Catching up with Jodie Stevenson

<p>Hello, and welcome back to the lead generation for financial services podcast. This week we have got an old friend, Jodie Stevenson. Almost a year ago when we had our first podcast interview and that went to be the number one downloaded episode of last year.</p><p>For every enquiry, she gets the leads, CRM, check for notifications and will schedule a chat with her client. And to make sure that she's on top of everything she uses a blank sheet of paper and knows exactly the template and just writes everything and gets it organised. She does that for every client until she runs out of paper. </p><p>Recently she bought a notepad by Rocket Book. It is reusable, can automatically scan, upload to dropbox, digitally file, and then wipe clean and use again. And again.</p><p>And if you happen to look for something like a file created 6 months ago, Rocket Book can easily find it for you and locates it in your dropbox file.</p><p>Cost is £34.99. They've done microwavable one as well where you write in it and put it in the microwave and it will erase everything. It's a huge impact environmentally and it helps save a lot of waste.</p><p>Transcription:</p><p><strong>Alex</strong>: Hello there, welcome back. And we've got an old friend with us. This week, we're catching up with Jodie Stevenson and it was pretty much a year to the date that we had our first podcast interview. And it went on to be the number one downloaded episode of last year, and of all time, so people talk about her a lot, actually, when they've, I think it's one of the kind of the earlier episodes that people sort of pick up on because it's one of the first mortgage brokers that we interviewed, and they've come on to become the most popular episodes. So I really enjoyed catching up with Jodie. So let's dive straight in. Hello, and welcome back to the lead generation for financial services podcast and I can't quite believe it's been a whole year since we last caught up with the one and only Jodie Stevenson. How's it going?</p><p><strong>Jodie</strong>: Than