BONUS: Will “BigBox Tax” survive COVID-19? & Other Undercover Discoveries

Posted by & filed under Customer Service, Growing Your Firm Podcast, Hiring, Workflow Excellence.

20200403 David Cristello secret dark

Today we’re revealing a secret project we did at Jetpack Workflow to see what we could learn from the big boys of the retail accounting world. Someone in our community was a recent customer service professional in 2019 and a tax preparer in 2020. We’ll call them “Sam.” We will reveal what we learned about… Read more »