Episode 123: Turbo-charging Your Efficiency by Automating Your Client Data, with James rose
In Episode 123 of The Business Habitat podcast, Sam is joined by James Rose, Co-Founder of Content Snare, a company designed to help businesses overcome the endless back and forth emails with their clients, both when onboarding and throughout the relationship, and the inevitable data loss that ensues when inadequate processes are in place.
More than just another automation system, Content Snare was initially intended to work with web design clients but then found a high demand for their offering in the professional services, most notably accounting firms. There was wide recognition that accountants were spending far too much time tracking down client information, when their skills could be put to much better use.
In this conversation, James and Sam talk through the early start up days of the business, covering off topics such as funding, and the need for agility to meet client requirements and demand. James explains how Content Snare is designed to provide a single source of the truth, improving efficiency for his clients and improving the reliability of data.
James also explains why he’s not a fan of all-in-one software solutions and gives examples of how systems and processes that have a narrower focus tend to be more effective, particularly when working in with purpose built integration tools.
With practical examples and surprising statistics around how much efficiency is gained with the right programmes, James and Sam deliver a compelling conversation that will have you re-evaluating where you’re spending your time, and how much more effective your team might be with the right systems in place.
What we cover in this episode
Solving the problem of managing client data
VC funding vs self-funding
Automating core business fundamentals
The questions you should be asking your clients up front
The myth of all-in-one software
Focusing on what you are good at
The beauty in collaboration
Quotes
“You can't really automate something if people aren't following process and that includes the staff and your clients” - Sam
“That's kind of what we've tried to solve with Content Snare - a single source of truth for the client to upload all their information, answer questions and everything in one spot” - James
“78% percent decrease in time chasing clients, so it's pretty crazy that that was what came back from our survey but there's a lot of time especially when you have accountants chasing information” - James
“On the flip side I think it doesn't have to be perfect from day one right, it is a balancing act 'cause you could spend weeks trying to set up this perfect system and the perfect form to collect everything you could possibly need from clients” - James
“Using Content Snare as an example, we are aware that the client experience is insanely important to getting information from your clients fast and on time and the right information, so we spend all our time focusing on what the experience is like for your client and educating people to make that experience better” - James
Links
Connect with James on LinkedIn
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