Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) Leveraging Content Snare to Easily Gather Information from Clients with James Rose
I interview James Rose, the co-founder of Content Snare who’s on a mission to help others gather information and documents easily from clients. We talk today about the ways Content Snare can fit into your firm and how to leverage it.
In this episode you’ll hear:
- What Content Snare is and how it can help you in your firm
- How to ensure you get the right information through rejecting and requesting information
- Comparing Content Snare to other softwares and how it’s different
- Why you shouldn’t rely on one software to “do it all”
- How to create a great client experience with Content Snare
- How Content Snare fits into a tech stack for bookkeepers
- How to reduce overwhelm for clients in onboarding and monthly requests
About our guest:
James Rose is the co-founder of Content Snare - a software platform that makes it easy to onboard clients and collect documents.
Once an automation engineer, his new priority is to help business owners regain their lives, be more productive and get more done in less time.
Connect with James Rose:
https://jimmyrose.me Twitter: https://twitter.com/_jimmyrose LinkedIn: https://www.linkedin.com/in/jamesrose0/
Resources mentioned in this episode:
⚙️ ContentSnare (free 14 day trial of my favorite software to get information from clients)
⚡️ Magnetic Bookkeeping tech stack (this is the exact tech stack I use at my firm)
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
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Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
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Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com