We’ve released a brand new client messaging and workflow library inside of Jetpack Workflow.
Now, inside of every Jetpack Workflow account, you have a full Workflow Library and ClientMessaging system. We see this being utilized in a few ways
  • Increase referrals and reviews: When you’re done with a client engagement, send them a short email and ask them to rate the service. You can ask for reviews, or pose a simple question (which can yield huge insights) such as new reports, services, or products you can create to better serve your clients
  • Add new services sooner:  Using the workflow template library, if you’re investigating how other firms are adding new profit centers, you can quickly get a ‘look and feel’ of how integrating that process would work in your firm
  • Get setup & automated faster inside of Jetpack: Many of you know the three steps to getting setup in Jetpack … import clients, add team, create templates. We’ll we now have 30+ templates for you to choose from (and if you have questions, let’s schedule a time to connect)
  • Increase turnaround time by using features like Followup.cc in our composition window: You can add tools like followup.cc in the BCC to make sure client requests never fall through the cracks. Using a simple 3days@followup.cc will shoot the email to the top of your inbox in three days (so you never miss a follow-up!)


Ready to check out the latest features + access the full workflow library? Click here to get started

See Jetpack Worflow In Action

Get under the hood of Jetpack Workflow’s accounting workflow and project management platform. See some of the top features and how it helps your firm standardize, automate, and track client work more efficiently.