145 - Creating a Standout Client Experience Through Systems and Automation with Catherine Tindall

I discovered today’s guest through the high praise of a previous episode’s guest, Mark Magnacca. In that episode, Mark gave examples of Catherine Tindall’s exceptional relationship building skills and how his experience as a client of her CPA services has far exceeded his expectations. I knew immediately I needed her on as a guest to share how she stands out and to share her magic with the She Sells Community. Catherine is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tac while supporting their greater wealth building and life goals. She aids successful entrepreneurs and business owners through this process through tried-and-true systems and automation that have changed the way she does business and has improvedthe lives of her clients. In today’s episode, Catherine shares with us how making small adjustments in your business process can allow you to make stronger connections with clients and potential clients while making things easier and smoother for you as an entrepreneur.   Show Notes: [2:36] - Catherine realized when she had her daughter that she had to treat her day to day life like a system. [4:31] - Catherine shares her background as a CPA and why she was drawn to having her own practice. [5:39] - She noticed the hiccups and client relationships in other firms not flourishing. She wanted to streamline things through systems. [7:43] - When beginning, Catherine had not ever been trained in sales. [8:47] - In her role as a CPA, trust is a crucial element for clients. [10:18] - When interacting with others, she assumes it will be a lifelong relationship. [11:44] - Catherine describes her initial system for beginning work with a new client. [13:23] - Systems should be developed to make things move smoothly and it can feel very empowering. [14:40] - Map out the details for a perfect client experience. [16:15] - One of the little things you can do is make people feel seen. [17:53] - Catherine describes some of the work she does for clients in her practice. [20:01] - The goal is to find the right professional for someone and sometimes that isn’t Catherine. [22:28] - Put the very next step on the calendar, even if it seems like a simple step. [23:52] - What does onboarding look like for Catherine’s firm? [25:30] - Catherine has a system set up on her calendar that automatically populates when onboarding new clients. [27:42] - Do the things you are really good at and sub out everything else.   Connect with Catherine: LinkedIn Dominion Enterprise Services   Links and Resources: Instagram  |  LinkedIn  |  YouTube She Sells with Elyse Archer Home Page