds great, right? But here's the catch – how do you make sure your clients still feel special and not just like another task on your checklist? Heather Smith, author of multiple Cloud Accounting books and host of Cloud Stories Podcast, is here to share some thoughtful insights.
In this episode, you'll discover:
Simple ways to make automated messages feel warm and personal.
Easy tips for understanding what your clients need, even when you're not talking face to face.
How to keep real, human conversation a key part of your client relationships, no matter how much technology you use.
This conversation is for you if you're all about making your clients feel valued and not just part of the process. Whether you're deep into your accounting career or just starting to use more tech in your work, join Roman and Heather for a conversation full of insights, laughter, and practical advice.
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How to Personalize Your Clients' Experiences While Using Accounting Automation (Heather Smith)