3 Pieces of Tech that 10x’d our Communication Game

Hey 👋 - Brandon here.

Happy Saturday to 1,625 growth-minded accountants.

Here’s one growth tip for you and your firm.

Today’s issue takes less than 3 minutes to read.

Here are three pieces of tech that help our firm communicate effectively with clients.

The number one complaint we hear from new prospective clients is their current accountants are terrible communicators.

• Slow to respond to emails.

• Not offering proactive advice.

• Get passed around the firm and no one understands their situation.

Implement these three pieces of tech and you will 10x your comms game.

Front App

Front App is amazing.

It sits on top of Gmail or Outlook - but once installed you only ever log into Front.

Front enables team collaboration on emails.

On individual emails, you can tag teammates, add comments / notes / documents, and have entire conversations without the client ever seeing it. Front also has an AI summary tool that summarizes all prior emails and comments in an email thread.

Analytics and rules allow you to set communication policies and make sure everyone across the firm adheres to them (like responding to clients in 48 hours).

This was a game changer for our firm.

Fathom Recorder

Fathom joins your Zoom as a participant and records the meeting.

After the meeting, Fathom provides you with a video recording and transcript. It also provides an AI summary of the meeting including action items.

A cool feature is clipping parts of the recording… maybe you don’t want to share the entire recording with a teammate but you want to share a 1 minute clip. You can easily clip inside of Fathom.

You can also create a highlight reel which is very effective for sales training (i.e. here are 30 clips of videos where we handled X objection).

Fathom enabled our firm to get up to speed quickly on client accounts when multiple people are servicing a client.

Send and Snooze

Though not a specific software, this feature is helpful in communication tools that you use every day.

Instead of letting emails or Slack messages stack up, and subsequently getting stressed about it, you can action it for “later” by snoozing it until a later date.

Or maybe you want to proactively follow-up on an email… you can “send and snooze” (a specific feature Front App has that I love) and the email will pop back up in your inbox at the desired date… even if you haven’t received a reply.

Snooze features help you stay on top of all communications you are responsible for.

And they will make you look like a comms wizard.

That's all for this Saturday. See you next week.

See you again next week.

Cheers,

Brandon