Building a Practice Workflow Solution That Stops Client Work Falling Through the Cracks️ 🌀 | David Cristello
Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories - Un podcast de Heather Smith | Accountant & Storyteller - Les jeudis
Today I am speaking with David Cristello CEO and Founder from JetPack Workflow In this episode, we talk about . . . Why he created a company to build a Workflow and CRM solution for practices What some of his favourite features and reports are within JetPack Workflow The importance of asking better questions, to uncover real issues. The longest milkshake analogy ever told on an accounting podcast! Also, we heard about an atomic habit that David has adopted, and from that discussion I’ve followed James Clear on twitter And David expressed his interest in understanding if practices really examined their own capacity. If you have thoughts on that – send him a message on Twitter at @DaveCristello not David, just Dave…. Sign up to the Accounting Apps newsletter here: https://HeatherSmithAU.COM
