How Dave Sellick uses Slack to centralise client comms and why it’s his “most valuable” advisory tool 👇 Struggling to stay on top of client comms? In his firm Sidgrove, Dave uses Slack. But he doesn’t just use it for sending messages. Slack is the one place where: ✅ Files and links are bookmarked ✅ Documents shared ✅ Automated approvals are requested Want to learn more about how Dave uses Slack and see his automated Payroll & VAT approval workflows in action? Full episode here 👉 https://lnkd.in/eTz57xTQ #Practicemanagement #Slack #TheFirm
Jordan Vickery
1mo
Was a great conversation. We see the same in Journey re. Slack being a great “advisory” tool. It’s a fundamental part of how we communicate + drive value for our clients
On a mission to humanise accountancy 🙏🎨⭕️
1mo❗️F*ck AI - this, right now, is a much bigger opportunity than ‘AI’ for accountancy firms to tap into more human, ‘advisory’ type relationships with clients 👌Slack is the foundation for all my closest client relationships 👉if I don’t have a client on slack then they’re almost certainly not getting human-centric ‘advisory’ services, where real trust & friendship is getting built 🙏Thanks for having me on Jordan & The Firm - looking forward to sharing even more about this over the forseeable