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Email Best Practices to Save Time & Increase Client Satisfaction

EMAIL BEST PRACTICES TO SAVE TIME & INCREASE CLIENT SATISFACTION

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 6, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This webinar will show attendees how to take the headache out of managing client emails so that a whole team can stay organized, respond to clients quickly, focus on billable work, and provide excellent service.

In this one-hour webinar, attendees will learn time-saving methods to cut down on how much time is spent on email. Additionally, our presenter will highlight how one accounting firm created a smoother client onboarding process and increased their team’s efficiency.

Learning Objectives:


  • Identify strategies to manage client emails better

  • Name an example of how one firm created smooth client onboarding while increasing team efficiency

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Liveplan

Jonathan has spent the last nine years developing and implementing digital marketing strategies. During that time, he has discovered that empathy and authenticity are strengths by which companies can effectively connect with individuals at every point along the inbound marketing funnel.

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Liveplan

Sabrina Parsons is the CEO of Palo Alto Software. Palo Alto Software has been the global leader in business planning and financial dashboard software for small businesses for the last 20 years. The cloud-based product LivePlan is used in 180 countries. Accountants are quickly adopting it as an easy dashboard solution for keeping their small business clients aware of their business’s financial health. Sabrina Parsons is very well known on the Twittersphere as @MommyCEO. She also blogs for Forbes Women, Huffington Post, and Entrepreneur.com and has been featured on Accounting Today, Intuitive Accountant, and Business Insider. As an entrepreneur and small business owner and expert, she knows first-hand what it takes to launch, grow, and run a business. Her company has seen 108% growth year-over-year - and Sabrina credits this to their “lean planning and management” philosophy - which she’s here today to tell you more about how you can help you and your clients grow faster and more strategically.

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Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.

About Our Presenter

Liveplan
Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.