Podcasts Other Accounting Apps | Cloud Accounting | Accounting Ecosystem Building a practice workflow solution that stops client work falling through the cracks | David Cristello

Building a practice workflow solution that stops client work falling through the cracks | David Cristello

Published: Feb. 27, 2020, 9 p.m.

Today I am speaking with David Cristello CEO and Founder from JetPack Workflow

In this episode, we talk about . . .

  • Why he created a company to build a Workflow and CRM solution for practices
  • What some of his favourite features and reports are within JetPack Workflow
  • The importance of asking better questions, to uncover real issues.
  • The longest milkshake analogy ever told on an accounting podcast!
  • Also, we heard about an atomic habit that David has adopted, and from that discussion I’ve followed James Clear on twitter
  • And David expressed his interest in understanding if practices really examined their own capacity. If you have thoughts on that – send him a message on Twitter at @DaveCristello not David, just Dave….

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