Today, we're diving into part two of our discussion with the brilliant Alane Boyd. In this episode, we're breaking down the nuts and bolts of building efficient customer onboarding and service processes. We'll explore a variety of successful approaches to process documentation and improvement, discuss the balance between standardization and customization, and share actionable insights on communicating effectively with clients. Plus, we'll touch on some handy tools and resources that can kickstart your process optimization journey. Whether you're just getting started or looking to refine your existing systems, this episode is packed with practical tips to help you streamline your operations and enhance client satisfaction. Tune in, take notes, and get ready to transform your business processes!

 

Alane Boyd, Co-Founder of Workday Ninja, is an operations and growth strategy expert specializing in AI and automation to enhance client efficiency. Her entrepreneurial success includes scaling her first business, a hybrid agency and software company, to 8 figures and successfully selling it in 2018. She has been featured in Entrepreneur, HuffPost, and SXSW and is a three-time published author.

 

KWYE Listeners - here are two free tools to use:

• Project Manager Tool Selector Tool: https://bit.ly/wmspicker 

• Automation Idea Generator: https://form.typeform.com/to/IiX7bCVX 

LinkedIn: https://www.linkedin.com/in/alaneboyd/ Website: https://www.youtube.com/@WorkdayNinja

 

What you'll hear in this episode:

04:14 Summarize the text using 7 words: Document actions to streamline tasks and share.

09:01 Team creates solutions by understanding client needs.

11:02 Efficient handling of tax-related inquiries through training.

16:39 Hiring based on fit, not just process.

18:02 Implementing client communication escalation process for non-responsiveness.

20:58 Process should adapt to recipient preferences and needs.

26:28 Avoid cost leakage with all-in-one solution.

 

If you like this episode, check out:

My Biggest Takeaway from "10x is Easier Than 2x"

The Little Things That Unlocked Growth in My Business and Life

Creating an Outstanding Customer Service Experience

 

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Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.