This episode is the first of its kind on the podcast -- an ON AIR TECH TOOL AUDIT.
I am SO excited to share with you this REAL tech audit that I did with Kickstart Accounting’s co-owner Danielle Hayden. Danielle graciously accepted my invitation to expose the technology she’s using in her business so that we can find the hidden gems and where she can double down on her efforts. This is so she can do that much more with the technology that she is already using OR how to switch things up so that she is using technology to support her business goals that much more.
If you are interested in a Tech Audit for your business please visit https://techofbusiness.com/audit If you think a Tech Audit might be a great step for you -- or if you’re not entirely sure… download the freebie that will help you start putting the pieces in place and looking at your tech objectively. You can get that by going to https://techofbusiness.com/impact
This is going to be a bit of a peek behind the curtains of how I love to work with my clients and why a tech tool audit makes so much sense as a starting point in our conversation. As already mentioned, Danielle Hayden is co-owner of Kickstart Accounting. They are a bookkeeping service for entrepreneurs. They help their clients take their accounting understanding to the next level. From startup to 7-figure entrepreneurs, the methodology of their business is the same… that is help entrepreneurs:
understand their accounting processes make sure everything is working together get them set up with an accounting system take bookkeeping off their plate send financial statements at the end of the month MAKE SURE their clients UNDERSTAND those financial statements They did realize that not everybody is able to commit to a monthly service after 5 years in business or the people they talk to aren’t understanding their financial statements. So… they are writing a book series that walks the entrepreneur through a weekly goal and then a daily actionable task to help them put together the processes behind their business so that they can become more profitable and really understand their financials with confidence.
This is a great time for us to be doing this Tech Audit because Kickstart Accounting is on the brink of doing something new. Some of the tech tools they have used to this point in their service based one-on-one business may not translate quite as well to offering this planner and series of product they are creating. These two business models are completely different so it’s important that we get their tech in order.
The sales cycle is different.
The way they communicate with people is different.
The amount of people they are able to help is larger.
All these things mean it’s time to make sure they are using the correct tech to optimize their business.
Current Tech in Place... Currently on the Kickstart Accounting website customers have two options when they are connecting with the business. They can reach out with just sending them an email through their email portal. Or they can take a quick 8-10 question quiz called “Are You Ready for An Accountant?”. It’s a google form, which as Danielle mentions, is not very sophisticated and simply emails the information to Danielle.
Once Danielle receives an email inquiry, she will reply and invite the entrepreneur to set up a call. This is completely manual. There is no integration between emailing Danielle and email marketing or a CRM.
For the new profit planner, the plan is to distribute the first 7 days of the planner as an opt-in.
At this point in the conversation, I was ready to dig far in and uncover the actual tech that the business is using… the Kickstart Accounting website is on Squarespace.
Danielle has mostly used the built in list building tools and admits that they are not integrated with her