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Jason On Firms Podcast
269 Standardizing Services - Cleaning Up The Mess
Jun 25, 2024
The podcast discusses the importance of standardizing services for business success, including categorizing engagements, structuring client services, and involving teams in defining services. Real-life examples and tool recommendations are shared, along with insights on transparent data access and offshore team hiring.
32:26
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Quick takeaways
- Standardizing service levels and detailed service items promotes operational clarity and efficiency in client interactions.
- Defining a clear vernacular for service terminology ensures consistency in client service execution and facilitates team collaboration.
Deep dives
Standardizing and Mapping Client Services
The focus is on creating a standardized approach to client engagements by mapping unique aspects of services provided to clients. This exercise involves categorizing services into packages, service levels, specific services, service items, and options. Through examples like bookkeeping, payroll, and tax prep, the podcast emphasizes the importance of identifying and standardizing processes to streamline client services.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode