DiscoverThe Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP143 - Creating & Curating the Customer Experience
The Strategic Bookkeeper - EP143 - Creating & Curating the Customer Experience

The Strategic Bookkeeper - EP143 - Creating & Curating the Customer Experience

Update: 2025-11-27
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Most bookkeepers think growth comes from big, dramatic changes. Truth is, it rarely does.

It comes from the tiny, almost invisible moments your clients notice instantly.

The way your website feels.

How fast you reply.

How clear you are about “what happens next.”

These little hinges swing very big doors — enquiries, conversions, retention, referrals.

Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she breaks down exactly how to use those micro-moments to create a customer experience that feels effortless for you… and unforgettable for your clients.

Here’s what you’ll walk away with:

  • The micro-shifts that instantly position you as the confident, capable expert clients want
  • A simple 7-step framework to upgrade every touchpoint — without adding more work
  • How tiny improvements compound into rock-solid retention and “forever clients”

If you want better clients, easier conversions, and a practice that grows without the grind — this episode is your next move. Tune in NOW 💼

📌 Podcast resources:


#ClientExperience #CustomerExperience #ClientConversion #ClientRetention #ForeverClient #PracticeGrowth #BookkeepingStrategies #StrategicBookkeeping #ProfitablePractice #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage

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The Strategic Bookkeeper - EP143 - Creating & Curating the Customer Experience

The Strategic Bookkeeper - EP143 - Creating & Curating the Customer Experience

Jeannie Savage