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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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The Process of Transitioning Clients to a New Email: Strategies for a Smooth Changeover
Manage episode 390452053 series 3439732
コンテンツは Alyssa Lang によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Alyssa Lang またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this solo episode, Alyssa Lang covers how to smoothly transition clients to a new point of contact email for your bookkeeping and accounting firm and how to create one. This is the perfect episode for those that are lost on where to start to transition clients.
In this episode you’ll hear:
- How to create a new, professional email for your business
- How to tell your existing clients where to reach you
- How to eliminate your existing email address
Resources mentioned in this episode:
⚙️ Namecheap
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Check out our courses: workflowqueen.com/courses
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com
章
1. Introduction (00:00:00)
2. Why to Make a New Email (00:02:06)
3. Setting Up a Support Email to Avoid Bottlenecks (00:04:21)
4. Creating a Professional Email Address (00:06:16)
5. Retracing All the References to the Old Email (00:09:55)
6. Transitioning Clients (00:12:35)
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