Episode #087 Automating Bookkeeping Sales Follow Ups – Step by Step Guide

​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!!”

Podcast Info

Episode: #087

Series: General

Host: Angie Martin

Guest speaker: Maia Coghlan

Topic: Creating Your Follow-Up Automations

Useful links

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:

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

Read transcript

Transcription coming soon.


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