120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson

The Ambitious Bookkeeper Podcast

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This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3!

In this episode you’ll hear:

• hiring and team training strategies
• efficient strategies for email marketing
• tips on managing client relationships and tax filings
• how to streamline the conversion process
• and SO much more!

Resources mentioned in this episode:

• The Bookkeeping Business Accelerator
• Dubsado
• Dubsado Decoded Course
• Kickoff With Asana For Bookkeepers + Accountants
• Liz Wilcox’s Email Marketing Membership (affiliate link)
• AB Podcast episode with Liz Wilcox - Infusing Personality into Your Business
• Teamwork by Natalie Dawson
• Make em Beg to Work for You by Dr. Angela Lauria

Meet Becky:

Becky started ANJUDI3 because she wanted to show the girls she hosted that they can do whatever they want to do using their positivity! Anja, Julia and Diana will always have a special place in her heart and will always be her special daughters!

Becky’s professional background is in the tech industry. She also holds partial ownership as a shareholder of Willamette Valley Vineyards in Oregon. She's LEAD certified in the state of California, has been a member Texas Wine & Grape Growers since 2020, and even sponsored one of their virtual events. In 2023 she joined the Texas Craft Brewers Guild with the goal of learning more about the industry and creating connections with her clients and their passion. Recently, she's become the Membership Coordinator for the new Texas Hill Country Chapter of Women for Winesense.

Connect with Becky:

• 🌐 Visit her website
• 📱 Follow Anjudi3 on IG
• 📱 Connect on LinkedIn

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Connect on Instagram: instagram.com/ambitiousbookkeeper

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Hoofdstukken

1. 120 (00:00:00)

2. Introduction (00:01:27)

3. The Issues Becky is Having (00:02:44)

4. Email Automation (00:03:26)

5. More Details on Kajabi (00:10:09)

6. Asana, Zapier, and Other Programs (00:13:44)

7. Gathering Data (00:15:34)

8. Lead Generation Via Events (00:17:38)

9. Sharing the Program with Your Team (00:21:24)

10. Dealing with Clients that don't send information (00:23:43)

11. How to Explain That they need to give information (00:27:23)

12. Picking and Choosing Clients (00:30:19)

13. Importance of Getting the information needed (00:31:32)

14. To Hire or Train? (00:33:41)

15. Books for Hiring and T eamwork (00:37:19)

16. Conclusion (00:38:30)