• Using visuals to manage client expectations | Megan Justice, Crayon Advisory, LLC — Gearing Up #8

  • Jun 14 2022
  • Length: 9 mins
  • Podcast

Using visuals to manage client expectations | Megan Justice, Crayon Advisory, LLC — Gearing Up #8

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  • Summary

  • Before Megan Justice started Crayon Advisory, LLC, she worked in-house at accounting firms that wanted her to pay close attention to managing client expectations.   

    Setting up client expectations was something she was told to do in her career for years, but was never really given the tools or permissions to effectively do so, she says in the episode of Gearing Up — our series that asks a real, practicing accountant or bookkeeper to share one challenge in their firm and how they solved it.   

    Subscribe to Gearing Up 👉 https://hubs.li/Q014LG_20 Relay is business banking that completes your accounting tech stack. 

    Learn more about Relay 👉  https://hubs.li/Q014LGJw0.   

    At Crayon Advisory, she’s developed a unique way to keep clients on track while ensuring they know exactly what to expect from her services. In this episode she shows our host Blake Oliver, how she uses Canva to create infographics that communicate the steps and timelines involved in her services.   

    Watch the full episode now to learn:  

    🤝 Why Megan started her own firm and who she serves  

    🛠 Her robust tech stack  

    💕 Why Megan loves Relay 

    👩‍🎨 How she created the visuals she sends to clients   


    Learn more about Megan at CrayonAdvisory.com
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