Turbo-Charging Your Efficiency by Automating Your Client Data, with James Rose Business Habitat with Sam Dean

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.

Here at BlueprintHQ, we are here to help. We are super passionate about the professional services industry and supporting you with what you need. We are offering a short, sharp 15 minute consultation call to help you with this process. Go to https://www.blueprinthq.com.au/consultation