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

<p><span style="font-weight: 400;">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.</span></p> <p><span style="font-weight: 400;">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.</span></p> <p> </p> <h3><span style="font-weight: 400;">Show Notes:</span></h3> <p><span style="font-weight: 400;">[2:36] - Catherine realized when she had her daughter that she had to treat her day to day life like a system.</span></p> <p><span style="font-weight: 400;">[4:31] - Catherine shares her background as a CPA and why she was drawn to having her own practice.</span></p> <p><span style="font-weight: 400;">[5:39] - She noticed the hiccups and client relationships in other firms not flourishing. She wanted to streamline things through systems.</span></p> <p><span style="font-weight: 400;">[7:43] - When beginning, Catherine had not ever been trained in sales.</span></p> <p><span style="font-weight: 400;">[8:47] - In her role as a CPA, trust is a crucial element for clients.</span></p> <p><span style="font-weight: 400;">[10:18] - When interacting with others, she assumes it will be a lifelong rel