This course was filmed live at the 2023 New Money Summit.
Get an inside look on how Logan Graf, CPA-host of the popular @TaxTeleGraf Youtube channel-manages his new client intake process by utilizing automation so you can add more productivity to your day. Get the why and the how you should protect your time while still getting clients that align with your own business goals and expertise.
Learning Objectives
Upon completion of this course, participants will be able to:
Evaluate selectivity of those who have access to your calendar
Utilize different technological solutions to filter clients from the beginning.
Illustrate automating acceptance or rejection emails
Analyze charging for new client meetings
Major Topics
Calendar Sharing
Filter Clients
Automating Emails
Client Charging
