Chapter
Turning Email and Excel into Workflows
40:09 - 43:56 (03:47)
The speaker discusses a solution he found to turn email and Excel spreadsheets into a workflow for onboarding clients, which he believes is a problem that many businesses face each year. He also raves about a helpful Ukrainian accountant who felt like an asset in his team.
Clips
The speaker shares their positive experience with an accountant, who made them feel like they were working for them rather than against them.
40:09 - 41:55 (01:46)
Summary
The speaker shares their positive experience with an accountant, who made them feel like they were working for them rather than against them. They mention a specific Ukrainian woman who was an amazing accountant.
ChapterTurning Email and Excel into Workflows
Episode5 Big Ideas for a Business with Greg Isenberg
PodcastMy First Million
The speaker invested in a company that simplifies administrative tasks around adding users to various platforms and services such as Shopify, QuickBooks, Stripe, and Bank of America, thereby removing the need for users to jump through various hoops and complete multiple Excel spreadsheets.
41:55 - 42:26 (00:30)
Summary
The speaker invested in a company that simplifies administrative tasks around adding users to various platforms and services such as Shopify, QuickBooks, Stripe, and Bank of America, thereby removing the need for users to jump through various hoops and complete multiple Excel spreadsheets.
ChapterTurning Email and Excel into Workflows
Episode5 Big Ideas for a Business with Greg Isenberg
PodcastMy First Million
The speaker discusses the development of a workflow tool using Notion to streamline client onboarding and provides insights on how it helps solve a common problem for businesses.
42:26 - 43:56 (01:30)
Summary
The speaker discusses the development of a workflow tool using Notion to streamline client onboarding and provides insights on how it helps solve a common problem for businesses.